|
5326
|
Legal Advantage Investments
Los Altos Hills,
California
|
$150M
|
+$13.8M
|
+10%
|
|
|
98
|
|
|
|
5327
|
Investmark Advisory Group
Shelton,
Connecticut
|
$150M
|
+$13.8M
|
+10%
|
|
|
109
|
|
|
|
5328
|
New Vernon Capital Holdings II
Morristown,
New Jersey
|
$150M
|
+$14M
|
+10%
|
|
|
91
|
|
|
|
5329
|
Unison Asset Management
North Miami Beach,
Florida
|
$150M
|
+$17.9M
|
+14%
|
|
|
34
|
|
|
|
5330
|
Sonic GP LLC
Honolulu,
Hawaii
|
$150M
|
+$18.9M
|
+14%
|
|
|
26
|
|
|
|
5331
|
Legacy Bridge
West Des Moines,
Iowa
|
$150M
|
+$6.47M
|
+5%
|
|
|
298
|
|
|
|
5332
|
Adalta Capital Management
New York
|
$150M
|
+$6.63M
|
+5%
|
|
|
90
|
|
|
|
5333
|
Pacific Sun Financial
Los Angeles,
California
|
$150M
|
–
|
–
|
|
|
174
|
|
|
|
5334
|
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
|
$150M
|
+$4.6M
|
+3%
|
|
|
33
|
|
|
|
5335
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$149M
|
+$6.94M
|
+5%
|
|
|
76
|
|
|
|
5336
|
Integral Investment Advisors
Turlock,
California
|
$149M
|
+$9.68M
|
+7%
|
|
|
83
|
|
|
|
5337
|
|
$149M
|
+$470K
|
+0.3%
|
|
|
29
|
|
|
|
5338
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$149M
|
+$5.81M
|
+4%
|
|
|
121
|
|
|
|
5339
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$149M
|
+$20.1M
|
+16%
|
|
|
74
|
|
|
|
5340
|
Caliber Wealth Management (Utah)
Orem,
Utah
|
$149M
|
+$15.7M
|
+12%
|
|
|
66
|
|
|
|
5341
|
GHE LLC
Memphis,
Tennessee
|
$149M
|
+$22.3M
|
+18%
|
|
|
55
|
|
|
|
5342
|
Prairiewood Capital
Fargo,
North Dakota
|
$149M
|
+$1.57M
|
+1%
|
|
|
79
|
|
|
|
5343
|
Quantitative Strategies
Calabasas,
California
|
$149M
|
–
|
–
|
|
|
20
|
|
|
|
5344
|
Eudaimonia Advisors
Winchester,
Tennessee
|
$149M
|
+$715K
|
+0.5%
|
|
|
158
|
|
|
|
5345
|
Nova R Wealth
Overland Park,
Kansas
|
$149M
|
+$1.07M
|
+0.7%
|
|
|
75
|
|
|
|
5346
|
Friedenthal Financial
Marlton,
New Jersey
|
$149M
|
+$6.93M
|
+5%
|
|
|
147
|
|
|
|
5347
|
West Bancorporation
West Des Moines,
Iowa
|
$149M
|
+$17.6M
|
+13%
|
|
|
99
|
|
|
|
5348
|
X-Square Capital
Guaynabo,
Puerto Rico
|
$149M
|
-$20.7M
|
-12%
|
|
|
166
|
|
|
|
5349
|
Cherry Creek Investment Advisors
Englewood,
Colorado
|
$149M
|
+$12.3M
|
+9%
|
|
|
99
|
|
|
|
5350
|
Dudley Capital Management
Middleburg,
Virginia
|
$149M
|
+$6.35M
|
+4%
|
|
|
115
|
|
|