|
3951
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$241M
|
-$25.4M
|
-10%
|
12%
|
17.7%
|
346
|
12.72%
|
|
|
3952
|
Horizon Wealth Management
La Grange,
Illinois
|
$241M
|
-$80.4M
|
-25%
|
17.5%
|
97.2%
|
124
|
24.19%
|
|
|
3953
|
Retirement Group
San Diego,
California
|
$241M
|
-$17.6M
|
-7%
|
14.2%
|
33.7%
|
847
|
6.02%
|
|
|
3954
|
Forest Hill Capital
Little Rock,
Arkansas
|
$241M
|
-$137M
|
-36%
|
14.7%
|
112%
|
52
|
21.15%
|
|
|
3955
|
Diversified
Wilmington,
Delaware
|
$241M
|
-$4.57M
|
-2%
|
14.5%
|
34.4%
|
117
|
15.38%
|
|
|
3956
|
High Net Worth Advisory Group
Naples,
Florida
|
$241M
|
-$34.1M
|
-12%
|
11.6%
|
67.7%
|
743
|
15.48%
|
|
|
3957
|
SimplyRich
Carlsbad,
California
|
$241M
|
-$45M
|
-16%
|
12.1%
|
98.3%
|
171
|
7.6%
|
|
|
3958
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$241M
|
-$55.3M
|
-19%
|
17.4%
|
88.6%
|
264
|
17.8%
|
|
|
3959
|
Medicxi Ventures Management
St. Helier,
Jersey
|
$241M
|
-$128M
|
-35%
|
31.9%
|
505%
|
7
|
14.29%
|
|
|
3960
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$241M
|
-$33.1M
|
-12%
|
12.6%
|
63.8%
|
660
|
12.73%
|
|
|
3961
|
Element Pointe Advisors
Miami,
Florida
|
$241M
|
-$56M
|
-19%
|
15%
|
68.3%
|
92
|
32.61%
|
|
|
3962
|
Crumly & Associates
Springfield,
Illinois
|
$241M
|
-$26.1M
|
-10%
|
13.3%
|
55.2%
|
122
|
24.59%
|
|
|
3963
|
D. Scott Neal
Lexington,
Kentucky
|
$240M
|
-$11.3M
|
-4%
|
1.79%
|
105%
|
70
|
21.43%
|
|
|
3964
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$240M
|
-$26.9M
|
-10%
|
13%
|
48.4%
|
149
|
18.12%
|
|
|
3965
|
|
$240M
|
-$40.2M
|
-14%
|
12.2%
|
91.2%
|
104
|
4.81%
|
|
|
3966
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$240M
|
-$38.9M
|
-14%
|
9.73%
|
53.8%
|
121
|
4.13%
|
|
|
3967
|
Holderness Investments Company
Greensboro,
North Carolina
|
$240M
|
-$60.4M
|
-20%
|
13.5%
|
144%
|
217
|
11.98%
|
|
|
3968
|
Enterprise Trust & Investment
Los Gatos,
California
|
$240M
|
-$40M
|
-14%
|
16.2%
|
58.6%
|
372
|
51.34%
|
|
|
3969
|
HGI Capital Management
New York
|
$239M
|
-$84.7M
|
-26%
|
17.4%
|
47%
|
80
|
76.25%
|
|
|
3970
|
Carderock Capital Management
Chevy Chase,
Maryland
|
$239M
|
-$70.2M
|
-23%
|
14.7%
|
88.6%
|
72
|
6.94%
|
|
|
3971
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$239M
|
-$12.6M
|
-5%
|
14.7%
|
56.7%
|
67
|
23.88%
|
|
|
3972
|
Broadleaf Partners
Hudson,
Ohio
|
$239M
|
-$60.9M
|
-20%
|
17.5%
|
180%
|
71
|
12.68%
|
|
|
3973
|
Rothschild Capital Partners
New York
|
$239M
|
-$46.2M
|
-16%
|
12%
|
90.8%
|
31
|
3.23%
|
|
|
3974
|
Mill Road Capital Management
Greenwich,
Connecticut
|
$239M
|
-$29.9M
|
-11%
|
15.7%
|
85.1%
|
29
|
13.79%
|
|
|
3975
|
Skorpios Trust
Limassol,
Cyprus
|
$239M
|
-$137M
|
-36%
|
36.2%
|
174%
|
4
|
0%
|
|