|
5801
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$133M
|
-$23.4M
|
-15%
|
6.64%
|
154%
|
278
|
24.46%
|
|
|
5802
|
First Citizens Financial Corp
Mason City,
Iowa
|
$133M
|
-$3.6M
|
-3%
|
3.4%
|
68.1%
|
108
|
7.41%
|
|
|
5803
|
Piedmont Capital Management (Montana)
Whitefish,
Montana
|
$133M
|
+$5.86M
|
+5%
|
0.79%
|
94%
|
50
|
28%
|
|
|
5804
|
Indie Asset Partners
Carmel,
Indiana
|
$133M
|
-$4.68M
|
-3%
|
2.18%
|
119%
|
133
|
12.03%
|
|
|
5805
|
Benchmark Investment Advisors
Chicago,
Illinois
|
$133M
|
+$11.7M
|
+10%
|
6.05%
|
–
|
161
|
44.72%
|
|
|
5806
|
Legal Advantage Investments
Los Altos Hills,
California
|
$133M
|
-$14.4M
|
-10%
|
8.55%
|
105%
|
85
|
15.29%
|
|
|
5807
|
Robbins Farley
Bedford,
New Hampshire
|
$133M
|
-$2.44M
|
-2%
|
6.42%
|
98.2%
|
193
|
40.93%
|
|
|
5808
|
Pinnacle Wealth Management Group
Plymouth,
Michigan
|
$133M
|
-$2.02M
|
-1%
|
0.96%
|
55.7%
|
136
|
25%
|
|
|
5809
|
New Vernon Capital Holdings II
Morristown,
New Jersey
|
$133M
|
-$78.6M
|
-37%
|
5.47%
|
114%
|
19
|
31.58%
|
|
|
5810
|
Agincourt Capital Management
Richmond,
Virginia
|
$133M
|
-$2.61M
|
-2%
|
5.27%
|
0.36%
|
4
|
0%
|
|
|
5811
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$133M
|
+$262K
|
+0.2%
|
4.57%
|
48.1%
|
43
|
11.63%
|
|
|
5812
|
William Allan Corp
Fort Collins,
Colorado
|
$133M
|
-$7.98M
|
-6%
|
5.88%
|
84.7%
|
94
|
52.13%
|
|
|
5813
|
Wilen Investment Management
Bonita Springs,
Florida
|
$133M
|
+$1.62M
|
+1%
|
13.7%
|
79.9%
|
96
|
10.42%
|
|
|
5814
|
RiverGlades Family Offices
Naples,
Florida
|
$133M
|
-$5.49M
|
-4%
|
2.66%
|
–
|
85
|
8.24%
|
|
|
5815
|
Lakeside Advisors
Seattle,
Washington
|
$132M
|
-$3.12M
|
-2%
|
1.01%
|
63.2%
|
59
|
8.47%
|
|
|
5816
|
MKT Advisors
Escondido,
California
|
$132M
|
+$4.8M
|
+4%
|
2.9%
|
49.2%
|
155
|
16.13%
|
|
|
5817
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$132M
|
+$1.84M
|
+1%
|
4.39%
|
50%
|
232
|
38.36%
|
|
|
5818
|
Trustees of The University of Pennsylvania
Philaldelphia,
Pennsylvania
|
$132M
|
-$113M
|
-46%
|
10.6%
|
–
|
6
|
16.67%
|
|
|
5819
|
W Advisors LLC
Germantown,
Tennessee
|
$132M
|
-$1.87M
|
-1%
|
1.68%
|
73.8%
|
120
|
21.67%
|
|
|
5820
|
Williams Financial
North Bennington,
Vermont
|
$132M
|
-$281K
|
-0.2%
|
4.04%
|
28.5%
|
36
|
16.67%
|
|
|
5821
|
Red Tortoise LLC
Atlanta,
Georgia
|
$132M
|
-$12.4M
|
-9%
|
4.58%
|
43.7%
|
67
|
7.46%
|
|
|
5822
|
Piper Sandler & Co
Minneapolis,
Minnesota
|
$132M
|
-$6.67M
|
-5%
|
3.75%
|
0.04%
|
42
|
69.05%
|
|
|
5823
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$132M
|
-$1.56M
|
-1%
|
3.1%
|
67.1%
|
166
|
32.53%
|
|
|
5824
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$132M
|
-$3.1M
|
-2%
|
3.94%
|
105%
|
138
|
14.49%
|
|
|
5825
|
|
$132M
|
+$29.9M
|
+29%
|
8.57%
|
226%
|
10
|
20%
|
|