|
5726
|
My Personal CFO LLC
Vancouver,
Washington
|
$182M
|
-$4.93M
|
-3%
|
3.66%
|
67.3%
|
102
|
14.71%
|
|
|
5727
|
Onyx Financial Advisors
Idaho Falls,
Idaho
|
$182M
|
+$15.2M
|
+9%
|
6.14%
|
52.5%
|
16
|
18.75%
|
|
|
5728
|
RedJay Asset Management
Toronto,
Ontario, Canada
|
$182M
|
+$24.5M
|
+16%
|
8.62%
|
–
|
27
|
48.15%
|
|
|
5729
|
Regency Capital Management
Honolulu,
Hawaii
|
$182M
|
+$26.6M
|
+17%
|
7.3%
|
92.1%
|
54
|
27.78%
|
|
|
5730
|
Lakeridge Wealth Management
Mentor,
Ohio
|
$182M
|
+$15.6M
|
+9%
|
8.34%
|
–
|
156
|
8.97%
|
|
|
5731
|
Legal Advantage Investments
Los Altos Hills,
California
|
$182M
|
+$8.33M
|
+5%
|
7.45%
|
105%
|
101
|
8.91%
|
|
|
5732
|
Hidden Lake Asset Management
New York
|
$182M
|
+$52.9M
|
+41%
|
20.6%
|
850%
|
48
|
83.33%
|
|
|
5733
|
Cooper/Haims Advisors
Victor,
New York
|
$182M
|
+$3.58M
|
+2%
|
7.76%
|
53.1%
|
90
|
13.33%
|
|
|
5734
|
Adams Street Partners
Chicago,
Illinois
|
$182M
|
-$61M
|
-25%
|
22.9%
|
399%
|
9
|
33.33%
|
|
|
5735
|
Elyxium Wealth
San Mateo,
California
|
$182M
|
–
|
–
|
7.16%
|
–
|
120
|
–
|
|
|
5736
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
$182M
|
+$19.1M
|
+12%
|
9.46%
|
60.6%
|
82
|
1.22%
|
|
|
5737
|
Cascades Capital Asset Management
Greensboro,
North Carolina
|
$182M
|
–
|
–
|
6.14%
|
–
|
101
|
–
|
|
|
5738
|
Duncan Williams Asset Management
Memphis,
Tennessee
|
$181M
|
+$62.9M
|
+53%
|
6.25%
|
–
|
130
|
52.31%
|
|
|
5739
|
Roubaix Capital
Denver,
Colorado
|
$181M
|
+$23.2M
|
+15%
|
15.1%
|
174%
|
66
|
60.61%
|
|
|
5740
|
Fox Hill Wealth Management
Dedham,
Massachusetts
|
$181M
|
+$18M
|
+11%
|
7.47%
|
–
|
141
|
12.06%
|
|
|
5741
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$181M
|
+$20.8M
|
+13%
|
6.47%
|
44.4%
|
88
|
12.5%
|
|
|
5742
|
Kirtland Hills Capital Management
Bratenahl,
Ohio
|
$181M
|
+$61.2M
|
+51%
|
6.96%
|
–
|
140
|
20.71%
|
|
|
5743
|
Pacific Sun Financial
Los Angeles,
California
|
$181M
|
+$12.2M
|
+7%
|
8.15%
|
70.3%
|
186
|
6.45%
|
|
|
5744
|
Urban Financial Advisory Corp
Chicago,
Illinois
|
$181M
|
+$17.3M
|
+11%
|
6.09%
|
–
|
50
|
54%
|
|
|
5745
|
MBE Wealth Management
Tomah,
Wisconsin
|
$181M
|
+$16.1M
|
+10%
|
7.57%
|
60.9%
|
102
|
11.76%
|
|
|
5746
|
Lifestyle Asset Management
Friendswood,
Texas
|
$181M
|
+$7.06M
|
+4%
|
5.57%
|
82.6%
|
114
|
23.68%
|
|
|
5747
|
Alamar Capital Management
Santa Barbara,
California
|
$181M
|
+$16.1M
|
+10%
|
7.24%
|
–
|
84
|
10.71%
|
|
|
5748
|
Patron Partners
Houston,
Texas
|
$181M
|
+$10.9M
|
+6%
|
7.8%
|
90.2%
|
187
|
15.51%
|
|
|
5749
|
Cairn Investment Group
Vancouver,
Washington
|
$181M
|
+$9.57M
|
+6%
|
7.03%
|
61.3%
|
69
|
8.7%
|
|
|
5750
|
Client First Capital
San Diego,
California
|
$181M
|
+$14.9M
|
+9%
|
3.99%
|
49.6%
|
19
|
5.26%
|
|