|
5726
|
Private Client Services
Louisville,
Kentucky
|
$186M
|
+$109K
|
+0.1%
|
|
|
197
|
|
|
|
5727
|
Sellwood Investment Partners
Portland,
Oregon
|
$186M
|
–
|
–
|
|
|
55
|
|
|
|
5728
|
|
$186M
|
-$52.7M
|
-22%
|
|
|
2
|
|
|
|
5729
|
Shore Point Advisors
Brielle,
New Jersey
|
$186M
|
-$794K
|
-0.4%
|
|
|
65
|
|
|
|
5730
|
University of Massachusetts Foundation
Newton,
Massachusetts
|
$186M
|
-$47.2M
|
-20%
|
|
|
4
|
|
|
|
5731
|
Curio Wealth
Annapolis,
Maryland
|
$186M
|
–
|
–
|
|
|
304
|
|
|
|
5732
|
Resolute Capital Asset Partners
Denver,
Colorado
|
$186M
|
-$6.25M
|
-3%
|
|
|
48
|
|
|
|
5733
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$186M
|
-$10.7M
|
-5%
|
|
|
363
|
|
|
|
5734
|
Banque de Luxembourg
Luxembourg
|
$186M
|
–
|
–
|
|
|
82
|
|
|
|
5735
|
ACT Advisors
Asheville,
North Carolina
|
$186M
|
-$26.1M
|
-12%
|
|
|
65
|
|
|
|
5736
|
Black Diamond Capital Management
Stamford,
Connecticut
|
$186M
|
+$16.9M
|
+10%
|
|
|
15
|
|
|
|
5737
|
Castleview Partners
Dallas,
Texas
|
$186M
|
+$12.3M
|
+7%
|
|
|
623
|
|
|
|
5738
|
Rosalind Advisors
Toronto,
Ontario, Canada
|
$186M
|
+$34.9M
|
+23%
|
|
|
47
|
|
|
|
5739
|
Optivise Advisory Services
Franklin,
Tennessee
|
$186M
|
-$4.49M
|
-2%
|
|
|
191
|
|
|
|
5740
|
Vantage Point Financial
Lisle,
Illinois
|
$186M
|
–
|
–
|
|
|
122
|
|
|
|
5741
|
626 Financial
Portage,
Michigan
|
$185M
|
+$5.25M
|
+3%
|
|
|
116
|
|
|
|
5742
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$185M
|
-$42.9M
|
-19%
|
|
|
40
|
|
|
|
5743
|
R.W. Roge & Company
Bohemia,
New York
|
$185M
|
-$1.82M
|
-1%
|
|
|
51
|
|
|
|
5744
|
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
|
$185M
|
–
|
–
|
|
|
63
|
|
|
|
5745
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$185M
|
+$3.84M
|
+2%
|
|
|
90
|
|
|
|
5746
|
Ivy Lane Capital Management
Winter Park,
Florida
|
$185M
|
+$8.26M
|
+5%
|
|
|
12
|
|
|
|
5747
|
MYeCFO
La Jolla,
California
|
$185M
|
+$674K
|
+0.4%
|
|
|
58
|
|
|
|
5748
|
Santa Monica Partners
Palm Beach Gardens,
Florida
|
$185M
|
+$15.4M
|
+9%
|
|
|
19
|
|
|
|
5749
|
Marmo Financial Group
Johnson City,
Tennessee
|
$185M
|
-$2.29M
|
-1%
|
|
|
28
|
|
|
|
5750
|
M1 Capital Management
Bloomfield Hills,
Michigan
|
$185M
|
–
|
–
|
|
|
86
|
|
|