|
5501
|
Keeler Thomas Management
Orem,
Utah
|
$236M
|
+$26.4M
|
+13%
|
2.32%
|
43.4%
|
147
|
53.06%
|
|
|
5502
|
Raelipskie Partnership
Waterloo,
Ontario, Canada
|
$236M
|
-$2.28M
|
-1%
|
0.56%
|
–
|
128
|
16.41%
|
|
|
5503
|
Foundry Financial
Pasadena,
California
|
$236M
|
+$45.7M
|
+24%
|
0.44%
|
–
|
78
|
23.08%
|
|
|
5504
|
Gables Capital Management
Miami,
Florida
|
$236M
|
-$690K
|
-0.3%
|
1.45%
|
123%
|
480
|
5%
|
|
|
5505
|
PFG Private Wealth Management
Lutz,
Florida
|
$236M
|
+$7.27M
|
+3%
|
1.36%
|
48.3%
|
86
|
27.91%
|
|
|
5506
|
Armstrong Fleming & Moore
Washington,
District of Columbia
|
$236M
|
+$19.1M
|
+9%
|
4.42%
|
114%
|
112
|
9.82%
|
|
|
5507
|
Causey Wealth LLC
Greenwood Village,
Colorado
|
$236M
|
+$15.4M
|
+7%
|
0.8%
|
–
|
83
|
15.66%
|
|
|
5508
|
IMPACTfolio
Denver,
Colorado
|
$235M
|
-$2.82M
|
-1%
|
2.61%
|
51.2%
|
37
|
8.11%
|
|
|
5509
|
I.G.Y. Ltd
London,
United Kingdom
|
$235M
|
+$21.8K
|
+0%
|
1.32%
|
100%
|
3
|
0%
|
|
|
5510
|
J. R. Prunier Capital Management LLC
Holden,
Massachusetts
|
$235M
|
-$5.39M
|
-2%
|
0.93%
|
–
|
74
|
14.86%
|
|
|
5511
|
ACT Advisors
Asheville,
North Carolina
|
$235M
|
-$18.5M
|
-7%
|
1.01%
|
69.8%
|
82
|
25.61%
|
|
|
5512
|
CNA Financial
Chicago,
Illinois
|
$235M
|
+$29.4M
|
+14%
|
5.87%
|
50.5%
|
19
|
47.37%
|
|
|
5513
|
Elevation Capital Advisory
Bend,
Oregon
|
$235M
|
-$9.89M
|
-4%
|
1.09%
|
–
|
89
|
55.06%
|
|
|
5514
|
Elemental Capital Partners
San Francisco,
California
|
$235M
|
+$46.9M
|
+25%
|
32.3%
|
–
|
13
|
61.54%
|
|
|
5515
|
Rubicon Global Capital
London,
United Kingdom
|
$235M
|
-$143M
|
-38%
|
31.3%
|
–
|
11
|
9.09%
|
|
|
5516
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$235M
|
-$6.71M
|
-3%
|
2.2%
|
–
|
101
|
27.72%
|
|
|
5517
|
Midwest Financial Group
Overland Park,
Kansas
|
$234M
|
+$8.14M
|
+4%
|
1.45%
|
94%
|
129
|
6.98%
|
|
|
5518
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
$234M
|
-$3.27M
|
-1%
|
0.52%
|
97.3%
|
145
|
4.14%
|
|
|
5519
|
Matisse Capital
Portland,
Oregon
|
$234M
|
+$10.1M
|
+4%
|
0.75%
|
52.1%
|
178
|
14.04%
|
|
|
5520
|
Bernard Wealth Management
Royal Oak,
Michigan
|
$234M
|
-$12.1M
|
-5%
|
3.46%
|
–
|
378
|
10.58%
|
|
|
5521
|
Compass Wealth Management (Georgia)
Atlanta,
Georgia
|
$234M
|
-$8.73M
|
-4%
|
2.13%
|
–
|
76
|
18.42%
|
|
|
5522
|
Heritage Wealth Management (Texas)
Houston,
Texas
|
$234M
|
+$3.56M
|
+2%
|
0.39%
|
42.8%
|
41
|
7.32%
|
|
|
5523
|
|
$234M
|
-$22M
|
-9%
|
7%
|
62.5%
|
111
|
37.84%
|
|
|
5524
|
Investmark Advisory Group
Shelton,
Connecticut
|
$234M
|
-$1.12M
|
-0.5%
|
0.21%
|
53.2%
|
148
|
12.84%
|
|
|
5525
|
Accel Leaders 3 Associates
Palo Alto,
California
|
$234M
|
+$45.2M
|
+24%
|
24%
|
–
|
1
|
0%
|
|