|
3976
|
Rothschild Capital Partners
New York
|
$271M
|
+$27.5M
|
+11%
|
9.12%
|
81.8%
|
30
|
10%
|
|
|
3977
|
Strategic Financial Concepts
San Antonio,
Texas
|
$271M
|
+$23.4M
|
+9%
|
5.28%
|
56.8%
|
268
|
15.3%
|
|
|
3978
|
Oak Hill Wealth Advisors
Lansdowne,
Virginia
|
$271M
|
+$17.3M
|
+7%
|
6.16%
|
48%
|
109
|
4.59%
|
|
|
3979
|
DoubleLine ETF Adviser
Tampa,
Florida
|
$271M
|
+$36.2M
|
+15%
|
9.58%
|
56.4%
|
259
|
64.09%
|
|
|
3980
|
Innovis Asset Management
Chicago,
Illinois
|
$271M
|
+$24.2M
|
+10%
|
10.8%
|
–
|
186
|
26.34%
|
|
|
3981
|
Avalon Global Asset Management
San Francisco,
California
|
$271M
|
+$67.8M
|
+33%
|
16.5%
|
177%
|
35
|
34.29%
|
|
|
3982
|
Astoria Strategic Wealth
Conroe,
Texas
|
$271M
|
+$11.7M
|
+5%
|
3.16%
|
42.1%
|
33
|
6.06%
|
|
|
3983
|
Matthew 25 Management Corp
Ambler,
Pennsylvania
|
$271M
|
+$14.2M
|
+6%
|
9.98%
|
122%
|
24
|
16.67%
|
|
|
3984
|
Holderness Investments Company
Greensboro,
North Carolina
|
$271M
|
+$20.5M
|
+8%
|
9.28%
|
101%
|
210
|
10.95%
|
|
|
3985
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$271M
|
+$14.9M
|
+6%
|
8%
|
88.7%
|
148
|
12.16%
|
|
|
3986
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$270M
|
+$10.9M
|
+4%
|
3.46%
|
44.7%
|
83
|
3.61%
|
|
|
3987
|
SW Investment Management
Telluride,
Colorado
|
$270M
|
+$22.2M
|
+9%
|
4.35%
|
155%
|
12
|
16.67%
|
|
|
3988
|
Goodman Advisory Group
Needham,
Massachusetts
|
$270M
|
+$86.1M
|
+47%
|
3.76%
|
62.7%
|
182
|
25.27%
|
|
|
3989
|
Drive Wealth Management
Lehi,
Utah
|
$270M
|
+$30.8M
|
+13%
|
6.54%
|
94.4%
|
325
|
24%
|
|
|
3990
|
|
$270M
|
+$3.09M
|
+1%
|
4.79%
|
45.4%
|
181
|
10.5%
|
|
|
3991
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$269M
|
+$31.4M
|
+13%
|
10.5%
|
115%
|
146
|
19.18%
|
|
|
3992
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
$269M
|
+$20.7M
|
+8%
|
5.46%
|
63.3%
|
243
|
18.11%
|
|
|
3993
|
Brown University
Providence,
Rhode Island
|
$269M
|
+$7.71M
|
+3%
|
5.17%
|
7.69%
|
8
|
37.5%
|
|
|
3994
|
Tri Locum Partners
New York
|
$269M
|
-$59.3M
|
-18%
|
26%
|
378%
|
84
|
73.81%
|
|
|
3995
|
Hi-Line Capital Management
Watertown,
South Dakota
|
$269M
|
-$23.9M
|
-8%
|
3.21%
|
57.5%
|
41
|
9.76%
|
|
|
3996
|
Solus Alternative Asset Management
Summit,
New Jersey
|
$269M
|
+$7.55M
|
+3%
|
7.87%
|
107%
|
11
|
27.27%
|
|
|
3997
|
Hobart Private Capital
Charlotte,
North Carolina
|
$269M
|
+$15.3M
|
+6%
|
5.5%
|
52.5%
|
39
|
2.56%
|
|
|
3998
|
Brady Family Wealth
Saint Louis,
Missouri
|
$269M
|
+$15.4M
|
+6%
|
6.17%
|
61.8%
|
118
|
5.93%
|
|
|
3999
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$269M
|
+$15.3M
|
+6%
|
2.21%
|
31.1%
|
45
|
6.67%
|
|
|
4000
|
Permit Capital
West Conshohocken,
Pennsylvania
|
$269M
|
+$928K
|
+0.3%
|
3.3%
|
76%
|
25
|
8%
|
|