|
5776
|
Alpha Family Trust
Los Angeles,
California
|
$202M
|
+$30.6M
|
+18%
|
18.9%
|
198%
|
199
|
20.1%
|
|
|
5777
|
Allie Family Office
Miami,
Florida
|
$202M
|
+$18.8M
|
+10%
|
7.71%
|
59%
|
111
|
19.82%
|
|
|
5778
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$202M
|
+$42.4M
|
+27%
|
10.7%
|
96.6%
|
199
|
42.21%
|
|
|
5779
|
Chelsea Counsel Company
Los Angeles,
California
|
$202M
|
+$17.7M
|
+10%
|
7.37%
|
106%
|
210
|
9.05%
|
|
|
5780
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$202M
|
+$7.61M
|
+4%
|
5.09%
|
61.5%
|
183
|
12.57%
|
|
|
5781
|
Alternative Investment Advisors
Maitland,
Florida
|
$201M
|
+$12.3M
|
+6%
|
9.56%
|
–
|
61
|
19.67%
|
|
|
5782
|
5th Street Advisors
Southport,
Connecticut
|
$201M
|
-$6.01M
|
-3%
|
6.85%
|
47.5%
|
48
|
29.17%
|
|
|
5783
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$201M
|
+$27.5M
|
+16%
|
8.24%
|
60.9%
|
108
|
10.19%
|
|
|
5784
|
Heritage Wealth Management (Texas)
Houston,
Texas
|
$201M
|
+$28.7M
|
+17%
|
6.14%
|
52.3%
|
40
|
25%
|
|
|
5785
|
Lynwood Price Capital Management
Austin,
Texas
|
$201M
|
+$25.8M
|
+15%
|
13.8%
|
–
|
18
|
33.33%
|
|
|
5786
|
Powers Capital
San Francisco,
California
|
$201M
|
+$16.9M
|
+9%
|
10.6%
|
–
|
2
|
0%
|
|
|
5787
|
RCS Financial Planning
Annapolis,
Maryland
|
$201M
|
+$11.6M
|
+6%
|
6.26%
|
42.8%
|
85
|
12.94%
|
|
|
5788
|
Ampersand Capital Group
Burlingame,
California
|
$201M
|
+$56.1M
|
+39%
|
23.2%
|
–
|
7
|
0%
|
|
|
5789
|
Marmo Financial Group
Johnson City,
Tennessee
|
$201M
|
+$18M
|
+10%
|
8.91%
|
47.5%
|
30
|
13.33%
|
|
|
5790
|
D. Scott Neal
Lexington,
Kentucky
|
$201M
|
+$20.3M
|
+11%
|
11.3%
|
105%
|
57
|
8.77%
|
|
|
5791
|
Keener Financial Planning
Keller,
Texas
|
$201M
|
+$46.7M
|
+30%
|
9.52%
|
–
|
221
|
18.55%
|
|
|
5792
|
Kapstone Financial Advisors
Lebanon,
Ohio
|
$201M
|
+$23.8M
|
+13%
|
14.2%
|
131%
|
126
|
15.87%
|
|
|
5793
|
Bluesphere Advisors
East Norriton,
Pennsylvania
|
$201M
|
+$25.8M
|
+15%
|
14.2%
|
93.4%
|
96
|
14.58%
|
|
|
5794
|
Bullseye Asset Management
Denver,
Colorado
|
$201M
|
+$15.5M
|
+8%
|
12.6%
|
81%
|
68
|
16.18%
|
|
|
5795
|
Dudley Capital Management
Middleburg,
Virginia
|
$200M
|
+$9.41M
|
+5%
|
11.7%
|
110%
|
139
|
15.11%
|
|
|
5796
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$200M
|
+$8.6M
|
+4%
|
5.61%
|
47.9%
|
99
|
18.18%
|
|
|
5797
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$200M
|
+$17.1M
|
+9%
|
5.59%
|
–
|
86
|
12.79%
|
|
|
5798
|
Jackson Hill Advisors
Houston,
Texas
|
$200M
|
+$17.4M
|
+10%
|
7.81%
|
61.2%
|
13
|
15.38%
|
|
|
5799
|
Oakcliff Capital Partners
New York
|
$200M
|
+$10.3M
|
+5%
|
15%
|
133%
|
10
|
20%
|
|
|
5800
|
Byrne Financial Freedom
Franklin,
Massachusetts
|
$200M
|
+$24M
|
+14%
|
17.1%
|
–
|
104
|
10.58%
|
|