|
5776
|
IRON Financial
Northbrook,
Illinois
|
$178M
|
+$387K
|
+0.2%
|
1.03%
|
51.4%
|
135
|
39.26%
|
|
|
5777
|
University of Massachusetts Foundation
Newton,
Massachusetts
|
$178M
|
-$7.6M
|
-4%
|
1.24%
|
53.6%
|
4
|
0%
|
|
|
5778
|
RHS Financial
San Francisco,
California
|
$178M
|
-$15M
|
-8%
|
1.45%
|
47.5%
|
148
|
23.65%
|
|
|
5779
|
Optivise Advisory Services
Franklin,
Tennessee
|
$178M
|
-$7.36M
|
-4%
|
1.79%
|
–
|
211
|
24.17%
|
|
|
5780
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$178M
|
+$12.9M
|
+8%
|
0.93%
|
76.5%
|
102
|
7.84%
|
|
|
5781
|
|
$178M
|
+$2.06M
|
+1%
|
0.9%
|
–
|
305
|
17.05%
|
|
|
5782
|
Aletheian Wealth Advisors
Bellevue,
Washington
|
$178M
|
+$8.76M
|
+5%
|
0.69%
|
–
|
97
|
22.68%
|
|
|
5783
|
Transcendent Capital Group
Edmond,
Oklahoma
|
$178M
|
-$15.5M
|
-8%
|
3.03%
|
–
|
448
|
81.7%
|
|
|
5784
|
Napatree Capital
Westerly,
Rhode Island
|
$178M
|
+$7.5M
|
+4%
|
0.78%
|
–
|
202
|
13.86%
|
|
|
5785
|
Solas Capital Management
Darien,
Connecticut
|
$178M
|
+$27.2M
|
+18%
|
4.06%
|
41.5%
|
22
|
18.18%
|
|
|
5786
|
Wealth Quarterback
Toms River,
New Jersey
|
$178M
|
-$35.3M
|
-17%
|
1.04%
|
96.7%
|
135
|
20%
|
|
|
5787
|
Kempner Capital Management
Galveston,
Texas
|
$178M
|
-$4.5M
|
-2%
|
0.18%
|
60.9%
|
52
|
11.54%
|
|
|
5788
|
Napa Wealth Management
Napa,
California
|
$178M
|
-$53.6M
|
-23%
|
0.74%
|
–
|
222
|
51.8%
|
|
|
5789
|
Yoder Wealth Management
Walnut Creek,
California
|
$178M
|
-$3.36M
|
-2%
|
3.25%
|
58.9%
|
112
|
5.36%
|
|
|
5790
|
Resolute Capital Asset Partners
Denver,
Colorado
|
$178M
|
-$8.23M
|
-4%
|
4.46%
|
637%
|
56
|
69.64%
|
|
|
5791
|
|
$178M
|
-$5.56M
|
-3%
|
2.76%
|
19.8%
|
3
|
0%
|
|
|
5792
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$178M
|
+$6.5M
|
+4%
|
1.98%
|
37.8%
|
38
|
10.53%
|
|
|
5793
|
Ironclad Investments
Maitland,
Florida
|
$178M
|
+$6.65M
|
+4%
|
4.58%
|
–
|
3
|
0%
|
|
|
5794
|
BOCHK Asset Management
Hong Kong
|
$178M
|
-$149M
|
-46%
|
2.38%
|
–
|
77
|
53.25%
|
|
|
5795
|
Brooks Moore & Associates
Chattanooga,
Tennessee
|
$177M
|
+$8.18M
|
+5%
|
1.83%
|
57.2%
|
105
|
11.43%
|
|
|
5796
|
Brookmont Capital Management
Dallas,
Texas
|
$177M
|
-$9.86M
|
-5%
|
0.9%
|
36.6%
|
54
|
1.85%
|
|
|
5797
|
Carl Stuart Investment Advisor
Austin,
Texas
|
$177M
|
-$10.2M
|
-5%
|
1.23%
|
78.6%
|
20
|
25%
|
|
|
5798
|
Summit Place Financial Advisors
Summit,
New Jersey
|
$177M
|
+$1.32M
|
+0.8%
|
0.25%
|
95.2%
|
94
|
6.38%
|
|
|
5799
|
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
|
$177M
|
-$20.7M
|
-10%
|
3.92%
|
43.9%
|
56
|
17.86%
|
|
|
5800
|
Banyan Capital Management
Atlanta,
Georgia
|
$177M
|
+$10.3M
|
+6%
|
3.13%
|
52.7%
|
16
|
0%
|
|