|
6026
|
Atmos Advisory
Pittsburgh,
Pennsylvania
|
$121M
|
+$949K
|
+0.8%
|
3.74%
|
30.2%
|
21
|
0%
|
|
|
6027
|
Sippican Capital Advisors
Boston,
Massachusetts
|
$120M
|
+$2.77M
|
+2%
|
5.17%
|
90.1%
|
113
|
7.08%
|
|
|
6028
|
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
|
$120M
|
+$2.21M
|
+2%
|
1.82%
|
30.8%
|
3
|
0%
|
|
|
6029
|
Park Circle Company
Baltimore,
Maryland
|
$120M
|
-$6.42M
|
-5%
|
0.21%
|
70.5%
|
138
|
18.84%
|
|
|
6030
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
$120M
|
+$1.52M
|
+1%
|
5.07%
|
78%
|
452
|
18.58%
|
|
|
6031
|
Strategic Financial Planning
Plano,
Texas
|
$120M
|
-$18.9M
|
-14%
|
6.24%
|
47.5%
|
37
|
18.92%
|
|
|
6032
|
Broadcrest Asset Management
Winter Park,
Florida
|
$120M
|
-$17.9M
|
-13%
|
17%
|
54.1%
|
8
|
25%
|
|
|
6033
|
Axiom Advisory
San Diego,
California
|
$120M
|
-$1.49M
|
-1%
|
6.27%
|
16.4%
|
34
|
11.76%
|
|
|
6034
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$120M
|
-$2.53M
|
-2%
|
4.83%
|
61.6%
|
317
|
85.49%
|
|
|
6035
|
Islay Capital Management
Lubbock,
Texas
|
$120M
|
-$12.1M
|
-9%
|
0.1%
|
66.3%
|
325
|
23.69%
|
|
|
6036
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$120M
|
+$8.42M
|
+8%
|
4.31%
|
44.4%
|
61
|
19.67%
|
|
|
6037
|
Blodgett Wealth Advisors
Concord,
California
|
$120M
|
-$8.77M
|
-7%
|
5.6%
|
124%
|
92
|
18.48%
|
|
|
6038
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$120M
|
+$55K
|
+0%
|
4.65%
|
56.5%
|
123
|
9.76%
|
|
|
6039
|
GHE LLC
Memphis,
Tennessee
|
$120M
|
-$10.4M
|
-8%
|
8.81%
|
188%
|
56
|
12.5%
|
|
|
6040
|
Blue Square Asset Management
New York
|
$120M
|
-$41.3M
|
-26%
|
5.55%
|
104%
|
88
|
26.14%
|
|
|
6041
|
Wells Financial Advisors
Framingham,
Massachusetts
|
$120M
|
-$5.58M
|
-4%
|
4.68%
|
54%
|
61
|
6.56%
|
|
|
6042
|
Safir Wealth Advisors
Greenland,
New Hampshire
|
$120M
|
-$8.73M
|
-7%
|
5.07%
|
46.4%
|
17
|
29.41%
|
|
|
6043
|
AllGen Financial Advisors
Orlando,
Florida
|
$120M
|
-$15.1M
|
-11%
|
0.71%
|
39.7%
|
40
|
20%
|
|
|
6044
|
Alta Advisers
London,
United Kingdom
|
$120M
|
-$7.02M
|
-6%
|
4.01%
|
114%
|
6
|
0%
|
|
|
6045
|
Spouting Rock Asset Management
Bryn Mawr,
Pennsylvania
|
$120M
|
-$7.84M
|
-6%
|
2.59%
|
74.7%
|
73
|
42.47%
|
|
|
6046
|
Carmel Capital Partners
San Diego,
California
|
$120M
|
-$14.3M
|
-11%
|
11.7%
|
65.1%
|
136
|
19.85%
|
|
|
6047
|
Armstrong Shaw Associates
New Canaan,
Connecticut
|
$120M
|
-$3.29M
|
-3%
|
0.11%
|
51.2%
|
44
|
4.55%
|
|
|
6048
|
Wayfinding Financial
Lynnwood,
Washington
|
$120M
|
-$5.1M
|
-4%
|
3.96%
|
68.3%
|
90
|
15.56%
|
|
|
6049
|
Flower City Capital
Pittsford,
New York
|
$120M
|
+$16.6M
|
+16%
|
4.67%
|
60.7%
|
55
|
52.73%
|
|
|
6050
|
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
|
$120M
|
-$5.6M
|
-4%
|
0.74%
|
82.6%
|
61
|
8.2%
|
|