|
5601
|
Family Office Research
Bethesda,
Maryland
|
$229M
|
+$17.2M
|
+8%
|
5.19%
|
–
|
74
|
12.16%
|
|
|
5602
|
Arcus Capital Partners
Atlanta,
Georgia
|
$229M
|
-$2.58M
|
-1%
|
5.09%
|
69.2%
|
139
|
25.9%
|
|
|
5603
|
Kinloch Capital
Glen Allen,
Virginia
|
$229M
|
+$13.8M
|
+6%
|
6.56%
|
63.4%
|
77
|
7.79%
|
|
|
5604
|
Melia Wealth
Tulsa,
Oklahoma
|
$228M
|
+$19.6M
|
+9%
|
0.03%
|
–
|
23
|
8.7%
|
|
|
5605
|
Foronjy Financial
Santa Barbara,
California
|
$228M
|
+$14.6M
|
+7%
|
5.41%
|
–
|
116
|
19.83%
|
|
|
5606
|
StoneCrest Wealth Management
Chandler,
Arizona
|
$228M
|
+$18.3M
|
+9%
|
11.2%
|
–
|
81
|
24.69%
|
|
|
5607
|
Bandera Partners
New York
|
$228M
|
+$6.27M
|
+3%
|
12.4%
|
55.4%
|
14
|
7.14%
|
|
|
5608
|
Merck & Co
Rahway,
New Jersey
|
$228M
|
+$12.4M
|
+6%
|
10.3%
|
–
|
13
|
0%
|
|
|
5609
|
Mainsail Asset Management
Birmingham,
Alabama
|
$228M
|
+$66.3M
|
+41%
|
5.62%
|
–
|
93
|
37.63%
|
|
|
5610
|
626 Financial
Portage,
Michigan
|
$228M
|
+$14.1M
|
+7%
|
7.52%
|
71.3%
|
121
|
9.09%
|
|
|
5611
|
Catalyst Private Wealth
San Mateo,
California
|
$228M
|
+$3.04M
|
+1%
|
3.65%
|
103%
|
82
|
6.1%
|
|
|
5612
|
Balanced Wealth Group
Westlake,
Ohio
|
$228M
|
-$2.56M
|
-1%
|
7.89%
|
–
|
70
|
1.43%
|
|
|
5613
|
Scholtz & Company
Stamford,
Connecticut
|
$228M
|
-$212K
|
-0.1%
|
3.53%
|
89.2%
|
54
|
9.26%
|
|
|
5614
|
Blue Barn Wealth
Orem,
Utah
|
$228M
|
+$15.3M
|
+7%
|
5.81%
|
46.4%
|
184
|
21.74%
|
|
|
5615
|
WJ Wealth Management
Glendale,
Arizona
|
$227M
|
-$89.3M
|
-28%
|
7.65%
|
90.6%
|
106
|
41.51%
|
|
|
5616
|
Summa Corp
Tomball,
Texas
|
$227M
|
+$35M
|
+18%
|
14.8%
|
–
|
82
|
14.63%
|
|
|
5617
|
Cascades Capital Asset Management
Greensboro,
North Carolina
|
$227M
|
+$32.7M
|
+17%
|
7.96%
|
–
|
165
|
19.39%
|
|
|
5618
|
Viewpoint Capital Management
Seattle,
Washington
|
$227M
|
+$23.3M
|
+11%
|
11.7%
|
120%
|
152
|
11.84%
|
|
|
5619
|
Spinecap SAS
Paris,
France
|
$227M
|
+$35M
|
+18%
|
18.3%
|
–
|
15
|
33.33%
|
|
|
5620
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$227M
|
+$22.6M
|
+11%
|
14%
|
110%
|
679
|
20.18%
|
|
|
5621
|
Integrated Capital Management (Michigan)
Bloomfield,
Michigan
|
$227M
|
+$18.6M
|
+9%
|
9.26%
|
–
|
66
|
21.21%
|
|
|
5622
|
Second Half Financial Partners
Sebring,
Florida
|
$227M
|
+$14.8M
|
+7%
|
4.6%
|
36.8%
|
100
|
14%
|
|
|
5623
|
Creekside Partners
Petaluma,
California
|
$227M
|
+$16.4M
|
+8%
|
7.84%
|
–
|
175
|
4%
|
|
|
5624
|
Monolith Management
Hong Kong
|
$227M
|
-$55.9M
|
-20%
|
19.8%
|
–
|
35
|
80%
|
|
|
5625
|
Heritage Wealth Management (Texas)
Houston,
Texas
|
$227M
|
+$25.5M
|
+13%
|
6.09%
|
52.3%
|
40
|
15%
|
|