|
5101
|
Rockingstone Advisors
Great Barrington,
Massachusetts
|
$226M
|
+$22.8M
|
+11%
|
|
|
109
|
|
|
|
5102
|
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
|
$226M
|
+$32.5M
|
+17%
|
|
|
131
|
|
|
|
5103
|
Reliant Investment Management
Memphis,
Tennessee
|
$226M
|
+$13.7M
|
+6%
|
|
|
66
|
|
|
|
5104
|
Data Collective IV
Palo Alto,
California
|
$226M
|
+$62.8M
|
+38%
|
|
|
6
|
|
|
|
5105
|
Alexander Labrunerie & Co
Columbia,
Missouri
|
$226M
|
+$7.92M
|
+4%
|
|
|
113
|
|
|
|
5106
|
Calton & Associates
Tampa,
Florida
|
$226M
|
-$35.4M
|
-14%
|
|
|
291
|
|
|
|
5107
|
Cura Wealth Advisors
Chicago,
Illinois
|
$226M
|
–
|
–
|
|
|
96
|
|
|
|
5108
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$226M
|
+$5.2M
|
+2%
|
|
|
146
|
|
|
|
5109
|
Beta Wealth Group
San Diego,
California
|
$226M
|
+$4.27M
|
+2%
|
|
|
115
|
|
|
|
5110
|
Codex Capital Asset Management
Dallas,
Texas
|
$226M
|
+$583K
|
+0.3%
|
|
|
36
|
|
|
|
5111
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$226M
|
-$7.84M
|
-3%
|
|
|
155
|
|
|
|
5112
|
Fluent Financial
Dallas,
Texas
|
$226M
|
+$18.2M
|
+9%
|
|
|
79
|
|
|
|
5113
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$226M
|
+$4.68M
|
+2%
|
|
|
154
|
|
|
|
5114
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$226M
|
+$8.55M
|
+4%
|
|
|
796
|
|
|
|
5115
|
Conway Capital Management
Burbank,
California
|
$226M
|
+$19.9M
|
+10%
|
|
|
49
|
|
|
|
5116
|
Gullane Capital
Memphis,
Tennessee
|
$226M
|
–
|
–
|
|
|
3
|
|
|
|
5117
|
Landmark Wealth Management (New York)
Melville,
New York
|
$226M
|
-$4.09M
|
-2%
|
|
|
77
|
|
|
|
5118
|
Red Spruce Capital
Berwyn,
Pennsylvania
|
$225M
|
+$5.39M
|
+2%
|
|
|
92
|
|
|
|
5119
|
Lind Value II ApS
Aarhus C,
Denmark
|
$225M
|
-$7.71M
|
-3%
|
|
|
8
|
|
|
|
5120
|
One Advisory Partners
Overland Park,
Kansas
|
$225M
|
-$2.57M
|
-1%
|
|
|
48
|
|
|
|
5121
|
IvyRock Asset Management (HK)
Sheung Wan,
Hong Kong
|
$225M
|
-$3.1M
|
-1%
|
|
|
27
|
|
|
|
5122
|
Potentia Wealth
San Jose,
California
|
$225M
|
–
|
–
|
|
|
97
|
|
|
|
5123
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$225M
|
+$7.83M
|
+4%
|
|
|
151
|
|
|
|
5124
|
Rockport Wealth
Fairview Park,
Ohio
|
$225M
|
-$150M
|
-40%
|
|
|
77
|
|
|
|
5125
|
Tiemann Investment Advisors
Menlo Park,
California
|
$225M
|
-$6.9M
|
-3%
|
|
|
202
|
|
|