|
5626
|
Defined Wealth Management
Beaverton,
Oregon
|
$113M
|
+$292K
|
+0.3%
|
0.86%
|
70.3%
|
94
|
3.19%
|
|
|
5627
|
RK Asset Management
Grosse Pointe Farms,
Michigan
|
$113M
|
-$2.96M
|
-3%
|
0.82%
|
47.6%
|
16
|
0%
|
|
|
5628
|
Platt Investment Counsel
Lake Mary,
Florida
|
$113M
|
-$3.66M
|
-3%
|
3.15%
|
58.9%
|
16
|
0%
|
|
|
5629
|
Ponoi Management
San Francisco,
California
|
$113M
|
-$67.3M
|
-37%
|
0.27%
|
–
|
5
|
20%
|
|
|
5630
|
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
|
$112M
|
-$3.09M
|
-3%
|
1.81%
|
57.3%
|
67
|
7.46%
|
|
|
5631
|
Unison Asset Management
North Miami Beach,
Florida
|
$112M
|
-$2.32M
|
-2%
|
0.32%
|
81.4%
|
26
|
3.85%
|
|
|
5632
|
P.A.W. Capital
Greenwich,
Connecticut
|
$112M
|
-$6.73M
|
-6%
|
6.88%
|
54.6%
|
69
|
15.94%
|
|
|
5633
|
WealthTrust Asset Management
Destin,
Florida
|
$112M
|
-$2.83M
|
-2%
|
0.11%
|
97.9%
|
80
|
18.75%
|
|
|
5634
|
Jeereddi Investments
Los Angeles,
California
|
$112M
|
-$9.01M
|
-7%
|
5.46%
|
37.7%
|
57
|
5.26%
|
|
|
5635
|
Old North State Trust
Greensboro,
North Carolina
|
$112M
|
-$20.2M
|
-15%
|
0.2%
|
–
|
358
|
7.54%
|
|
|
5636
|
Campion Asset Management
Falls Church,
Virginia
|
$112M
|
-$8.31M
|
-7%
|
1.67%
|
70.2%
|
97
|
5.15%
|
|
|
5637
|
Warther Private Wealth
Akron,
Ohio
|
$112M
|
+$9.06M
|
+9%
|
0.41%
|
94.1%
|
123
|
15.45%
|
|
|
5638
|
Robinson Value Management
San Antonio,
Texas
|
$112M
|
-$10.7M
|
-9%
|
3.59%
|
70.8%
|
113
|
45.13%
|
|
|
5639
|
USA Financial Formulas
Ada,
Michigan
|
$112M
|
-$7.46M
|
-6%
|
2.87%
|
98.9%
|
507
|
38.26%
|
|
|
5640
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$112M
|
-$72.2M
|
-39%
|
1.83%
|
7.8%
|
252
|
65.87%
|
|
|
5641
|
Trust Investment Advisors
Indianapolis,
Indiana
|
$112M
|
-$1.17M
|
-1%
|
0.36%
|
167%
|
86
|
10.47%
|
|
|
5642
|
VERITY Wealth Advisors
Sausalito,
United States
|
$112M
|
+$1.6M
|
+1%
|
1.29%
|
59.9%
|
61
|
8.2%
|
|
|
5643
|
Titan Managers
Scottsdale,
Arizona
|
$112M
|
+$15.6M
|
+16%
|
0.05%
|
2.57%
|
28
|
64.29%
|
|
|
5644
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$111M
|
-$47.4M
|
-30%
|
1.41%
|
–
|
106
|
4.72%
|
|
|
5645
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$111M
|
+$660K
|
+0.6%
|
0.16%
|
72.2%
|
105
|
2.86%
|
|
|
5646
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
$110M
|
+$175K
|
+0.2%
|
0.74%
|
80.4%
|
114
|
7.89%
|
|
|
5647
|
Essex Private Wealth Management
Topsfield,
Massachusetts
|
$110M
|
+$583K
|
+0.5%
|
0.52%
|
29.3%
|
67
|
8.96%
|
|
|
5648
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$110M
|
-$7.24M
|
-6%
|
0.99%
|
50.4%
|
34
|
5.88%
|
|
|
5649
|
Touchstone Capital
Pittsburgh,
Pennsylvania
|
$110M
|
-$900K
|
-0.8%
|
2.12%
|
–
|
15
|
0%
|
|
|
5650
|
B, B, H, & B Inc
Birmingham,
Alabama
|
$110M
|
+$6.74M
|
+7%
|
0.48%
|
–
|
36
|
22.22%
|
|