|
5276
|
Sound Stewardship
Overland Park,
Kansas
|
$149M
|
-$2.97M
|
-2%
|
2.95%
|
43.2%
|
65
|
7.69%
|
|
|
5277
|
Forte Asset Management
Bedford,
New York
|
$149M
|
-$5.35M
|
-3%
|
3.91%
|
48.8%
|
60
|
16.67%
|
|
|
5278
|
Bellevue Asset Management
Bellevue,
Washington
|
$149M
|
-$10.5M
|
-7%
|
4.89%
|
51%
|
484
|
7.64%
|
|
|
5279
|
Boyd Wealth Management
Sacramento,
California
|
$149M
|
-$15.8M
|
-10%
|
3.94%
|
51.1%
|
44
|
15.91%
|
|
|
5280
|
Eliot Finkel Investment Counsel
Beverly Hills,
California
|
$149M
|
-$8.73M
|
-6%
|
4.77%
|
55.2%
|
32
|
3.13%
|
|
|
5281
|
X-Square Capital
Guaynabo,
Puerto Rico
|
$149M
|
$0
|
0%
|
1.71%
|
112%
|
142
|
0%
|
|
|
5282
|
Hall Private Wealth Advisors
Waxhaw,
North Carolina
|
$149M
|
-$36.2M
|
-20%
|
4.05%
|
–
|
48
|
22.92%
|
|
|
5283
|
Abbot Financial Management
Andover,
Massachusetts
|
$149M
|
-$7.14M
|
-5%
|
2.89%
|
80.5%
|
116
|
4.31%
|
|
|
5284
|
Caliber Wealth Management (Utah)
Orem,
Utah
|
$149M
|
-$575K
|
-0.4%
|
3.83%
|
36.5%
|
56
|
1.79%
|
|
|
5285
|
Saxon Interests
Houston,
Texas
|
$149M
|
-$38.1M
|
-20%
|
3.83%
|
58.4%
|
206
|
91.26%
|
|
|
5286
|
Triton Wealth Management
Sun City,
Arizona
|
$149M
|
-$29.3M
|
-16%
|
5.65%
|
–
|
87
|
19.54%
|
|
|
5287
|
Quantitative Strategies
Calabasas,
California
|
$149M
|
-$358K
|
-0.2%
|
4.5%
|
–
|
20
|
0%
|
|
|
5288
|
Working Capital Advisors (UK)
London,
United Kingdom
|
$149M
|
+$6.53M
|
+5%
|
23.5%
|
26.8%
|
4
|
0%
|
|
|
5289
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$149M
|
-$4.62M
|
-3%
|
2.34%
|
54.8%
|
108
|
2.78%
|
|
|
5290
|
Custos Family Office
Austin,
Texas
|
$148M
|
-$5.96M
|
-4%
|
3.88%
|
56.2%
|
46
|
19.57%
|
|
|
5291
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$148M
|
+$2.78M
|
+2%
|
3.72%
|
40.6%
|
46
|
43.48%
|
|
|
5292
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$148M
|
+$1.12M
|
+0.8%
|
3.83%
|
37.7%
|
84
|
4.76%
|
|
|
5293
|
|
$148M
|
-$7.95M
|
-5%
|
3.43%
|
41.8%
|
69
|
17.39%
|
|
|
5294
|
Dixon Fnancial Services
Lafayette,
California
|
$148M
|
-$5.75M
|
-4%
|
2.37%
|
70%
|
24
|
0%
|
|
|
5295
|
Purus Wealth Management
Newport Beach,
California
|
$148M
|
-$6.06M
|
-4%
|
2.82%
|
156%
|
118
|
3.39%
|
|
|
5296
|
|
$148M
|
-$3.83M
|
-3%
|
0.56%
|
57.8%
|
112
|
11.61%
|
|
|
5297
|
Michelson Medical Research Foundation
Los Angeles,
California
|
$148M
|
+$7.56M
|
+5%
|
2.47%
|
37.3%
|
28
|
32.14%
|
|
|
5298
|
Robbins Farley
Bedford,
New Hampshire
|
$148M
|
+$3.54M
|
+2%
|
4.45%
|
98.2%
|
194
|
22.68%
|
|
|
5299
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$148M
|
+$11.7M
|
+9%
|
3.27%
|
131%
|
223
|
11.66%
|
|
|
5300
|
Virginia Wealth Management Group
Virginia Beach,
Virginia
|
$148M
|
+$2.12M
|
+1%
|
2.48%
|
42.1%
|
72
|
6.94%
|
|