|
5326
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$204M
|
+$4.71M
|
+2%
|
1.59%
|
61%
|
188
|
6.91%
|
|
|
5327
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$204M
|
+$1.09M
|
+0.5%
|
4.93%
|
122%
|
131
|
3.82%
|
|
|
5328
|
Summa Corp
Tomball,
Texas
|
$204M
|
-$4.71M
|
-2%
|
3.95%
|
–
|
68
|
16.18%
|
|
|
5329
|
Investmark Advisory Group
Shelton,
Connecticut
|
$204M
|
-$2.05M
|
-1%
|
0.34%
|
53.2%
|
126
|
12.7%
|
|
|
5330
|
Autumn Glory Partners
Dallas,
Texas
|
$204M
|
-$56.3M
|
-22%
|
0.56%
|
61.5%
|
214
|
27.57%
|
|
|
5331
|
Burford Brothers
Dallas,
Texas
|
$204M
|
+$11.9M
|
+6%
|
3.71%
|
–
|
167
|
12.57%
|
|
|
5332
|
FIDELIS iM
Medford,
Oregon
|
$204M
|
-$16.8M
|
-8%
|
1.28%
|
40.1%
|
22
|
4.55%
|
|
|
5333
|
Parker Financial
Silverdale,
Washington
|
$204M
|
+$4.28M
|
+2%
|
2.35%
|
37.1%
|
36
|
5.56%
|
|
|
5334
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$204M
|
-$1.82M
|
-0.9%
|
1.47%
|
51.9%
|
133
|
9.02%
|
|
|
5335
|
Cherry Creek Investment Advisors
Englewood,
Colorado
|
$203M
|
+$9.95M
|
+5%
|
7.2%
|
123%
|
116
|
12.07%
|
|
|
5336
|
Gunderson Capital Management
Mt. Pleasant,
South Carolina
|
$203M
|
-$32.7M
|
-14%
|
22.5%
|
947%
|
53
|
54.72%
|
|
|
5337
|
Union Savings Bank
Litchfield,
Connecticut
|
$203M
|
-$631K
|
-0.3%
|
0.15%
|
–
|
303
|
6.27%
|
|
|
5338
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$203M
|
+$6.77M
|
+3%
|
0.41%
|
51.4%
|
500
|
4%
|
|
|
5339
|
Eads & Heald Wealth Management
Atlanta,
Georgia
|
$203M
|
-$7.83M
|
-4%
|
0.03%
|
70.2%
|
145
|
7.59%
|
|
|
5340
|
TAGStone Capital
Charlotte,
North Carolina
|
$203M
|
+$7.45M
|
+4%
|
1.02%
|
50.8%
|
94
|
4.26%
|
|
|
5341
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$203M
|
+$5.14M
|
+3%
|
1.24%
|
68.3%
|
150
|
28.67%
|
|
|
5342
|
Benchmark Wealth Management
Old Lyme,
Connecticut
|
$203M
|
+$697K
|
+0.3%
|
0.1%
|
42.7%
|
54
|
3.7%
|
|
|
5343
|
Sequent Asset Management
Houston,
Texas
|
$203M
|
+$574K
|
+0.3%
|
0.94%
|
51.3%
|
95
|
12.63%
|
|
|
5344
|
Adapt Wealth Advisors
Atlanta,
Georgia
|
$203M
|
+$16.3M
|
+9%
|
1%
|
–
|
81
|
32.1%
|
|
|
5345
|
Mendon Capital Advisors
Key Largo,
Florida
|
$203M
|
+$48.1M
|
+31%
|
3.82%
|
–
|
52
|
38.46%
|
|
|
5346
|
Trueblood Wealth Management
Lima,
Ohio
|
$203M
|
+$3.72M
|
+2%
|
1.09%
|
–
|
241
|
10.79%
|
|
|
5347
|
Boyd Wealth Management
Sacramento,
California
|
$203M
|
+$5.41M
|
+3%
|
1.33%
|
51.1%
|
51
|
11.76%
|
|
|
5348
|
Disciplined Investments
Tulsa,
Oklahoma
|
$203M
|
+$182K
|
+0.1%
|
2.42%
|
41.9%
|
127
|
10.24%
|
|
|
5349
|
Painted Porch Advisors
Santa Barbara,
California
|
$203M
|
+$5.11M
|
+3%
|
0.6%
|
–
|
534
|
28.09%
|
|
|
5350
|
Standard General
New York
|
$203M
|
-$29.2M
|
-13%
|
0.9%
|
112%
|
3
|
0%
|
|