|
5601
|
Dudley Capital Management
Middleburg,
Virginia
|
$171M
|
+$14.5M
|
+9%
|
11.9%
|
110%
|
123
|
11.38%
|
|
|
5602
|
Chronos Wealth Management
Clearwater,
Florida
|
$171M
|
+$13.8M
|
+9%
|
9.96%
|
86.4%
|
41
|
12.2%
|
|
|
5603
|
Walnut Level Capital
Denver,
Colorado
|
$171M
|
+$35.4M
|
+26%
|
2.45%
|
–
|
40
|
30%
|
|
|
5604
|
Kailix Advisors
Fort Lauderdale,
Florida
|
$171M
|
-$7.27M
|
-4%
|
1.02%
|
27%
|
7
|
14.29%
|
|
|
5605
|
Mendota Financial Group
Madison,
Wisconsin
|
$171M
|
+$42.8M
|
+33%
|
7.68%
|
53.8%
|
394
|
22.59%
|
|
|
5606
|
Wayfinding Financial
Lynnwood,
Washington
|
$171M
|
+$24M
|
+16%
|
10.1%
|
58.7%
|
138
|
27.54%
|
|
|
5607
|
Legacy Bridge
West Des Moines,
Iowa
|
$171M
|
+$16.6M
|
+11%
|
19%
|
149%
|
327
|
13.76%
|
|
|
5608
|
Element Wealth
Ridgeland,
Mississippi
|
$171M
|
+$11.2M
|
+7%
|
6.61%
|
44.8%
|
275
|
7.64%
|
|
|
5609
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$171M
|
+$9.57M
|
+6%
|
13.6%
|
132%
|
203
|
15.76%
|
|
|
5610
|
Sunesis Advisors
Overland Park,
Kansas
|
$171M
|
+$6.77M
|
+4%
|
6.16%
|
–
|
75
|
41.33%
|
|
|
5611
|
TAGStone Capital
Charlotte,
North Carolina
|
$171M
|
+$17.8M
|
+12%
|
7.91%
|
50.8%
|
85
|
5.88%
|
|
|
5612
|
Summit Place Financial Advisors
Summit,
New Jersey
|
$171M
|
+$17.8M
|
+12%
|
13%
|
89.4%
|
93
|
8.6%
|
|
|
5613
|
AllSquare Wealth Management
Albany,
New York
|
$171M
|
+$7.69M
|
+5%
|
7.13%
|
62.4%
|
551
|
5.44%
|
|
|
5614
|
Values First Advisors
Gray,
Tennessee
|
$171M
|
+$4.89M
|
+3%
|
5.04%
|
70.5%
|
179
|
15.08%
|
|
|
5615
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$171M
|
+$9.28M
|
+6%
|
4.47%
|
37.8%
|
34
|
8.82%
|
|
|
5616
|
Rye Brook Capital
Greenwich,
Connecticut
|
$171M
|
-$25.2M
|
-13%
|
7.77%
|
67.3%
|
32
|
18.75%
|
|
|
5617
|
Vision One Management Partners
Miami,
Florida
|
$171M
|
+$2.49M
|
+1%
|
1.54%
|
–
|
9
|
33.33%
|
|
|
5618
|
MYeCFO
La Jolla,
California
|
$170M
|
+$11.8M
|
+7%
|
4.85%
|
43.8%
|
57
|
12.28%
|
|
|
5619
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$170M
|
+$17M
|
+11%
|
8.39%
|
68.3%
|
155
|
20%
|
|
|
5620
|
Promethos Capital
Boston,
Massachusetts
|
$170M
|
+$32.4M
|
+23%
|
10%
|
–
|
73
|
9.59%
|
|
|
5621
|
Granite FO LLC
Bedford,
New Hampshire
|
$170M
|
+$20.7M
|
+14%
|
10.7%
|
111%
|
229
|
42.36%
|
|
|
5622
|
GSI Capital Advisors
Newport Beach,
California
|
$170M
|
+$5.02M
|
+3%
|
0.83%
|
25.4%
|
33
|
36.36%
|
|
|
5623
|
Fogel Capital Management
Stuart,
Florida
|
$170M
|
+$39.1M
|
+30%
|
8.99%
|
–
|
43
|
34.88%
|
|
|
5624
|
Pursue Wealth Partners
Clayton,
California
|
$170M
|
+$15.2M
|
+10%
|
12.1%
|
94.9%
|
110
|
22.73%
|
|
|
5625
|
Invesco Senior Secured Management
New York
|
$170M
|
+$67.2M
|
+65%
|
1.19%
|
18.1%
|
8
|
12.5%
|
|