|
5051
|
NIA Impact Advisors
Berkeley,
California
|
$176M
|
-$9.45M
|
-5%
|
2.24%
|
–
|
62
|
17.74%
|
|
|
5052
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
$176M
|
+$37.7M
|
+27%
|
6.75%
|
78%
|
128
|
34.38%
|
|
|
5053
|
Constitution Capital
Shelton,
Connecticut
|
$176M
|
+$10.8M
|
+7%
|
8.1%
|
70.2%
|
68
|
4.41%
|
|
|
5054
|
United Bank (Georgia)
Zebulon,
Georgia
|
$176M
|
+$4.93M
|
+3%
|
6.77%
|
81.2%
|
90
|
4.44%
|
|
|
5055
|
Strategic Financial Partners
Bend,
Oregon
|
$176M
|
+$12.3M
|
+8%
|
4.09%
|
54.8%
|
73
|
9.59%
|
|
|
5056
|
Lipe & Dalton
Syracuse,
New York
|
$176M
|
+$942K
|
+0.5%
|
4.88%
|
89.6%
|
105
|
5.71%
|
|
|
5057
|
American Securities
New York
|
$175M
|
-$19.2M
|
-10%
|
10%
|
–
|
1
|
0%
|
|
|
5058
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$175M
|
+$46.2M
|
+36%
|
12.3%
|
282%
|
191
|
49.74%
|
|
|
5059
|
Essential Planning
Portsmouth,
New Hampshire
|
$175M
|
+$10.4M
|
+6%
|
3.88%
|
38.1%
|
58
|
10.34%
|
|
|
5060
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$175M
|
-$18.7M
|
-10%
|
1.25%
|
50.9%
|
80
|
20%
|
|
|
5061
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$175M
|
+$16.8M
|
+11%
|
3.28%
|
58.2%
|
142
|
18.31%
|
|
|
5062
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$175M
|
+$3.02M
|
+2%
|
5.65%
|
92.4%
|
409
|
10.02%
|
|
|
5063
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$175M
|
+$14.6M
|
+9%
|
11.7%
|
116%
|
141
|
6.38%
|
|
|
5064
|
Eagle Bay Advisors
New York
|
$175M
|
-$7.43M
|
-4%
|
5.64%
|
78.4%
|
948
|
16.88%
|
|
|
5065
|
Social Capital Group
Menlo Park,
California
|
$175M
|
-$7.38M
|
-4%
|
3.19%
|
–
|
4
|
0%
|
|
|
5066
|
Worldly Partners Management
Needham,
Massachusetts
|
$175M
|
+$16.2M
|
+10%
|
9.57%
|
19.2%
|
4
|
0%
|
|
|
5067
|
Forum Private Client Group
Fishers,
Indiana
|
$175M
|
+$16.4M
|
+10%
|
3.31%
|
47.9%
|
70
|
4.29%
|
|
|
5068
|
Axiom Financial Strategies
New Albany,
Indiana
|
$174M
|
-$5.49M
|
-3%
|
3.07%
|
54.5%
|
37
|
10.81%
|
|
|
5069
|
Aegon USA Investment Management
Cedar Rapids,
Iowa
|
$174M
|
-$6.07M
|
-3%
|
3.72%
|
39.9%
|
41
|
4.88%
|
|
|
5070
|
Newton One Investments
Newark,
Delaware
|
$174M
|
+$7.89M
|
+5%
|
3.31%
|
38.7%
|
127
|
7.09%
|
|
|
5071
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$174M
|
+$16.9M
|
+11%
|
5.18%
|
68.1%
|
223
|
7.17%
|
|
|
5072
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
$174M
|
+$9.25M
|
+6%
|
7.59%
|
87.5%
|
55
|
7.27%
|
|
|
5073
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$174M
|
+$4.15M
|
+2%
|
6.98%
|
284%
|
208
|
34.13%
|
|
|
5074
|
Singapore Technologies Telemedia
Singapore
|
$174M
|
-$121M
|
-41%
|
41.1%
|
173%
|
1
|
0%
|
|
|
5075
|
Leeward Financial Partners
Bellevue,
Washington
|
$174M
|
+$10.7M
|
+7%
|
8.91%
|
83%
|
86
|
19.77%
|
|