|
3926
|
Towerpoint Wealth
Sacramento,
California
|
$180M
|
+$19.3M
|
+12%
|
4.6%
|
62.4%
|
69
|
11.59%
|
|
|
3927
|
Procyon Advisors
Shelton,
Connecticut
|
$180M
|
-$8.38M
|
-4%
|
9.31%
|
84.2%
|
1,205
|
82.9%
|
|
|
3928
|
Patriot Financial Partners
Radnor,
Pennsylvania
|
$180M
|
-$13.4M
|
-7%
|
11.5%
|
16.6%
|
26
|
26.92%
|
|
|
3929
|
PhiloSmith Capital
Stamford,
Connecticut
|
$180M
|
+$3.25M
|
+2%
|
2.2%
|
54%
|
35
|
0%
|
|
|
3930
|
Boltwood Capital Management
Walnut Creek,
California
|
$179M
|
+$13.6M
|
+8%
|
7.29%
|
56.3%
|
143
|
11.89%
|
|
|
3931
|
Ceeto Capital Group
Coral Gables,
Florida
|
$179M
|
+$24.7M
|
+16%
|
12.9%
|
81.6%
|
142
|
11.27%
|
|
|
3932
|
DeDora Capital
Napa,
California
|
$179M
|
+$13.2M
|
+8%
|
11.8%
|
81.7%
|
100
|
18%
|
|
|
3933
|
Biltmore Family Office
Charlotte,
North Carolina
|
$179M
|
+$13M
|
+8%
|
7.99%
|
73.5%
|
182
|
12.64%
|
|
|
3934
|
CAMG Solamere Management
Charlotte,
North Carolina
|
$179M
|
-$2.45M
|
-1%
|
8.33%
|
51.7%
|
120
|
10%
|
|
|
3935
|
Hayek Kallen Investment Management
Fairhope,
Alabama
|
$179M
|
+$2.35M
|
+1%
|
9.95%
|
68.5%
|
71
|
8.45%
|
|
|
3936
|
Maso Capital Partners
Hong Kong
|
$179M
|
-$69M
|
-28%
|
18.6%
|
8.67%
|
31
|
61.29%
|
|
|
3937
|
Enterprise Trust & Investment
Los Gatos,
California
|
$179M
|
+$11.3M
|
+7%
|
8.59%
|
58.6%
|
195
|
4.1%
|
|
|
3938
|
Sandell Asset Management
New York
|
$179M
|
-$71.2M
|
-29%
|
14%
|
322%
|
53
|
45.28%
|
|
|
3939
|
First United Bank & Trust
Oakland,
Maryland
|
$179M
|
+$9.46M
|
+6%
|
9.13%
|
69.2%
|
130
|
7.69%
|
|
|
3940
|
Hamilton Wealth
Encino,
California
|
$179M
|
+$10.8M
|
+6%
|
6.49%
|
101%
|
54
|
22.22%
|
|
|
3941
|
Palouse Capital Management
Spokane,
Washington
|
$179M
|
-$10.8M
|
-6%
|
1.98%
|
67.8%
|
86
|
25.58%
|
|
|
3942
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$178M
|
+$19.7M
|
+12%
|
10.2%
|
41.1%
|
80
|
11.25%
|
|
|
3943
|
Solus Alternative Asset Management
Summit,
New Jersey
|
$178M
|
+$23.3M
|
+15%
|
44.8%
|
107%
|
11
|
54.55%
|
|
|
3944
|
Black Diamond Financial
Towson,
Maryland
|
$178M
|
+$25.2M
|
+16%
|
7.57%
|
50.7%
|
78
|
15.38%
|
|
|
3945
|
Aljian Capital Management
Carson City,
Nevada
|
$178M
|
+$22.4M
|
+14%
|
15.4%
|
144%
|
52
|
23.08%
|
|
|
3946
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$178M
|
+$19.4M
|
+12%
|
8.8%
|
60.6%
|
83
|
13.25%
|
|
|
3947
|
Retirement Group
San Diego,
California
|
$178M
|
+$17M
|
+11%
|
8.25%
|
33.7%
|
748
|
16.58%
|
|
|
3948
|
D. Scott Neal
Lexington,
Kentucky
|
$178M
|
+$18.5M
|
+12%
|
5.06%
|
105%
|
40
|
12.5%
|
|
|
3949
|
Fiducient Advisors
Chicago,
Illinois
|
$178M
|
+$12.5M
|
+8%
|
4.63%
|
43.9%
|
22
|
18.18%
|
|
|
3950
|
BHK Investment Advisors
Birmingham,
Alabama
|
$178M
|
+$8.36M
|
+5%
|
6.28%
|
54.6%
|
61
|
4.92%
|
|