|
5501
|
Pinion Investment Advisors
Wichita,
Kansas
|
$148M
|
+$40.9M
|
+38%
|
5.62%
|
75.4%
|
162
|
27.78%
|
|
|
5502
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$147M
|
-$1.35M
|
-0.9%
|
9.95%
|
132%
|
197
|
26.4%
|
|
|
5503
|
Coulter & Justus Financial Services
Knoxville,
Tennessee
|
$147M
|
-$5.92M
|
-4%
|
2.66%
|
–
|
50
|
16%
|
|
|
5504
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$147M
|
+$8.46M
|
+6%
|
4.18%
|
61.6%
|
61
|
8.2%
|
|
|
5505
|
EPIQ Partners
Minneapolis,
Minnesota
|
$147M
|
+$2.32M
|
+2%
|
4.09%
|
44.3%
|
80
|
7.5%
|
|
|
5506
|
Virtus Investment Advisers
Hartford,
Connecticut
|
$147M
|
+$4.45M
|
+3%
|
4.99%
|
172%
|
303
|
24.42%
|
|
|
5507
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$147M
|
-$8.77M
|
-6%
|
3.55%
|
47.6%
|
85
|
11.76%
|
|
|
5508
|
Prairie Sky Financial Group
Lake Bluff,
Illinois
|
$147M
|
–
|
–
|
8.42%
|
–
|
79
|
–
|
|
|
5509
|
Omnia Family Wealth
Aventura,
Florida
|
$147M
|
+$17.2M
|
+13%
|
5.89%
|
80.6%
|
70
|
14.29%
|
|
|
5510
|
Warther Private Wealth
Akron,
Ohio
|
$147M
|
+$15.8M
|
+12%
|
9.54%
|
94.1%
|
73
|
23.29%
|
|
|
5511
|
|
$147M
|
-$8.73M
|
-6%
|
0.35%
|
6.42%
|
635
|
79.53%
|
|
|
5512
|
First Citizens Financial Corp
Mason City,
Iowa
|
$147M
|
–
|
–
|
5.65%
|
68.1%
|
112
|
–
|
|
|
5513
|
Solano Wealth Management
Fairfield,
California
|
$147M
|
+$10.1M
|
+7%
|
6.68%
|
–
|
24
|
4.17%
|
|
|
5514
|
Naman Capital
Sao Paulo,
Brazil
|
$147M
|
+$25.2M
|
+21%
|
25.6%
|
89.9%
|
11
|
0%
|
|
|
5515
|
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
|
$147M
|
+$15.8M
|
+12%
|
6.35%
|
30.8%
|
4
|
0%
|
|
|
5516
|
Choice Wealth Advisors
Waterville,
Maine
|
$147M
|
+$9.43M
|
+7%
|
7.13%
|
52.3%
|
24
|
8.33%
|
|
|
5517
|
|
$147M
|
+$9.32M
|
+7%
|
4.08%
|
9.67%
|
80
|
48.75%
|
|
|
5518
|
William Marsh Rice University
Houston,
Texas
|
$147M
|
-$3.47M
|
-2%
|
0.27%
|
4.44%
|
8
|
37.5%
|
|
|
5519
|
McCarthy Asset Management
Redwood Shores,
California
|
$147M
|
-$376K
|
-0.3%
|
3.88%
|
–
|
37
|
8.11%
|
|
|
5520
|
Western Financial Corp
San Diego,
California
|
$147M
|
+$6.29M
|
+4%
|
9.83%
|
260%
|
119
|
15.97%
|
|
|
5521
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$147M
|
+$11.2M
|
+8%
|
4.53%
|
53.6%
|
180
|
11.67%
|
|
|
5522
|
Genesee Capital Advisors
Auburn,
New York
|
$147M
|
+$5.89M
|
+4%
|
7.1%
|
101%
|
99
|
24.24%
|
|
|
5523
|
Yorktown Energy Partners VIII
New York
|
$147M
|
+$40.9M
|
+39%
|
0.45%
|
15.2%
|
3
|
33.33%
|
|
|
5524
|
FWL Investment Management
Dallas,
Texas
|
$147M
|
+$10.9M
|
+8%
|
5.66%
|
165%
|
82
|
48.78%
|
|
|
5525
|
Beacon Investment Advisors
Gaithersburg,
Maryland
|
$146M
|
+$9.35M
|
+7%
|
5.85%
|
96.4%
|
132
|
7.58%
|
|