|
5576
|
Investmark Advisory Group
Shelton,
Connecticut
|
$136M
|
+$1.28M
|
+1%
|
4.9%
|
65.1%
|
112
|
16.07%
|
|
|
5577
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$136M
|
+$20M
|
+17%
|
9.04%
|
57.2%
|
32
|
15.63%
|
|
|
5578
|
Heronetta Management
New York
|
$136M
|
-$22.4M
|
-14%
|
1.55%
|
59.7%
|
27
|
11.11%
|
|
|
5579
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$136M
|
+$1.69M
|
+1%
|
4.24%
|
67.8%
|
135
|
4.44%
|
|
|
5580
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$136M
|
-$17.2M
|
-11%
|
4.56%
|
53.3%
|
55
|
16.36%
|
|
|
5581
|
New Vernon Capital Holdings II
Morristown,
New Jersey
|
$136M
|
+$11.8M
|
+10%
|
4.6%
|
114%
|
85
|
7.06%
|
|
|
5582
|
Acuta Capital Partners
Redwood City,
California
|
$136M
|
-$26.8M
|
-16%
|
1.06%
|
7,269%
|
41
|
31.71%
|
|
|
5583
|
Convergence Financial
Columbia,
Missouri
|
$136M
|
+$22.8M
|
+20%
|
5.25%
|
62.3%
|
31
|
22.58%
|
|
|
5584
|
FWL Investment Management
Dallas,
Texas
|
$136M
|
+$3.73M
|
+3%
|
6.4%
|
165%
|
197
|
65.99%
|
|
|
5585
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$136M
|
+$31.5M
|
+30%
|
6.72%
|
62.6%
|
70
|
4.29%
|
|
|
5586
|
Orleans Capital Management
Mandeville,
Louisiana
|
$136M
|
+$4.93M
|
+4%
|
4.69%
|
94.6%
|
82
|
7.32%
|
|
|
5587
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$136M
|
+$5.05M
|
+4%
|
4.38%
|
53.6%
|
172
|
11.63%
|
|
|
5588
|
Hiddenite Capital Partners
New York
|
$135M
|
+$2.6M
|
+2%
|
6.23%
|
523%
|
54
|
48.15%
|
|
|
5589
|
Cahill Wealth Management
Portage,
Michigan
|
$135M
|
-$2.19M
|
-2%
|
5.64%
|
24.7%
|
48
|
2.08%
|
|
|
5590
|
Providence Wealth Advisors
Frankfort,
Illinois
|
$135M
|
+$772K
|
+0.6%
|
2.47%
|
112%
|
96
|
4.17%
|
|
|
5591
|
Kabouter Management
Chicago,
Illinois
|
$135M
|
-$151M
|
-53%
|
11.9%
|
12.9%
|
13
|
38.46%
|
|
|
5592
|
Patron Partners
Houston,
Texas
|
$135M
|
+$2.12M
|
+2%
|
4.56%
|
90.2%
|
177
|
10.73%
|
|
|
5593
|
Foresite Capital Management V
Larkspur,
California
|
$135M
|
+$6.52M
|
+5%
|
24.3%
|
401%
|
11
|
0%
|
|
|
5594
|
Independent Order of Foresters
Toronto,
Ontario, Canada
|
$135M
|
+$10.5M
|
+8%
|
6.52%
|
66.3%
|
17
|
23.53%
|
|
|
5595
|
Tilt Investment Management Holdings
New York
|
$135M
|
+$17.3M
|
+15%
|
9.16%
|
–
|
151
|
9.27%
|
|
|
5596
|
Brendel Financial Advisors
Hanover,
New Hampshire
|
$135M
|
+$85.3M
|
+171%
|
3.47%
|
126%
|
87
|
63.22%
|
|
|
5597
|
Affinia Financial Group
Burlington,
Massachusetts
|
$135M
|
+$17.5M
|
+15%
|
6.52%
|
37.5%
|
35
|
17.14%
|
|
|
5598
|
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
$135M
|
+$71.4M
|
+112%
|
3.23%
|
26.9%
|
12
|
16.67%
|
|
|
5599
|
Southern Capital Advisors
Jackson,
Tennessee
|
$135M
|
+$5.85M
|
+5%
|
6.15%
|
58.2%
|
87
|
31.03%
|
|
|
5600
|
Renaissance Capital
Stamford,
Connecticut
|
$135M
|
+$6.88M
|
+5%
|
24%
|
410%
|
93
|
11.83%
|
|