|
5501
|
Bayshore Capital Advisors
Tampa,
Florida
|
$237M
|
+$36.7M
|
+18%
|
14.9%
|
–
|
44
|
29.55%
|
|
|
5502
|
Guardian Financial Partners
Orange,
California
|
$237M
|
-$264K
|
-0.1%
|
0.01%
|
50.2%
|
72
|
9.72%
|
|
|
5503
|
Palogic Value Management
Dallas,
Texas
|
$237M
|
-$3M
|
-1%
|
6.07%
|
20.9%
|
200
|
33%
|
|
|
5504
|
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
$237M
|
$0
|
0%
|
1.27%
|
12.3%
|
55
|
0%
|
|
|
5505
|
Tekne Capital Management
New York
|
$237M
|
-$43.5M
|
-16%
|
13.3%
|
258%
|
5
|
60%
|
|
|
5506
|
Windle Wealth
Oklahoma City,
Oklahoma
|
$237M
|
+$13.4M
|
+6%
|
5.25%
|
73%
|
34
|
5.88%
|
|
|
5507
|
New England Research & Management
Chicago,
Illinois
|
$237M
|
+$8.01M
|
+4%
|
0.47%
|
56.4%
|
173
|
34.1%
|
|
|
5508
|
Boyd Wealth Management
Sacramento,
California
|
$236M
|
+$658K
|
+0.3%
|
1.85%
|
51.1%
|
51
|
11.76%
|
|
|
5509
|
Kaizen Financial Strategies
Campbell,
California
|
$236M
|
+$9.77M
|
+4%
|
2.06%
|
116%
|
191
|
22.51%
|
|
|
5510
|
StoneCrest Wealth Management
Chandler,
Arizona
|
$236M
|
-$11.4M
|
-5%
|
2.95%
|
–
|
77
|
12.99%
|
|
|
5511
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$236M
|
+$6.57M
|
+3%
|
1.97%
|
76.5%
|
113
|
7.96%
|
|
|
5512
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$236M
|
+$1.68M
|
+0.7%
|
0.77%
|
44.4%
|
100
|
10%
|
|
|
5513
|
Keeler Thomas Management
Orem,
Utah
|
$236M
|
+$26.4M
|
+13%
|
2.32%
|
46.1%
|
147
|
53.06%
|
|
|
5514
|
Raelipskie Partnership
Waterloo,
Ontario, Canada
|
$236M
|
-$2.28M
|
-1%
|
0.56%
|
–
|
128
|
16.41%
|
|
|
5515
|
Foundry Financial
Pasadena,
California
|
$236M
|
+$45.7M
|
+24%
|
0.44%
|
–
|
78
|
23.08%
|
|
|
5516
|
Gables Capital Management
Miami,
Florida
|
$236M
|
-$690K
|
-0.3%
|
1.45%
|
151%
|
480
|
5%
|
|
|
5517
|
PFG Private Wealth Management
Lutz,
Florida
|
$236M
|
+$7.27M
|
+3%
|
1.36%
|
48.3%
|
86
|
27.91%
|
|
|
5518
|
Armstrong Fleming & Moore
Washington,
District of Columbia
|
$236M
|
+$19.1M
|
+9%
|
4.42%
|
124%
|
112
|
9.82%
|
|
|
5519
|
Causey Wealth LLC
Greenwood Village,
Colorado
|
$236M
|
+$15.4M
|
+7%
|
0.8%
|
–
|
83
|
15.66%
|
|
|
5520
|
Pavaki Capital Management LLC
Pueblo,
Colorado
|
$235M
|
-$19.8M
|
-8%
|
0.76%
|
–
|
162
|
22.84%
|
|
|
5521
|
IMPACTfolio
Denver,
Colorado
|
$235M
|
-$2.82M
|
-1%
|
2.61%
|
51.2%
|
37
|
8.11%
|
|
|
5522
|
I.G.Y. Ltd
London,
United Kingdom
|
$235M
|
+$21.8K
|
+0%
|
1.32%
|
81.2%
|
3
|
0%
|
|
|
5523
|
J. R. Prunier Capital Management LLC
Holden,
Massachusetts
|
$235M
|
-$5.39M
|
-2%
|
0.93%
|
–
|
74
|
14.86%
|
|
|
5524
|
ACT Advisors
Asheville,
North Carolina
|
$235M
|
-$18.5M
|
-7%
|
1.01%
|
69.8%
|
82
|
25.61%
|
|
|
5525
|
CNA Financial
Chicago,
Illinois
|
$235M
|
+$29.4M
|
+14%
|
5.87%
|
50.5%
|
19
|
47.37%
|
|