|
5126
|
Gullane Capital
Memphis,
Tennessee
|
$226M
|
–
|
–
|
|
|
3
|
|
|
|
5127
|
Landmark Wealth Management (New York)
Melville,
New York
|
$226M
|
-$4.09M
|
-2%
|
|
|
77
|
|
|
|
5128
|
Red Spruce Capital
Berwyn,
Pennsylvania
|
$225M
|
+$5.39M
|
+2%
|
|
|
92
|
|
|
|
5129
|
Lind Value II ApS
Aarhus C,
Denmark
|
$225M
|
-$7.71M
|
-3%
|
|
|
8
|
|
|
|
5130
|
One Advisory Partners
Overland Park,
Kansas
|
$225M
|
-$2.57M
|
-1%
|
|
|
48
|
|
|
|
5131
|
IvyRock Asset Management (HK)
Sheung Wan,
Hong Kong
|
$225M
|
-$3.1M
|
-1%
|
|
|
27
|
|
|
|
5132
|
Potentia Wealth
San Jose,
California
|
$225M
|
–
|
–
|
|
|
97
|
|
|
|
5133
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$225M
|
+$7.83M
|
+4%
|
|
|
151
|
|
|
|
5134
|
Rockport Wealth
Fairview Park,
Ohio
|
$225M
|
-$150M
|
-40%
|
|
|
77
|
|
|
|
5135
|
Tiemann Investment Advisors
Menlo Park,
California
|
$225M
|
-$6.9M
|
-3%
|
|
|
202
|
|
|
|
5136
|
Silver Heights Capital Management
Toronto,
Ontario, Canada
|
$225M
|
-$14.2M
|
-6%
|
|
|
5
|
|
|
|
5137
|
Monaco Asset Management
Monaco
|
$225M
|
-$14.1M
|
-6%
|
|
|
96
|
|
|
|
5138
|
Byrne Financial Freedom
Franklin,
Massachusetts
|
$225M
|
–
|
–
|
|
|
99
|
|
|
|
5139
|
Capricorn Fund Managers
London,
United Kingdom
|
$225M
|
+$76.2M
|
+51%
|
|
|
78
|
|
|
|
5140
|
Forum Private Client Group
Fishers,
Indiana
|
$225M
|
-$516K
|
-0.2%
|
|
|
79
|
|
|
|
5141
|
Catalyst Private Wealth
San Mateo,
California
|
$225M
|
+$20.7M
|
+10%
|
|
|
87
|
|
|
|
5142
|
Access Financial Services
Minneapolis,
Minnesota
|
$225M
|
+$6.5M
|
+3%
|
|
|
108
|
|
|
|
5143
|
Infusive Asset Management
New York
|
$225M
|
-$12.5M
|
-5%
|
|
|
46
|
|
|
|
5144
|
Foresite Capital Management VI
Larkspur,
California
|
$224M
|
–
|
–
|
|
|
14
|
|
|
|
5145
|
Meredith Wealth Planning
Maryville,
Illinois
|
$224M
|
+$14.8M
|
+7%
|
|
|
51
|
|
|
|
5146
|
Eaton-Cambridge
Phoenix,
Arizona
|
$224M
|
+$13.3M
|
+6%
|
|
|
36
|
|
|
|
5147
|
Mendel Money Management
Northbrook,
Illinois
|
$224M
|
-$7.34M
|
-3%
|
|
|
140
|
|
|
|
5148
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$224M
|
+$14M
|
+7%
|
|
|
165
|
|
|
|
5149
|
Florida Financial Advisors
Tampa,
Florida
|
$224M
|
+$29.9M
|
+15%
|
|
|
209
|
|
|
|
5150
|
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
|
$224M
|
-$75.3M
|
-25%
|
|
|
56
|
|
|