|
5026
|
Affinity Partners
Sunny Isles Beach,
Florida
|
$222M
|
-$38.7M
|
-15%
|
|
|
1
|
|
|
|
5027
|
Rockingstone Advisors
Great Barrington,
Massachusetts
|
$222M
|
-$4.22M
|
-2%
|
|
|
104
|
|
|
|
5028
|
Powszechne Towarzystwo Emerytalne Allianz Polska
Warszawa,
Poland
|
$222M
|
+$91.7M
|
+70%
|
|
|
12
|
|
|
|
5029
|
Juniper Investment Company
New York
|
$222M
|
-$31.6M
|
-12%
|
|
|
11
|
|
|
|
5030
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin,
Ohio
|
$222M
|
+$8.37M
|
+4%
|
|
|
73
|
|
|
|
5031
|
Wittenberg Investment Management
Carlisle,
Massachusetts
|
$222M
|
-$32.9M
|
-13%
|
|
|
77
|
|
|
|
5032
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$222M
|
+$802K
|
+0.4%
|
|
|
166
|
|
|
|
5033
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$222M
|
-$44.5M
|
-17%
|
|
|
124
|
|
|
|
5034
|
Wealthedge Investment Advisors
New York
|
$222M
|
-$209K
|
-0.1%
|
|
|
217
|
|
|
|
5035
|
EVR Research
Richmond,
Virginia
|
$221M
|
-$74.2M
|
-25%
|
|
|
49
|
|
|
|
5036
|
Veridan Wealth
West Linn,
Oregon
|
$221M
|
+$7.83M
|
+4%
|
|
|
84
|
|
|
|
5037
|
Spreng Capital Management
Bucyrus,
Ohio
|
$221M
|
-$9M
|
-4%
|
|
|
80
|
|
|
|
5038
|
Harbour Investment Management
Edmonds,
Washington
|
$221M
|
-$6.93M
|
-3%
|
|
|
101
|
|
|
|
5039
|
GHE LLC
Memphis,
Tennessee
|
$221M
|
-$31.3M
|
-12%
|
|
|
56
|
|
|
|
5040
|
Act Wealth Management
Plano,
Texas
|
$221M
|
+$7.11M
|
+3%
|
|
|
54
|
|
|
|
5041
|
Raleigh Capital Management
Cary,
North Carolina
|
$221M
|
-$38.6M
|
-15%
|
|
|
1,094
|
|
|
|
5042
|
EnCap Energy Capital Fund X
Houston,
Texas
|
$221M
|
+$27.6M
|
+14%
|
|
|
1
|
|
|
|
5043
|
Cumberland Advisors
Sarasota,
Florida
|
$221M
|
-$30.1M
|
-12%
|
|
|
52
|
|
|
|
5044
|
IMZ Advisory
Boca Raton,
Florida
|
$220M
|
+$1.28M
|
+0.6%
|
|
|
43
|
|
|
|
5045
|
Mechanics Financial Corp
Mansfield,
Ohio
|
$220M
|
-$2.19M
|
-1%
|
|
|
252
|
|
|
|
5046
|
Tiemann Investment Advisors
Menlo Park,
California
|
$220M
|
-$4.58M
|
-2%
|
|
|
198
|
|
|
|
5047
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$220M
|
-$17M
|
-7%
|
|
|
107
|
|
|
|
5048
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
$220M
|
-$7.88M
|
-3%
|
|
|
79
|
|
|
|
5049
|
New Insight Wealth Advisors
San Ramon,
California
|
$220M
|
+$20.6M
|
+10%
|
|
|
96
|
|
|
|
5050
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$220M
|
+$18.5M
|
+9%
|
|
|
1,113
|
|
|