|
5076
|
Guardian Investment Management
Tiburon,
California
|
$141M
|
+$8.98M
|
+7%
|
9.94%
|
89.7%
|
59
|
11.86%
|
|
|
5077
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$141M
|
+$2.34M
|
+2%
|
7.8%
|
59.5%
|
92
|
6.52%
|
|
|
5078
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$141M
|
+$35.2M
|
+33%
|
5.75%
|
56.9%
|
216
|
40.28%
|
|
|
5079
|
Prosperity Planning
Kansas City,
Missouri
|
$141M
|
+$22.8M
|
+19%
|
8.33%
|
40.5%
|
89
|
3.37%
|
|
|
5080
|
BNC Wealth Management
Beaverton,
Oregon
|
$141M
|
-$17.5M
|
-11%
|
3.14%
|
193%
|
107
|
38.32%
|
|
|
5081
|
Granby Capital Management
Miami Beach,
Florida
|
$141M
|
+$27.6M
|
+24%
|
6.42%
|
40.9%
|
30
|
40%
|
|
|
5082
|
Fortis Advisors
Wayne,
Pennsylvania
|
$141M
|
+$27.3M
|
+24%
|
5.69%
|
48.4%
|
270
|
41.48%
|
|
|
5083
|
Abacus Wealth Partners
Santa Monica,
California
|
$141M
|
+$25.9M
|
+23%
|
9.06%
|
46%
|
117
|
26.5%
|
|
|
5084
|
Founders Capital Management (Texas)
Houston,
Texas
|
$140M
|
-$913K
|
-0.6%
|
5.43%
|
118%
|
308
|
12.99%
|
|
|
5085
|
EMC Capital Management
Houston,
Texas
|
$140M
|
+$9.25M
|
+7%
|
7.81%
|
88%
|
123
|
27.64%
|
|
|
5086
|
Bluestem Financial Advisors
Champaign,
Illinois
|
$140M
|
+$4.01M
|
+3%
|
4.29%
|
39.5%
|
27
|
0%
|
|
|
5087
|
Rex Capital Advisors
Providence,
Rhode Island
|
$140M
|
+$9.1M
|
+7%
|
8.8%
|
7.31%
|
26
|
38.46%
|
|
|
5088
|
Western Standard LLC
Los Angeles,
California
|
$140M
|
+$52.9M
|
+61%
|
9.96%
|
68.9%
|
37
|
37.84%
|
|
|
5089
|
Sterling Financial Planning
Sparta,
New Jersey
|
$140M
|
+$16M
|
+13%
|
8.75%
|
46.8%
|
394
|
11.42%
|
|
|
5090
|
BCK Partners
Corning,
New York
|
$140M
|
+$25.3M
|
+22%
|
5.17%
|
44.6%
|
28
|
14.29%
|
|
|
5091
|
Juniper Investment Company
New York
|
$140M
|
+$12.1M
|
+9%
|
15.4%
|
387%
|
12
|
16.67%
|
|
|
5092
|
Private Wealth Group
Tampa,
Florida
|
$140M
|
+$19.9M
|
+17%
|
5.9%
|
48.2%
|
39
|
23.08%
|
|
|
5093
|
Colorado Capital Management
Boulder,
Colorado
|
$140M
|
+$2.4M
|
+2%
|
4.06%
|
53.4%
|
74
|
1.35%
|
|
|
5094
|
Tabor Asset Management
New York
|
$140M
|
+$27.1M
|
+24%
|
31.1%
|
199%
|
40
|
52.5%
|
|
|
5095
|
Pratt Collard Advisory Partners
Buffalo,
New York
|
$140M
|
+$2.4M
|
+2%
|
4.77%
|
91.7%
|
102
|
8.82%
|
|
|
5096
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$140M
|
+$21.1M
|
+18%
|
8.99%
|
132%
|
101
|
52.48%
|
|
|
5097
|
Prince Street Capital Management
New York
|
$140M
|
-$59.9M
|
-30%
|
6.84%
|
302%
|
23
|
47.83%
|
|
|
5098
|
Banta Asset Management
Newport Beach,
California
|
$140M
|
-$125K
|
-0.1%
|
5.77%
|
–
|
23
|
52.17%
|
|
|
5099
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$139M
|
+$12.5M
|
+10%
|
5.67%
|
42.9%
|
166
|
13.86%
|
|
|
5100
|
Global Financial Private Client
Sarasota,
Florida
|
$139M
|
+$13.5M
|
+11%
|
5.41%
|
90.4%
|
595
|
9.24%
|
|