|
5626
|
Eastover Investment Advisors
Charlotte,
North Carolina
|
$227M
|
-$2.57M
|
-1%
|
|
|
50
|
|
|
|
5627
|
Valued Wealth Advisors
Holladay,
Utah
|
$227M
|
+$11.9M
|
+5%
|
|
|
654
|
|
|
|
5628
|
Keystone Global Partners
Denver,
Colorado
|
$227M
|
+$31.1M
|
+16%
|
|
|
55
|
|
|
|
5629
|
Forerunner Ventures Management
San Francisco,
California
|
$227M
|
–
|
–
|
|
|
1
|
|
|
|
5630
|
Latitude Advisors
Vero Beach,
Florida
|
$227M
|
+$8.13M
|
+4%
|
|
|
237
|
|
|
|
5631
|
State Insurance Fund
New York
|
$227M
|
+$6.39M
|
+3%
|
|
|
1
|
|
|
|
5632
|
Pinnacle Family Advisors
Springfield,
Missouri
|
$227M
|
-$1.99M
|
-0.9%
|
|
|
152
|
|
|
|
5633
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$227M
|
+$7.21M
|
+3%
|
|
|
843
|
|
|
|
5634
|
QTR Family Wealth
Lake Mary,
Florida
|
$227M
|
+$16.3M
|
+8%
|
|
|
316
|
|
|
|
5635
|
Metavasi Capital
Larchmont,
New York
|
$227M
|
-$54.8M
|
-19%
|
|
|
40
|
|
|
|
5636
|
Beaton Management Company
Haverhill,
Massachusetts
|
$227M
|
+$7.06M
|
+3%
|
|
|
151
|
|
|
|
5637
|
Birmingham Capital Management
Birmingham,
Alabama
|
$227M
|
+$9.26M
|
+4%
|
|
|
92
|
|
|
|
5638
|
Kaizen Financial Strategies
Campbell,
California
|
$227M
|
+$5.36M
|
+2%
|
|
|
166
|
|
|
|
5639
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$227M
|
+$3.73M
|
+2%
|
|
|
48
|
|
|
|
5640
|
Insight 2811 Inc
Chicago,
Illinois
|
$226M
|
+$2.07M
|
+0.9%
|
|
|
103
|
|
|
|
5641
|
Custom Index Systems
New York
|
$226M
|
-$110M
|
-33%
|
|
|
296
|
|
|
|
5642
|
Midwest Financial Group
Overland Park,
Kansas
|
$226M
|
+$16.6M
|
+8%
|
|
|
129
|
|
|
|
5643
|
Asset Planning Services Inc
Covington,
Louisiana
|
$226M
|
-$11M
|
-5%
|
|
|
36
|
|
|
|
5644
|
Chris Bulman
Roseville,
California
|
$226M
|
+$26.4M
|
+13%
|
|
|
166
|
|
|
|
5645
|
DC Investments Management
Mclean,
Virginia
|
$226M
|
-$15M
|
-6%
|
|
|
95
|
|
|
|
5646
|
Bluesphere Advisors
East Norriton,
Pennsylvania
|
$226M
|
+$7.97M
|
+4%
|
|
|
101
|
|
|
|
5647
|
Harold Davidson & Associates
Los Angeles,
California
|
$226M
|
+$5.94M
|
+3%
|
|
|
67
|
|
|
|
5648
|
Plustick Management
Charlottesville,
Virginia
|
$226M
|
-$12.5M
|
-5%
|
|
|
25
|
|
|
|
5649
|
Cobalt Capital Management
Short Hills,
New Jersey
|
$226M
|
+$8.35M
|
+4%
|
|
|
37
|
|
|
|
5650
|
Garrison Point Advisors
Walnut Creek,
California
|
$226M
|
-$12.5M
|
-5%
|
|
|
177
|
|
|