|
5451
|
Shaker Investments
Cleveland,
Ohio
|
$240M
|
-$9.55M
|
-4%
|
|
|
107
|
|
|
|
5452
|
Insight Wealth Partners
Plano,
Texas
|
$240M
|
+$14.1M
|
+6%
|
|
|
126
|
|
|
|
5453
|
Davidson Trust Company
Seattle,
Washington
|
$240M
|
-$2.42M
|
-1%
|
|
|
187
|
|
|
|
5454
|
St. Johns Investment Management
Jacksonville,
Florida
|
$240M
|
+$4.53M
|
+2%
|
|
|
207
|
|
|
|
5455
|
Westport Asset Management
Southport,
Connecticut
|
$240M
|
-$60.1K
|
-0%
|
|
|
77
|
|
|
|
5456
|
My Personal CFO LLC
Vancouver,
Washington
|
$240M
|
-$18.5M
|
-7%
|
|
|
160
|
|
|
|
5457
|
M1 Capital Management
Bloomfield Hills,
Michigan
|
$240M
|
+$7.96M
|
+3%
|
|
|
113
|
|
|
|
5458
|
Hutner Capital Management
Manchester,
Vermont
|
$240M
|
+$3.2M
|
+1%
|
|
|
45
|
|
|
|
5459
|
Independent Family Office
Albany,
New York
|
$240M
|
+$3.16M
|
+1%
|
|
|
81
|
|
|
|
5460
|
Foronjy Financial
Santa Barbara,
California
|
$240M
|
+$11.2M
|
+5%
|
|
|
107
|
|
|
|
5461
|
Resolute Capital
Greenville,
South Carolina
|
$239M
|
–
|
–
|
|
|
58
|
|
|
|
5462
|
WD Rutherford
Portland,
Oregon
|
$239M
|
+$4.13M
|
+2%
|
|
|
81
|
|
|
|
5463
|
Grove Street Fiduciary
Peterborough,
New Hampshire
|
$239M
|
+$27.7M
|
+13%
|
|
|
76
|
|
|
|
5464
|
Redwood Wealth Management Group
Medford,
New Jersey
|
$239M
|
+$3.29M
|
+1%
|
|
|
197
|
|
|
|
5465
|
Mendel Money Management
Northbrook,
Illinois
|
$239M
|
+$1.09M
|
+0.5%
|
|
|
154
|
|
|
|
5466
|
Cascades Capital Asset Management
Greensboro,
North Carolina
|
$239M
|
+$11.7M
|
+5%
|
|
|
173
|
|
|
|
5467
|
JBR Co Financial Management
Ardmore,
Oklahoma
|
$239M
|
+$2.54M
|
+1%
|
|
|
128
|
|
|
|
5468
|
MBE Wealth Management
Tomah,
Wisconsin
|
$239M
|
+$7.62M
|
+3%
|
|
|
142
|
|
|
|
5469
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$239M
|
+$20.4M
|
+9%
|
|
|
52
|
|
|
|
5470
|
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
|
$239M
|
+$2.46M
|
+1%
|
|
|
91
|
|
|
|
5471
|
Cresta Advisors
Laredo,
Texas
|
$239M
|
+$14.4M
|
+6%
|
|
|
167
|
|
|
|
5472
|
Cordant Inc
Portland,
Oregon
|
$239M
|
+$16.9M
|
+8%
|
|
|
72
|
|
|
|
5473
|
Raelipskie Partnership
Waterloo,
Ontario, Canada
|
$239M
|
+$5.68M
|
+2%
|
|
|
120
|
|
|
|
5474
|
Harber Asset Management
Asheville,
North Carolina
|
$238M
|
-$40.5M
|
-15%
|
|
|
45
|
|
|
|
5475
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$238M
|
+$99.3M
|
+71%
|
|
|
127
|
|
|