|
5851
|
Pacific Wealth Management
San Diego,
California
|
$215M
|
+$16.8M
|
+8%
|
2.36%
|
37.5%
|
24
|
12.5%
|
|
|
5852
|
Citrine Capital
San Francisco,
California
|
$215M
|
-$549K
|
-0.3%
|
0.63%
|
–
|
48
|
6.25%
|
|
|
5853
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$215M
|
+$20.3M
|
+10%
|
3.29%
|
62.5%
|
50
|
2%
|
|
|
5854
|
Fox Hill Wealth Management
Dedham,
Massachusetts
|
$215M
|
+$1.5M
|
+0.7%
|
3.75%
|
–
|
131
|
19.08%
|
|
|
5855
|
Signet Investment Advisory Group
Providence,
Rhode Island
|
$215M
|
+$7M
|
+3%
|
3.8%
|
59.6%
|
72
|
5.56%
|
|
|
5856
|
Bull Street Advisors
Savannah,
Georgia
|
$215M
|
+$893K
|
+0.4%
|
2.25%
|
41.9%
|
93
|
5.38%
|
|
|
5857
|
Wimmer Associates 1
Pasadena,
California
|
$215M
|
+$7.03M
|
+3%
|
5.36%
|
69.4%
|
112
|
6.25%
|
|
|
5858
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$215M
|
+$4.36M
|
+2%
|
3.91%
|
61.5%
|
189
|
13.23%
|
|
|
5859
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$215M
|
+$9.07M
|
+4%
|
1.96%
|
51.4%
|
85
|
5.88%
|
|
|
5860
|
Westbourne Investments
Arlington,
Virginia
|
$215M
|
+$5.71M
|
+3%
|
5.32%
|
–
|
158
|
30.38%
|
|
|
5861
|
Massachusetts Wealth Management
North Andover,
Massachusetts
|
$215M
|
+$13.4M
|
+7%
|
4.8%
|
77.9%
|
97
|
5.15%
|
|
|
5862
|
FOCUS Wealth Advisors
Houston,
Texas
|
$215M
|
+$6.83M
|
+3%
|
2.07%
|
63.8%
|
59
|
3.39%
|
|
|
5863
|
eCIO Inc
Madison,
Wisconsin
|
$215M
|
-$53.2M
|
-20%
|
1.01%
|
–
|
207
|
74.4%
|
|
|
5864
|
Eagle Wealth Strategies
West Deptford,
New Jersey
|
$215M
|
+$13.7M
|
+7%
|
4.22%
|
–
|
116
|
8.62%
|
|
|
5865
|
SSA Swiss Advisors
Zurich,
|
$215M
|
-$610K
|
-0.3%
|
4.3%
|
–
|
117
|
18.8%
|
|
|
5866
|
EPIQ Partners
Minneapolis,
Minnesota
|
$214M
|
+$2.88M
|
+1%
|
1.93%
|
44.3%
|
79
|
11.39%
|
|
|
5867
|
Peoples Financial Services Corp
Dunmore,
Pennsylvania
|
$214M
|
-$7.03M
|
-3%
|
5.1%
|
93%
|
263
|
1.14%
|
|
|
5868
|
Pflug Koory
Omaha,
Nebraska
|
$214M
|
+$3.41M
|
+2%
|
3.99%
|
–
|
425
|
4%
|
|
|
5869
|
5th Street Advisors
Southport,
Connecticut
|
$214M
|
+$12.2M
|
+6%
|
2.91%
|
39.2%
|
49
|
51.02%
|
|
|
5870
|
Allie Family Office
Miami,
Florida
|
$214M
|
+$3.2M
|
+2%
|
2.57%
|
50.9%
|
109
|
14.68%
|
|
|
5871
|
R Squared
Central,
Hong Kong
|
$214M
|
-$18.4M
|
-8%
|
0.5%
|
–
|
759
|
61.66%
|
|
|
5872
|
Heritage Wealth Architects
Mendota Heights,
Minnesota
|
$214M
|
+$51.6M
|
+32%
|
1.66%
|
–
|
75
|
28%
|
|
|
5873
|
Ironclad Investments
Maitland,
Florida
|
$214M
|
+$3.28M
|
+2%
|
2.37%
|
–
|
3
|
0%
|
|
|
5874
|
Landmark Investment Partners
West Palm Beach,
Florida
|
$214M
|
-$114M
|
-35%
|
6.25%
|
–
|
82
|
63.41%
|
|
|
5875
|
PSquared Asset Management
Zurich,
Switzerland
|
$214M
|
+$87.9M
|
+70%
|
27.8%
|
158%
|
19
|
89.47%
|
|