|
8026
|
Stonehaven Wealth & Tax Solutions
Appleton,
Wisconsin
|
$111M
|
+$3.09M
|
+3%
|
1.28%
|
–
|
102
|
37.25%
|
|
|
8027
|
|
$111M
|
+$109K
|
+0.1%
|
2.71%
|
–
|
18
|
5.56%
|
|
|
8028
|
Investors Portfolio Services
Puyallup,
Washington
|
$111M
|
–
|
–
|
0.9%
|
–
|
406
|
–
|
|
|
8029
|
Avise Financial Cooperative
Los Angeles,
California
|
$111M
|
–
|
–
|
2.49%
|
–
|
94
|
–
|
|
|
8030
|
Trustco Bank (New York)
Albany,
New York
|
$111M
|
-$141K
|
-0.1%
|
4.57%
|
131%
|
72
|
5.56%
|
|
|
8031
|
New Covenant Trust Company
Jeffersonville,
Indiana
|
$111M
|
+$3.44M
|
+3%
|
3.08%
|
–
|
91
|
5.49%
|
|
|
8032
|
Prosperity Bancshares
Houston,
Texas
|
$111M
|
–
|
–
|
3.4%
|
–
|
396
|
–
|
|
|
8033
|
Carl Stuart Investment Advisor
Austin,
Texas
|
$111M
|
+$4.37M
|
+4%
|
6.03%
|
84.4%
|
18
|
11.11%
|
|
|
8034
|
Ruggiero Investments
West Palm Beach,
Florida
|
$111M
|
–
|
–
|
2.88%
|
–
|
78
|
–
|
|
|
8035
|
Wasserstein Debt Opportunities Management
New York
|
$111M
|
+$4.58M
|
+4%
|
8.88%
|
–
|
1
|
0%
|
|
|
8036
|
Courant Investment Management
Franklin,
Tennessee
|
$111M
|
-$15.9M
|
-13%
|
5.18%
|
33.5%
|
7
|
14.29%
|
|
|
8037
|
Miller Global Investments
Dallas,
Texas
|
$110M
|
–
|
–
|
4.7%
|
–
|
246
|
–
|
|
|
8038
|
Parrish Capital
Kennesaw,
Georgia
|
$110M
|
–
|
–
|
4.68%
|
–
|
86
|
–
|
|
|
8039
|
Lane Generational
Dover,
Massachusetts
|
$110M
|
-$10M
|
-8%
|
5.86%
|
148%
|
38
|
28.95%
|
|
|
8040
|
Incision Capital Management
San Francisco,
California
|
$110M
|
–
|
–
|
3.05%
|
–
|
6
|
–
|
|
|
8041
|
PrairieView Wealth Partners
Orland Park,
Illinois
|
$110M
|
+$3.79M
|
+4%
|
1.16%
|
–
|
30
|
3.33%
|
|
|
8042
|
Hardworking Capital Advisors
Palm Desert,
California
|
$110M
|
–
|
–
|
0.12%
|
–
|
84
|
–
|
|
|
8043
|
Ahara Advisors
Jersey City,
New Jersey
|
$110M
|
–
|
–
|
3.63%
|
–
|
50
|
–
|
|
|
8044
|
HS Investments IV Ltd
St Peter Port,
|
$110M
|
–
|
–
|
47.4%
|
–
|
2
|
–
|
|
|
8045
|
Ramsey Quantitative Systems
Louisville,
Kentucky
|
$110M
|
+$4.57M
|
+4%
|
0.91%
|
42%
|
16
|
87.5%
|
|
|
8046
|
Graetz Wealth
Jenison,
Michigan
|
$110M
|
–
|
–
|
0.97%
|
–
|
77
|
–
|
|
|
8047
|
Infinity Wealth Counsel
Loveland,
Ohio
|
$110M
|
+$6.59M
|
+6%
|
1.03%
|
–
|
65
|
6.15%
|
|
|
8048
|
Titan Investment Management
Indianapolis,
Indiana
|
$110M
|
–
|
–
|
0.64%
|
–
|
39
|
–
|
|
|
8049
|
Banta Asset Management
Newport Beach,
California
|
$110M
|
–
|
–
|
1.15%
|
–
|
17
|
–
|
|
|
8050
|
Pathway Wealth Management
Dallas,
Texas
|
$110M
|
–
|
–
|
8.28%
|
–
|
29
|
–
|
|