|
5351
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$143M
|
+$6M
|
+4%
|
5.32%
|
59.5%
|
81
|
2.47%
|
|
|
5352
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$143M
|
+$667K
|
+0.5%
|
6.33%
|
63.8%
|
86
|
29.07%
|
|
|
5353
|
LBJ Family Wealth Advisors
Austin,
Texas
|
$143M
|
+$8.57M
|
+6%
|
8.05%
|
59%
|
23
|
4.35%
|
|
|
5354
|
Madden Advisory Services
Jacksonville,
Florida
|
$142M
|
+$8.79M
|
+7%
|
6.44%
|
44.7%
|
80
|
3.75%
|
|
|
5355
|
Friedenthal Financial
Marlton,
New Jersey
|
$142M
|
-$1.49M
|
-1%
|
9.05%
|
111%
|
151
|
62.25%
|
|
|
5356
|
CEDRUS
Littleton,
Colorado
|
$142M
|
+$18M
|
+14%
|
4.49%
|
19.8%
|
166
|
15.06%
|
|
|
5357
|
Delta Capital Management
Red Bank,
New Jersey
|
$142M
|
+$4.9M
|
+4%
|
1.93%
|
125%
|
89
|
6.74%
|
|
|
5358
|
Thames Capital Management
Roseland,
New Jersey
|
$142M
|
-$68.5M
|
-33%
|
15.9%
|
642%
|
31
|
61.29%
|
|
|
5359
|
Grey Street Capital
Chicago,
Illinois
|
$142M
|
–
|
–
|
14.6%
|
–
|
131
|
–
|
|
|
5360
|
MWG Management
Road Town, Tortola,
British Virgin Islands
|
$142M
|
-$53.8M
|
-27%
|
27.1%
|
59.2%
|
3
|
0%
|
|
|
5361
|
Custos Family Office
Austin,
Texas
|
$142M
|
+$16.7M
|
+13%
|
4.77%
|
56.2%
|
46
|
28.26%
|
|
|
5362
|
Tandem Capital Management
Woodcliff Lake,
New Jersey
|
$142M
|
+$15.1M
|
+12%
|
10.4%
|
83.8%
|
110
|
17.27%
|
|
|
5363
|
WD Rutherford
Portland,
Oregon
|
$142M
|
+$14.5M
|
+11%
|
16.7%
|
170%
|
130
|
41.54%
|
|
|
5364
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$142M
|
+$18.1M
|
+15%
|
5.52%
|
46.7%
|
155
|
9.68%
|
|
|
5365
|
JCP Investment Management
Houston,
Texas
|
$142M
|
+$23.4M
|
+20%
|
12.2%
|
64.9%
|
20
|
45%
|
|
|
5366
|
NorthLanding Financial Partners
Rochester,
New York
|
$142M
|
+$2.72M
|
+2%
|
5.38%
|
48.7%
|
68
|
11.76%
|
|
|
5367
|
Mad River Investors
Boston,
Massachusetts
|
$142M
|
-$30.5M
|
-18%
|
11%
|
206%
|
27
|
18.52%
|
|
|
5368
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$142M
|
+$4.56M
|
+3%
|
3.62%
|
54.7%
|
119
|
5.88%
|
|
|
5369
|
New England Capital Financial Advisors
Meriden,
Connecticut
|
$142M
|
+$531K
|
+0.4%
|
6.07%
|
55.6%
|
452
|
5.75%
|
|
|
5370
|
Herbst Group
Westport,
Connecticut
|
$142M
|
+$17.9M
|
+14%
|
8.91%
|
139%
|
73
|
6.85%
|
|
|
5371
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$141M
|
+$26.8M
|
+23%
|
24.6%
|
157%
|
90
|
11.11%
|
|
|
5372
|
PCA Investment Advisory Services
Cincinnati,
Ohio
|
$141M
|
–
|
–
|
5.95%
|
63.7%
|
114
|
–
|
|
|
5373
|
Executive Wealth Group
Kirkland,
Washington
|
$141M
|
+$10.3M
|
+8%
|
7.16%
|
14.9%
|
45
|
4.44%
|
|
|
5374
|
Baron Wealth Management
Troy,
Michigan
|
$141M
|
+$10.8M
|
+8%
|
6.46%
|
86.8%
|
149
|
18.79%
|
|
|
5375
|
Segra Capital Management
Palm Beach,
Florida
|
$141M
|
+$4.9M
|
+4%
|
5.52%
|
116%
|
8
|
25%
|
|