|
5651
|
Crown Wealth Group
Charlotte,
North Carolina
|
$144M
|
+$35.8M
|
+33%
|
3.72%
|
86.2%
|
125
|
68.8%
|
|
|
5652
|
Intergy Private Wealth
Colorado Springs,
Colorado
|
$143M
|
+$15.4M
|
+12%
|
6.53%
|
67.6%
|
55
|
23.64%
|
|
|
5653
|
Coann Capital
Westport,
Connecticut
|
$143M
|
-$39.8M
|
-22%
|
3.58%
|
–
|
27
|
66.67%
|
|
|
5654
|
Planned Solutions
Folsom,
California
|
$143M
|
-$6.16M
|
-4%
|
1.78%
|
60.8%
|
82
|
18.29%
|
|
|
5655
|
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
|
$143M
|
+$93.7M
|
+189%
|
4.4%
|
–
|
124
|
47.58%
|
|
|
5656
|
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
$143M
|
-$15.1M
|
-10%
|
8.32%
|
95.3%
|
94
|
22.34%
|
|
|
5657
|
Berkeley Inc
Boise,
Idaho
|
$143M
|
-$7.11M
|
-5%
|
4.57%
|
40.9%
|
96
|
8.33%
|
|
|
5658
|
Brightline Capital Management
Miami,
Florida
|
$143M
|
-$19.8M
|
-12%
|
41%
|
810%
|
14
|
42.86%
|
|
|
5659
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$143M
|
+$12.3M
|
+9%
|
3.27%
|
36.9%
|
710
|
71.83%
|
|
|
5660
|
Bregal Sagemount I
St. Helier,
Jersey
|
$143M
|
-$27M
|
-16%
|
15.9%
|
71.3%
|
1
|
0%
|
|
|
5661
|
Bregal Investments
New York
|
$143M
|
-$27M
|
-16%
|
15.9%
|
–
|
1
|
0%
|
|
|
5662
|
Bregal North America General Partner Jersey
St. Helier,
Jersey
|
$143M
|
-$27M
|
-16%
|
15.9%
|
71.3%
|
1
|
0%
|
|
|
5663
|
Prairiewood Capital
Fargo,
North Dakota
|
$143M
|
+$16.5M
|
+13%
|
2.35%
|
43%
|
76
|
25%
|
|
|
5664
|
Garrison Point Advisors
Walnut Creek,
California
|
$143M
|
-$7.8M
|
-5%
|
3.99%
|
81.5%
|
154
|
3.9%
|
|
|
5665
|
Soundmark Wealth Management
Kirkland,
Washington
|
$143M
|
-$3.5M
|
-2%
|
4.28%
|
17.2%
|
62
|
9.68%
|
|
|
5666
|
Frontier Asset Management
Sheridan,
Wyoming
|
$143M
|
+$6.9M
|
+5%
|
4.94%
|
51.8%
|
39
|
15.38%
|
|
|
5667
|
Santa Monica Partners
Palm Beach Gardens,
Florida
|
$143M
|
-$14.4M
|
-9%
|
4.72%
|
135%
|
22
|
4.55%
|
|
|
5668
|
R.W. Roge & Company
Bohemia,
New York
|
$143M
|
+$12.8M
|
+10%
|
5.13%
|
68.1%
|
43
|
4.65%
|
|
|
5669
|
Alpha DNA Investment Management
Columbia,
Maryland
|
$142M
|
-$16M
|
-10%
|
2.32%
|
134%
|
171
|
74.27%
|
|
|
5670
|
Planning Directions
Glen Mills,
Pennsylvania
|
$142M
|
-$7.81M
|
-5%
|
3.85%
|
46.3%
|
79
|
6.33%
|
|
|
5671
|
SkyKnight Capital
San Francisco,
California
|
$142M
|
-$67.4M
|
-32%
|
32.2%
|
11%
|
4
|
25%
|
|
|
5672
|
Dalal Street
West Lake Hills,
Texas
|
$142M
|
-$74.3M
|
-34%
|
16.4%
|
92.7%
|
2
|
0%
|
|
|
5673
|
Performa Ltd (US)
Charleston,
South Carolina
|
$142M
|
-$20.7M
|
-13%
|
5.35%
|
55.8%
|
75
|
32%
|
|
|
5674
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$142M
|
-$3.1M
|
-2%
|
4.46%
|
53.5%
|
43
|
23.26%
|
|
|
5675
|
AFG Fiduciary Services
Hingham,
Massachusetts
|
$142M
|
-$151K
|
-0.1%
|
4.41%
|
61.9%
|
97
|
31.96%
|
|