|
5701
|
Beaton Management Company
Haverhill,
Massachusetts
|
$227M
|
+$7.06M
|
+3%
|
4.21%
|
79.9%
|
151
|
7.28%
|
|
|
5702
|
Birmingham Capital Management
Birmingham,
Alabama
|
$227M
|
+$9.26M
|
+4%
|
7.49%
|
77.6%
|
92
|
3.26%
|
|
|
5703
|
Insight 2811 Inc
Chicago,
Illinois
|
$227M
|
+$2.36M
|
+1%
|
1.13%
|
22.2%
|
104
|
13.46%
|
|
|
5704
|
Kaizen Financial Strategies
Campbell,
California
|
$227M
|
+$5.45M
|
+2%
|
3.54%
|
116%
|
168
|
11.9%
|
|
|
5705
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$227M
|
+$3.73M
|
+2%
|
1.74%
|
36.3%
|
48
|
4.17%
|
|
|
5706
|
Kilter Group
Rhinebeck,
New York
|
$227M
|
+$14.5M
|
+7%
|
2.11%
|
–
|
1,499
|
26.42%
|
|
|
5707
|
Custom Index Systems
New York
|
$226M
|
-$110M
|
-33%
|
2.63%
|
–
|
296
|
31.08%
|
|
|
5708
|
Midwest Financial Group
Overland Park,
Kansas
|
$226M
|
+$16.6M
|
+8%
|
5.83%
|
94%
|
129
|
10.85%
|
|
|
5709
|
Asset Planning Services Inc
Covington,
Louisiana
|
$226M
|
-$11M
|
-5%
|
2%
|
117%
|
36
|
5.56%
|
|
|
5710
|
Chris Bulman
Roseville,
California
|
$226M
|
+$26.4M
|
+13%
|
2.48%
|
–
|
166
|
24.7%
|
|
|
5711
|
DC Investments Management
Mclean,
Virginia
|
$226M
|
-$15M
|
-6%
|
1.62%
|
44.7%
|
95
|
49.47%
|
|
|
5712
|
Bluesphere Advisors
East Norriton,
Pennsylvania
|
$226M
|
+$7.97M
|
+4%
|
3.24%
|
93.4%
|
101
|
8.91%
|
|
|
5713
|
Harold Davidson & Associates
Los Angeles,
California
|
$226M
|
+$5.94M
|
+3%
|
4.29%
|
–
|
67
|
4.48%
|
|
|
5714
|
Plustick Management
Charlottesville,
Virginia
|
$226M
|
-$12.5M
|
-5%
|
14.5%
|
1,098%
|
25
|
36%
|
|
|
5715
|
Cobalt Capital Management
Short Hills,
New Jersey
|
$226M
|
+$8.35M
|
+4%
|
2.29%
|
180%
|
37
|
64.86%
|
|
|
5716
|
Garrison Point Advisors
Walnut Creek,
California
|
$226M
|
-$12.5M
|
-5%
|
1.76%
|
69.7%
|
177
|
9.6%
|
|
|
5717
|
Millington Financial Advisors
Naperville,
Illinois
|
$226M
|
+$19.5M
|
+9%
|
1.68%
|
61%
|
131
|
30.53%
|
|
|
5718
|
Nightview Capital
Austin,
Texas
|
$226M
|
+$9.18M
|
+4%
|
5.84%
|
142%
|
15
|
20%
|
|
|
5719
|
Dixon Fnancial Services
Lafayette,
California
|
$226M
|
+$5.97M
|
+3%
|
4.45%
|
70%
|
53
|
22.64%
|
|
|
5720
|
Wealth Advisors Northwest
Portland,
Oregon
|
$225M
|
+$18.7M
|
+9%
|
2.19%
|
–
|
63
|
12.7%
|
|
|
5721
|
MOKAN Wealth Management
Overland Park,
Kansas
|
$225M
|
+$26.6M
|
+13%
|
1.91%
|
–
|
114
|
22.81%
|
|
|
5722
|
CMG Global Holdings
Plano,
Texas
|
$225M
|
+$20.8M
|
+10%
|
2.35%
|
79.4%
|
98
|
6.12%
|
|
|
5723
|
Second Half Financial Partners
Sebring,
Florida
|
$225M
|
-$1.75M
|
-0.8%
|
0.25%
|
36.8%
|
107
|
14.95%
|
|
|
5724
|
Blue Square Asset Management
New York
|
$225M
|
-$4.1M
|
-2%
|
2.75%
|
104%
|
86
|
26.74%
|
|
|
5725
|
Sequent Asset Management
Houston,
Texas
|
$225M
|
+$14.9M
|
+7%
|
1.46%
|
51.3%
|
100
|
7%
|
|