|
5601
|
Semanteon Capital Management
Newton,
Massachusetts
|
$186M
|
+$39.5M
|
+27%
|
2.61%
|
–
|
339
|
74.34%
|
|
|
5602
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$186M
|
-$1.81M
|
-1%
|
6.68%
|
85.8%
|
453
|
10.38%
|
|
|
5603
|
Custom Index Systems
New York
|
$186M
|
+$1.65M
|
+0.9%
|
1.81%
|
–
|
280
|
26.07%
|
|
|
5604
|
Eagle Bluffs Wealth Management
Columbia,
Missouri
|
$186M
|
+$570K
|
+0.3%
|
0.99%
|
68.6%
|
76
|
6.58%
|
|
|
5605
|
Motive Wealth Advisors
Birmingham,
Michigan
|
$186M
|
+$19.7M
|
+12%
|
0.48%
|
66%
|
76
|
15.79%
|
|
|
5606
|
Bridger Management
New York
|
$186M
|
-$13.8M
|
-7%
|
1.12%
|
98.3%
|
33
|
27.27%
|
|
|
5607
|
BluePath Capital Management
Atlanta,
Georgia
|
$186M
|
+$24.1M
|
+15%
|
2.85%
|
101%
|
111
|
17.12%
|
|
|
5608
|
Private Client Services
Louisville,
Kentucky
|
$186M
|
+$109K
|
+0.1%
|
0.52%
|
–
|
197
|
19.8%
|
|
|
5609
|
|
$186M
|
-$52.7M
|
-22%
|
21.4%
|
37.8%
|
2
|
0%
|
|
|
5610
|
Shore Point Advisors
Brielle,
New Jersey
|
$186M
|
-$794K
|
-0.4%
|
2.73%
|
51.4%
|
65
|
4.62%
|
|
|
5611
|
University of Massachusetts Foundation
Newton,
Massachusetts
|
$186M
|
-$47.2M
|
-20%
|
1.64%
|
53.6%
|
4
|
0%
|
|
|
5612
|
Resolute Capital Asset Partners
Denver,
Colorado
|
$186M
|
-$6.25M
|
-3%
|
10.8%
|
637%
|
48
|
62.5%
|
|
|
5613
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$186M
|
-$10.7M
|
-5%
|
0.44%
|
57.5%
|
362
|
23.76%
|
|
|
5614
|
ACT Advisors
Asheville,
North Carolina
|
$186M
|
-$26.1M
|
-12%
|
1.25%
|
69.8%
|
65
|
30.77%
|
|
|
5615
|
Black Diamond Capital Management
Stamford,
Connecticut
|
$186M
|
+$16.9M
|
+10%
|
6.18%
|
28.3%
|
15
|
26.67%
|
|
|
5616
|
Castleview Partners
Dallas,
Texas
|
$186M
|
+$12.3M
|
+7%
|
1.19%
|
54.5%
|
623
|
19.58%
|
|
|
5617
|
Optivise Advisory Services
Franklin,
Tennessee
|
$186M
|
-$4.49M
|
-2%
|
1.54%
|
–
|
191
|
22.51%
|
|
|
5618
|
626 Financial
Portage,
Michigan
|
$185M
|
+$4.77M
|
+3%
|
1.84%
|
71.3%
|
117
|
7.69%
|
|
|
5619
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$185M
|
-$42.9M
|
-19%
|
2.05%
|
40.6%
|
40
|
7.5%
|
|
|
5620
|
R.W. Roge & Company
Bohemia,
New York
|
$185M
|
-$1.82M
|
-1%
|
0.12%
|
57.7%
|
51
|
7.84%
|
|
|
5621
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$185M
|
+$3.84M
|
+2%
|
1.68%
|
44.4%
|
90
|
10%
|
|
|
5622
|
Ivy Lane Capital Management
Winter Park,
Florida
|
$185M
|
+$8.26M
|
+5%
|
7.86%
|
97.3%
|
12
|
0%
|
|
|
5623
|
MYeCFO
La Jolla,
California
|
$185M
|
+$674K
|
+0.4%
|
0.83%
|
43.8%
|
58
|
3.45%
|
|
|
5624
|
Santa Monica Partners
Palm Beach Gardens,
Florida
|
$185M
|
+$15.4M
|
+9%
|
9.84%
|
123%
|
19
|
21.05%
|
|
|
5625
|
Marmo Financial Group
Johnson City,
Tennessee
|
$185M
|
-$2.29M
|
-1%
|
0.22%
|
47.5%
|
28
|
3.57%
|
|