|
5776
|
Fairfield University
Fairfield,
Connecticut
|
$120M
|
+$4.05M
|
+3%
|
7.72%
|
61.9%
|
4
|
0%
|
|
|
5777
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$120M
|
+$19.6M
|
+19%
|
25.8%
|
66.3%
|
302
|
25.17%
|
|
|
5778
|
Fortress Wealth Management
Culver City,
California
|
$120M
|
+$21.8M
|
+22%
|
9.49%
|
52.1%
|
59
|
15.25%
|
|
|
5779
|
Caligan Partners
New York
|
$120M
|
–
|
–
|
21.7%
|
2,628%
|
11
|
–
|
|
|
5780
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$120M
|
+$3.77M
|
+3%
|
11.3%
|
71.4%
|
112
|
8.04%
|
|
|
5781
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$120M
|
+$13.2M
|
+12%
|
8.04%
|
44.5%
|
39
|
15.38%
|
|
|
5782
|
|
$120M
|
+$3.07M
|
+3%
|
11.2%
|
–
|
234
|
17.52%
|
|
|
5783
|
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
|
$120M
|
+$12.6M
|
+12%
|
10.1%
|
68.1%
|
116
|
9.48%
|
|
|
5784
|
W Advisors LLC
Germantown,
Tennessee
|
$120M
|
+$12.6M
|
+12%
|
10.4%
|
73.8%
|
110
|
16.36%
|
|
|
5785
|
Cohen Investment Advisors
Bedford,
New Hampshire
|
$120M
|
+$11.1M
|
+10%
|
10.3%
|
76.2%
|
76
|
1.32%
|
|
|
5786
|
Colorado Capital Management
Boulder,
Colorado
|
$120M
|
+$4.31M
|
+4%
|
5.26%
|
53.4%
|
76
|
6.58%
|
|
|
5787
|
General Motors Holdings
Detroit,
Michigan
|
$120M
|
-$77.5M
|
-39%
|
38.2%
|
4.78%
|
3
|
0%
|
|
|
5788
|
Wealth Management Partners
Tucson,
Arizona
|
$120M
|
+$6.1M
|
+5%
|
6.95%
|
179%
|
102
|
14.71%
|
|
|
5789
|
Oracle Investment Management
Greenwich,
Connecticut
|
$120M
|
-$56.2M
|
-32%
|
25.3%
|
865%
|
32
|
50%
|
|
|
5790
|
Beacon Investment Advisors
Gaithersburg,
Maryland
|
$120M
|
–
|
–
|
10.6%
|
96.4%
|
126
|
–
|
|
|
5791
|
Flynn Zito Capital Management
Garden City,
New York
|
$120M
|
+$18.8M
|
+19%
|
7.05%
|
97.3%
|
81
|
29.63%
|
|
|
5792
|
|
$120M
|
+$3.03M
|
+3%
|
6.35%
|
84.4%
|
37
|
0%
|
|
|
5793
|
Kades & Cheifetz
Berwyn,
Pennsylvania
|
$120M
|
–
|
–
|
5.71%
|
–
|
74
|
–
|
|
|
5794
|
CPV Partners
Stamford,
Connecticut
|
$120M
|
-$43.9M
|
-27%
|
18.2%
|
105%
|
6
|
0%
|
|
|
5795
|
Solstein Capital
Menlo Park,
California
|
$120M
|
+$6.02M
|
+5%
|
5.74%
|
91.4%
|
320
|
16.25%
|
|
|
5796
|
TFB Advisors
Overland Park,
Kansas
|
$119M
|
–
|
–
|
6.72%
|
80.4%
|
126
|
–
|
|
|
5797
|
Lion Long Term Partners
Grand Cayman,
Cayman Islands
|
$119M
|
–
|
–
|
31.9%
|
–
|
2
|
–
|
|
|
5798
|
Piedmont Capital Management (Montana)
Whitefish,
Montana
|
$119M
|
+$8.52M
|
+8%
|
11.9%
|
94%
|
45
|
15.56%
|
|
|
5799
|
Fee-Only Financial Planning
Okatie,
South Carolina
|
$119M
|
–
|
–
|
7.83%
|
65.9%
|
40
|
–
|
|
|
5800
|
Capital Wealth Alliance
Scottsdale,
Arizona
|
$119M
|
-$1.35M
|
-1%
|
11%
|
108%
|
129
|
22.48%
|
|