|
5126
|
Retirement Capital Strategies
San Jose,
California
|
$270M
|
+$9M
|
+3%
|
|
|
72
|
|
|
|
5127
|
Everpar Advisors
Tulsa,
Oklahoma
|
$270M
|
+$16.7M
|
+7%
|
|
|
311
|
|
|
|
5128
|
Harspring Capital Management
New York
|
$270M
|
+$8.4M
|
+3%
|
|
|
15
|
|
|
|
5129
|
NCM Capital Management
Ramsey,
New Jersey
|
$270M
|
+$11.8M
|
+5%
|
|
|
186
|
|
|
|
5130
|
Wealth Watch Advisors
Englewood,
Colorado
|
$269M
|
+$26.7M
|
+11%
|
|
|
1,051
|
|
|
|
5131
|
Barbara Oil Co
Chicago,
Illinois
|
$269M
|
+$923K
|
+0.3%
|
|
|
78
|
|
|
|
5132
|
Bawa N Mallick Trust
Forest Hills,
New York
|
$269M
|
+$5.01M
|
+2%
|
|
|
75
|
|
|
|
5133
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$269M
|
-$5.62M
|
-2%
|
|
|
97
|
|
|
|
5134
|
Agate Pass Investment Management
Bainbridge Island,
Washington
|
$269M
|
+$6.35M
|
+2%
|
|
|
107
|
|
|
|
5135
|
Thomas Story & Son
Culver,
Indiana
|
$269M
|
-$2.9M
|
-1%
|
|
|
52
|
|
|
|
5136
|
Scoggin Management
New York
|
$269M
|
+$8.11M
|
+3%
|
|
|
62
|
|
|
|
5137
|
|
$269M
|
-$33.5M
|
-11%
|
|
|
25
|
|
|
|
5138
|
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
|
$269M
|
+$16.7M
|
+7%
|
|
|
64
|
|
|
|
5139
|
Crux Wealth Advisors
Long Beach,
California
|
$269M
|
+$16.5M
|
+7%
|
|
|
190
|
|
|
|
5140
|
First Dallas Securities
Dallas,
Texas
|
$269M
|
+$1.81M
|
+0.7%
|
|
|
119
|
|
|
|
5141
|
Quartz Partners
Saratoga Springs,
New York
|
$269M
|
-$7.4M
|
-3%
|
|
|
193
|
|
|
|
5142
|
DLK Investment Management
Solana Beach,
California
|
$269M
|
+$3.25M
|
+1%
|
|
|
95
|
|
|
|
5143
|
Strait & Sound Wealth Management
San Francisco,
California
|
$269M
|
+$8.1M
|
+3%
|
|
|
154
|
|
|
|
5144
|
Alexis Investment Partners
Montgomery,
Texas
|
$269M
|
-$902M
|
-77%
|
|
|
103
|
|
|
|
5145
|
TAGStone Capital
Charlotte,
North Carolina
|
$268M
|
+$16.1M
|
+6%
|
|
|
120
|
|
|
|
5146
|
OMC Financial Services
Dewitt,
New York
|
$268M
|
-$1.13M
|
-0.4%
|
|
|
69
|
|
|
|
5147
|
Monte Financial Group
Guilford,
Connecticut
|
$268M
|
-$3.59M
|
-1%
|
|
|
95
|
|
|
|
5148
|
Wind River Trust Company
Jackson,
Wyoming
|
$268M
|
-$2.64M
|
-1%
|
|
|
10
|
|
|
|
5149
|
|
$268M
|
-$30.9M
|
-10%
|
|
|
13
|
|
|
|
5150
|
All-Stars Investment
Hong Kong
|
$268M
|
-$59.6M
|
-18%
|
|
|
4
|
|
|