|
5801
|
Adalta Capital Management
New York
|
$192M
|
-$2.34M
|
-1%
|
0.84%
|
80.4%
|
101
|
7.92%
|
|
|
5802
|
Richards, Merrill & Peterson
Spokane,
Washington
|
$191M
|
–
|
–
|
3.31%
|
–
|
502
|
–
|
|
|
5803
|
Rings Capital Management
Chicago,
Illinois
|
$191M
|
-$392K
|
-0.2%
|
0.92%
|
40.9%
|
8
|
0%
|
|
|
5804
|
Owen LaRue
Elizabethtown,
Kentucky
|
$191M
|
+$3.07M
|
+2%
|
7.1%
|
126%
|
104
|
22.12%
|
|
|
5805
|
O'Connor Financial Group
Quincy,
Illinois
|
$191M
|
+$1.02M
|
+0.5%
|
1.4%
|
44.9%
|
58
|
10.34%
|
|
|
5806
|
ORBA Wealth Advisors
Chicago,
Illinois
|
$191M
|
-$6.3M
|
-3%
|
0.82%
|
–
|
108
|
7.41%
|
|
|
5807
|
GGM Wealth Advisors
Baltimore,
Maryland
|
$191M
|
-$40.8M
|
-18%
|
0.89%
|
25.9%
|
165
|
26.06%
|
|
|
5808
|
Element Wealth
Ridgeland,
Mississippi
|
$191M
|
+$2.47M
|
+1%
|
0.32%
|
59.6%
|
302
|
8.94%
|
|
|
5809
|
Cresta Advisors
Laredo,
Texas
|
$191M
|
$0
|
0%
|
0.03%
|
59.1%
|
50
|
0%
|
|
|
5810
|
Guardian Point Capital
Charlottesville,
Virginia
|
$191M
|
-$148M
|
-44%
|
14.7%
|
142%
|
12
|
50%
|
|
|
5811
|
Breed's Hill Capital
Charlestown,
Massachusetts
|
$191M
|
+$69.2M
|
+57%
|
2.8%
|
–
|
139
|
30.94%
|
|
|
5812
|
Tower Wealth Partners
Lewisburg,
Pennsylvania
|
$191M
|
+$19.2M
|
+11%
|
0.89%
|
53.7%
|
86
|
23.26%
|
|
|
5813
|
Worldly Partners Management
Needham,
Massachusetts
|
$191M
|
-$19.3M
|
-9%
|
8.84%
|
19.2%
|
3
|
0%
|
|
|
5814
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$191M
|
-$40M
|
-17%
|
2.68%
|
60.8%
|
39
|
10.26%
|
|
|
5815
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$191M
|
-$3.47M
|
-2%
|
1.43%
|
47.6%
|
89
|
3.37%
|
|
|
5816
|
Powers Capital
San Francisco,
California
|
$191M
|
–
|
–
|
2.12%
|
–
|
2
|
–
|
|
|
5817
|
Tumwater Wealth Management
Boise,
Idaho
|
$191M
|
–
|
–
|
2.27%
|
–
|
31
|
–
|
|
|
5818
|
SFG Wealth Management
Towson,
Maryland
|
$191M
|
+$2.11M
|
+1%
|
1.52%
|
82.1%
|
107
|
23.36%
|
|
|
5819
|
Grove Street Fiduciary
Peterborough,
New Hampshire
|
$190M
|
–
|
–
|
5.11%
|
–
|
58
|
–
|
|
|
5820
|
Viewpoint Capital Management
Seattle,
Washington
|
$190M
|
+$11.5M
|
+6%
|
5.51%
|
120%
|
142
|
5.63%
|
|
|
5821
|
S.A. Mason
Holland,
Michigan
|
$190M
|
+$1.78M
|
+0.9%
|
1.52%
|
105%
|
350
|
9.71%
|
|
|
5822
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$190M
|
+$312K
|
+0.2%
|
0.91%
|
68.8%
|
122
|
9.84%
|
|
|
5823
|
Masso Torrence Wealth Management
Marlton,
New Jersey
|
$190M
|
+$4.95M
|
+3%
|
7.17%
|
130%
|
106
|
18.87%
|
|
|
5824
|
|
$190M
|
+$4.94M
|
+3%
|
6.8%
|
93%
|
178
|
19.1%
|
|
|
5825
|
Black Maple Capital Management
Milwaukee,
Wisconsin
|
$190M
|
+$39.2M
|
+26%
|
0.33%
|
35.7%
|
125
|
50.4%
|
|