|
5826
|
Schulhoff & Co
Cincinnati,
Ohio
|
$249M
|
+$5.53M
|
+2%
|
8.49%
|
51.8%
|
136
|
3.68%
|
|
|
5827
|
Independent Family Office
Albany,
New York
|
$249M
|
+$5.94M
|
+2%
|
6%
|
68.4%
|
97
|
19.59%
|
|
|
5828
|
Union Savings Bank
Litchfield,
Connecticut
|
$249M
|
+$20.8M
|
+9%
|
13%
|
–
|
328
|
4.27%
|
|
|
5829
|
Cascade Wealth Advisors
Wenatchee,
Washington
|
$249M
|
+$21.1M
|
+9%
|
8.91%
|
–
|
63
|
7.94%
|
|
|
5830
|
Windle Wealth
Oklahoma City,
Oklahoma
|
$249M
|
+$12.2M
|
+5%
|
4.95%
|
73%
|
35
|
8.57%
|
|
|
5831
|
BlackDiamond Wealth Management
New York
|
$249M
|
+$40.7M
|
+20%
|
16.9%
|
70.8%
|
242
|
22.73%
|
|
|
5832
|
Fogel Capital Management
Stuart,
Florida
|
$249M
|
+$30M
|
+14%
|
11.6%
|
–
|
60
|
18.33%
|
|
|
5833
|
Carl Stuart Investment Advisor
Austin,
Texas
|
$249M
|
+$19.7M
|
+9%
|
8.98%
|
84.4%
|
29
|
34.48%
|
|
|
5834
|
Alpha Family Trust
Los Angeles,
California
|
$249M
|
+$42.5M
|
+21%
|
42.8%
|
198%
|
225
|
20.89%
|
|
|
5835
|
Jim Saulnier & Associates
Fort Collins,
Colorado
|
$249M
|
+$43.1M
|
+21%
|
7.7%
|
–
|
160
|
18.13%
|
|
|
5836
|
Pennsylvania State University
University Park,
Pennsylvania
|
$249M
|
+$57.2M
|
+30%
|
2.15%
|
–
|
3
|
33.33%
|
|
|
5837
|
Finley Financial
Las Vegas,
Nevada
|
$248M
|
+$34.9M
|
+16%
|
19.2%
|
–
|
110
|
2.73%
|
|
|
5838
|
Pavion Blue Capital
Newport Beach,
California
|
$248M
|
+$18.2M
|
+8%
|
12.5%
|
77.6%
|
117
|
12.82%
|
|
|
5839
|
Steelhead Wealth Management
Glen Allen,
Virginia
|
$248M
|
+$51.1M
|
+26%
|
16.7%
|
–
|
102
|
23.53%
|
|
|
5840
|
Two Point Capital Management
Pittsford,
New York
|
$248M
|
+$19.2M
|
+8%
|
14.4%
|
–
|
30
|
6.67%
|
|
|
5841
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$248M
|
+$20.4M
|
+9%
|
13.3%
|
63.8%
|
102
|
17.65%
|
|
|
5842
|
Seamount Financial Group
Colorado Springs,
Colorado
|
$248M
|
+$26.1M
|
+12%
|
13.3%
|
–
|
146
|
10.96%
|
|
|
5843
|
RHS Financial
San Francisco,
California
|
$248M
|
+$36.8M
|
+17%
|
10.6%
|
57.8%
|
178
|
25.28%
|
|
|
5844
|
Dilation Capital Management
New York
|
$248M
|
+$48.7M
|
+24%
|
67.3%
|
–
|
28
|
57.14%
|
|
|
5845
|
Cunning Capital Partners
Morrisville,
North Carolina
|
$248M
|
+$51.2M
|
+26%
|
41.1%
|
268%
|
56
|
1.79%
|
|
|
5846
|
True Blue (BVI) Ltd
Road Town, Tortola,
|
$248M
|
+$44.7M
|
+22%
|
22.1%
|
–
|
3
|
0%
|
|
|
5847
|
Lynx Capital Group
Beachwood,
Ohio
|
$248M
|
+$32.7M
|
+15%
|
7.92%
|
–
|
95
|
16.84%
|
|
|
5848
|
GoalFusion Wealth Management
Austin,
Texas
|
$248M
|
+$27.2M
|
+12%
|
10.1%
|
43.6%
|
35
|
22.86%
|
|
|
5849
|
William John Sempolinski
Easton,
Massachusetts
|
$248M
|
+$48.5M
|
+24%
|
19.7%
|
–
|
110
|
19.09%
|
|
|
5850
|
Elite Financial
Lewiston,
Idaho
|
$248M
|
+$24.5M
|
+11%
|
12.7%
|
–
|
56
|
5.36%
|
|