|
3551
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$151M
|
+$1.03M
|
+0.7%
|
2.97%
|
97.5%
|
393
|
14.76%
|
|
|
3552
|
Delta Capital Management
Red Bank,
New Jersey
|
$151M
|
+$2.38M
|
+2%
|
2.32%
|
125%
|
79
|
18.99%
|
|
|
3553
|
Summit X LLC
Chesterfield,
Missouri
|
$151M
|
+$10.7M
|
+8%
|
2.75%
|
62.9%
|
197
|
16.75%
|
|
|
3554
|
Agilis Partners
Waltham,
Massachusetts
|
$151M
|
-$163M
|
-52%
|
3.77%
|
8.47%
|
19
|
15.79%
|
|
|
3555
|
Weybosset Research & Management
Province,
Rhode Island
|
$150M
|
-$4.79M
|
-3%
|
4.59%
|
73.4%
|
61
|
11.48%
|
|
|
3556
|
American Money Management
Rancho Santa Fe,
California
|
$150M
|
+$9.89M
|
+7%
|
5.16%
|
65%
|
76
|
9.21%
|
|
|
3557
|
Peak Capital Management
Greenwood Village,
Colorado
|
$150M
|
-$28.6M
|
-16%
|
2.42%
|
9.52%
|
107
|
44.86%
|
|
|
3558
|
RGT Wealth Advisors
Dallas,
Texas
|
$150M
|
+$4.08M
|
+3%
|
3.5%
|
9.35%
|
101
|
17.82%
|
|
|
3559
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$150M
|
+$2.29M
|
+2%
|
1.73%
|
70.3%
|
47
|
6.38%
|
|
|
3560
|
Crystal Rock Capital Management
Bannockburn,
Illinois
|
$150M
|
-$4.75M
|
-3%
|
4.02%
|
172%
|
34
|
20.59%
|
|
|
3561
|
Steamboat Capital Partners
Rye,
New York
|
$150M
|
+$33.2M
|
+28%
|
7.59%
|
280%
|
25
|
20%
|
|
|
3562
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$150M
|
+$1.51M
|
+1%
|
8.92%
|
40%
|
440
|
10.68%
|
|
|
3563
|
Integre Asset Management
New York
|
$150M
|
-$15.2M
|
-9%
|
7.89%
|
74.1%
|
122
|
36.07%
|
|
|
3564
|
Berkeley Capital Partners
Milton,
Georgia
|
$150M
|
+$2.79M
|
+2%
|
3.06%
|
62.8%
|
124
|
16.94%
|
|
|
3565
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$150M
|
+$5.88M
|
+4%
|
3.24%
|
42.9%
|
21
|
0%
|
|
|
3566
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$150M
|
-$8.1M
|
-5%
|
4.24%
|
38.3%
|
38
|
2.63%
|
|
|
3567
|
Morris Capital Advisors
Malvern,
Pennsylvania
|
$150M
|
+$7.8M
|
+6%
|
7.69%
|
72.9%
|
78
|
8.97%
|
|
|
3568
|
SigFig Wealth Management
San Francisco,
California
|
$150M
|
+$13.8M
|
+10%
|
3.88%
|
43.3%
|
28
|
28.57%
|
|
|
3569
|
Courage Capital Management
Nashville,
Tennessee
|
$149M
|
-$45M
|
-23%
|
15.2%
|
86.5%
|
24
|
33.33%
|
|
|
3570
|
Context Capital Management
Lajolla,
California
|
$149M
|
+$8.83M
|
+6%
|
0.07%
|
3.38%
|
47
|
17.02%
|
|
|
3571
|
First United Bank & Trust
Oakland,
Maryland
|
$149M
|
+$1.81M
|
+1%
|
4.42%
|
69.2%
|
112
|
7.14%
|
|
|
3572
|
Mengis Capital Management
Portland,
Oregon
|
$149M
|
+$8.08M
|
+6%
|
4.08%
|
91.8%
|
121
|
4.13%
|
|
|
3573
|
EnCap Energy Capital Fund VIII
Houston,
Texas
|
$149M
|
-$21.5M
|
-13%
|
12.6%
|
6.16%
|
1
|
0%
|
|
|
3574
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$149M
|
+$3.35M
|
+2%
|
4.63%
|
92.4%
|
404
|
13.86%
|
|
|
3575
|
|
$149M
|
-$50.6M
|
-25%
|
4.13%
|
390%
|
46
|
63.04%
|
|