|
5926
|
IMPACTfolio
Denver,
Colorado
|
$114M
|
–
|
–
|
5.01%
|
51.2%
|
47
|
–
|
|
|
5927
|
Brown Financial Advisory
Fairhope,
Alabama
|
$114M
|
-$7.32M
|
-6%
|
6.08%
|
50.3%
|
28
|
7.14%
|
|
|
5928
|
Protective Life
Birmingham,
Alabama
|
$114M
|
-$875K
|
-0.8%
|
0.86%
|
29%
|
13
|
0%
|
|
|
5929
|
|
$114M
|
–
|
–
|
7.37%
|
–
|
80
|
–
|
|
|
5930
|
Fortune 45 LLC
Gonzales,
Louisiana
|
$114M
|
–
|
–
|
7.86%
|
64.5%
|
57
|
–
|
|
|
5931
|
MY Wealth Management
Germantown,
Maryland
|
$114M
|
–
|
–
|
4.38%
|
25.2%
|
27
|
–
|
|
|
5932
|
First Reserve GP XIII
Stamford,
Connecticut
|
$114M
|
+$693K
|
+0.6%
|
0.61%
|
29.1%
|
1
|
0%
|
|
|
5933
|
Rather & Kittrell
Knoxville,
Tennessee
|
$114M
|
–
|
–
|
10.1%
|
36.9%
|
337
|
–
|
|
|
5934
|
|
$114M
|
+$23.8M
|
+27%
|
26.5%
|
67.9%
|
1
|
0%
|
|
|
5935
|
Centerstone Investors
New York
|
$114M
|
+$9.23M
|
+9%
|
2.62%
|
73.7%
|
24
|
16.67%
|
|
|
5936
|
Highline Capital Management
New York
|
$114M
|
-$4.89M
|
-4%
|
3.38%
|
198%
|
22
|
68.18%
|
|
|
5937
|
American Asset Management
Boca Raton,
Florida
|
$114M
|
-$10.3M
|
-8%
|
6.36%
|
42.5%
|
9
|
0%
|
|
|
5938
|
Darrow Company
Needham,
Massachusetts
|
$113M
|
–
|
–
|
4.15%
|
30.6%
|
26
|
–
|
|
|
5939
|
|
$113M
|
+$68K
|
+0.1%
|
5.07%
|
25.8%
|
369
|
12.47%
|
|
|
5940
|
RK Asset Management
Grosse Pointe Farms,
Michigan
|
$113M
|
+$564K
|
+0.5%
|
2.98%
|
47.6%
|
20
|
20%
|
|
|
5941
|
Five Oceans Advisors
Santa Monica,
California
|
$113M
|
+$26.6M
|
+31%
|
7.89%
|
78.8%
|
117
|
22.22%
|
|
|
5942
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$113M
|
–
|
–
|
6.35%
|
60.5%
|
55
|
–
|
|
|
5943
|
Hudson Portfolio Management
Garrison,
New York
|
$113M
|
+$4.6M
|
+4%
|
4.07%
|
–
|
110
|
13.64%
|
|
|
5944
|
Wealthspan Partners
Davenport,
Iowa
|
$113M
|
–
|
–
|
9.16%
|
59.1%
|
68
|
–
|
|
|
5945
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$113M
|
–
|
–
|
6.72%
|
41.3%
|
367
|
–
|
|
|
5946
|
Pring Turner Capital Group
Alamo,
California
|
$113M
|
–
|
–
|
11.5%
|
68.8%
|
58
|
–
|
|
|
5947
|
Prince Street Capital Management
New York
|
$113M
|
-$47.8M
|
-30%
|
4.84%
|
302%
|
17
|
29.41%
|
|
|
5948
|
American Planning Services
Sun City Center,
Florida
|
$113M
|
–
|
–
|
9.52%
|
23.8%
|
25
|
–
|
|
|
5949
|
NCM Capital Management
Ramsey,
New Jersey
|
$113M
|
–
|
–
|
10.7%
|
83.6%
|
143
|
–
|
|
|
5950
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$113M
|
–
|
–
|
8.43%
|
64.9%
|
108
|
–
|
|