|
3976
|
Whalerock Point Partners
Providence,
Rhode Island
|
$228M
|
-$8.98M
|
-4%
|
4.99%
|
103%
|
143
|
7.69%
|
|
|
3977
|
Weybosset Research & Management
Province,
Rhode Island
|
$227M
|
+$24.9M
|
+12%
|
0.5%
|
73.4%
|
56
|
19.64%
|
|
|
3978
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$227M
|
–
|
–
|
0.83%
|
197%
|
259
|
–
|
|
|
3979
|
DG Capital Management
New York
|
$227M
|
-$51M
|
-18%
|
4.36%
|
76.7%
|
72
|
15.28%
|
|
|
3980
|
Standard Family Office
Sioux Falls,
South Dakota
|
$227M
|
+$217M
|
+2,152%
|
5.91%
|
67.6%
|
495
|
56.36%
|
|
|
3981
|
TLWM Financial
San Antonio,
Texas
|
$227M
|
-$33.8M
|
-13%
|
4.24%
|
48%
|
64
|
25%
|
|
|
3982
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$227M
|
+$15.2M
|
+7%
|
4.83%
|
66.9%
|
168
|
19.64%
|
|
|
3983
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$226M
|
-$140K
|
-0.1%
|
4.41%
|
84.3%
|
192
|
32.29%
|
|
|
3984
|
Northwest Wealth Management
Spencer,
Iowa
|
$226M
|
-$4.28M
|
-2%
|
5.2%
|
63.4%
|
149
|
10.74%
|
|
|
3985
|
ETF Portfolio Partners
Leawood,
Kansas
|
$226M
|
-$5.59M
|
-2%
|
4.91%
|
44.3%
|
53
|
13.21%
|
|
|
3986
|
Aries Wealth Management
Portland,
Maine
|
$226M
|
+$5.7M
|
+3%
|
4.68%
|
75%
|
191
|
10.99%
|
|
|
3987
|
Raffa Wealth Management
Washington,
District of Columbia
|
$226M
|
+$6.24M
|
+3%
|
5.86%
|
35.8%
|
1,206
|
9.62%
|
|
|
3988
|
Grand Jean Capital Management
San Francisco,
California
|
$226M
|
-$24.1M
|
-10%
|
6.23%
|
61.4%
|
44
|
13.64%
|
|
|
3989
|
Birmingham Capital Management
Birmingham,
Alabama
|
$226M
|
-$25.1M
|
-10%
|
5.84%
|
103%
|
101
|
3.96%
|
|
|
3990
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$226M
|
-$23.5M
|
-9%
|
5.19%
|
74%
|
131
|
12.98%
|
|
|
3991
|
Corsair Capital Management
New York
|
$225M
|
-$57.7M
|
-20%
|
0.64%
|
435%
|
123
|
35.77%
|
|
|
3992
|
Quantum Financial Advisors
El Segundo,
California
|
$225M
|
-$41.2M
|
-15%
|
6.82%
|
61.1%
|
96
|
13.54%
|
|
|
3993
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$225M
|
+$28.1M
|
+14%
|
5.77%
|
44.7%
|
81
|
2.47%
|
|
|
3994
|
James J. Burns & Company
Melville,
New York
|
$225M
|
–
|
–
|
5.67%
|
63.1%
|
79
|
–
|
|
|
3995
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$225M
|
-$15.8M
|
-7%
|
3.43%
|
88.6%
|
245
|
13.88%
|
|
|
3996
|
Meridian Investment Counsel
Lafayette,
California
|
$225M
|
-$18.5M
|
-8%
|
6.42%
|
103%
|
209
|
4.31%
|
|
|
3997
|
Hill Winds Capital
High Falls,
New York
|
$225M
|
+$17.3M
|
+8%
|
10.2%
|
8.52%
|
51
|
52.94%
|
|
|
3998
|
Nishkama Capital LLC
Dorado,
Puerto Rico
|
$224M
|
-$22.1M
|
-9%
|
6.12%
|
723%
|
42
|
66.67%
|
|
|
3999
|
Muhlenkamp & Co
Wexford,
Pennsylvania
|
$224M
|
+$10.4M
|
+5%
|
0.94%
|
107%
|
29
|
10.34%
|
|
|
4000
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$224M
|
+$31.1M
|
+16%
|
3.95%
|
41.6%
|
60
|
20%
|
|