|
3851
|
Home Federal Bank of Tennessee
Knoxville,
Tennessee
|
$269M
|
+$5.71M
|
+2%
|
3.89%
|
65.2%
|
71
|
8.45%
|
|
|
3852
|
SWS Partners
Columbus,
Ohio
|
$269M
|
+$57.8M
|
+27%
|
7.15%
|
75.1%
|
118
|
33.05%
|
|
|
3853
|
Wittenberg Investment Management
Carlisle,
Massachusetts
|
$269M
|
+$23M
|
+9%
|
8.88%
|
86.2%
|
89
|
7.87%
|
|
|
3854
|
Satovsky Asset Management
New York
|
$269M
|
+$27.4M
|
+11%
|
5.74%
|
48.9%
|
42
|
14.29%
|
|
|
3855
|
SR One Capital Management
Wayne,
Pennsylvania
|
$268M
|
-$5.48M
|
-2%
|
11.2%
|
485%
|
6
|
16.67%
|
|
|
3856
|
United Capital Management of KS
Salina,
Kansas
|
$268M
|
+$26.1M
|
+11%
|
12.6%
|
231%
|
92
|
18.48%
|
|
|
3857
|
Winmill & Co
Rochester,
New York
|
$268M
|
-$6.47M
|
-2%
|
5.12%
|
106%
|
78
|
11.54%
|
|
|
3858
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$268M
|
+$30.9M
|
+13%
|
5.01%
|
46%
|
108
|
8.33%
|
|
|
3859
|
Maltese Capital Management
New York
|
$268M
|
-$92M
|
-26%
|
11.9%
|
85.5%
|
110
|
23.64%
|
|
|
3860
|
Oxbow Capital Management (HK)
Hong Kong
|
$268M
|
-$30.3M
|
-10%
|
21.4%
|
1,497%
|
12
|
58.33%
|
|
|
3861
|
JSF Financial
Los Angeles,
California
|
$268M
|
+$71K
|
+0%
|
9.03%
|
79%
|
129
|
26.36%
|
|
|
3862
|
Permit Capital
West Conshohocken,
Pennsylvania
|
$268M
|
-$21.9M
|
-8%
|
1.42%
|
76%
|
26
|
11.54%
|
|
|
3863
|
Boltwood Capital Management
Walnut Creek,
California
|
$268M
|
+$21.2M
|
+9%
|
5.41%
|
56.3%
|
160
|
10.63%
|
|
|
3864
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$267M
|
+$21.5M
|
+9%
|
5.48%
|
67.6%
|
115
|
20%
|
|
|
3865
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$267M
|
+$5.83M
|
+2%
|
5.53%
|
66.9%
|
179
|
10.61%
|
|
|
3866
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$267M
|
+$28.6M
|
+12%
|
11.8%
|
93.3%
|
75
|
6.67%
|
|
|
3867
|
O'Brien Greene & Co
Media,
Pennsylvania
|
$267M
|
+$3.27M
|
+1%
|
3.99%
|
79.6%
|
128
|
5.47%
|
|
|
3868
|
Seafarer Capital Partners
Larkspur,
California
|
$267M
|
+$40.1M
|
+18%
|
3.05%
|
76.2%
|
6
|
0%
|
|
|
3869
|
|
$267M
|
+$17.8M
|
+7%
|
3.83%
|
45.4%
|
172
|
9.3%
|
|
|
3870
|
Bridge Creek Capital Management
West Barnstable,
Massachusetts
|
$266M
|
+$10.4M
|
+4%
|
4.66%
|
76.5%
|
103
|
5.83%
|
|
|
3871
|
Trinity Legacy Partners
Houston,
Texas
|
$266M
|
+$15.1M
|
+6%
|
4.43%
|
63.3%
|
93
|
19.35%
|
|
|
3872
|
SimplyRich
Carlsbad,
California
|
$266M
|
+$14.7M
|
+6%
|
6.54%
|
71.7%
|
177
|
5.65%
|
|
|
3873
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$266M
|
+$9.3M
|
+4%
|
3.88%
|
42.5%
|
153
|
30.07%
|
|
|
3874
|
CIC Wealth
Rockville,
Maryland
|
$265M
|
+$23M
|
+9%
|
8.81%
|
–
|
169
|
7.1%
|
|
|
3875
|
NinePointTwo Capital
Los Angeles,
California
|
$265M
|
+$24.2M
|
+10%
|
3.52%
|
1.62%
|
321
|
62.31%
|
|