|
5526
|
Highland Peak Capital
Old Greenwich,
Connecticut
|
$176M
|
+$21.1M
|
+14%
|
14.7%
|
150%
|
28
|
60.71%
|
|
|
5527
|
Briaud Financial Planning
College Station,
Texas
|
$176M
|
+$58.6M
|
+50%
|
8.22%
|
81.6%
|
129
|
94.57%
|
|
|
5528
|
Factorial Partners
Mt. Kisco,
New York
|
$176M
|
+$18M
|
+11%
|
12.5%
|
78.3%
|
88
|
15.91%
|
|
|
5529
|
Patrick Mauro Investment Advisor
Oak Brook,
Illinois
|
$176M
|
+$7.92M
|
+5%
|
4.46%
|
28.4%
|
44
|
9.09%
|
|
|
5530
|
Swan Capital
Pensacola,
Florida
|
$176M
|
+$17M
|
+11%
|
6.79%
|
–
|
35
|
11.43%
|
|
|
5531
|
Custom Index Systems
New York
|
$176M
|
+$13.6M
|
+8%
|
9.8%
|
–
|
325
|
52%
|
|
|
5532
|
Grand Alliance Asset Management
Central,
Hong Kong
|
$176M
|
-$11.5M
|
-6%
|
38.2%
|
–
|
14
|
21.43%
|
|
|
5533
|
Kiely Wealth Advisory Group
Kernersville,
North Carolina
|
$176M
|
+$2.75M
|
+2%
|
3.35%
|
–
|
289
|
8.65%
|
|
|
5534
|
Bosun Asset Management
Chicago,
Illinois
|
$176M
|
+$75.1M
|
+75%
|
21.7%
|
240%
|
191
|
60.73%
|
|
|
5535
|
Raelipskie Partnership
Waterloo,
Ontario, Canada
|
$176M
|
+$11.3M
|
+7%
|
5.96%
|
–
|
105
|
9.52%
|
|
|
5536
|
Parker Financial
Silverdale,
Washington
|
$176M
|
+$14.5M
|
+9%
|
5.02%
|
37.1%
|
50
|
16%
|
|
|
5537
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$176M
|
+$16.6M
|
+10%
|
20.7%
|
122%
|
141
|
7.09%
|
|
|
5538
|
Beacon Investment Advisors
Gaithersburg,
Maryland
|
$175M
|
+$18.8M
|
+12%
|
7.87%
|
64.3%
|
136
|
8.09%
|
|
|
5539
|
Potrero Capital Research
San Francisco,
California
|
$175M
|
-$13.3M
|
-7%
|
6.74%
|
137%
|
32
|
40.63%
|
|
|
5540
|
Pacific Wealth Management
San Diego,
California
|
$175M
|
$0
|
0%
|
6.42%
|
37.5%
|
24
|
0%
|
|
|
5541
|
ETF Store
Overland Park,
Kansas
|
$175M
|
+$20.5M
|
+13%
|
6.46%
|
44.8%
|
114
|
13.16%
|
|
|
5542
|
Shore Point Advisors
Brielle,
New Jersey
|
$175M
|
+$13.7M
|
+9%
|
6.2%
|
51.4%
|
60
|
8.33%
|
|
|
5543
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$175M
|
+$9.3M
|
+6%
|
6.57%
|
51.4%
|
83
|
9.64%
|
|
|
5544
|
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
|
$175M
|
+$12.8M
|
+8%
|
7.45%
|
51.1%
|
33
|
12.12%
|
|
|
5545
|
Boyd Wealth Management
Sacramento,
California
|
$175M
|
+$14.3M
|
+9%
|
6.98%
|
51.1%
|
44
|
11.36%
|
|
|
5546
|
Kopp Family Office
Bloomington,
Minnesota
|
$175M
|
+$3.87M
|
+2%
|
4.75%
|
34%
|
21
|
0%
|
|
|
5547
|
|
$175M
|
–
|
–
|
4.75%
|
–
|
21
|
–
|
|
|
5548
|
Powers Advisory Group
Highland,
Illinois
|
$175M
|
+$12.9M
|
+8%
|
5.99%
|
37.5%
|
94
|
3.19%
|
|
|
5549
|
Pioneer Wealth Management Group
Austin,
Texas
|
$175M
|
+$14.3M
|
+9%
|
3.86%
|
–
|
40
|
10%
|
|
|
5550
|
Morling Financial Advisors
Fremont,
California
|
$175M
|
+$50.9M
|
+41%
|
12.8%
|
87.8%
|
111
|
32.43%
|
|