|
5701
|
Quantum Financial Planning Services
Spokane,
Washington
|
$183M
|
+$2.56M
|
+1%
|
2.91%
|
–
|
38
|
10.53%
|
|
|
5702
|
Marmo Financial Group
Johnson City,
Tennessee
|
$183M
|
-$2.39M
|
-1%
|
3.14%
|
47.5%
|
30
|
20%
|
|
|
5703
|
GoalFusion Wealth Management
Austin,
Texas
|
$183M
|
-$731K
|
-0.4%
|
0.19%
|
43.6%
|
29
|
20.69%
|
|
|
5704
|
Jackson Hill Advisors
Houston,
Texas
|
$183M
|
-$15.4M
|
-8%
|
6.07%
|
79.4%
|
12
|
8.33%
|
|
|
5705
|
R.W. Roge & Company
Bohemia,
New York
|
$183M
|
-$2.8M
|
-2%
|
1.24%
|
57.7%
|
56
|
16.07%
|
|
|
5706
|
Foresite Capital Management VI
Larkspur,
California
|
$183M
|
-$41.9M
|
-19%
|
15.5%
|
–
|
14
|
0%
|
|
|
5707
|
Santa Monica Partners
Palm Beach Gardens,
Florida
|
$183M
|
-$2.66M
|
-1%
|
9.73%
|
123%
|
18
|
33.33%
|
|
|
5708
|
Walnut Private Equity Partners
Omaha,
Nebraska
|
$183M
|
-$5.64M
|
-3%
|
1.66%
|
60.6%
|
15
|
33.33%
|
|
|
5709
|
WestBridge Capital Management
Trianon,
Mauritius
|
$182M
|
-$34M
|
-16%
|
12.7%
|
33.3%
|
1
|
0%
|
|
|
5710
|
DHK Financial Advisors
Portsmouth,
New Hampshire
|
$182M
|
+$17.5M
|
+11%
|
4.79%
|
46.1%
|
100
|
21%
|
|
|
5711
|
Checkpoint Capital
San Francisco,
California
|
$182M
|
-$14.2M
|
-7%
|
4.92%
|
–
|
21
|
57.14%
|
|
|
5712
|
Family CFO
Los Altos,
California
|
$182M
|
+$623K
|
+0.3%
|
1.25%
|
84%
|
96
|
36.46%
|
|
|
5713
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$182M
|
+$2.55M
|
+1%
|
0.39%
|
44.3%
|
69
|
5.8%
|
|
|
5714
|
Lifestyle Asset Management
Friendswood,
Texas
|
$182M
|
-$1.63M
|
-0.9%
|
2.84%
|
82.6%
|
126
|
24.6%
|
|
|
5715
|
Pacific Wealth Management
San Diego,
California
|
$182M
|
-$7.06M
|
-4%
|
1.51%
|
37.5%
|
21
|
19.05%
|
|
|
5716
|
YANKCOM Partnership
Yankton,
South Dakota
|
$182M
|
-$5.21M
|
-3%
|
1.44%
|
–
|
297
|
15.15%
|
|
|
5717
|
Amiral Gestion
Paris,
France
|
$182M
|
+$23.3M
|
+15%
|
6.25%
|
–
|
36
|
38.89%
|
|
|
5718
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$182M
|
-$2.53M
|
-1%
|
0.71%
|
84.6%
|
180
|
23.33%
|
|
|
5719
|
Colonial River Investments
Midlothian,
Virginia
|
$182M
|
-$25M
|
-12%
|
3.62%
|
144%
|
267
|
47.57%
|
|
|
5720
|
Integrated Capital Management (Michigan)
Bloomfield,
Michigan
|
$182M
|
-$6.32M
|
-3%
|
4.11%
|
–
|
61
|
11.48%
|
|
|
5721
|
TradeWell Securities
Fort Wayne,
Indiana
|
$182M
|
-$11.5M
|
-6%
|
7.54%
|
–
|
44
|
13.64%
|
|
|
5722
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$181M
|
-$4.99M
|
-3%
|
2.29%
|
85.8%
|
474
|
15.19%
|
|
|
5723
|
Concorde Financial
Dallas,
Texas
|
$181M
|
+$13.3M
|
+8%
|
6.13%
|
85.6%
|
36
|
5.56%
|
|
|
5724
|
Perritt Capital Management
Chicago,
Illinois
|
$181M
|
-$11.1M
|
-6%
|
1.14%
|
80.9%
|
364
|
19.78%
|
|
|
5725
|
Blue Oak Capital
Menlo Park,
California
|
$181M
|
+$16.6M
|
+10%
|
0.5%
|
–
|
88
|
35.23%
|
|