|
5851
|
Adalta Capital Management
New York
|
$209M
|
-$14.9M
|
-7%
|
3.72%
|
66.3%
|
101
|
16.83%
|
|
|
5852
|
Byrne Financial Freedom
Franklin,
Massachusetts
|
$209M
|
-$8.96M
|
-4%
|
3.64%
|
–
|
111
|
18.02%
|
|
|
5853
|
Sequent Asset Management
Houston,
Texas
|
$209M
|
-$16.2M
|
-7%
|
1.01%
|
51.3%
|
101
|
12.87%
|
|
|
5854
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$209M
|
+$11.5M
|
+6%
|
0.01%
|
–
|
53
|
3.77%
|
|
|
5855
|
Plan A Wealth
Lincoln,
Nebraska
|
$209M
|
+$4.32M
|
+2%
|
2.46%
|
–
|
192
|
17.19%
|
|
|
5856
|
Bernzott Capital Advisors
Camarillo,
California
|
$209M
|
-$1.52M
|
-0.7%
|
0.09%
|
46.6%
|
43
|
20.93%
|
|
|
5857
|
Beartown Capital Management
Huntington Woods,
Michigan
|
$209M
|
+$70.3M
|
+51%
|
6.98%
|
–
|
57
|
50.88%
|
|
|
5858
|
ADE LLC
Baltimore,
Maryland
|
$209M
|
+$2.1M
|
+1%
|
1.79%
|
40%
|
89
|
7.87%
|
|
|
5859
|
Marshall Investment Management
Littleton,
Colorado
|
$208M
|
+$9.4M
|
+5%
|
0.94%
|
–
|
277
|
73.65%
|
|
|
5860
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$208M
|
+$1.8M
|
+0.9%
|
0.08%
|
37.8%
|
40
|
2.5%
|
|
|
5861
|
|
$208M
|
+$49.8M
|
+31%
|
8.85%
|
86.3%
|
178
|
16.85%
|
|
|
5862
|
Summit Place Financial Advisors
Summit,
New Jersey
|
$208M
|
+$1.77M
|
+0.9%
|
2.18%
|
89.4%
|
115
|
22.61%
|
|
|
5863
|
Geneva Partners
Lake Geneva,
Wisconsin
|
$208M
|
-$72.6M
|
-26%
|
13.2%
|
252%
|
84
|
42.86%
|
|
|
5864
|
Steinberganna Wealth Management
Huntington,
New York
|
$208M
|
-$5.27M
|
-2%
|
3.74%
|
–
|
143
|
18.88%
|
|
|
5865
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$208M
|
+$221K
|
+0.1%
|
1.35%
|
138%
|
139
|
4.32%
|
|
|
5866
|
BlackDiamond Wealth Management
New York
|
$208M
|
+$2.93M
|
+1%
|
1.64%
|
53.8%
|
220
|
16.36%
|
|
|
5867
|
Estate Planners Group
Yardley,
Pennsylvania
|
$208M
|
-$22.5M
|
-10%
|
7.76%
|
–
|
471
|
85.35%
|
|
|
5868
|
Miller Capital Partners
Troy,
Michigan
|
$208M
|
+$9.56M
|
+5%
|
7.5%
|
–
|
270
|
4.44%
|
|
|
5869
|
Catawba River Capital
Lake Wylie,
South Carolina
|
$208M
|
-$16.8M
|
-7%
|
3.56%
|
89.5%
|
24
|
8.33%
|
|
|
5870
|
Ma Investment Partnership
Hillsborough,
California
|
$208M
|
+$93.4M
|
+82%
|
63.3%
|
–
|
10
|
20%
|
|
|
5871
|
Wealth Intelligence
Columbus,
Georgia
|
$208M
|
+$6.44M
|
+3%
|
0.52%
|
–
|
66
|
28.79%
|
|
|
5872
|
Fox Hill Wealth Management
Dedham,
Massachusetts
|
$208M
|
-$7.28M
|
-3%
|
0.31%
|
–
|
124
|
13.71%
|
|
|
5873
|
Horizon Bancorp
Michigan City,
Indiana
|
$208M
|
+$2.44M
|
+1%
|
0.34%
|
22.7%
|
213
|
12.21%
|
|
|
5874
|
BDFS Capital
Rehoboth Beach,
Delaware
|
$208M
|
+$9.66M
|
+5%
|
0.12%
|
–
|
148
|
16.89%
|
|
|
5875
|
Kensington Investment Counsel
Long Beach,
California
|
$208M
|
-$38.5M
|
-16%
|
0.13%
|
61.6%
|
109
|
28.44%
|
|