|
5126
|
SVB Investment Services
Salt Lake City,
Utah
|
$150M
|
+$24.4M
|
+19%
|
5.51%
|
–
|
38
|
7.89%
|
|
|
5127
|
Appian Way Asset Management
New York
|
$150M
|
-$45.9M
|
-23%
|
6.49%
|
49.4%
|
77
|
84.42%
|
|
|
5128
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$150M
|
+$36.5M
|
+32%
|
5.18%
|
48.8%
|
216
|
26.85%
|
|
|
5129
|
|
$150M
|
+$2.19M
|
+1%
|
7.51%
|
–
|
51
|
1.96%
|
|
|
5130
|
Washburn Capital Management
Vero Beach,
Florida
|
$150M
|
+$2.21M
|
+2%
|
8.84%
|
117%
|
59
|
20.34%
|
|
|
5131
|
Knowledge Leaders Capital
Denver,
Colorado
|
$149M
|
+$23.8M
|
+19%
|
7.48%
|
51.6%
|
151
|
40.4%
|
|
|
5132
|
Grace Capital
Quincy,
Massachusetts
|
$149M
|
-$7.9M
|
-5%
|
8.31%
|
127%
|
214
|
30.37%
|
|
|
5133
|
Cox Capital Management
Andover,
Massachusetts
|
$149M
|
+$4.89M
|
+3%
|
4.86%
|
95.3%
|
83
|
6.02%
|
|
|
5134
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$149M
|
+$127M
|
+584%
|
4.55%
|
99.7%
|
111
|
70.27%
|
|
|
5135
|
Palumbo Wealth Management
Great Neck,
New York
|
$149M
|
+$16.4M
|
+12%
|
8%
|
80.7%
|
107
|
18.69%
|
|
|
5136
|
New World Advisors
Hingham,
Massachusetts
|
$149M
|
-$32.9M
|
-18%
|
8%
|
95.9%
|
109
|
87.16%
|
|
|
5137
|
IFS Advisors
Overland Park,
Kansas
|
$149M
|
+$21.1M
|
+17%
|
4.37%
|
47.6%
|
29
|
20.69%
|
|
|
5138
|
Applied Fundamental Research
Cambridge,
Massachusetts
|
$149M
|
+$30.3M
|
+26%
|
5.56%
|
38%
|
12
|
16.67%
|
|
|
5139
|
Colorado Capital Management
Boulder,
Colorado
|
$149M
|
+$8.66M
|
+6%
|
5.04%
|
53.4%
|
74
|
1.35%
|
|
|
5140
|
Brightline Capital Management
Miami,
Florida
|
$149M
|
+$370K
|
+0.2%
|
17.7%
|
778%
|
15
|
40%
|
|
|
5141
|
United Bank (Georgia)
Zebulon,
Georgia
|
$148M
|
+$5.97M
|
+4%
|
6.94%
|
64.5%
|
85
|
4.71%
|
|
|
5142
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$148M
|
+$11.4M
|
+8%
|
4.34%
|
57.5%
|
332
|
16.27%
|
|
|
5143
|
Bluestem Financial Advisors
Champaign,
Illinois
|
$148M
|
+$7.88M
|
+6%
|
4.98%
|
39.5%
|
27
|
0%
|
|
|
5144
|
Norris Financial Group
Greenville,
South Carolina
|
$148M
|
+$12.1M
|
+9%
|
6.27%
|
122%
|
98
|
34.69%
|
|
|
5145
|
ESA Global Value Fund
Grand Cayman,
Cayman Islands
|
$148M
|
+$18.3M
|
+14%
|
14.2%
|
–
|
5
|
0%
|
|
|
5146
|
Factorial Partners
Mt. Kisco,
New York
|
$148M
|
+$5.7M
|
+4%
|
4.58%
|
78.3%
|
112
|
27.68%
|
|
|
5147
|
HBC Financial Services
Seattle,
Washington
|
$148M
|
+$2.93M
|
+2%
|
4.82%
|
12.6%
|
208
|
11.06%
|
|
|
5148
|
RiverTree Advisors
Winter Park,
Florida
|
$148M
|
+$5.09M
|
+4%
|
5.33%
|
25.4%
|
46
|
43.48%
|
|
|
5149
|
|
$148M
|
+$12.9M
|
+10%
|
7.91%
|
89.1%
|
22
|
18.18%
|
|
|
5150
|
Bennett Selby Investments
Falmouth,
Maine
|
$148M
|
+$19.1M
|
+15%
|
11.2%
|
69.8%
|
56
|
16.07%
|
|