|
5501
|
Blue Barn Wealth
Orem,
Utah
|
$180M
|
+$258K
|
+0.1%
|
0.15%
|
46.4%
|
149
|
16.78%
|
|
|
5502
|
Shira Ridge Wealth Management
Larkspur,
California
|
$179M
|
+$4.74M
|
+3%
|
3.14%
|
64.9%
|
77
|
7.79%
|
|
|
5503
|
Colorado Capital Management
Boulder,
Colorado
|
$179M
|
+$6.44M
|
+4%
|
1.94%
|
53.4%
|
99
|
11.11%
|
|
|
5504
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$179M
|
+$1.93M
|
+1%
|
2.59%
|
61.4%
|
121
|
4.13%
|
|
|
5505
|
Walden Wealth Partners
Beachwood,
Ohio
|
$179M
|
+$6.86M
|
+4%
|
2.61%
|
–
|
93
|
7.53%
|
|
|
5506
|
Renaissance Capital
Stamford,
Connecticut
|
$179M
|
-$13.6M
|
-7%
|
3.87%
|
248%
|
60
|
43.33%
|
|
|
5507
|
Cordant Inc
Portland,
Oregon
|
$179M
|
+$6.49M
|
+4%
|
0.37%
|
47%
|
71
|
2.82%
|
|
|
5508
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$179M
|
-$1.45M
|
-0.8%
|
3.39%
|
85.8%
|
443
|
12.19%
|
|
|
5509
|
New England Capital Financial Advisors
Meriden,
Connecticut
|
$179M
|
+$1.57M
|
+0.9%
|
0.52%
|
55.6%
|
415
|
6.99%
|
|
|
5510
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$179M
|
+$5.53M
|
+3%
|
2.02%
|
70.8%
|
172
|
9.3%
|
|
|
5511
|
|
$179M
|
-$1.32M
|
-0.7%
|
24.7%
|
208%
|
4
|
25%
|
|
|
5512
|
Financial Council
Towson,
Maryland
|
$179M
|
+$9.72M
|
+6%
|
4.19%
|
63.8%
|
86
|
9.3%
|
|
|
5513
|
CNA Financial
Chicago,
Illinois
|
$179M
|
-$21.1M
|
-11%
|
2.23%
|
50.5%
|
18
|
38.89%
|
|
|
5514
|
Nierenberg Investment Management Company
Camas,
Washington
|
$179M
|
-$811K
|
-0.5%
|
1.08%
|
167%
|
59
|
35.59%
|
|
|
5515
|
Blackston Financial Advisory Group
The Villages,
Florida
|
$179M
|
+$28.1M
|
+19%
|
4.54%
|
58.9%
|
110
|
68.18%
|
|
|
5516
|
Cunning Capital Partners
Morrisville,
North Carolina
|
$179M
|
-$2.12M
|
-1%
|
2.62%
|
180%
|
82
|
2.44%
|
|
|
5517
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$179M
|
+$59.1M
|
+49%
|
0.09%
|
64.9%
|
169
|
73.96%
|
|
|
5518
|
Immersion Capital
London,
United Kingdom
|
$179M
|
-$73.8M
|
-29%
|
3.59%
|
63.4%
|
10
|
20%
|
|
|
5519
|
Vivid Wealth Management
West Des Moines,
Iowa
|
$179M
|
+$18.7M
|
+12%
|
3.98%
|
–
|
83
|
30.12%
|
|
|
5520
|
IMPACTfolio
Denver,
Colorado
|
$179M
|
+$13M
|
+8%
|
2.24%
|
51.2%
|
44
|
29.55%
|
|
|
5521
|
Dixon Fnancial Services
Lafayette,
California
|
$178M
|
-$2.22M
|
-1%
|
0.5%
|
70%
|
36
|
0%
|
|
|
5522
|
IRON Financial
Northbrook,
Illinois
|
$178M
|
-$1.08M
|
-0.6%
|
2.19%
|
51.4%
|
103
|
6.8%
|
|
|
5523
|
Cooper/Haims Advisors
Victor,
New York
|
$178M
|
+$6.26M
|
+4%
|
3.62%
|
41.9%
|
85
|
5.88%
|
|
|
5524
|
Lanham O'Dell & Company
Hurricane,
West Virginia
|
$178M
|
-$19.5M
|
-10%
|
0.01%
|
81%
|
30
|
20%
|
|
|
5525
|
First City Capital Management
Savannah,
Georgia
|
$178M
|
-$2.55M
|
-1%
|
2.46%
|
76.5%
|
172
|
11.63%
|
|