|
5626
|
Delphi Financial Group
Wilmington,
Delaware
|
$178M
|
+$23M
|
+15%
|
3.2%
|
66.3%
|
24
|
8.33%
|
|
|
5627
|
Wayfinding Financial
Lynnwood,
Washington
|
$178M
|
+$6.71M
|
+4%
|
4.51%
|
68.3%
|
131
|
9.16%
|
|
|
5628
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$178M
|
-$12.6M
|
-7%
|
2.78%
|
80.7%
|
176
|
25.57%
|
|
|
5629
|
Arosa Capital Management
Miami Beach,
Florida
|
$177M
|
+$7.89M
|
+5%
|
0.31%
|
536%
|
47
|
55.32%
|
|
|
5630
|
CCG Wealth Management
San Diego,
California
|
$177M
|
+$11.3M
|
+7%
|
4.25%
|
82.6%
|
77
|
15.58%
|
|
|
5631
|
Trueblood Wealth Management
Lima,
Ohio
|
$177M
|
+$2.57M
|
+1%
|
1.8%
|
–
|
229
|
6.99%
|
|
|
5632
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$177M
|
-$14.2M
|
-7%
|
0.96%
|
60%
|
243
|
16.87%
|
|
|
5633
|
Painted Porch Advisors
Santa Barbara,
California
|
$177M
|
+$13.4M
|
+8%
|
0.32%
|
–
|
403
|
83.87%
|
|
|
5634
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$177M
|
+$8.9M
|
+5%
|
1.93%
|
93.9%
|
162
|
14.81%
|
|
|
5635
|
Camelot Portfolios
Maumee,
Ohio
|
$177M
|
+$74.7M
|
+73%
|
0.96%
|
41.3%
|
601
|
76.54%
|
|
|
5636
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$177M
|
+$7.21M
|
+4%
|
2.62%
|
67.1%
|
155
|
12.9%
|
|
|
5637
|
Crown Oak Advisors
Piedmont,
California
|
$177M
|
-$4.68M
|
-3%
|
1.48%
|
–
|
22
|
0%
|
|
|
5638
|
1492 Capital Management
Milwaukee,
Wisconsin
|
$177M
|
-$2.71M
|
-2%
|
5.55%
|
332%
|
112
|
31.25%
|
|
|
5639
|
UNC Management Company
Chapel Hill,
North Carolina
|
$177M
|
+$54.6M
|
+45%
|
2.87%
|
92%
|
3
|
66.67%
|
|
|
5640
|
Wealth Quarterback
Toms River,
New Jersey
|
$176M
|
-$2.6M
|
-1%
|
2.9%
|
96.7%
|
134
|
18.66%
|
|
|
5641
|
Shelton Wealth Management
Fort Worth,
Texas
|
$176M
|
+$17.3M
|
+11%
|
2.01%
|
88%
|
156
|
39.74%
|
|
|
5642
|
TAGStone Capital
Charlotte,
North Carolina
|
$176M
|
+$5.59M
|
+3%
|
1.4%
|
58.3%
|
92
|
11.96%
|
|
|
5643
|
Fortitude Family Office
Scottsdale,
Arizona
|
$176M
|
+$27.7M
|
+19%
|
4.88%
|
–
|
1,081
|
21.65%
|
|
|
5644
|
Squire Investment Management Company
Orem,
Utah
|
$176M
|
+$17.6M
|
+11%
|
0.68%
|
–
|
55
|
3.64%
|
|
|
5645
|
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
|
$176M
|
+$37.4M
|
+27%
|
4.3%
|
81.5%
|
15
|
66.67%
|
|
|
5646
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$176M
|
+$4.25M
|
+2%
|
5.77%
|
105%
|
153
|
11.76%
|
|
|
5647
|
Sterneck Capital Management
Kansas City,
Missouri
|
$176M
|
+$8.86M
|
+5%
|
3.59%
|
61.5%
|
98
|
9.18%
|
|
|
5648
|
Harrington Investments
Napa,
California
|
$176M
|
+$1.52M
|
+0.9%
|
4.85%
|
92.5%
|
83
|
3.61%
|
|
|
5649
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$176M
|
+$1.03M
|
+0.6%
|
1.62%
|
51.4%
|
81
|
8.64%
|
|
|
5650
|
Shore Point Advisors
Brielle,
New Jersey
|
$176M
|
+$880K
|
+0.5%
|
0.45%
|
51.4%
|
61
|
8.2%
|
|