|
5976
|
Financial Freedom LLC
Cincinnati,
Ohio
|
$174M
|
-$15.5M
|
-8%
|
2.5%
|
72%
|
371
|
4.85%
|
|
|
5977
|
Beacon Financial Planning
Hyannis,
Massachusetts
|
$174M
|
+$2.19M
|
+1%
|
0.57%
|
71.1%
|
48
|
0%
|
|
|
5978
|
Trivant Custom Portfolio Group
San Diego,
California
|
$174M
|
+$2.65M
|
+2%
|
2.16%
|
86.1%
|
226
|
26.55%
|
|
|
5979
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$174M
|
+$12.2M
|
+8%
|
0.19%
|
60.9%
|
106
|
14.15%
|
|
|
5980
|
NBZ Investment Advisors
Knoxville,
Tennessee
|
$174M
|
-$5.44M
|
-3%
|
4.21%
|
–
|
82
|
36.59%
|
|
|
5981
|
Schear Investment Advisers
Cincinnati,
Ohio
|
$174M
|
-$14.2M
|
-8%
|
5.08%
|
240%
|
92
|
7.61%
|
|
|
5982
|
ADE LLC
Baltimore,
Maryland
|
$174M
|
+$10.7M
|
+7%
|
0.17%
|
52.2%
|
84
|
13.1%
|
|
|
5983
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$173M
|
+$21M
|
+14%
|
0.41%
|
84.1%
|
595
|
18.32%
|
|
|
5984
|
Gate City Capital Management
Chicago,
Illinois
|
$173M
|
+$7.68M
|
+5%
|
1.14%
|
–
|
16
|
12.5%
|
|
|
5985
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$173M
|
+$3.58M
|
+2%
|
1.52%
|
64.6%
|
166
|
9.64%
|
|
|
5986
|
Kaizen Financial Strategies
Campbell,
California
|
$173M
|
-$3.28M
|
-2%
|
5.1%
|
116%
|
151
|
19.87%
|
|
|
5987
|
Hengistbury Investment Partners
London,
United Kingdom
|
$173M
|
+$36.3M
|
+26%
|
1.55%
|
108%
|
5
|
40%
|
|
|
5988
|
Global Wealth Management
Kingston,
New Jersey
|
$173M
|
+$16.7M
|
+11%
|
2.02%
|
–
|
31
|
12.9%
|
|
|
5989
|
Team Financial Group
Temecula,
California
|
$173M
|
-$1.1M
|
-0.6%
|
1.41%
|
42.4%
|
41
|
12.2%
|
|
|
5990
|
Accent Capital Management
Centerville,
Ohio
|
$173M
|
-$2.46M
|
-1%
|
6.86%
|
–
|
340
|
49.41%
|
|
|
5991
|
Absolute Capital Management
Pittsburgh,
Pennsylvania
|
$173M
|
-$7.82M
|
-4%
|
1.92%
|
91%
|
131
|
17.56%
|
|
|
5992
|
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
|
$173M
|
-$12.4M
|
-7%
|
0.99%
|
–
|
73
|
30.14%
|
|
|
5993
|
Summa Corp
Tomball,
Texas
|
$173M
|
-$31M
|
-15%
|
7.62%
|
–
|
65
|
15.38%
|
|
|
5994
|
Vision One Management Partners
Miami,
Florida
|
$173M
|
-$14M
|
-7%
|
0.89%
|
–
|
10
|
20%
|
|
|
5995
|
CVS Health
Woonsocket,
Rhode Island
|
$173M
|
-$61.1M
|
-26%
|
4.58%
|
48.7%
|
3
|
0%
|
|
|
5996
|
HCEP Management
Hong Kong
|
$173M
|
+$47.6M
|
+38%
|
29.8%
|
182%
|
16
|
62.5%
|
|
|
5997
|
Heritage Wealth Management (Texas)
Houston,
Texas
|
$173M
|
+$2.72M
|
+2%
|
1.48%
|
52.3%
|
35
|
11.43%
|
|
|
5998
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$173M
|
-$2.09M
|
-1%
|
1.81%
|
51.7%
|
378
|
9.52%
|
|
|
5999
|
Lanham O'Dell & Company
Hurricane,
West Virginia
|
$173M
|
-$10.1M
|
-6%
|
11.7%
|
81%
|
33
|
24.24%
|
|
|
6000
|
School Employees Retirement Board of Ohio
Columbus,
Ohio
|
$173M
|
-$19.9M
|
-10%
|
9.07%
|
–
|
5
|
40%
|
|