|
5701
|
Bravera Wealth
Bismarck,
North Dakota
|
$222M
|
+$22.4M
|
+11%
|
0.52%
|
–
|
513
|
25.93%
|
|
|
5702
|
Aviso Wealth Management
Bellevue,
Washington
|
$222M
|
-$16M
|
-7%
|
1.81%
|
–
|
151
|
10.6%
|
|
|
5703
|
Seamount Financial Group
Colorado Springs,
Colorado
|
$222M
|
+$1.64M
|
+0.7%
|
0.29%
|
–
|
140
|
9.29%
|
|
|
5704
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$222M
|
-$4.82M
|
-2%
|
1.28%
|
44.1%
|
48
|
2.08%
|
|
|
5705
|
Delphi Financial Group
Wilmington,
Delaware
|
$222M
|
+$21.4M
|
+11%
|
1.07%
|
48.5%
|
35
|
31.43%
|
|
|
5706
|
Bontempo Ohly Capital Management
Bethesda,
Maryland
|
$222M
|
-$10.5M
|
-5%
|
0.52%
|
41.5%
|
39
|
33.33%
|
|
|
5707
|
Formula Growth
Montreal,
Quebec, Canada
|
$222M
|
-$38M
|
-15%
|
6.21%
|
65.6%
|
160
|
36.25%
|
|
|
5708
|
Capital Wealth Alliance
Scottsdale,
Arizona
|
$221M
|
-$12.8M
|
-5%
|
2.63%
|
108%
|
95
|
10.53%
|
|
|
5709
|
Sunesis Advisors
Overland Park,
Kansas
|
$221M
|
+$440K
|
+0.2%
|
2.3%
|
–
|
60
|
13.33%
|
|
|
5710
|
Pillsbury Lake Capital
San Francisco,
California
|
$221M
|
-$65M
|
-23%
|
1.66%
|
–
|
41
|
48.78%
|
|
|
5711
|
Meritas Wealth Management
Larkspur,
California
|
$221M
|
+$13.2M
|
+6%
|
1.73%
|
63%
|
60
|
3.33%
|
|
|
5712
|
Bandera Partners
New York
|
$221M
|
-$1.39M
|
-0.6%
|
9.13%
|
27.6%
|
17
|
23.53%
|
|
|
5713
|
Socorro Asset Management
Dallas,
Texas
|
$221M
|
-$37.1M
|
-14%
|
2.11%
|
38.8%
|
34
|
11.76%
|
|
|
5714
|
Wealth Management Strategies
Pittsburgh,
Pennsylvania
|
$221M
|
+$3.88M
|
+2%
|
2.03%
|
–
|
40
|
2.5%
|
|
|
5715
|
Georgetown University
Washington,
District of Columbia
|
$221M
|
-$30.3M
|
-12%
|
5.36%
|
73.1%
|
14
|
35.71%
|
|
|
5716
|
Mosley Wealth Management
Anaheim,
California
|
$221M
|
+$2.37M
|
+1%
|
3.26%
|
–
|
466
|
66.95%
|
|
|
5717
|
Decker Retirement Planning
Levi,
Utah
|
$221M
|
+$19.6M
|
+10%
|
14.2%
|
–
|
318
|
38.05%
|
|
|
5718
|
William Marsh Rice University
Houston,
Texas
|
$221M
|
+$17.2M
|
+8%
|
2.46%
|
4.44%
|
2
|
0%
|
|
|
5719
|
GoalFusion Wealth Management
Austin,
Texas
|
$220M
|
+$4.26M
|
+2%
|
0.86%
|
43.6%
|
30
|
10%
|
|
|
5720
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$220M
|
-$3.12M
|
-1%
|
1.54%
|
46.3%
|
15
|
13.33%
|
|
|
5721
|
GP Brinson Investments
Chicago,
Illinois
|
$220M
|
-$11.8M
|
-5%
|
1.75%
|
45.5%
|
15
|
6.67%
|
|
|
5722
|
Team Financial Group
Temecula,
California
|
$220M
|
-$117K
|
-0.1%
|
1.1%
|
42.4%
|
282
|
8.51%
|
|
|
5723
|
Long Path Partners
Stamford,
Connecticut
|
$220M
|
-$72.3M
|
-25%
|
20.3%
|
9.18%
|
10
|
40%
|
|
|
5724
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$220M
|
-$5.23M
|
-2%
|
2.45%
|
83.8%
|
227
|
4.85%
|
|
|
5725
|
Radcliff Management
New York
|
$220M
|
-$92.3M
|
-30%
|
29.6%
|
93.7%
|
1
|
0%
|
|