|
5826
|
Unison Asset Management
North Miami Beach,
Florida
|
$121M
|
+$8.94M
|
+8%
|
9.95%
|
84%
|
25
|
0%
|
|
|
5827
|
Benchmark Investment Advisors
Chicago,
Illinois
|
$121M
|
–
|
–
|
9.68%
|
–
|
101
|
–
|
|
|
5828
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$121M
|
+$20.7M
|
+21%
|
10.1%
|
68.6%
|
116
|
8.62%
|
|
|
5829
|
Maryland Capital Advisors
Chester,
Maryland
|
$121M
|
–
|
–
|
3.26%
|
–
|
189
|
–
|
|
|
5830
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$121M
|
–
|
–
|
5.43%
|
95.1%
|
132
|
–
|
|
|
5831
|
Financial Advantage
Columbia,
Maryland
|
$121M
|
+$5.87M
|
+5%
|
5.03%
|
24.3%
|
135
|
11.85%
|
|
|
5832
|
First Community Trust
Dubuque,
Iowa
|
$121M
|
–
|
–
|
11%
|
111%
|
375
|
–
|
|
|
5833
|
Cook & Bynum Capital Management
Birmingham,
Alabama
|
$121M
|
-$1.38M
|
-1%
|
0.9%
|
39.2%
|
5
|
0%
|
|
|
5834
|
Kopion Asset Management
Mckinney,
Texas
|
$121M
|
-$4.16M
|
-3%
|
0.13%
|
67.1%
|
19
|
10.53%
|
|
|
5835
|
Stephens Consulting
Flint,
Michigan
|
$121M
|
–
|
–
|
6.98%
|
50.1%
|
682
|
–
|
|
|
5836
|
Campion Asset Management
Falls Church,
Virginia
|
$121M
|
+$8.41M
|
+7%
|
8.61%
|
59.3%
|
102
|
11.76%
|
|
|
5837
|
G.F.W. Energy XII
Dallas,
Texas
|
$121M
|
+$23.9M
|
+25%
|
16.4%
|
68.9%
|
7
|
42.86%
|
|
|
5838
|
Finer Wealth Management
Salem,
Massachusetts
|
$120M
|
–
|
–
|
10.5%
|
117%
|
76
|
–
|
|
|
5839
|
Bluesphere Advisors
East Norriton,
Pennsylvania
|
$120M
|
+$16.3M
|
+16%
|
11.7%
|
81.4%
|
95
|
12.63%
|
|
|
5840
|
VERITY Wealth Advisors
Sausalito,
United States
|
$120M
|
+$8.58M
|
+8%
|
6.96%
|
59.9%
|
68
|
13.24%
|
|
|
5841
|
Alterna Wealth Management
Houston,
Texas
|
$120M
|
–
|
–
|
5.28%
|
48%
|
129
|
–
|
|
|
5842
|
Thompson Davis & Co
Richmond,
Virginia
|
$120M
|
–
|
–
|
100%
|
200%
|
124
|
–
|
|
|
5843
|
TAGStone Capital
Charlotte,
North Carolina
|
$120M
|
–
|
–
|
7.27%
|
50.8%
|
70
|
–
|
|
|
5844
|
Shore Point Advisors
Brielle,
New Jersey
|
$120M
|
–
|
–
|
3.47%
|
51.4%
|
214
|
–
|
|
|
5845
|
Dean Jacobson Financial Services
Fort Worth,
Texas
|
$120M
|
–
|
–
|
8.38%
|
44.2%
|
7
|
–
|
|
|
5846
|
Fort Henry Capital
Wheeling,
West Virginia
|
$120M
|
+$6.27M
|
+6%
|
5.13%
|
37%
|
13
|
0%
|
|
|
5847
|
B, B, H, & B Inc
Birmingham,
Alabama
|
$120M
|
+$10.2M
|
+9%
|
6.74%
|
–
|
35
|
11.43%
|
|
|
5848
|
University of Massachusetts Foundation
Newton,
Massachusetts
|
$120M
|
+$5.98M
|
+5%
|
4.47%
|
53.6%
|
5
|
0%
|
|
|
5849
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$120M
|
–
|
–
|
7.64%
|
46.7%
|
112
|
–
|
|
|
5850
|
Warner Financial
Bethesda,
Maryland
|
$120M
|
–
|
–
|
7%
|
62.1%
|
84
|
–
|
|