|
5326
|
Northeast Financial Group
Tannersville,
Pennsylvania
|
$171M
|
+$15.8M
|
+10%
|
8%
|
31.6%
|
48
|
12.5%
|
|
|
5327
|
Eliot Finkel Investment Counsel
Beverly Hills,
California
|
$171M
|
+$14.9M
|
+10%
|
12%
|
88.9%
|
34
|
8.82%
|
|
|
5328
|
Citadel Investment Advisory
Chesterland,
Ohio
|
$171M
|
+$9.57M
|
+6%
|
7.29%
|
67.4%
|
75
|
1.33%
|
|
|
5329
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$171M
|
+$16.7M
|
+11%
|
9.27%
|
77.7%
|
73
|
9.59%
|
|
|
5330
|
Naman Capital
Sao Paulo,
Brazil
|
$171M
|
+$8.51M
|
+5%
|
4.95%
|
89.9%
|
17
|
0%
|
|
|
5331
|
Truehand Inc
Strafford,
New Hampshire
|
$171M
|
+$1.59M
|
+0.9%
|
9.55%
|
86.9%
|
194
|
2.06%
|
|
|
5332
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$171M
|
+$17.3M
|
+11%
|
9.66%
|
71.4%
|
266
|
3.38%
|
|
|
5333
|
Cordant Inc
Portland,
Oregon
|
$171M
|
+$6.26M
|
+4%
|
3.11%
|
47%
|
400
|
84.5%
|
|
|
5334
|
Jackson Hill Advisors
Houston,
Texas
|
$171M
|
–
|
–
|
7.62%
|
61.2%
|
9
|
–
|
|
|
5335
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$171M
|
+$15.8M
|
+10%
|
11.9%
|
67.8%
|
153
|
5.88%
|
|
|
5336
|
Brooks Moore & Associates
Chattanooga,
Tennessee
|
$170M
|
+$17.7M
|
+12%
|
11%
|
63.7%
|
100
|
7%
|
|
|
5337
|
Fifth Lane Capital
Austin,
Texas
|
$170M
|
–
|
–
|
1.09%
|
80.4%
|
299
|
–
|
|
|
5338
|
Riverview Trust Company
Vancouver,
Washington
|
$170M
|
+$76M
|
+80%
|
5.44%
|
87.6%
|
242
|
4.55%
|
|
|
5339
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$170M
|
+$12.5M
|
+8%
|
6.78%
|
61.4%
|
364
|
3.3%
|
|
|
5340
|
Rainsberger Wealth Advisors
Colorado Springs,
Colorado
|
$170M
|
–
|
–
|
7.01%
|
–
|
66
|
–
|
|
|
5341
|
CenterBook Partners
Greenwich,
Connecticut
|
$170M
|
–
|
–
|
0.44%
|
62.4%
|
278
|
–
|
|
|
5342
|
Coyle Financial Counsel
Glenview,
Illinois
|
$170M
|
-$752K
|
-0.4%
|
8.94%
|
62.4%
|
68
|
8.82%
|
|
|
5343
|
Conway Capital Management
Burbank,
California
|
$170M
|
+$22.7M
|
+15%
|
14.6%
|
139%
|
75
|
25.33%
|
|
|
5344
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$170M
|
–
|
–
|
5.9%
|
65.6%
|
82
|
–
|
|
|
5345
|
Bregal Investments
New York
|
$170M
|
-$103M
|
-38%
|
37.7%
|
–
|
1
|
0%
|
|
|
5346
|
Bregal North America General Partner Jersey
St. Helier,
Jersey
|
$170M
|
-$103M
|
-38%
|
37.7%
|
71.3%
|
1
|
0%
|
|
|
5347
|
Bregal Sagemount I
St. Helier,
Jersey
|
$170M
|
-$103M
|
-38%
|
37.7%
|
71.3%
|
1
|
0%
|
|
|
5348
|
Eudaimonia Advisors
Winchester,
Tennessee
|
$170M
|
–
|
–
|
8.6%
|
–
|
165
|
–
|
|
|
5349
|
Woodward Diversified Capital
Bakersfield,
California
|
$170M
|
+$10.5M
|
+7%
|
8.96%
|
107%
|
219
|
25.57%
|
|
|
5350
|
Eos Management LP
New York
|
$170M
|
+$9.09M
|
+6%
|
5.46%
|
152%
|
30
|
3.33%
|
|