|
6551
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$119M
|
+$1.72M
|
+1%
|
0.15%
|
–
|
90
|
3.33%
|
|
|
6552
|
Brewster Financial Planning
Brooklyn,
New York
|
$119M
|
+$2.62M
|
+2%
|
0.1%
|
40.8%
|
19
|
15.79%
|
|
|
6553
|
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
|
$119M
|
-$5.99M
|
-5%
|
0.45%
|
56.7%
|
92
|
16.3%
|
|
|
6554
|
Acuta Capital Partners
Redwood City,
California
|
$119M
|
-$35.2M
|
-23%
|
1.17%
|
7,472%
|
42
|
42.86%
|
|
|
6555
|
LAM Group
Lake Oswego,
Oregon
|
$119M
|
-$4.01M
|
-3%
|
0.55%
|
54.3%
|
134
|
8.21%
|
|
|
6556
|
Opinicus Capital
Tampa,
Florida
|
$119M
|
+$5.81M
|
+5%
|
5.88%
|
–
|
104
|
11.54%
|
|
|
6557
|
DC Investments Management
Mclean,
Virginia
|
$119M
|
-$4.81M
|
-4%
|
3.58%
|
44.7%
|
93
|
9.68%
|
|
|
6558
|
Duncan Williams Asset Management
Memphis,
Tennessee
|
$119M
|
+$7.64M
|
+7%
|
2.27%
|
–
|
71
|
15.49%
|
|
|
6559
|
IFS Advisors
Overland Park,
Kansas
|
$119M
|
+$4.02M
|
+4%
|
2.2%
|
47.6%
|
157
|
3.18%
|
|
|
6560
|
School Employees Retirement Board of Ohio
Columbus,
Ohio
|
$119M
|
–
|
–
|
0.73%
|
–
|
2
|
–
|
|
|
6561
|
Koa Wealth Management
Encinitas,
California
|
$118M
|
+$7.4M
|
+7%
|
3.72%
|
–
|
50
|
6%
|
|
|
6562
|
Virtus Investment Advisers
Hartford,
Connecticut
|
$118M
|
-$21.6M
|
-15%
|
5.41%
|
131%
|
381
|
24.41%
|
|
|
6563
|
Washington Capital Management
Seattle,
Washington
|
$118M
|
-$5.25M
|
-4%
|
0.19%
|
76.9%
|
118
|
21.19%
|
|
|
6564
|
Schulz Wealth
Mansfield,
Texas
|
$118M
|
+$1.09M
|
+0.9%
|
1.81%
|
–
|
58
|
3.45%
|
|
|
6565
|
Moon Capital Management
New York
|
$118M
|
+$18.5M
|
+19%
|
2.24%
|
95.6%
|
20
|
50%
|
|
|
6566
|
Blodgett Wealth Advisors
Concord,
California
|
$118M
|
+$7.19M
|
+6%
|
12.4%
|
112%
|
66
|
13.64%
|
|
|
6567
|
Diker Management
New York
|
$118M
|
-$4.89M
|
-4%
|
6.38%
|
151%
|
40
|
20%
|
|
|
6568
|
Bank & Trust Company
Litchfield,
Illinois
|
$118M
|
–
|
–
|
1.33%
|
–
|
287
|
–
|
|
|
6569
|
Exchange Bank
Santa Rosa,
California
|
$118M
|
-$4.01M
|
-3%
|
1.51%
|
67.1%
|
116
|
7.76%
|
|
|
6570
|
Sapphire Ventures
Austin,
Texas
|
$118M
|
-$16.7M
|
-12%
|
12%
|
20.2%
|
6
|
0%
|
|
|
6571
|
Travelers Companies
Saint Paul,
Minnesota
|
$117M
|
-$49.7M
|
-30%
|
16.3%
|
–
|
2
|
50%
|
|
|
6572
|
Mosley Wealth Management
Anaheim,
California
|
$117M
|
+$10.9M
|
+10%
|
2.96%
|
–
|
111
|
22.52%
|
|
|
6573
|
TPG Advisors
Northfield,
Illinois
|
$117M
|
–
|
–
|
2%
|
–
|
84
|
–
|
|
|
6574
|
Schubert & Co
Mckinney,
Texas
|
$117M
|
$0
|
0%
|
0.35%
|
45.4%
|
32
|
0%
|
|
|
6575
|
PrairieView Wealth Partners
Orland Park,
Illinois
|
$117M
|
+$7.15M
|
+6%
|
0.76%
|
–
|
20
|
25%
|
|