|
4501
|
Corbenic Partners
Bethlehem,
Pennsylvania
|
$138M
|
–
|
–
|
7.63%
|
–
|
181
|
–
|
|
|
4502
|
Norway Savings Bank
Portland,
Maine
|
$138M
|
+$15.1M
|
+12%
|
6.56%
|
101%
|
274
|
9.12%
|
|
|
4503
|
Coastal Investment Management
Los Angeles,
California
|
$138M
|
–
|
–
|
13.4%
|
–
|
12
|
–
|
|
|
4504
|
Madrona Financial Services
Everett,
Washington
|
$138M
|
+$1.51M
|
+1%
|
5.78%
|
75.4%
|
60
|
5%
|
|
|
4505
|
Birchview Capital
Burlington,
Vermont
|
$138M
|
-$12.5M
|
-8%
|
23.6%
|
327%
|
58
|
24.14%
|
|
|
4506
|
Newport Wealth Strategies
Irvine,
California
|
$138M
|
+$27.8M
|
+25%
|
8.3%
|
51.5%
|
98
|
18.37%
|
|
|
4507
|
Polaris Venture Management Co V
Boston,
Massachusetts
|
$137M
|
-$38.5M
|
-22%
|
12.4%
|
281%
|
11
|
0%
|
|
|
4508
|
First Financial Corp
Terre Haute,
Indiana
|
$137M
|
+$9.2M
|
+7%
|
7.67%
|
88.3%
|
388
|
7.47%
|
|
|
4509
|
First Bank & Trust
Brookings,
South Dakota
|
$137M
|
+$4.74M
|
+4%
|
5.75%
|
78.5%
|
419
|
8.83%
|
|
|
4510
|
Legacy Wealth Partners (California)
Calabasas,
California
|
$137M
|
–
|
–
|
8.09%
|
–
|
87
|
–
|
|
|
4511
|
American Trust Investment Advisors
Lebanon,
New Hampshire
|
$137M
|
+$7.02M
|
+5%
|
9.83%
|
91%
|
78
|
8.97%
|
|
|
4512
|
Detalus Advisors
St. Louis,
Missouri
|
$137M
|
–
|
–
|
4.69%
|
67.9%
|
102
|
–
|
|
|
4513
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$137M
|
–
|
–
|
2.9%
|
47.7%
|
124
|
–
|
|
|
4514
|
Baugh & Associates
Atlanta,
Georgia
|
$137M
|
+$7.95M
|
+6%
|
8.94%
|
83.8%
|
41
|
2.44%
|
|
|
4515
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$137M
|
-$63.7M
|
-32%
|
3.98%
|
53.1%
|
50
|
62%
|
|
|
4516
|
Diametric Capital
Boston,
Massachusetts
|
$137M
|
+$15.7M
|
+13%
|
18.6%
|
175%
|
163
|
64.42%
|
|
|
4517
|
NKCFO LLC
Geneva,
Illinois
|
$137M
|
+$1.27M
|
+0.9%
|
8.61%
|
211%
|
113
|
32.74%
|
|
|
4518
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$137M
|
–
|
–
|
5.31%
|
44.9%
|
135
|
–
|
|
|
4519
|
EPG Wealth Management
Atlanta,
Georgia
|
$137M
|
–
|
–
|
7.28%
|
96%
|
665
|
–
|
|
|
4520
|
Clearstead Trust
Portland,
Maine
|
$136M
|
+$8.21M
|
+6%
|
6.85%
|
111%
|
211
|
15.64%
|
|
|
4521
|
Mittleman Investment Management
Melville,
New York
|
$136M
|
-$3.46M
|
-2%
|
5.34%
|
11.6%
|
7
|
0%
|
|
|
4522
|
Piper Sandler & Co
Minneapolis,
Minnesota
|
$136M
|
+$21.2M
|
+18%
|
0.21%
|
0.04%
|
28
|
32.14%
|
|
|
4523
|
University of Maryland Foundation
Adelphi,
Maryland
|
$136M
|
–
|
–
|
4.61%
|
51.2%
|
8
|
–
|
|
|
4524
|
Ballast Advisors
Woodbury,
Minnesota
|
$136M
|
–
|
–
|
9.4%
|
66.7%
|
163
|
–
|
|
|
4525
|
SIB LLC
New York,
New York
|
$136M
|
-$5.13M
|
-4%
|
9.92%
|
29.2%
|
26
|
15.38%
|
|