|
3801
|
44 Wealth Management
Eugene,
Oregon
|
$293M
|
-$2.42M
|
-0.8%
|
1.51%
|
–
|
179
|
10.06%
|
|
|
3802
|
Paulson Wealth Management
Wheaton,
Illinois
|
$293M
|
+$67.9M
|
+30%
|
5.78%
|
47.2%
|
130
|
30%
|
|
|
3803
|
Morton Capital Management
Calabasas,
California
|
$293M
|
+$10.2M
|
+4%
|
3.23%
|
65.8%
|
96
|
8.33%
|
|
|
3804
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$293M
|
+$12.8M
|
+5%
|
4.64%
|
105%
|
223
|
10.31%
|
|
|
3805
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$293M
|
+$17.6M
|
+6%
|
6.13%
|
56.8%
|
238
|
8.4%
|
|
|
3806
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$292M
|
+$20M
|
+7%
|
7.3%
|
68.3%
|
817
|
8.94%
|
|
|
3807
|
Noked Israel
Ramat Hasharon,
Israel
|
$292M
|
+$62.7M
|
+27%
|
14%
|
202%
|
39
|
56.41%
|
|
|
3808
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$292M
|
+$18.4M
|
+7%
|
7.01%
|
75%
|
166
|
5.42%
|
|
|
3809
|
Oak Grove Capital
North Hampton,
New Hampshire
|
$292M
|
+$47.8M
|
+20%
|
14.6%
|
236%
|
63
|
25.4%
|
|
|
3810
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$292M
|
+$10.6M
|
+4%
|
2.17%
|
49.6%
|
80
|
5%
|
|
|
3811
|
Strategic Equity Management
Tucson,
Arizona
|
$292M
|
+$11.2M
|
+4%
|
4.9%
|
54.6%
|
42
|
9.52%
|
|
|
3812
|
Apeiron RIA
Dallas,
Texas
|
$292M
|
+$1.34M
|
+0.5%
|
3.68%
|
63.7%
|
203
|
10.84%
|
|
|
3813
|
Waypoint Wealth Partners
Mill Valley,
California
|
$292M
|
+$11.7M
|
+4%
|
4.27%
|
52.1%
|
72
|
5.56%
|
|
|
3814
|
WESPAC Advisors SoCal
Pasadena,
California
|
$292M
|
+$2.16M
|
+0.7%
|
8.56%
|
127%
|
88
|
5.68%
|
|
|
3815
|
Halpern Financial
Ashburn,
Virginia
|
$292M
|
+$13.9M
|
+5%
|
5.04%
|
26.3%
|
261
|
34.87%
|
|
|
3816
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$292M
|
+$32.6M
|
+13%
|
3.47%
|
41.7%
|
59
|
15.25%
|
|
|
3817
|
First Wilshire Securities Management
Pasadena,
California
|
$292M
|
-$1.47M
|
-0.5%
|
1.06%
|
107%
|
89
|
6.74%
|
|
|
3818
|
AH Equity Partners LSV I
Menlo Park,
California
|
$291M
|
+$11M
|
+4%
|
4%
|
–
|
3
|
0%
|
|
|
3819
|
EdenTree Asset Management
London,
United Kingdom
|
$291M
|
–
|
–
|
8.36%
|
43.7%
|
76
|
–
|
|
|
3820
|
PRW Wealth Management
Quincy,
Massachusetts
|
$291M
|
+$35.5M
|
+14%
|
6.93%
|
42.3%
|
128
|
50.78%
|
|
|
3821
|
Bank of Stockton
Stockton,
California
|
$291M
|
+$4.09M
|
+1%
|
5.39%
|
92.3%
|
119
|
6.72%
|
|
|
3822
|
|
$291M
|
-$22.8M
|
-7%
|
4.78%
|
–
|
87
|
32.18%
|
|
|
3823
|
PhiloSmith Capital
Stamford,
Connecticut
|
$291M
|
+$20.3M
|
+7%
|
8%
|
54%
|
24
|
0%
|
|
|
3824
|
Defender Capital
Charlotte,
North Carolina
|
$291M
|
+$4.5M
|
+2%
|
1.85%
|
83.5%
|
41
|
14.63%
|
|
|
3825
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$291M
|
+$11M
|
+4%
|
6.54%
|
80%
|
187
|
3.21%
|
|