|
5751
|
Burrus Financial Services
Salt Lake City,
Utah
|
$218M
|
+$9.01M
|
+4%
|
4.27%
|
30.2%
|
10
|
0%
|
|
|
5752
|
WealthCollab
Bellevue,
Washington
|
$218M
|
+$39M
|
+22%
|
15.5%
|
–
|
998
|
7.52%
|
|
|
5753
|
Forge First Asset Management
Toronto, Ontario,
Canada
|
$218M
|
-$58.6M
|
-21%
|
10.1%
|
112%
|
57
|
70.18%
|
|
|
5754
|
Core Wealth Partners
Santa Rosa,
California
|
$218M
|
+$20.8M
|
+11%
|
7.56%
|
63.8%
|
191
|
12.04%
|
|
|
5755
|
Tribridge Partners Financial
Columbia,
Maryland
|
$218M
|
+$47.3M
|
+28%
|
5.36%
|
–
|
74
|
22.97%
|
|
|
5756
|
New England Research & Management
Chicago,
Illinois
|
$218M
|
+$7.19M
|
+3%
|
7.9%
|
56.4%
|
178
|
35.39%
|
|
|
5757
|
Birmingham Capital Management
Birmingham,
Alabama
|
$218M
|
-$8.53M
|
-4%
|
7.93%
|
103%
|
99
|
8.08%
|
|
|
5758
|
Wealthcare Capital Partners
West Chester,
Pennsylvania
|
$218M
|
+$18.7M
|
+9%
|
5.94%
|
–
|
151
|
7.28%
|
|
|
5759
|
Cobalt Capital Management
Short Hills,
New Jersey
|
$218M
|
+$4.5M
|
+2%
|
7.46%
|
235%
|
35
|
62.86%
|
|
|
5760
|
Howard Wealth Management
Madison,
Connecticut
|
$218M
|
+$19.7M
|
+10%
|
6.74%
|
60.3%
|
134
|
11.94%
|
|
|
5761
|
INCA Investments
Miami,
Florida
|
$217M
|
-$40.2M
|
-16%
|
1.29%
|
128%
|
10
|
10%
|
|
|
5762
|
Bellevue Asset Management
Bellevue,
Washington
|
$217M
|
+$11.8M
|
+6%
|
6.51%
|
56.7%
|
504
|
9.72%
|
|
|
5763
|
New Vernon Capital Holdings II
Morristown,
New Jersey
|
$217M
|
+$8.92M
|
+4%
|
3.38%
|
114%
|
86
|
26.74%
|
|
|
5764
|
Family CFO
Los Altos,
California
|
$217M
|
+$17.5M
|
+9%
|
16.3%
|
84%
|
90
|
62.22%
|
|
|
5765
|
Powers Capital
San Francisco,
California
|
$217M
|
+$15.8M
|
+8%
|
7.84%
|
–
|
2
|
0%
|
|
|
5766
|
IMS Capital Management
Portland,
Oregon
|
$217M
|
+$2.74M
|
+1%
|
8.79%
|
119%
|
157
|
10.19%
|
|
|
5767
|
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
|
$217M
|
+$18.6M
|
+9%
|
7.74%
|
58.5%
|
35
|
5.71%
|
|
|
5768
|
|
$217M
|
+$24.1M
|
+13%
|
12.8%
|
–
|
5
|
0%
|
|
|
5769
|
Nightview Capital
Austin,
Texas
|
$216M
|
+$33.7M
|
+18%
|
24.5%
|
142%
|
15
|
26.67%
|
|
|
5770
|
KM Capital Management
Austin,
Texas
|
$216M
|
+$13.7M
|
+7%
|
7.29%
|
60.8%
|
57
|
10.53%
|
|
|
5771
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$216M
|
+$51.8M
|
+32%
|
11.8%
|
131%
|
222
|
0.45%
|
|
|
5772
|
D. Scott Neal
Lexington,
Kentucky
|
$216M
|
+$15.6M
|
+8%
|
9.52%
|
105%
|
59
|
8.47%
|
|
|
5773
|
Finley Financial
Las Vegas,
Nevada
|
$216M
|
+$17.3M
|
+9%
|
8.53%
|
–
|
123
|
1.63%
|
|
|
5774
|
Fogel Capital Management
Stuart,
Florida
|
$216M
|
+$28.6M
|
+15%
|
14.8%
|
–
|
56
|
7.14%
|
|
|
5775
|
Citrine Capital
San Francisco,
California
|
$216M
|
+$27.6M
|
+15%
|
7.27%
|
–
|
47
|
14.89%
|
|