|
5526
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$143M
|
+$12.3M
|
+9%
|
3.27%
|
36.9%
|
710
|
71.83%
|
|
|
5527
|
Bregal Investments
New York
|
$143M
|
-$27M
|
-16%
|
15.9%
|
–
|
1
|
0%
|
|
|
5528
|
Bregal North America General Partner Jersey
St. Helier,
Jersey
|
$143M
|
-$27M
|
-16%
|
15.9%
|
71.3%
|
1
|
0%
|
|
|
5529
|
Bregal Sagemount I
St. Helier,
Jersey
|
$143M
|
-$27M
|
-16%
|
15.9%
|
71.3%
|
1
|
0%
|
|
|
5530
|
Prairiewood Capital
Fargo,
North Dakota
|
$143M
|
+$16.5M
|
+13%
|
2.35%
|
34.8%
|
76
|
25%
|
|
|
5531
|
Garrison Point Advisors
Walnut Creek,
California
|
$143M
|
-$7.8M
|
-5%
|
3.99%
|
69.7%
|
154
|
3.9%
|
|
|
5532
|
Soundmark Wealth Management
Kirkland,
Washington
|
$143M
|
-$3.5M
|
-2%
|
4.28%
|
17.2%
|
62
|
9.68%
|
|
|
5533
|
Frontier Asset Management
Sheridan,
Wyoming
|
$143M
|
+$6.9M
|
+5%
|
4.94%
|
41%
|
39
|
15.38%
|
|
|
5534
|
R.W. Roge & Company
Bohemia,
New York
|
$143M
|
+$12.8M
|
+10%
|
5.13%
|
57.7%
|
43
|
4.65%
|
|
|
5535
|
Santa Monica Partners
Palm Beach Gardens,
Florida
|
$143M
|
-$14.4M
|
-9%
|
4.72%
|
123%
|
22
|
4.55%
|
|
|
5536
|
Alpha DNA Investment Management
Columbia,
Maryland
|
$142M
|
-$16M
|
-10%
|
2.32%
|
134%
|
171
|
74.27%
|
|
|
5537
|
Planning Directions
Glen Mills,
Pennsylvania
|
$142M
|
-$7.81M
|
-5%
|
3.85%
|
36.4%
|
79
|
6.33%
|
|
|
5538
|
SkyKnight Capital
San Francisco,
California
|
$142M
|
-$67.4M
|
-32%
|
32.2%
|
1.58%
|
4
|
25%
|
|
|
5539
|
Dalal Street
West Lake Hills,
Texas
|
$142M
|
-$74.3M
|
-34%
|
16.4%
|
155%
|
2
|
0%
|
|
|
5540
|
Performa Ltd (US)
Charleston,
South Carolina
|
$142M
|
-$20.7M
|
-13%
|
5.35%
|
46.2%
|
75
|
32%
|
|
|
5541
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$142M
|
-$3.1M
|
-2%
|
4.46%
|
53.5%
|
43
|
23.26%
|
|
|
5542
|
AFG Fiduciary Services
Hingham,
Massachusetts
|
$142M
|
-$151K
|
-0.1%
|
4.41%
|
61.9%
|
97
|
31.96%
|
|
|
5543
|
Dalton Investments
Las Vegas,
Nevada
|
$142M
|
-$10.9M
|
-7%
|
3.66%
|
94.7%
|
23
|
17.39%
|
|
|
5544
|
Sterling Investment Management
Tucson,
Arizona
|
$142M
|
-$18.4M
|
-11%
|
0.47%
|
44.1%
|
73
|
6.85%
|
|
|
5545
|
New Potomac Partners
Bethesda,
Maryland
|
$142M
|
-$12.3M
|
-8%
|
3.99%
|
37.2%
|
63
|
9.52%
|
|
|
5546
|
Crown Advisors Management
Larkspur,
California
|
$142M
|
-$13.4M
|
-9%
|
7.9%
|
216%
|
49
|
28.57%
|
|
|
5547
|
Capasso Planning Partners
Charleston,
South Carolina
|
$142M
|
+$4.8M
|
+4%
|
4.55%
|
44.1%
|
97
|
21.65%
|
|
|
5548
|
Nierenberg Investment Management Company
Camas,
Washington
|
$141M
|
+$19.9M
|
+16%
|
16.6%
|
167%
|
46
|
28.26%
|
|
|
5549
|
CV Advisors
Aventura,
Florida
|
$141M
|
-$33.6M
|
-19%
|
5.97%
|
98.9%
|
34
|
20.59%
|
|
|
5550
|
Northeast Financial Group
Tannersville,
Pennsylvania
|
$141M
|
-$29.7M
|
-17%
|
4.54%
|
31.6%
|
50
|
24%
|
|