|
6851
|
Caerus Investment Advisors
West Lake Hills,
Texas
|
$105M
|
+$3.24M
|
+3%
|
3.86%
|
63.6%
|
30
|
0%
|
|
|
6852
|
Optimas Capital
Central,
Hong Kong
|
$105M
|
+$17.5M
|
+20%
|
25.6%
|
264%
|
37
|
75.68%
|
|
|
6853
|
Kirkoswald Asset Management
New York
|
$105M
|
+$87.2M
|
+480%
|
0%
|
–
|
5
|
100%
|
|
|
6854
|
Synergy Financial Group
San Ramon,
California
|
$105M
|
+$9.87M
|
+10%
|
5.65%
|
126%
|
95
|
14.74%
|
|
|
6855
|
Stephen J. Garry & Associates
Garden City,
New York
|
$105M
|
+$6.43M
|
+7%
|
5.14%
|
–
|
41
|
4.88%
|
|
|
6856
|
Rubicon Founders
Nashville,
Tennessee
|
$105M
|
+$4.79M
|
+5%
|
4.78%
|
–
|
1
|
0%
|
|
|
6857
|
MRP Capital Investments
Alpharetta,
Georgia
|
$105M
|
-$1.89M
|
-2%
|
7.88%
|
153%
|
205
|
48.78%
|
|
|
6858
|
Crescent Sterling
Metairie,
Louisiana
|
$105M
|
+$598K
|
+0.6%
|
6.36%
|
58.4%
|
81
|
9.88%
|
|
|
6859
|
Code Waechter
Tampa,
Florida
|
$105M
|
–
|
–
|
7.21%
|
–
|
100
|
–
|
|
|
6860
|
BTS Asset Management
Lincoln,
Massachusetts
|
$105M
|
-$2.45M
|
-2%
|
4.12%
|
8.06%
|
41
|
73.17%
|
|
|
6861
|
Bretton Capital Management
San Francisco,
California
|
$105M
|
–
|
–
|
11.6%
|
–
|
20
|
–
|
|
|
6862
|
Amara Financial
San Francisco,
California
|
$105M
|
–
|
–
|
5.99%
|
–
|
42
|
–
|
|
|
6863
|
Santa Clara Valley Transportation Authority
San Jose,
California
|
$104M
|
–
|
–
|
4.73%
|
–
|
4
|
–
|
|
|
6864
|
Delta Wealth Advisors
Indianapolis,
Indiana
|
$104M
|
+$2.34M
|
+2%
|
4.48%
|
–
|
47
|
19.15%
|
|
|
6865
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$104M
|
+$9.53M
|
+10%
|
9.16%
|
70%
|
202
|
16.34%
|
|
|
6866
|
Paradigm Capital Management (Nevada)
Reno,
Nevada
|
$104M
|
–
|
–
|
6.27%
|
–
|
58
|
–
|
|
|
6867
|
Luts & Greenleigh Group
Bethesda,
Maryland
|
$104M
|
+$8.01M
|
+8%
|
5.71%
|
–
|
87
|
13.79%
|
|
|
6868
|
Spectrum Planning & Advisory Services
San Diego,
California
|
$104M
|
+$394K
|
+0.4%
|
5.07%
|
–
|
61
|
19.67%
|
|
|
6869
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$104M
|
+$489K
|
+0.5%
|
3.05%
|
27.1%
|
159
|
80.5%
|
|
|
6870
|
Orcam Financial Group
Encinitas,
California
|
$103M
|
+$10M
|
+11%
|
5.65%
|
29.8%
|
49
|
18.37%
|
|
|
6871
|
New Covenant Trust Company
Jeffersonville,
Indiana
|
$103M
|
+$16.2M
|
+19%
|
5.94%
|
–
|
91
|
17.58%
|
|
|
6872
|
Centerstone Investors
New York
|
$103M
|
-$17M
|
-14%
|
9.74%
|
73.7%
|
29
|
10.34%
|
|
|
6873
|
Corepath Wealth Partners
Scottsdale,
Arizona
|
$103M
|
+$8.12M
|
+9%
|
6.39%
|
56%
|
28
|
10.71%
|
|
|
6874
|
Breakout Capital Partners
New York
|
$103M
|
+$20M
|
+24%
|
2.96%
|
–
|
8
|
25%
|
|
|
6875
|
Mayar Capital
London,
United Kingdom
|
$103M
|
-$4.83M
|
-4%
|
10.8%
|
14.7%
|
13
|
7.69%
|
|