|
3951
|
Security Asset Management
New York
|
$152M
|
+$20.2M
|
+15%
|
16.6%
|
67.4%
|
86
|
8.14%
|
|
|
3952
|
Bay Colony Advisors
Concord,
Massachusetts
|
$152M
|
+$34.2M
|
+29%
|
11.1%
|
91.8%
|
254
|
43.7%
|
|
|
3953
|
Elevated Capital Advisors
Sandy,
Utah
|
$152M
|
–
|
–
|
9.24%
|
46%
|
133
|
–
|
|
|
3954
|
Kempner Capital Management
Galveston,
Texas
|
$151M
|
+$6.02M
|
+4%
|
11.1%
|
60.9%
|
50
|
6%
|
|
|
3955
|
Minot Capital
Broomfield,
Colorado
|
$151M
|
+$14.5M
|
+11%
|
10.7%
|
19.6%
|
8
|
0%
|
|
|
3956
|
Sage Rhino Capital
Menlo Park,
California
|
$151M
|
–
|
–
|
13.9%
|
86.8%
|
127
|
–
|
|
|
3957
|
Resource Planning Group
Atlanta,
Georgia
|
$151M
|
+$17.3M
|
+13%
|
6.1%
|
1.9%
|
50
|
14%
|
|
|
3958
|
Lucerne Capital Management
Greenwich,
Connecticut
|
$151M
|
+$33M
|
+28%
|
30%
|
–
|
2
|
0%
|
|
|
3959
|
LexAurum Advisors
Overland Park,
Kansas
|
$151M
|
+$21.9M
|
+17%
|
9.67%
|
–
|
180
|
24.44%
|
|
|
3960
|
Oak Asset Management
Westlake Village,
California
|
$151M
|
+$15.8M
|
+12%
|
12.4%
|
78%
|
91
|
9.89%
|
|
|
3961
|
NVWM LLC
Yardley,
Pennsylvania
|
$151M
|
+$17.5M
|
+13%
|
15.7%
|
107%
|
402
|
16.42%
|
|
|
3962
|
Eliot Finkel Investment Counsel
Beverly Hills,
California
|
$151M
|
+$14.2M
|
+10%
|
10.1%
|
88.9%
|
39
|
5.13%
|
|
|
3963
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$151M
|
+$11.4M
|
+8%
|
13.1%
|
66.9%
|
78
|
16.67%
|
|
|
3964
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$151M
|
+$25.2M
|
+20%
|
11.1%
|
61.1%
|
165
|
5.45%
|
|
|
3965
|
Hoertkorn Richard Charles
|
$151M
|
+$8.75M
|
+6%
|
14.9%
|
172%
|
88
|
5.68%
|
|
|
3966
|
|
$151M
|
+$17.6M
|
+13%
|
15.1%
|
87.9%
|
44
|
18.18%
|
|
|
3967
|
Augustine Asset Management
Jacksonville,
Florida
|
$151M
|
+$4.44M
|
+3%
|
12.5%
|
344%
|
80
|
16.25%
|
|
|
3968
|
Tree Line Advisors
Central,
Hong Kong
|
$151M
|
+$88.4M
|
+142%
|
44.3%
|
670%
|
6
|
33.33%
|
|
|
3969
|
Jackson Financial Management
Costa Mesa,
California
|
$151M
|
+$60M
|
+66%
|
10.4%
|
–
|
42
|
28.57%
|
|
|
3970
|
Hillswick Asset Management
Stamford,
Connecticut
|
$150M
|
+$15.3M
|
+11%
|
11.7%
|
40.2%
|
13
|
0%
|
|
|
3971
|
Wela Strategies
Atlanta,
Georgia
|
$150M
|
+$17.5M
|
+13%
|
9.57%
|
51.3%
|
39
|
33.33%
|
|
|
3972
|
Scholtz & Company
Stamford,
Connecticut
|
$150M
|
+$34.9M
|
+30%
|
17.1%
|
89.2%
|
60
|
33.33%
|
|
|
3973
|
Alpha Windward
Westwood,
Massachusetts
|
$150M
|
+$13.8M
|
+10%
|
12.7%
|
33.6%
|
435
|
16.78%
|
|
|
3974
|
|
$150M
|
+$13.6M
|
+10%
|
11.8%
|
36.5%
|
80
|
16.25%
|
|
|
3975
|
Peterson Wealth Advisors
Orem,
Utah
|
$150M
|
+$23.3M
|
+18%
|
11.5%
|
46.4%
|
43
|
13.95%
|
|