|
5826
|
Defined Wealth Management
Beaverton,
Oregon
|
$106M
|
+$14.6M
|
+16%
|
9.86%
|
54.4%
|
106
|
16.98%
|
|
|
5827
|
Crown Wealth Group
Charlotte,
North Carolina
|
$106M
|
+$8.9M
|
+9%
|
6.47%
|
86.2%
|
76
|
36.84%
|
|
|
5828
|
GHE LLC
Memphis,
Tennessee
|
$106M
|
+$12.2M
|
+13%
|
12.5%
|
212%
|
55
|
1.82%
|
|
|
5829
|
AFG Fiduciary Services
Hingham,
Massachusetts
|
$106M
|
+$95.6K
|
+0.1%
|
5.71%
|
61.9%
|
93
|
27.96%
|
|
|
5830
|
Gouws Capital LLC
Charlotte,
North Carolina
|
$106M
|
+$5.87M
|
+6%
|
8.5%
|
114%
|
49
|
8.16%
|
|
|
5831
|
Pioneer Wealth Management Group
Austin,
Texas
|
$106M
|
–
|
–
|
6.31%
|
–
|
33
|
–
|
|
|
5832
|
Taylor & Morgan Wealth Management
Flint,
Michigan
|
$106M
|
+$5.64M
|
+6%
|
6.85%
|
75.5%
|
66
|
3.03%
|
|
|
5833
|
|
$106M
|
+$1.66M
|
+2%
|
10.1%
|
–
|
28
|
53.57%
|
|
|
5834
|
GeoSphere Capital Management
Miami Beach,
Florida
|
$106M
|
–
|
–
|
27.6%
|
419%
|
31
|
–
|
|
|
5835
|
Pinion Investment Advisors
Wichita,
Kansas
|
$106M
|
-$8.38M
|
-7%
|
8.71%
|
61.8%
|
162
|
30.25%
|
|
|
5836
|
Trust Investment Advisors
Indianapolis,
Indiana
|
$106M
|
+$10.2M
|
+11%
|
12.7%
|
167%
|
106
|
23.58%
|
|
|
5837
|
Catalyst Wealth Management
Atlanta,
Georgia
|
$106M
|
–
|
–
|
10.7%
|
–
|
126
|
–
|
|
|
5838
|
Geneva Partners
Lake Geneva,
Wisconsin
|
$106M
|
+$18.4M
|
+21%
|
13.2%
|
252%
|
62
|
24.19%
|
|
|
5839
|
Guardian Investment Management
Tiburon,
California
|
$106M
|
+$7.18M
|
+7%
|
12.4%
|
89.7%
|
55
|
3.64%
|
|
|
5840
|
Maxi Investments CY
Limassol,
Cyprus
|
$106M
|
-$26.4M
|
-20%
|
13.7%
|
24.6%
|
64
|
31.25%
|
|
|
5841
|
Yahav Achim Ve Achayot - Provident Funds Management Company
Tel-Aviv,
Israel
|
$106M
|
+$2.66M
|
+3%
|
5.64%
|
201%
|
57
|
1.75%
|
|
|
5842
|
Riverview Trust Company
Vancouver,
Washington
|
$106M
|
+$2.38M
|
+2%
|
9.97%
|
67.6%
|
902
|
44.79%
|
|
|
5843
|
Clayton Partners
Berkeley,
California
|
$106M
|
+$17M
|
+19%
|
11.7%
|
99%
|
35
|
22.86%
|
|
|
5844
|
W Capital Management
New York
|
$106M
|
-$30.7M
|
-22%
|
18.3%
|
–
|
4
|
0%
|
|
|
5845
|
Lane & Associates
Moorestown,
New Jersey
|
$106M
|
–
|
–
|
8.99%
|
–
|
92
|
–
|
|
|
5846
|
Integrity Financial
Cheyenne,
Wyoming
|
$106M
|
+$10.1M
|
+11%
|
7.4%
|
54.9%
|
223
|
12.56%
|
|
|
5847
|
CMG Global Holdings
Plano,
Texas
|
$105M
|
+$12.7M
|
+14%
|
12.2%
|
64.7%
|
82
|
9.76%
|
|
|
5848
|
Claris Advisors
St. Louis,
Missouri
|
$105M
|
+$18.4M
|
+21%
|
11.5%
|
65.7%
|
51
|
25.49%
|
|
|
5849
|
Walnut Private Equity Partners
Omaha,
Nebraska
|
$105M
|
+$1.96M
|
+2%
|
1%
|
60.6%
|
17
|
11.76%
|
|
|
5850
|
Mountaineer Partners Management
New York
|
$105M
|
+$26.2M
|
+33%
|
28.3%
|
151%
|
13
|
61.54%
|
|