|
5726
|
Penobscot Wealth Management
Portland,
Maine
|
$136M
|
+$7.84M
|
+6%
|
4.57%
|
50.5%
|
70
|
20%
|
|
|
5727
|
CV Advisors
Aventura,
Florida
|
$136M
|
+$22.1M
|
+19%
|
12.1%
|
98.9%
|
23
|
8.7%
|
|
|
5728
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$136M
|
+$7.14M
|
+6%
|
9.91%
|
131%
|
235
|
14.47%
|
|
|
5729
|
Roubaix Capital
Denver,
Colorado
|
$136M
|
+$5.07M
|
+4%
|
7.02%
|
174%
|
59
|
59.32%
|
|
|
5730
|
RHS Financial
San Francisco,
California
|
$136M
|
+$4.58M
|
+3%
|
3.37%
|
57.8%
|
97
|
10.31%
|
|
|
5731
|
Tacita Capital
Toronto,
Ontario, Canada
|
$136M
|
+$3.34M
|
+3%
|
3.06%
|
72.3%
|
198
|
8.59%
|
|
|
5732
|
Anabranch Capital Management
Stamford,
Connecticut
|
$136M
|
+$14.2M
|
+12%
|
14.5%
|
139%
|
7
|
0%
|
|
|
5733
|
Dravo Bay
Rehoboth Beach,
Delaware
|
$136M
|
+$2.96M
|
+2%
|
3.72%
|
45.2%
|
43
|
2.33%
|
|
|
5734
|
Financial Guidance Group
Palm Harbor,
Florida
|
$136M
|
+$4.53M
|
+3%
|
3.99%
|
52%
|
52
|
1.92%
|
|
|
5735
|
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
|
$136M
|
+$8.35M
|
+7%
|
4.93%
|
57.3%
|
72
|
6.94%
|
|
|
5736
|
Alamar Capital Management
Santa Barbara,
California
|
$136M
|
+$15.8M
|
+13%
|
5.15%
|
–
|
80
|
16.25%
|
|
|
5737
|
University of Wisconsin Foundation
Madison,
Wisconsin
|
$136M
|
+$83.3M
|
+158%
|
14.8%
|
142%
|
3
|
33.33%
|
|
|
5738
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$136M
|
+$15.1M
|
+13%
|
7.33%
|
68%
|
133
|
18.8%
|
|
|
5739
|
AlphaQ Advisors
Winter Park,
Florida
|
$136M
|
+$18.2M
|
+15%
|
3.76%
|
–
|
183
|
15.3%
|
|
|
5740
|
GoalFusion Wealth Management
Austin,
Texas
|
$136M
|
+$8.49M
|
+7%
|
3.14%
|
43.6%
|
27
|
22.22%
|
|
|
5741
|
Oracle Investment Management
Greenwich,
Connecticut
|
$136M
|
+$32.4M
|
+31%
|
14.3%
|
865%
|
37
|
48.65%
|
|
|
5742
|
Lakeside Advisors
Seattle,
Washington
|
$136M
|
+$6.2M
|
+5%
|
8.48%
|
63.2%
|
62
|
6.45%
|
|
|
5743
|
Cox Capital Management
Andover,
Massachusetts
|
$136M
|
-$2.7M
|
-2%
|
2.91%
|
95.3%
|
73
|
2.74%
|
|
|
5744
|
F/M Investments
Washington,
District of Columbia
|
$136M
|
+$36.5M
|
+37%
|
15.8%
|
101%
|
86
|
41.86%
|
|
|
5745
|
LRT Capital Management
Austin,
Texas
|
$136M
|
+$2.52M
|
+2%
|
4.38%
|
76.3%
|
79
|
22.78%
|
|
|
5746
|
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
|
$136M
|
+$11.3M
|
+9%
|
5.64%
|
58.3%
|
41
|
24.39%
|
|
|
5747
|
Aryeh Capital Management
Toronto,
Ontario, Canada
|
$136M
|
+$6.36M
|
+5%
|
4%
|
87.7%
|
10
|
40%
|
|
|
5748
|
Ivy Lane Capital Management
Winter Park,
Florida
|
$136M
|
+$17.1M
|
+14%
|
9.17%
|
101%
|
18
|
61.11%
|
|
|
5749
|
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
|
$136M
|
+$15M
|
+12%
|
4.42%
|
50.2%
|
70
|
42.86%
|
|
|
5750
|
TCG Capital Management
Playa Vista,
California
|
$135M
|
+$17.4M
|
+15%
|
14.7%
|
45.7%
|
1
|
0%
|
|