|
5626
|
Win Advisors
Palm Beach Gardens,
Florida
|
$207M
|
+$12.7M
|
+7%
|
16.4%
|
114%
|
84
|
78.57%
|
|
|
5627
|
Vista Investment Partners II
Richmond,
Indiana
|
$207M
|
+$26.5M
|
+15%
|
13.3%
|
–
|
143
|
16.08%
|
|
|
5628
|
Cordant Inc
Portland,
Oregon
|
$207M
|
+$15.2M
|
+8%
|
6.07%
|
47%
|
115
|
45.22%
|
|
|
5629
|
Red Tortoise LLC
Atlanta,
Georgia
|
$207M
|
+$13.5M
|
+7%
|
7.93%
|
43.7%
|
657
|
21.16%
|
|
|
5630
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$207M
|
+$24.2M
|
+13%
|
10.8%
|
74.1%
|
86
|
11.63%
|
|
|
5631
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$207M
|
+$17.4M
|
+9%
|
6.57%
|
44.4%
|
93
|
18.28%
|
|
|
5632
|
Financial Services Advisory
Rockville,
Maryland
|
$207M
|
-$57.3M
|
-22%
|
9.05%
|
61.8%
|
63
|
52.38%
|
|
|
5633
|
Whitebark Investors
Incline Village,
Nevada
|
$207M
|
+$16.4M
|
+9%
|
14.2%
|
–
|
9
|
0%
|
|
|
5634
|
Burns Matteson Capital Management
Corning,
New York
|
$207M
|
+$21.1M
|
+11%
|
10.1%
|
144%
|
221
|
36.65%
|
|
|
5635
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$207M
|
+$7.87M
|
+4%
|
7.23%
|
–
|
122
|
38.52%
|
|
|
5636
|
Savoir Faire Capital Management
Norwalk,
Connecticut
|
$207M
|
+$92.7M
|
+81%
|
6.94%
|
1.22%
|
48
|
8.33%
|
|
|
5637
|
Rings Capital Management
Chicago,
Illinois
|
$207M
|
+$10.5M
|
+5%
|
6.57%
|
49.5%
|
8
|
12.5%
|
|
|
5638
|
Dravo Bay
Rehoboth Beach,
Delaware
|
$207M
|
+$18.1M
|
+10%
|
7.92%
|
36.6%
|
48
|
4.17%
|
|
|
5639
|
S.A. Mason
Holland,
Michigan
|
$207M
|
+$17.4M
|
+9%
|
11.8%
|
80.6%
|
366
|
6.01%
|
|
|
5640
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$207M
|
+$33.2M
|
+19%
|
10.3%
|
84.1%
|
616
|
12.18%
|
|
|
5641
|
Arrow Capital
Sydney,
Australia
|
$207M
|
+$127M
|
+158%
|
22.3%
|
–
|
37
|
75.68%
|
|
|
5642
|
State Insurance Fund
New York
|
$206M
|
+$20.5M
|
+11%
|
11%
|
–
|
1
|
0%
|
|
|
5643
|
Compass Financial Services
West Des Moines,
Iowa
|
$206M
|
+$16M
|
+8%
|
6.11%
|
–
|
328
|
19.21%
|
|
|
5644
|
Citadel Investment Advisory
Chesterland,
Ohio
|
$206M
|
+$2.67M
|
+1%
|
5.72%
|
67.4%
|
84
|
3.57%
|
|
|
5645
|
Silver Oak Advisory Group
Portland,
Oregon
|
$206M
|
+$18.1M
|
+10%
|
4%
|
20.1%
|
73
|
10.96%
|
|
|
5646
|
Mendon Capital Advisors
Key Largo,
Florida
|
$206M
|
-$9.69M
|
-4%
|
2.64%
|
–
|
60
|
28.33%
|
|
|
5647
|
Values Added Financial
Washington,
District of Columbia
|
$206M
|
+$25.9M
|
+14%
|
8.43%
|
58.3%
|
126
|
11.11%
|
|
|
5648
|
Revere Asset Management
Dallas,
Texas
|
$206M
|
+$113M
|
+122%
|
32.3%
|
–
|
33
|
78.79%
|
|
|
5649
|
Financial Guidance Group
Palm Harbor,
Florida
|
$206M
|
+$20.7M
|
+11%
|
7.35%
|
52%
|
84
|
14.29%
|
|
|
5650
|
Pinnacle Family Advisors
Springfield,
Missouri
|
$206M
|
+$21.8M
|
+12%
|
11.6%
|
77.3%
|
134
|
26.12%
|
|