|
3851
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$292M
|
+$10.6M
|
+4%
|
2.17%
|
49.6%
|
80
|
5%
|
|
|
3852
|
Strategic Equity Management
Tucson,
Arizona
|
$292M
|
+$11.2M
|
+4%
|
4.9%
|
70.3%
|
42
|
9.52%
|
|
|
3853
|
Apeiron RIA
Dallas,
Texas
|
$292M
|
+$1.34M
|
+0.5%
|
3.68%
|
63.7%
|
203
|
10.84%
|
|
|
3854
|
Waypoint Wealth Partners
Mill Valley,
California
|
$292M
|
+$11.7M
|
+4%
|
4.27%
|
52.1%
|
72
|
5.56%
|
|
|
3855
|
WESPAC Advisors SoCal
Pasadena,
California
|
$292M
|
+$2.16M
|
+0.7%
|
8.56%
|
127%
|
88
|
5.68%
|
|
|
3856
|
Halpern Financial
Ashburn,
Virginia
|
$292M
|
+$13.9M
|
+5%
|
5.04%
|
26.3%
|
261
|
34.87%
|
|
|
3857
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$292M
|
+$32.6M
|
+13%
|
3.47%
|
41.7%
|
59
|
15.25%
|
|
|
3858
|
First Wilshire Securities Management
Pasadena,
California
|
$292M
|
-$1.47M
|
-0.5%
|
1.06%
|
135%
|
89
|
6.74%
|
|
|
3859
|
AH Equity Partners LSV I
Menlo Park,
California
|
$291M
|
+$11M
|
+4%
|
4%
|
–
|
3
|
0%
|
|
|
3860
|
EdenTree Asset Management
London,
United Kingdom
|
$291M
|
–
|
–
|
8.36%
|
50.2%
|
76
|
–
|
|
|
3861
|
PRW Wealth Management
Quincy,
Massachusetts
|
$291M
|
+$35.5M
|
+14%
|
6.93%
|
42.3%
|
128
|
50.78%
|
|
|
3862
|
Bank of Stockton
Stockton,
California
|
$291M
|
+$4.09M
|
+1%
|
5.39%
|
92.3%
|
119
|
6.72%
|
|
|
3863
|
|
$291M
|
-$22.8M
|
-7%
|
4.78%
|
–
|
87
|
32.18%
|
|
|
3864
|
PhiloSmith Capital
Stamford,
Connecticut
|
$291M
|
+$20.3M
|
+7%
|
8%
|
54%
|
24
|
0%
|
|
|
3865
|
Defender Capital
Charlotte,
North Carolina
|
$291M
|
+$4.5M
|
+2%
|
1.85%
|
83.5%
|
41
|
14.63%
|
|
|
3866
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$291M
|
+$11M
|
+4%
|
6.54%
|
80%
|
187
|
3.21%
|
|
|
3867
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$291M
|
+$22M
|
+8%
|
1.89%
|
34.3%
|
922
|
11.5%
|
|
|
3868
|
Cornerstone Wealth Advisors
Edina,
Minnesota
|
$290M
|
+$15.2M
|
+6%
|
4.21%
|
42.6%
|
45
|
4.44%
|
|
|
3869
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$290M
|
+$10.1M
|
+4%
|
6.87%
|
139%
|
149
|
14.77%
|
|
|
3870
|
Cowen Prime Advisors
New York
|
$290M
|
+$40.5M
|
+16%
|
15.5%
|
116%
|
232
|
3.88%
|
|
|
3871
|
Pelham Capital
London,
United Kingdom
|
$290M
|
-$4.18M
|
-1%
|
26.2%
|
135%
|
9
|
33.33%
|
|
|
3872
|
Steamboat Capital Partners
Rye,
New York
|
$290M
|
-$11.4M
|
-4%
|
10.3%
|
280%
|
45
|
17.78%
|
|
|
3873
|
Ellsworth Advisors
Hudson,
Ohio
|
$290M
|
+$6.27M
|
+2%
|
2.98%
|
123%
|
187
|
29.95%
|
|
|
3874
|
Artia Global Partners
Miami,
Florida
|
$290M
|
+$19.5M
|
+7%
|
20.2%
|
725%
|
46
|
47.83%
|
|
|
3875
|
AH Equity Partners LSV III
Menlo Park,
California
|
$290M
|
+$48.6M
|
+20%
|
22.5%
|
–
|
3
|
0%
|
|