|
5876
|
Capasso Planning Partners
Charleston,
South Carolina
|
$137M
|
–
|
–
|
5.68%
|
51.6%
|
83
|
–
|
|
|
5877
|
Kenfarb & Co
Ashland,
Kentucky
|
$137M
|
–
|
–
|
13.9%
|
–
|
170
|
–
|
|
|
5878
|
Masterton Capital Management
New York
|
$137M
|
-$22.4M
|
-14%
|
8.72%
|
1.94%
|
28
|
53.57%
|
|
|
5879
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$137M
|
+$11.7M
|
+9%
|
8.25%
|
62.7%
|
79
|
12.66%
|
|
|
5880
|
Salvus Wealth Management
Red Bank,
New Jersey
|
$137M
|
+$14.3M
|
+12%
|
11.6%
|
104%
|
106
|
7.55%
|
|
|
5881
|
Diamant Asset Management
Ridgefield,
Connecticut
|
$137M
|
+$15.9M
|
+13%
|
13.8%
|
66.9%
|
71
|
7.04%
|
|
|
5882
|
MAS Advisors
Miami,
Florida
|
$137M
|
–
|
–
|
6.11%
|
47.9%
|
99
|
–
|
|
|
5883
|
First Citizens Financial Corp
Mason City,
Iowa
|
$137M
|
+$11.5M
|
+9%
|
7.51%
|
68.1%
|
106
|
6.6%
|
|
|
5884
|
Moulton Wealth Management
Spokane,
Washington
|
$137M
|
+$2.77M
|
+2%
|
5.87%
|
47.1%
|
33
|
27.27%
|
|
|
5885
|
JCP Investment Management
Houston,
Texas
|
$137M
|
–
|
–
|
1.95%
|
94.7%
|
22
|
–
|
|
|
5886
|
Meros Investment Management
Dallas,
Texas
|
$137M
|
–
|
–
|
8.95%
|
102%
|
39
|
–
|
|
|
5887
|
F/M Investments
Washington,
District of Columbia
|
$137M
|
-$3.13M
|
-2%
|
18.6%
|
101%
|
108
|
54.63%
|
|
|
5888
|
Divergent Planning
Bethesda,
Maryland
|
$137M
|
+$13M
|
+10%
|
6.76%
|
43.3%
|
18
|
11.11%
|
|
|
5889
|
Sunesis Advisors
Overland Park,
Kansas
|
$136M
|
+$6.92M
|
+5%
|
4.3%
|
–
|
32
|
9.38%
|
|
|
5890
|
Knowledge Leaders Capital
Denver,
Colorado
|
$136M
|
+$12.5M
|
+10%
|
11.2%
|
51.6%
|
137
|
36.5%
|
|
|
5891
|
|
$136M
|
+$67M
|
+97%
|
11.8%
|
58.8%
|
25
|
68%
|
|
|
5892
|
Merrion Investment Management
Cranford,
New Jersey
|
$136M
|
+$4.96M
|
+4%
|
5.45%
|
166%
|
101
|
11.88%
|
|
|
5893
|
Mosaic Advisors
Houston,
Texas
|
$136M
|
-$13.9M
|
-9%
|
9.12%
|
50.9%
|
58
|
44.83%
|
|
|
5894
|
Outfitter Financial
Brunswick,
Maine
|
$136M
|
+$9.17M
|
+7%
|
7.13%
|
95.9%
|
263
|
65.4%
|
|
|
5895
|
Atlas Principals
Charlotte,
North Carolina
|
$136M
|
-$77M
|
-36%
|
4.61%
|
–
|
51
|
56.86%
|
|
|
5896
|
ACT Advisors
Asheville,
North Carolina
|
$136M
|
+$6.57M
|
+5%
|
6.97%
|
69.8%
|
37
|
24.32%
|
|
|
5897
|
Morris Capital Advisors
Malvern,
Pennsylvania
|
$136M
|
+$9.21M
|
+7%
|
16.8%
|
72.9%
|
59
|
13.56%
|
|
|
5898
|
Bell Rock Capital
Rehoboth Beach,
Delaware
|
$136M
|
–
|
–
|
12.6%
|
–
|
121
|
–
|
|
|
5899
|
Choice Wealth Advisors
Waterville,
Maine
|
$136M
|
+$12.7M
|
+10%
|
8.01%
|
52.3%
|
29
|
24.14%
|
|
|
5900
|
Evolution Advisers
Richmond,
Virginia
|
$136M
|
–
|
–
|
3.27%
|
40.8%
|
148
|
–
|
|