|
5901
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$136M
|
–
|
–
|
4.3%
|
66%
|
149
|
–
|
|
|
5902
|
Comprehensive Wealth Management
Lynnwood,
Washington
|
$136M
|
+$30.7M
|
+29%
|
1.54%
|
36.9%
|
23
|
17.39%
|
|
|
5903
|
Frontier Asset Management
Sheridan,
Wyoming
|
$136M
|
–
|
–
|
4.77%
|
51.8%
|
36
|
–
|
|
|
5904
|
UNC Management Company
Chapel Hill,
North Carolina
|
$136M
|
–
|
–
|
7.02%
|
92%
|
14
|
–
|
|
|
5905
|
Lakeside Advisors
Seattle,
Washington
|
$136M
|
–
|
–
|
13.6%
|
63.2%
|
55
|
–
|
|
|
5906
|
Econ Financial Services
Harrisburg,
Pennsylvania
|
$136M
|
–
|
–
|
2.31%
|
16.9%
|
184
|
–
|
|
|
5907
|
Bluegrass Capital Partners
Palm Beach,
Florida
|
$136M
|
-$21.1M
|
-13%
|
8.71%
|
60.1%
|
16
|
31.25%
|
|
|
5908
|
|
$136M
|
–
|
–
|
8.36%
|
–
|
238
|
–
|
|
|
5909
|
|
$135M
|
+$11.7M
|
+9%
|
9.37%
|
89.7%
|
92
|
8.7%
|
|
|
5910
|
Peak Planning Group
Centennial,
Colorado
|
$135M
|
+$19.2M
|
+17%
|
10.7%
|
105%
|
85
|
11.76%
|
|
|
5911
|
Agincourt Capital Management
Richmond,
Virginia
|
$135M
|
–
|
–
|
5.02%
|
0.36%
|
4
|
–
|
|
|
5912
|
St. James Investment Advisors
Port Jefferson,
New York
|
$135M
|
–
|
–
|
5.69%
|
–
|
99
|
–
|
|
|
5913
|
Robbins Farley
Bedford,
New Hampshire
|
$135M
|
-$233K
|
-0.2%
|
13.8%
|
98.2%
|
221
|
46.61%
|
|
|
5914
|
Aufman Associates
Sewickley,
Pennsylvania
|
$135M
|
+$13.7M
|
+11%
|
10.3%
|
136%
|
54
|
14.81%
|
|
|
5915
|
Center For Asset Management
Palm Beach Gardens,
Florida
|
$135M
|
+$16.3M
|
+14%
|
5.98%
|
60.7%
|
136
|
33.82%
|
|
|
5916
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$135M
|
+$19M
|
+16%
|
15.6%
|
105%
|
146
|
39.73%
|
|
|
5917
|
Kamunting Street Capital Management
Miami Beach,
Florida
|
$135M
|
-$88.8M
|
-40%
|
14.6%
|
7.47%
|
77
|
79.22%
|
|
|
5918
|
Newport Capital Group
Red Bank,
New Jersey
|
$135M
|
+$5.42M
|
+4%
|
4.61%
|
–
|
64
|
14.06%
|
|
|
5919
|
Integrity Financial
Cheyenne,
Wyoming
|
$135M
|
–
|
–
|
6.68%
|
66.3%
|
215
|
–
|
|
|
5920
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$135M
|
+$9.42M
|
+8%
|
5.46%
|
66.8%
|
507
|
43.2%
|
|
|
5921
|
Pinnacle Wealth Management Group
Plymouth,
Michigan
|
$135M
|
+$1.9M
|
+1%
|
7.56%
|
55.7%
|
124
|
11.29%
|
|
|
5922
|
AllGen Financial Advisors
Orlando,
Florida
|
$135M
|
+$12.4M
|
+10%
|
6.97%
|
39.7%
|
39
|
20.51%
|
|
|
5923
|
PFS Partners
Mine Hill,
New Jersey
|
$135M
|
–
|
–
|
6.31%
|
63.2%
|
351
|
–
|
|
|
5924
|
Gitterman Wealth Management
Edison,
New Jersey
|
$135M
|
+$10.3M
|
+8%
|
5.95%
|
33%
|
108
|
41.67%
|
|
|
5925
|
Warther Private Wealth
Akron,
Ohio
|
$135M
|
+$22.6M
|
+20%
|
14%
|
94.1%
|
130
|
16.15%
|
|