|
5801
|
Yoder Wealth Management
Walnut Creek,
California
|
$120M
|
–
|
–
|
8.51%
|
58.9%
|
74
|
–
|
|
|
5802
|
Iams Wealth Management
Omaha,
Nebraska
|
$120M
|
+$22M
|
+22%
|
2.13%
|
51.3%
|
117
|
30.77%
|
|
|
5803
|
Paladin Advisory Group
Clive,
Iowa
|
$120M
|
+$3.3M
|
+3%
|
5.98%
|
53.3%
|
533
|
100%
|
|
|
5804
|
Alamar Capital Management
Santa Barbara,
California
|
$120M
|
+$22.6M
|
+23%
|
15.5%
|
–
|
72
|
8.33%
|
|
|
5805
|
Key Square Capital Management
Stamford,
Connecticut
|
$120M
|
+$16.7M
|
+16%
|
14%
|
50.2%
|
18
|
61.11%
|
|
|
5806
|
Adirondack Retirement Specialists
Queensbury,
New York
|
$120M
|
+$31.5M
|
+35%
|
8.97%
|
13.1%
|
175
|
28%
|
|
|
5807
|
BOS Asset Management
Springfield,
Illinois
|
$120M
|
+$8.02M
|
+7%
|
4.4%
|
67.8%
|
129
|
6.2%
|
|
|
5808
|
Lynx1 Capital Management
San Juan,
Puerto Rico
|
$120M
|
+$4.31M
|
+4%
|
8.72%
|
779%
|
14
|
14.29%
|
|
|
5809
|
Howard Wealth Management
Madison,
Connecticut
|
$120M
|
-$1.97M
|
-2%
|
6.06%
|
60.3%
|
118
|
14.41%
|
|
|
5810
|
swisspartners Advisors
Zurich,
Switzerland
|
$120M
|
+$7.86M
|
+7%
|
10.6%
|
86.6%
|
26
|
0%
|
|
|
5811
|
|
$120M
|
+$5.58M
|
+5%
|
8%
|
54.6%
|
36
|
2.78%
|
|
|
5812
|
Basepoint Wealth
Cedar Rapids,
Iowa
|
$120M
|
+$6.85M
|
+6%
|
4.11%
|
109%
|
95
|
6.32%
|
|
|
5813
|
Banco de Sabadell
Miami,
Florida
|
$120M
|
+$838K
|
+0.7%
|
5.55%
|
66%
|
81
|
3.7%
|
|
|
5814
|
Tower Wealth Partners
Lewisburg,
Pennsylvania
|
$120M
|
+$4.91M
|
+4%
|
4.36%
|
45.2%
|
55
|
14.55%
|
|
|
5815
|
Q3 Asset Management
Birmingham,
Michigan
|
$120M
|
-$28M
|
-19%
|
11.6%
|
96.4%
|
71
|
76.06%
|
|
|
5816
|
Ted Buchan & Co
San Diego,
California
|
$120M
|
+$11.5M
|
+11%
|
3.8%
|
61%
|
90
|
23.33%
|
|
|
5817
|
Mayar Capital
London,
United Kingdom
|
$120M
|
+$3.97M
|
+3%
|
6.15%
|
14.7%
|
12
|
0%
|
|
|
5818
|
|
$119M
|
-$17M
|
-12%
|
14.3%
|
74.9%
|
39
|
7.69%
|
|
|
5819
|
IMPACTfolio
Denver,
Colorado
|
$119M
|
+$11.6M
|
+11%
|
7.42%
|
51.2%
|
55
|
52.73%
|
|
|
5820
|
Crown Wealth Group
Charlotte,
North Carolina
|
$119M
|
+$13M
|
+12%
|
8.91%
|
86.2%
|
81
|
35.8%
|
|
|
5821
|
Fort Henry Capital
Wheeling,
West Virginia
|
$119M
|
+$8.95M
|
+8%
|
3.98%
|
37%
|
15
|
0%
|
|
|
5822
|
Hudson Canyon Capital Management
New York
|
$119M
|
+$11M
|
+10%
|
13.4%
|
114%
|
57
|
3.51%
|
|
|
5823
|
Stevens Capital Partners
Omaha,
Nebraska
|
$119M
|
+$6.26M
|
+6%
|
6.43%
|
57.8%
|
51
|
5.88%
|
|
|
5824
|
Optimas Capital
Central,
Hong Kong
|
$119M
|
+$17.1M
|
+17%
|
27.1%
|
264%
|
49
|
71.43%
|
|
|
5825
|
SkyKnight Capital
San Francisco,
California
|
$119M
|
-$60.1M
|
-34%
|
32.5%
|
1.58%
|
3
|
0%
|
|