|
3976
|
Strategic Wealth Management Group
Fulton,
Maryland
|
$274M
|
+$12.4M
|
+5%
|
5.99%
|
–
|
138
|
15.22%
|
|
|
3977
|
Sutton Wealth Advisors
Tampa,
Florida
|
$274M
|
+$19.5M
|
+8%
|
6.68%
|
40.9%
|
1,303
|
5.37%
|
|
|
3978
|
First Growth Investment Manager
San Francisco,
California
|
$274M
|
-$18.9M
|
-6%
|
13.7%
|
–
|
49
|
51.02%
|
|
|
3979
|
Riversedge Advisors
Wilmington,
Delaware
|
$274M
|
+$39.7M
|
+17%
|
5.23%
|
60.4%
|
54
|
16.67%
|
|
|
3980
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$273M
|
+$17.1M
|
+7%
|
6.78%
|
75%
|
164
|
10.37%
|
|
|
3981
|
Blume Capital Management
Berkeley,
California
|
$273M
|
+$19.4M
|
+8%
|
7.1%
|
96.9%
|
296
|
11.82%
|
|
|
3982
|
Ninety One
Cape Town,
South Africa
|
$273M
|
+$9.91M
|
+4%
|
10.4%
|
193%
|
115
|
4.35%
|
|
|
3983
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$273M
|
+$33.5M
|
+14%
|
7.91%
|
120%
|
607
|
79.08%
|
|
|
3984
|
Birmingham Capital Management
Birmingham,
Alabama
|
$273M
|
+$5.38M
|
+2%
|
2.85%
|
103%
|
106
|
4.72%
|
|
|
3985
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$273M
|
+$15.4M
|
+6%
|
4.93%
|
56.8%
|
183
|
21.31%
|
|
|
3986
|
AtonRa Partners
Geneva,
Switzerland
|
$273M
|
+$48.5M
|
+22%
|
12.9%
|
48.3%
|
121
|
18.18%
|
|
|
3987
|
AH Equity Partners III (Parallel)
Menlo Park,
California
|
$273M
|
-$117M
|
-30%
|
31.9%
|
33.1%
|
3
|
66.67%
|
|
|
3988
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$273M
|
+$24.5M
|
+10%
|
8.38%
|
105%
|
280
|
24.64%
|
|
|
3989
|
Muhlenkamp & Co
Wexford,
Pennsylvania
|
$273M
|
+$2.26M
|
+0.8%
|
8.77%
|
107%
|
34
|
5.88%
|
|
|
3990
|
F&V Capital Management
Boca Raton,
Florida
|
$272M
|
+$4.65M
|
+2%
|
6.26%
|
107%
|
64
|
15.63%
|
|
|
3991
|
Trinity Legacy Partners
Houston,
Texas
|
$272M
|
+$21.1M
|
+8%
|
6.29%
|
63.3%
|
128
|
21.88%
|
|
|
3992
|
West Paces Advisors
Atlanta,
Georgia
|
$272M
|
+$23.2M
|
+9%
|
4.89%
|
53.2%
|
628
|
32.8%
|
|
|
3993
|
ACK Asset Management
Greenwich,
Connecticut
|
$272M
|
+$20.3M
|
+8%
|
7.48%
|
132%
|
28
|
32.14%
|
|
|
3994
|
AH Equity Partners IV (Parallel)
Menlo Park,
California
|
$271M
|
+$30.5M
|
+13%
|
13.7%
|
–
|
2
|
0%
|
|
|
3995
|
Winfield Associates
Cleveland,
Ohio
|
$271M
|
+$26.9M
|
+11%
|
9.27%
|
77.8%
|
151
|
9.27%
|
|
|
3996
|
Income Research & Management
Boston,
Massachusetts
|
$271M
|
+$23.4M
|
+9%
|
0%
|
0.7%
|
19
|
36.84%
|
|
|
3997
|
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
|
$271M
|
+$16M
|
+6%
|
6.19%
|
64.1%
|
188
|
3.19%
|
|
|
3998
|
UBP Investment Advisors
Geneva,
Switzerland
|
$271M
|
+$25.8M
|
+11%
|
4.51%
|
11.2%
|
136
|
42.65%
|
|
|
3999
|
Horrell Capital Management
Little Rock,
Arkansas
|
$271M
|
+$16.9M
|
+7%
|
7.92%
|
55.1%
|
210
|
12.38%
|
|
|
4000
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$270M
|
+$1.23M
|
+0.5%
|
5.47%
|
67.6%
|
103
|
28.16%
|
|