|
5401
|
Tejara Capital
London,
United Kingdom
|
$241M
|
+$58.2M
|
+32%
|
|
|
75
|
|
|
|
5402
|
Nvest Financial
Portsmouth,
New Hampshire
|
$241M
|
+$66.5M
|
+38%
|
|
|
135
|
|
|
|
5403
|
Moneywise Inc
Forest,
Virginia
|
$240M
|
+$19.4M
|
+9%
|
|
|
89
|
|
|
|
5404
|
Regency Capital Management
Honolulu,
Hawaii
|
$240M
|
+$30.1M
|
+14%
|
|
|
72
|
|
|
|
5405
|
Mainsail Financial Group
Bellevue,
Washington
|
$240M
|
+$7.84M
|
+3%
|
|
|
64
|
|
|
|
5406
|
Shaker Investments
Cleveland,
Ohio
|
$240M
|
-$9.55M
|
-4%
|
|
|
107
|
|
|
|
5407
|
Insight Wealth Partners
Plano,
Texas
|
$240M
|
+$14.1M
|
+6%
|
|
|
126
|
|
|
|
5408
|
Davidson Trust Company
Seattle,
Washington
|
$240M
|
-$2.42M
|
-1%
|
|
|
187
|
|
|
|
5409
|
St. Johns Investment Management
Jacksonville,
Florida
|
$240M
|
+$4.53M
|
+2%
|
|
|
207
|
|
|
|
5410
|
Westport Asset Management
Southport,
Connecticut
|
$240M
|
-$60.1K
|
-0%
|
|
|
77
|
|
|
|
5411
|
My Personal CFO LLC
Vancouver,
Washington
|
$240M
|
-$18.5M
|
-7%
|
|
|
160
|
|
|
|
5412
|
M1 Capital Management
Bloomfield Hills,
Michigan
|
$240M
|
+$7.96M
|
+3%
|
|
|
113
|
|
|
|
5413
|
Hutner Capital Management
Manchester,
Vermont
|
$240M
|
+$3.2M
|
+1%
|
|
|
45
|
|
|
|
5414
|
Independent Family Office
Albany,
New York
|
$240M
|
+$3.16M
|
+1%
|
|
|
81
|
|
|
|
5415
|
Foronjy Financial
Santa Barbara,
California
|
$240M
|
+$11.2M
|
+5%
|
|
|
107
|
|
|
|
5416
|
Resolute Capital
Greenville,
South Carolina
|
$239M
|
–
|
–
|
|
|
58
|
|
|
|
5417
|
WD Rutherford
Portland,
Oregon
|
$239M
|
+$4.13M
|
+2%
|
|
|
81
|
|
|
|
5418
|
Grove Street Fiduciary
Peterborough,
New Hampshire
|
$239M
|
+$27.7M
|
+13%
|
|
|
76
|
|
|
|
5419
|
Redwood Wealth Management Group
Medford,
New Jersey
|
$239M
|
+$3.29M
|
+1%
|
|
|
197
|
|
|
|
5420
|
Mendel Money Management
Northbrook,
Illinois
|
$239M
|
+$1.09M
|
+0.5%
|
|
|
154
|
|
|
|
5421
|
Cascades Capital Asset Management
Greensboro,
North Carolina
|
$239M
|
+$11.7M
|
+5%
|
|
|
173
|
|
|
|
5422
|
JBR Co Financial Management
Ardmore,
Oklahoma
|
$239M
|
+$2.54M
|
+1%
|
|
|
128
|
|
|
|
5423
|
MBE Wealth Management
Tomah,
Wisconsin
|
$239M
|
+$7.62M
|
+3%
|
|
|
142
|
|
|
|
5424
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$239M
|
+$20.4M
|
+9%
|
|
|
52
|
|
|
|
5425
|
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
|
$239M
|
+$2.46M
|
+1%
|
|
|
91
|
|
|