|
5751
|
Envision Financial Planning
Memphis,
Tennessee
|
$194M
|
+$3.55M
|
+2%
|
2.52%
|
32.1%
|
46
|
21.74%
|
|
|
5752
|
Shelton Wealth Management
Fort Worth,
Texas
|
$193M
|
+$9.23M
|
+5%
|
2.02%
|
88%
|
167
|
40.12%
|
|
|
5753
|
FNY Investment Advisers
New York
|
$193M
|
-$14.3M
|
-7%
|
2.38%
|
307%
|
1,026
|
64.62%
|
|
|
5754
|
Transcendent Capital Group
Edmond,
Oklahoma
|
$193M
|
-$1.59M
|
-0.8%
|
2.48%
|
–
|
495
|
16.97%
|
|
|
5755
|
Berkeley Inc
Boise,
Idaho
|
$193M
|
-$150M
|
-44%
|
0.62%
|
40.9%
|
69
|
10.14%
|
|
|
5756
|
RHS Financial
San Francisco,
California
|
$193M
|
-$5.36M
|
-3%
|
2.69%
|
57.8%
|
149
|
19.46%
|
|
|
5757
|
KM Capital Management
Austin,
Texas
|
$193M
|
+$6.08M
|
+3%
|
0.4%
|
60.8%
|
48
|
14.58%
|
|
|
5758
|
EnCap Energy Capital Fund X
Houston,
Texas
|
$193M
|
-$37.7M
|
-16%
|
16.3%
|
–
|
1
|
0%
|
|
|
5759
|
Significant Wealth Partners
Cary,
Illinois
|
$193M
|
-$14K
|
-0%
|
3.91%
|
–
|
124
|
67.74%
|
|
|
5760
|
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
$193M
|
+$5.88M
|
+3%
|
4.9%
|
87.2%
|
146
|
27.4%
|
|
|
5761
|
TradeWell Securities
Fort Wayne,
Indiana
|
$193M
|
–
|
–
|
4.96%
|
–
|
39
|
–
|
|
|
5762
|
Ballentine Capital Advisors
Greenville,
South Carolina
|
$193M
|
-$6.33M
|
-3%
|
2.74%
|
–
|
29
|
0%
|
|
|
5763
|
Granby Capital Management
Miami Beach,
Florida
|
$193M
|
-$289K
|
-0.1%
|
0.87%
|
50%
|
23
|
17.39%
|
|
|
5764
|
Red Tortoise LLC
Atlanta,
Georgia
|
$193M
|
-$7.62M
|
-4%
|
4.14%
|
43.7%
|
621
|
15.14%
|
|
|
5765
|
Clarity Capital Partners
Newport Beach,
California
|
$193M
|
+$23.5M
|
+14%
|
25.3%
|
–
|
143
|
16.08%
|
|
|
5766
|
Citadel Investment Advisory
Chesterland,
Ohio
|
$193M
|
+$2.76M
|
+1%
|
1.75%
|
67.4%
|
83
|
3.61%
|
|
|
5767
|
Chartist Inc
Seal Beach,
California
|
$193M
|
-$1.7M
|
-0.9%
|
2.13%
|
–
|
25
|
0%
|
|
|
5768
|
American Financial & Tax Strategies
New York
|
$193M
|
-$4.09M
|
-2%
|
1.84%
|
–
|
92
|
2.17%
|
|
|
5769
|
Creekside Partners
Petaluma,
California
|
$193M
|
-$489K
|
-0.3%
|
1.17%
|
–
|
168
|
4.17%
|
|
|
5770
|
Melone Private Wealth
Auburn Hills,
Michigan
|
$193M
|
+$4.66M
|
+2%
|
2.17%
|
30.3%
|
52
|
7.69%
|
|
|
5771
|
Baugh & Associates
Atlanta,
Georgia
|
$193M
|
-$1.28M
|
-0.7%
|
0.73%
|
83.8%
|
40
|
2.5%
|
|
|
5772
|
Perry Creek Capital
New York
|
$193M
|
-$43.3M
|
-18%
|
1.2%
|
51.2%
|
12
|
8.33%
|
|
|
5773
|
Sterling Group Wealth Management
Pasadena,
California
|
$193M
|
+$4.16M
|
+2%
|
0.91%
|
67.7%
|
65
|
6.15%
|
|
|
5774
|
AJ Advisors
Nashville,
Tennessee
|
$193M
|
-$2.29M
|
-1%
|
0.19%
|
59.8%
|
34
|
5.88%
|
|
|
5775
|
IMPACTfolio
Denver,
Colorado
|
$193M
|
-$1.04M
|
-0.5%
|
1.36%
|
51.2%
|
59
|
27.12%
|
|