|
5826
|
One Plus One Wealth Management
Jupiter,
Florida
|
$170M
|
+$1.7M
|
+1%
|
4.39%
|
69.2%
|
99
|
19.19%
|
|
|
5827
|
Cairn Investment Group
Vancouver,
Washington
|
$170M
|
-$10.8M
|
-6%
|
2.4%
|
61.3%
|
72
|
12.5%
|
|
|
5828
|
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
$170M
|
+$10.8M
|
+7%
|
2.18%
|
12.3%
|
56
|
44.64%
|
|
|
5829
|
Fairfield, Bush & Co
Darien,
Connecticut
|
$170M
|
+$1.92M
|
+1%
|
2.62%
|
101%
|
117
|
11.11%
|
|
|
5830
|
EnCap Energy Capital Fund VIII
Houston,
Texas
|
$170M
|
+$13.7M
|
+9%
|
9.38%
|
6.16%
|
4
|
50%
|
|
|
5831
|
Pacific Capital Partners
London,
|
$170M
|
-$678K
|
-0.4%
|
6.37%
|
–
|
57
|
17.54%
|
|
|
5832
|
Advantage Trust Company
Salina,
Kansas
|
$170M
|
+$22.7M
|
+15%
|
0.56%
|
–
|
191
|
23.56%
|
|
|
5833
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$170M
|
-$1.11M
|
-0.6%
|
1.93%
|
70.4%
|
191
|
11.52%
|
|
|
5834
|
Heritage Wealth Management (Texas)
Houston,
Texas
|
$170M
|
-$2.62M
|
-2%
|
1.32%
|
42.8%
|
39
|
20.51%
|
|
|
5835
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$170M
|
-$2.53M
|
-1%
|
0.57%
|
59.5%
|
91
|
6.59%
|
|
|
5836
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$170M
|
-$26M
|
-13%
|
0.92%
|
71.7%
|
127
|
25.2%
|
|
|
5837
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$170M
|
+$11.2M
|
+7%
|
1.62%
|
54.7%
|
169
|
15.38%
|
|
|
5838
|
Carlson Capital
Dallas,
Texas
|
$170M
|
+$3.88M
|
+2%
|
5.37%
|
72.5%
|
34
|
91.18%
|
|
|
5839
|
JCP Investment Management
Houston,
Texas
|
$170M
|
+$49.1M
|
+41%
|
12.1%
|
64.9%
|
19
|
31.58%
|
|
|
5840
|
Keyes Stange & Wooten Wealth Management
Daytona Beach,
Florida
|
$170M
|
+$1.17M
|
+0.7%
|
1.71%
|
–
|
76
|
18.42%
|
|
|
5841
|
Little Harbor Advisors
Marblehead,
Massachusetts
|
$169M
|
+$8.47M
|
+5%
|
1.76%
|
48.4%
|
7
|
0%
|
|
|
5842
|
Keener Financial Planning
Keller,
Texas
|
$169M
|
+$16.6M
|
+11%
|
1.75%
|
–
|
199
|
16.58%
|
|
|
5843
|
Evergreen Wealth Management
Williamston,
Michigan
|
$169M
|
+$3.04M
|
+2%
|
0.83%
|
57%
|
54
|
3.7%
|
|
|
5844
|
Aletheian Wealth Advisors
Bellevue,
Washington
|
$169M
|
-$2.1M
|
-1%
|
1.17%
|
–
|
84
|
10.71%
|
|
|
5845
|
Brooks Moore & Associates
Chattanooga,
Tennessee
|
$169M
|
-$199K
|
-0.1%
|
1.28%
|
57.2%
|
97
|
6.19%
|
|
|
5846
|
Arthedge Capital Management
Jericho,
New York
|
$169M
|
+$16.2M
|
+11%
|
21.8%
|
86.1%
|
11
|
0%
|
|
|
5847
|
Krensavage Asset Management
New York
|
$169M
|
-$9.44M
|
-5%
|
2.74%
|
113%
|
13
|
7.69%
|
|
|
5848
|
Stone House Capital Management
Bay Harbor Islands,
Florida
|
$169M
|
-$5.47M
|
-3%
|
4.28%
|
238%
|
4
|
25%
|
|
|
5849
|
Latko Wealth Management
Frankfort,
Illinois
|
$169M
|
+$3.74M
|
+2%
|
1.69%
|
–
|
32
|
9.38%
|
|
|
5850
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
$169M
|
+$53.1M
|
+46%
|
1.13%
|
45%
|
142
|
67.61%
|
|