|
5401
|
Wells Financial Advisors
Framingham,
Massachusetts
|
$117M
|
–
|
–
|
10%
|
54%
|
60
|
–
|
|
|
5402
|
Protective Life
Birmingham,
Alabama
|
$117M
|
-$23.3M
|
-17%
|
1.98%
|
38.4%
|
16
|
12.5%
|
|
|
5403
|
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
$117M
|
+$6.5M
|
+6%
|
11.5%
|
87.2%
|
101
|
23.76%
|
|
|
5404
|
Nellore Capital Management
Redwood City,
California
|
$117M
|
–
|
–
|
19.2%
|
73.8%
|
21
|
–
|
|
|
5405
|
Bluegrass Capital Partners
Palm Beach,
Florida
|
$117M
|
–
|
–
|
15.2%
|
60.1%
|
14
|
–
|
|
|
5406
|
Aware Asset Management
Eagan,
Minnesota
|
$117M
|
-$35.3M
|
-23%
|
4.19%
|
–
|
2
|
0%
|
|
|
5407
|
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
|
$117M
|
+$9.99M
|
+9%
|
12.1%
|
52.4%
|
99
|
10.1%
|
|
|
5408
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$117M
|
–
|
–
|
10.6%
|
49.4%
|
58
|
–
|
|
|
5409
|
Portland Investment Counsel
Burlington,
Ontario, Canada
|
$117M
|
+$36.1M
|
+45%
|
19.5%
|
108%
|
34
|
32.35%
|
|
|
5410
|
Adero Partners
Pleasanton,
California
|
$117M
|
-$8.18M
|
-7%
|
15.7%
|
27.7%
|
99
|
32.32%
|
|
|
5411
|
Hickory Lane Capital Management
New York
|
$117M
|
–
|
–
|
30.8%
|
–
|
31
|
–
|
|
|
5412
|
RHS Financial
San Francisco,
California
|
$117M
|
+$17.2M
|
+17%
|
8.41%
|
57.8%
|
77
|
7.79%
|
|
|
5413
|
Greenstone Partners & Co
Larkspur,
California
|
$117M
|
–
|
–
|
26%
|
527%
|
10
|
–
|
|
|
5414
|
Beta Wealth Group
San Diego,
California
|
$116M
|
–
|
–
|
9.17%
|
45.4%
|
36
|
–
|
|
|
5415
|
First National Bank of South Miami
South Miami,
Florida
|
$116M
|
+$11.4M
|
+11%
|
11.7%
|
35.2%
|
318
|
18.55%
|
|
|
5416
|
Nine Masts Capital
Central,
Hong Kong
|
$116M
|
-$9.98M
|
-8%
|
13.6%
|
88.1%
|
53
|
86.79%
|
|
|
5417
|
Davidson Trust Company
Seattle,
Washington
|
$116M
|
+$6.36M
|
+6%
|
14%
|
64.6%
|
125
|
8%
|
|
|
5418
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$116M
|
+$5.39M
|
+5%
|
15.4%
|
110%
|
502
|
18.13%
|
|
|
5419
|
TrueWealth Advisors
Birmingham,
Alabama
|
$116M
|
–
|
–
|
9.45%
|
58.5%
|
83
|
–
|
|
|
5420
|
Ciovacco Capital Management
Atlanta,
Georgia
|
$116M
|
–
|
–
|
17%
|
88.5%
|
36
|
–
|
|
|
5421
|
Summer Road
West Palm Beach,
Florida
|
$116M
|
+$73.6M
|
+172%
|
172%
|
130%
|
1
|
0%
|
|
|
5422
|
Yarra Square Partners
New York
|
$116M
|
–
|
–
|
21.9%
|
55.9%
|
16
|
–
|
|
|
5423
|
Cypress Growth Fund III
Menlo Park,
California
|
$116M
|
–
|
–
|
27.3%
|
–
|
33
|
–
|
|
|
5424
|
Peak Financial Advisors
Denver,
Colorado
|
$116M
|
–
|
–
|
20%
|
40.1%
|
54
|
–
|
|
|
5425
|
Newport Capital Group
Red Bank,
New Jersey
|
$116M
|
–
|
–
|
10.9%
|
–
|
61
|
–
|
|