|
5926
|
Heritage Family Offices
Scottsdale,
Arizona
|
$220M
|
+$5.14M
|
+2%
|
2.1%
|
–
|
220
|
18.64%
|
|
|
5927
|
Cooper/Haims Advisors
Victor,
New York
|
$220M
|
+$5.99M
|
+3%
|
0.55%
|
53.1%
|
105
|
20.95%
|
|
|
5928
|
Lakeridge Wealth Management
Mentor,
Ohio
|
$220M
|
-$4.99M
|
-2%
|
2.11%
|
–
|
163
|
10.43%
|
|
|
5929
|
Elite Financial
Lewiston,
Idaho
|
$220M
|
+$1.57M
|
+0.7%
|
1.38%
|
–
|
54
|
1.85%
|
|
|
5930
|
Tandem Capital Management
Woodcliff Lake,
New Jersey
|
$220M
|
+$4.99M
|
+2%
|
2.64%
|
120%
|
122
|
9.02%
|
|
|
5931
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$220M
|
+$10.1M
|
+5%
|
1.06%
|
39.5%
|
387
|
13.7%
|
|
|
5932
|
Yoder Wealth Management
Walnut Creek,
California
|
$220M
|
+$8.29M
|
+4%
|
2.16%
|
58.9%
|
123
|
9.76%
|
|
|
5933
|
Mad River Investors
Boston,
Massachusetts
|
$220M
|
-$14.1M
|
-6%
|
5.22%
|
225%
|
40
|
12.5%
|
|
|
5934
|
Rockingstone Advisors
Great Barrington,
Massachusetts
|
$219M
|
+$16.8M
|
+8%
|
5.87%
|
101%
|
115
|
9.57%
|
|
|
5935
|
Alpha Family Trust
Los Angeles,
California
|
$219M
|
+$6.25M
|
+3%
|
4.98%
|
198%
|
209
|
15.31%
|
|
|
5936
|
PACK Private Wealth
Wayzata,
Minnesota
|
$219M
|
+$7.06M
|
+3%
|
2.36%
|
52.8%
|
58
|
5.17%
|
|
|
5937
|
Retirement Guys Formula
Maumee,
Ohio
|
$219M
|
-$64.9M
|
-23%
|
1.09%
|
70.2%
|
180
|
22.78%
|
|
|
5938
|
Taylor Securities Services
Harrisburg,
Pennsylvania
|
$219M
|
–
|
–
|
1.86%
|
–
|
54
|
–
|
|
|
5939
|
Ravenstone Capital Management
Toronto,
|
$219M
|
+$14.9M
|
+7%
|
5.05%
|
63%
|
42
|
7.14%
|
|
|
5940
|
Nipun Capital
Foster City,
California
|
$219M
|
+$60.8M
|
+38%
|
1.18%
|
–
|
13
|
61.54%
|
|
|
5941
|
Genoa Capital Gestora de Recursos
Sao Paulo,
|
$219M
|
–
|
–
|
3.16%
|
–
|
17
|
–
|
|
|
5942
|
MOR Wealth Management
Philadelphia,
Pennsylvania
|
$219M
|
–
|
–
|
2.36%
|
–
|
105
|
–
|
|
|
5943
|
PFS Partners
Mine Hill,
New Jersey
|
$219M
|
+$8.32M
|
+4%
|
2.79%
|
63.2%
|
603
|
8.79%
|
|
|
5944
|
Mosley Wealth Management
Anaheim,
California
|
$219M
|
–
|
–
|
1.46%
|
–
|
154
|
–
|
|
|
5945
|
Step Capital Management
Singapore,
|
$218M
|
–
|
–
|
19.8%
|
–
|
26
|
–
|
|
|
5946
|
Finley Financial
Las Vegas,
Nevada
|
$218M
|
+$2.15M
|
+1%
|
2.01%
|
–
|
124
|
13.71%
|
|
|
5947
|
Woodward Diversified Capital
Bakersfield,
California
|
$218M
|
+$3.62M
|
+2%
|
3.41%
|
107%
|
196
|
13.27%
|
|
|
5948
|
Optimist Retirement Group
Bellevue,
Washington
|
$218M
|
-$3.01M
|
-1%
|
5.38%
|
–
|
126
|
16.67%
|
|
|
5949
|
Lynx Capital Group
Beachwood,
Ohio
|
$218M
|
+$2.52M
|
+1%
|
2.13%
|
–
|
90
|
11.11%
|
|
|
5950
|
Knoll Capital Management
Miami,
Florida
|
$218M
|
+$31.4M
|
+17%
|
16.3%
|
258%
|
39
|
17.95%
|
|