|
5226
|
Regimen Wealth
Atlanta,
Georgia
|
$149M
|
–
|
–
|
6.23%
|
34.4%
|
61
|
–
|
|
|
5227
|
Lindenwold Advisors
Reading,
Pennsylvania
|
$149M
|
+$14.2M
|
+10%
|
9.17%
|
75%
|
121
|
17.36%
|
|
|
5228
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$149M
|
+$9.27M
|
+7%
|
7.61%
|
46.3%
|
29
|
37.93%
|
|
|
5229
|
Beaton Management Company
Haverhill,
Massachusetts
|
$149M
|
+$16.8M
|
+13%
|
13.9%
|
95.9%
|
128
|
5.47%
|
|
|
5230
|
Beta Wealth Group
San Diego,
California
|
$149M
|
+$10.2M
|
+7%
|
5.8%
|
45.4%
|
104
|
19.23%
|
|
|
5231
|
Blue Water Life Science Advisors
Larkspur,
California
|
$149M
|
-$98.9M
|
-40%
|
0.91%
|
503%
|
11
|
45.45%
|
|
|
5232
|
Financial Freedom LLC
Cincinnati,
Ohio
|
$149M
|
–
|
–
|
6.43%
|
72%
|
408
|
–
|
|
|
5233
|
GoodHaven Capital Management
Millburn,
New Jersey
|
$149M
|
+$10.5M
|
+8%
|
9.91%
|
80.7%
|
29
|
6.9%
|
|
|
5234
|
Cordant Inc
Portland,
Oregon
|
$148M
|
+$11.5M
|
+8%
|
6.43%
|
47%
|
78
|
15.38%
|
|
|
5235
|
Sequent Asset Management
Houston,
Texas
|
$148M
|
+$15.2M
|
+11%
|
9.41%
|
51.3%
|
76
|
19.74%
|
|
|
5236
|
Concorde Financial
Dallas,
Texas
|
$148M
|
+$318
|
+0%
|
13.9%
|
81.3%
|
58
|
0%
|
|
|
5237
|
Islet Management
New York
|
$148M
|
-$231M
|
-61%
|
5.19%
|
74.9%
|
101
|
72.28%
|
|
|
5238
|
|
$148M
|
-$6.27M
|
-4%
|
13.5%
|
129%
|
32
|
9.38%
|
|
|
5239
|
Lagoda Investment Management
New York
|
$148M
|
+$7.5M
|
+5%
|
21.4%
|
250%
|
41
|
9.76%
|
|
|
5240
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$148M
|
+$18.8M
|
+15%
|
6.21%
|
64.7%
|
67
|
46.27%
|
|
|
5241
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$148M
|
+$37.6M
|
+34%
|
8.13%
|
95.1%
|
162
|
33.95%
|
|
|
5242
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$148M
|
+$8.27M
|
+6%
|
6.56%
|
120%
|
151
|
16.56%
|
|
|
5243
|
Westhampton Capital
Winston-Salem,
North Carolina
|
$148M
|
+$15.3M
|
+11%
|
11.7%
|
95.6%
|
118
|
11.02%
|
|
|
5244
|
|
$148M
|
+$56.7M
|
+62%
|
44.1%
|
71.4%
|
7
|
57.14%
|
|
|
5245
|
DCF Advisers
Greenwich,
Connecticut
|
$148M
|
-$6.81M
|
-4%
|
8.21%
|
372%
|
85
|
34.12%
|
|
|
5246
|
Eudaimonia Advisors
Winchester,
Tennessee
|
$148M
|
+$2.82M
|
+2%
|
9.48%
|
–
|
159
|
10.06%
|
|
|
5247
|
Meditor Group
Hamilton,
Bermuda
|
$148M
|
-$2.43M
|
-2%
|
0.75%
|
41.1%
|
4
|
0%
|
|
|
5248
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$148M
|
+$18.8M
|
+15%
|
5.89%
|
46.7%
|
54
|
31.48%
|
|
|
5249
|
Neo Ivy Capital Management
New York
|
$148M
|
+$110M
|
+289%
|
7.23%
|
–
|
582
|
80.93%
|
|
|
5250
|
S Squared Technology
New York
|
$148M
|
+$11.1M
|
+8%
|
13.4%
|
223%
|
35
|
17.14%
|
|