|
5451
|
Divergent Planning
Bethesda,
Maryland
|
$123M
|
+$6.17M
|
+5%
|
6.39%
|
43.3%
|
19
|
26.32%
|
|
|
5452
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$123M
|
+$11.5M
|
+10%
|
5.45%
|
55.3%
|
359
|
22.56%
|
|
|
5453
|
Lokken Investment Group
Lewes,
Delaware
|
$123M
|
+$9.84M
|
+9%
|
5.98%
|
65.3%
|
118
|
10.17%
|
|
|
5454
|
Williams Financial
North Bennington,
Vermont
|
$123M
|
+$7.24M
|
+6%
|
3.82%
|
28.5%
|
52
|
15.38%
|
|
|
5455
|
Financial Management Concepts
Winter Springs,
Florida
|
$123M
|
+$12M
|
+11%
|
7.25%
|
–
|
31
|
25.81%
|
|
|
5456
|
Robinson Value Management
San Antonio,
Texas
|
$123M
|
+$902K
|
+0.7%
|
2.77%
|
60.9%
|
72
|
16.67%
|
|
|
5457
|
Triune Financial Partners
Overland Park,
Kansas
|
$123M
|
–
|
–
|
2%
|
50.6%
|
22
|
–
|
|
|
5458
|
|
$122M
|
+$10M
|
+9%
|
7.57%
|
35%
|
93
|
5.38%
|
|
|
5459
|
Ampfield Management
New York
|
$122M
|
+$4.29M
|
+4%
|
7.16%
|
52.5%
|
29
|
72.41%
|
|
|
5460
|
Taal Capital Management
Boston,
Massachusetts
|
$122M
|
+$374K
|
+0.3%
|
4.13%
|
–
|
50
|
40%
|
|
|
5461
|
Verger Capital Management
Winston-Salem,
North Carolina
|
$122M
|
+$5.8M
|
+5%
|
5.24%
|
48%
|
12
|
0%
|
|
|
5462
|
Nierenberg Investment Management Company
Camas,
Washington
|
$122M
|
-$6.45M
|
-5%
|
3.04%
|
167%
|
42
|
35.71%
|
|
|
5463
|
|
$122M
|
+$8.38M
|
+7%
|
5.87%
|
70.5%
|
89
|
6.74%
|
|
|
5464
|
Elemental Capital Partners
San Francisco,
California
|
$122M
|
+$2.36M
|
+2%
|
4.76%
|
–
|
10
|
0%
|
|
|
5465
|
Schiavi & Co
Wilmington,
Delaware
|
$121M
|
+$16M
|
+15%
|
5.61%
|
33%
|
11
|
27.27%
|
|
|
5466
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$121M
|
+$13.1M
|
+12%
|
5.1%
|
41.2%
|
107
|
9.35%
|
|
|
5467
|
Jeereddi Investments
Los Angeles,
California
|
$121M
|
-$17.4M
|
-13%
|
3.14%
|
37.7%
|
61
|
19.67%
|
|
|
5468
|
Strategic Capital Advisers
Denver,
Colorado
|
$121M
|
+$5.95M
|
+5%
|
8.42%
|
51.4%
|
50
|
0%
|
|
|
5469
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$121M
|
+$12.8M
|
+12%
|
4.5%
|
44.4%
|
56
|
12.5%
|
|
|
5470
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$121M
|
–
|
–
|
0.91%
|
41.1%
|
26
|
–
|
|
|
5471
|
Montis Financial
Waltham,
Massachusetts
|
$121M
|
+$13.4M
|
+12%
|
6.74%
|
44%
|
71
|
7.04%
|
|
|
5472
|
Charter Research & Investment Group
Southport,
Connecticut
|
$121M
|
+$6.18M
|
+5%
|
7.16%
|
71.1%
|
82
|
4.88%
|
|
|
5473
|
Campion Asset Management
Falls Church,
Virginia
|
$120M
|
-$11.8M
|
-9%
|
6.72%
|
59.3%
|
97
|
7.22%
|
|
|
5474
|
Piedmont Capital Management (Montana)
Whitefish,
Montana
|
$120M
|
+$13.5M
|
+13%
|
5.24%
|
76.1%
|
45
|
24.44%
|
|
|
5475
|
LCM Capital Management
Chicago,
Illinois
|
$120M
|
+$8.54M
|
+8%
|
6.93%
|
89.1%
|
90
|
11.11%
|
|