|
5801
|
Melone Private Wealth
Auburn Hills,
Michigan
|
$195M
|
+$4.32M
|
+2%
|
2.74%
|
30.3%
|
50
|
4%
|
|
|
5802
|
Investidor Profissional Gestao de Recursos
Rio De Janeiro,
Brazil
|
$195M
|
+$39.1M
|
+25%
|
15.6%
|
48.1%
|
33
|
33.33%
|
|
|
5803
|
Carl Stuart Investment Advisor
Austin,
Texas
|
$195M
|
+$18.3M
|
+10%
|
9.67%
|
78.6%
|
18
|
11.11%
|
|
|
5804
|
Peak Financial Advisors
Denver,
Colorado
|
$195M
|
-$1.16M
|
-0.6%
|
4.91%
|
40.1%
|
115
|
61.74%
|
|
|
5805
|
Roehl & Yi Investment Advisors
Eugene,
Oregon
|
$195M
|
+$11M
|
+6%
|
5.52%
|
–
|
164
|
11.59%
|
|
|
5806
|
GEM Asset Management
Plymouth,
Michigan
|
$195M
|
+$16.7M
|
+9%
|
8.04%
|
54.7%
|
105
|
13.33%
|
|
|
5807
|
Birch Capital Management
Dallas,
Texas
|
$195M
|
+$2.95M
|
+2%
|
4.5%
|
48.4%
|
83
|
4.82%
|
|
|
5808
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$195M
|
+$9.57M
|
+5%
|
19.7%
|
122%
|
129
|
14.73%
|
|
|
5809
|
BFI Infinity
Zurich,
Switzerland
|
$195M
|
+$103M
|
+111%
|
15.1%
|
–
|
67
|
35.82%
|
|
|
5810
|
Alta Fundamental Advisers
New York
|
$195M
|
+$39.5M
|
+25%
|
15.6%
|
268%
|
25
|
32%
|
|
|
5811
|
CNA Financial
Chicago,
Illinois
|
$195M
|
+$38.3M
|
+24%
|
4.77%
|
50.5%
|
19
|
52.63%
|
|
|
5812
|
Solstein Capital
Menlo Park,
California
|
$195M
|
+$23M
|
+13%
|
10.1%
|
83.6%
|
495
|
34.75%
|
|
|
5813
|
Solano Wealth Investment Advisors
Fairfield,
California
|
$195M
|
+$33.2M
|
+21%
|
7.56%
|
–
|
37
|
13.51%
|
|
|
5814
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$195M
|
+$25.5M
|
+15%
|
13.8%
|
91.4%
|
131
|
12.98%
|
|
|
5815
|
|
$195M
|
+$10.7M
|
+6%
|
7.33%
|
57%
|
51
|
11.76%
|
|
|
5816
|
Signet Investment Advisory Group
Providence,
Rhode Island
|
$195M
|
-$3.64M
|
-2%
|
5.47%
|
59.9%
|
70
|
5.71%
|
|
|
5817
|
Norway Savings Bank
Portland,
Maine
|
$195M
|
+$18.8M
|
+11%
|
13%
|
101%
|
108
|
8.33%
|
|
|
5818
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
$195M
|
+$19.9M
|
+11%
|
7.59%
|
75.8%
|
59
|
16.95%
|
|
|
5819
|
GoalFusion Wealth Management
Austin,
Texas
|
$195M
|
+$11.9M
|
+6%
|
5.61%
|
43.6%
|
30
|
26.67%
|
|
|
5820
|
Richmond Hill Investments
New York
|
$195M
|
-$5.5M
|
-3%
|
2.38%
|
55.2%
|
3
|
0%
|
|
|
5821
|
Fox Hill Wealth Management
Dedham,
Massachusetts
|
$195M
|
+$25.2M
|
+15%
|
23.7%
|
–
|
140
|
22.86%
|
|
|
5822
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$195M
|
+$31.3M
|
+19%
|
11%
|
–
|
300
|
17.33%
|
|
|
5823
|
Transcendent Capital Group
Edmond,
Oklahoma
|
$195M
|
+$16.7M
|
+9%
|
11%
|
–
|
109
|
28.44%
|
|
|
5824
|
Causey Wealth LLC
Greenwood Village,
Colorado
|
$195M
|
+$15.7M
|
+9%
|
5.95%
|
–
|
66
|
6.06%
|
|
|
5825
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$195M
|
+$12.5M
|
+7%
|
8.64%
|
44.3%
|
74
|
10.81%
|
|