|
6051
|
Rockport Wealth
Fairview Park,
Ohio
|
$150M
|
–
|
–
|
8.51%
|
–
|
62
|
–
|
|
|
6052
|
Checkpoint Capital
San Francisco,
California
|
$150M
|
-$15.5M
|
-9%
|
3.75%
|
–
|
23
|
43.48%
|
|
|
6053
|
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
|
$150M
|
+$11.7M
|
+8%
|
7.83%
|
52.6%
|
78
|
6.41%
|
|
|
6054
|
Fortis Advisors
Wayne,
Pennsylvania
|
$149M
|
+$9.13M
|
+7%
|
4.17%
|
72.8%
|
100
|
13%
|
|
|
6055
|
Little Harbor Advisors
Marblehead,
Massachusetts
|
$149M
|
+$10.4M
|
+8%
|
8%
|
59%
|
8
|
0%
|
|
|
6056
|
ADE LLC
Baltimore,
Maryland
|
$149M
|
+$4.97M
|
+3%
|
5.85%
|
52.2%
|
84
|
7.14%
|
|
|
6057
|
Bull Oak Capital
San Diego,
California
|
$149M
|
-$240M
|
-62%
|
5.93%
|
55.7%
|
41
|
12.2%
|
|
|
6058
|
Rain Capital Management
Lake Oswego,
Oregon
|
$149M
|
+$7.43M
|
+5%
|
6.76%
|
18.2%
|
97
|
6.19%
|
|
|
6059
|
Acute Investment Advisory
Mesa,
Arizona
|
$149M
|
-$20M
|
-12%
|
0.52%
|
15.3%
|
13
|
23.08%
|
|
|
6060
|
Forthright Family Wealth Advisory
Houston,
Texas
|
$149M
|
+$21.5M
|
+17%
|
6.06%
|
–
|
63
|
15.87%
|
|
|
6061
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$149M
|
-$8M
|
-5%
|
13.1%
|
138%
|
336
|
63.69%
|
|
|
6062
|
Alcosta Capital Management
San Ramon,
California
|
$149M
|
+$11M
|
+8%
|
21.1%
|
175%
|
31
|
12.9%
|
|
|
6063
|
Robinson Value Management
San Antonio,
Texas
|
$149M
|
-$3.08M
|
-2%
|
7.91%
|
70.8%
|
83
|
19.28%
|
|
|
6064
|
RiverTree Advisors
Winter Park,
Florida
|
$149M
|
+$1.86M
|
+1%
|
4.82%
|
25.4%
|
31
|
16.13%
|
|
|
6065
|
Private Client Services
Louisville,
Kentucky
|
$149M
|
+$27.1M
|
+22%
|
6.92%
|
–
|
155
|
30.32%
|
|
|
6066
|
Midwest Financial Group
Overland Park,
Kansas
|
$149M
|
+$14.9M
|
+11%
|
7.11%
|
94%
|
111
|
16.22%
|
|
|
6067
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$149M
|
+$9.61M
|
+7%
|
7.78%
|
61.1%
|
127
|
12.6%
|
|
|
6068
|
Ciovacco Capital Management
Atlanta,
Georgia
|
$149M
|
+$13.7M
|
+10%
|
10.6%
|
88.5%
|
25
|
12%
|
|
|
6069
|
Blacksheep Fund Management
Co. Dublin,
Ireland
|
$149M
|
-$104M
|
-41%
|
5.96%
|
71.5%
|
6
|
33.33%
|
|
|
6070
|
GEM Asset Management
Plymouth,
Michigan
|
$149M
|
+$4.65M
|
+3%
|
8.5%
|
54.7%
|
85
|
8.24%
|
|
|
6071
|
Fortitude Family Office
Scottsdale,
Arizona
|
$149M
|
+$14.3M
|
+11%
|
4.54%
|
–
|
1,110
|
22.25%
|
|
|
6072
|
LDR Capital Management
New York
|
$149M
|
-$30.3M
|
-17%
|
1.82%
|
38.9%
|
43
|
11.63%
|
|
|
6073
|
Boomfish Wealth Group
Alpharetta,
Georgia
|
$149M
|
+$10.1M
|
+7%
|
9.68%
|
–
|
89
|
8.99%
|
|
|
6074
|
Diversified Investment Strategies
Baton Rouge,
Louisiana
|
$149M
|
+$12.1M
|
+9%
|
11.7%
|
86%
|
50
|
10%
|
|
|
6075
|
Emprise Bank
Wichita,
Kansas
|
$149M
|
–
|
–
|
9.72%
|
–
|
108
|
–
|
|