|
3926
|
Graybill Wealth Management
Elmhurst,
Illinois
|
$138M
|
+$7.61M
|
+6%
|
6.69%
|
–
|
50
|
2%
|
|
|
3927
|
Donor Advised Charitable Giving
San Francisco,
California
|
$138M
|
+$14.4M
|
+12%
|
17.7%
|
365%
|
20
|
35%
|
|
|
3928
|
Shoker Investment Counsel
Oxford,
Ohio
|
$138M
|
+$3.58M
|
+3%
|
4.28%
|
58.5%
|
107
|
6.54%
|
|
|
3929
|
Hutner Capital Management
Manchester,
Vermont
|
$138M
|
+$9.79M
|
+8%
|
6.82%
|
53.7%
|
46
|
6.52%
|
|
|
3930
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$138M
|
+$21.7M
|
+19%
|
7.05%
|
86.7%
|
167
|
48.5%
|
|
|
3931
|
Whalerock Point Partners
Providence,
Rhode Island
|
$138M
|
+$12.6M
|
+10%
|
8.91%
|
92.1%
|
121
|
4.96%
|
|
|
3932
|
Sterling Investment Management
Tucson,
Arizona
|
$138M
|
+$8.79M
|
+7%
|
6.49%
|
44.1%
|
62
|
8.06%
|
|
|
3933
|
Joseph R. Weiss LLC
New York
|
$138M
|
+$37.7M
|
+38%
|
6.01%
|
–
|
12
|
33.33%
|
|
|
3934
|
Marshall & Sullivan
Seattle,
Washington
|
$138M
|
+$29.5M
|
+27%
|
5.66%
|
82%
|
87
|
49.43%
|
|
|
3935
|
Mobius Capital Management
Pleasanton,
California
|
$138M
|
+$21M
|
+18%
|
3.21%
|
–
|
45
|
75.56%
|
|
|
3936
|
Restructuring Capital Associates
Stamford,
Connecticut
|
$137M
|
-$2.26M
|
-2%
|
2.12%
|
71.2%
|
15
|
33.33%
|
|
|
3937
|
Garnet Equity Capital Holdings
New York
|
$137M
|
+$21.6M
|
+19%
|
11.3%
|
230%
|
33
|
27.27%
|
|
|
3938
|
Personal Financial Consultants
Lafayette,
California
|
$137M
|
–
|
–
|
2.28%
|
–
|
40
|
–
|
|
|
3939
|
AMG Funds
Stamford,
Connecticut
|
$137M
|
-$20.3M
|
-13%
|
3.98%
|
6.28%
|
113
|
6.19%
|
|
|
3940
|
Peterson Wealth Advisors
Orem,
Utah
|
$137M
|
+$13.7M
|
+11%
|
4.41%
|
38.9%
|
46
|
13.04%
|
|
|
3941
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$137M
|
+$4.65M
|
+4%
|
2.44%
|
55.9%
|
70
|
12.86%
|
|
|
3942
|
Ford Financial Group
Fresno,
California
|
$137M
|
-$321K
|
-0.2%
|
3.75%
|
47.7%
|
47
|
21.28%
|
|
|
3943
|
Harbour Investment Management
Edmonds,
Washington
|
$137M
|
+$9.07M
|
+7%
|
9.48%
|
58.8%
|
64
|
4.69%
|
|
|
3944
|
Opes Advisors
Cupertino,
California
|
$137M
|
+$326K
|
+0.2%
|
3.55%
|
–
|
51
|
31.37%
|
|
|
3945
|
Ferox Capital Management
London,
United Kingdom
|
$136M
|
+$8.07M
|
+6%
|
0.15%
|
2.07%
|
35
|
5.71%
|
|
|
3946
|
Financial Life Advisors
San Antonio,
Texas
|
$136M
|
+$14.6M
|
+12%
|
2.3%
|
33.1%
|
47
|
8.51%
|
|
|
3947
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$136M
|
+$5.33M
|
+4%
|
3.03%
|
56.7%
|
293
|
26.96%
|
|
|
3948
|
MacNealy Hoover Investment Management
Canton,
Ohio
|
$136M
|
+$7.54M
|
+6%
|
6.44%
|
42.5%
|
72
|
2.78%
|
|
|
3949
|
Peak Capital Management
Greenwood Village,
Colorado
|
$136M
|
-$29.3M
|
-18%
|
2.47%
|
9.52%
|
193
|
62.69%
|
|
|
3950
|
Winning Points Advisors
Boca Raton,
Florida
|
$136M
|
+$10.9M
|
+9%
|
8.24%
|
–
|
77
|
9.09%
|
|