|
5551
|
Capasso Planning Partners
Charleston,
South Carolina
|
$137M
|
–
|
–
|
|
|
83
|
|
|
|
5552
|
Kenfarb & Co
Ashland,
Kentucky
|
$137M
|
–
|
–
|
|
|
170
|
|
|
|
5553
|
Masterton Capital Management
New York
|
$137M
|
-$22.4M
|
-14%
|
|
|
28
|
|
|
|
5554
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$137M
|
+$11.7M
|
+9%
|
|
|
79
|
|
|
|
5555
|
Salvus Wealth Management
Red Bank,
New Jersey
|
$137M
|
+$14.3M
|
+12%
|
|
|
106
|
|
|
|
5556
|
Diamant Asset Management
Ridgefield,
Connecticut
|
$137M
|
+$15.9M
|
+13%
|
|
|
71
|
|
|
|
5557
|
First Citizens Financial Corp
Mason City,
Iowa
|
$137M
|
+$11.5M
|
+9%
|
|
|
106
|
|
|
|
5558
|
Moulton Wealth Management
Spokane,
Washington
|
$137M
|
+$2.77M
|
+2%
|
|
|
33
|
|
|
|
5559
|
JCP Investment Management
Houston,
Texas
|
$137M
|
–
|
–
|
|
|
22
|
|
|
|
5560
|
Meros Investment Management
Dallas,
Texas
|
$137M
|
–
|
–
|
|
|
39
|
|
|
|
5561
|
F/M Investments
Washington,
District of Columbia
|
$137M
|
-$3.13M
|
-2%
|
|
|
108
|
|
|
|
5562
|
Divergent Planning
Bethesda,
Maryland
|
$137M
|
+$13M
|
+10%
|
|
|
18
|
|
|
|
5563
|
Boundary Creek Advisors
New York
|
$137M
|
+$2.44M
|
+2%
|
|
|
26
|
|
|
|
5564
|
Sunesis Advisors
Overland Park,
Kansas
|
$136M
|
+$6.92M
|
+5%
|
|
|
32
|
|
|
|
5565
|
Knowledge Leaders Capital
Denver,
Colorado
|
$136M
|
+$12.5M
|
+10%
|
|
|
137
|
|
|
|
5566
|
|
$136M
|
+$67M
|
+97%
|
|
|
25
|
|
|
|
5567
|
Merrion Investment Management
Cranford,
New Jersey
|
$136M
|
+$4.96M
|
+4%
|
|
|
101
|
|
|
|
5568
|
Mosaic Advisors
Houston,
Texas
|
$136M
|
-$13.9M
|
-9%
|
|
|
58
|
|
|
|
5569
|
Outfitter Financial
Brunswick,
Maine
|
$136M
|
+$9.17M
|
+7%
|
|
|
263
|
|
|
|
5570
|
DRH Investments
Thousand Oaks,
California
|
$136M
|
+$13.4M
|
+11%
|
|
|
18
|
|
|
|
5571
|
ACT Advisors
Asheville,
North Carolina
|
$136M
|
+$6.57M
|
+5%
|
|
|
37
|
|
|
|
5572
|
Morris Capital Advisors
Malvern,
Pennsylvania
|
$136M
|
+$9.21M
|
+7%
|
|
|
59
|
|
|
|
5573
|
Bell Rock Capital
Rehoboth Beach,
Delaware
|
$136M
|
–
|
–
|
|
|
121
|
|
|
|
5574
|
Choice Wealth Advisors
Waterville,
Maine
|
$136M
|
+$12.7M
|
+10%
|
|
|
29
|
|
|
|
5575
|
Evolution Advisers
Richmond,
Virginia
|
$136M
|
–
|
–
|
|
|
148
|
|
|