|
4026
|
Iron Gate Global Advisors
Nsl,
Utah
|
$175M
|
+$10.1M
|
+6%
|
5.32%
|
106%
|
83
|
33.73%
|
|
|
4027
|
Pettee Investors
Rowayton,
Connecticut
|
$175M
|
+$15.7M
|
+10%
|
9.88%
|
96.1%
|
121
|
9.92%
|
|
|
4028
|
Peterson Wealth Advisors
Orem,
Utah
|
$175M
|
+$11.6M
|
+7%
|
5.53%
|
46.4%
|
45
|
11.11%
|
|
|
4029
|
Shorepoint Capital Partners
Norwood,
Massachusetts
|
$175M
|
+$5.33M
|
+3%
|
7.81%
|
–
|
93
|
9.68%
|
|
|
4030
|
Antipodean Advisors
New York
|
$175M
|
+$54.9M
|
+46%
|
52.1%
|
67.8%
|
13
|
46.15%
|
|
|
4031
|
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
|
$175M
|
+$8.41M
|
+5%
|
6.29%
|
72.2%
|
91
|
5.49%
|
|
|
4032
|
GVO Asset Management
Zug,
Switzerland
|
$175M
|
-$39.7M
|
-19%
|
13.9%
|
71.2%
|
19
|
68.42%
|
|
|
4033
|
Resource Planning Group
Atlanta,
Georgia
|
$175M
|
+$3.55M
|
+2%
|
2.84%
|
1.9%
|
62
|
11.29%
|
|
|
4034
|
Bislett Management
Palo Alto,
California
|
$174M
|
+$5.63M
|
+3%
|
9.01%
|
19.8%
|
18
|
0%
|
|
|
4035
|
Sequent Asset Management
Houston,
Texas
|
$174M
|
+$37.8M
|
+28%
|
4.79%
|
51.3%
|
65
|
20%
|
|
|
4036
|
Hotaling Investment Management
Wayne,
Pennsylvania
|
$174M
|
+$18.7M
|
+12%
|
8.99%
|
52.6%
|
125
|
14.4%
|
|
|
4037
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$174M
|
–
|
–
|
5.39%
|
59.7%
|
135
|
–
|
|
|
4038
|
Elkhorn Partners
Omaha,
Nebraska
|
$174M
|
+$3.28M
|
+2%
|
3.46%
|
32.2%
|
45
|
20%
|
|
|
4039
|
Wills Financial Group
Richmond,
Virginia
|
$174M
|
+$18.2M
|
+12%
|
6.45%
|
57.5%
|
61
|
13.11%
|
|
|
4040
|
Highside Global Management
Dallas,
Texas
|
$174M
|
–
|
–
|
7.62%
|
11.1%
|
16
|
–
|
|
|
4041
|
Curtis Advisory Group
Santa Barbara,
California
|
$174M
|
–
|
–
|
8.86%
|
67.6%
|
52
|
–
|
|
|
4042
|
Private Wealth Advisors (California)
Fresno,
California
|
$174M
|
+$20.4M
|
+13%
|
6.31%
|
63.6%
|
80
|
22.5%
|
|
|
4043
|
Cook & Bynum Capital Management
Birmingham,
Alabama
|
$174M
|
-$3.43M
|
-2%
|
1.53%
|
46.8%
|
5
|
0%
|
|
|
4044
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$174M
|
+$8.76M
|
+5%
|
9.17%
|
117%
|
308
|
19.16%
|
|
|
4045
|
Larson Financial Group
St Louis,
Missouri
|
$174M
|
+$20.7M
|
+14%
|
6.31%
|
81.2%
|
697
|
23.1%
|
|
|
4046
|
Chou Associates Management
Toronto,
Ontario, Canada
|
$174M
|
+$9.81M
|
+6%
|
16%
|
66.4%
|
22
|
9.09%
|
|
|
4047
|
Siris Capital Group
New York
|
$174M
|
-$63.4M
|
-27%
|
26.7%
|
–
|
1
|
0%
|
|
|
4048
|
Ford Financial Group
Fresno,
California
|
$174M
|
+$16.9M
|
+11%
|
6.67%
|
47.7%
|
96
|
10.42%
|
|
|
4049
|
First United Bank & Trust
Oakland,
Maryland
|
$174M
|
+$14.4M
|
+9%
|
7.8%
|
69.2%
|
130
|
5.38%
|
|
|
4050
|
Highlander Capital Management
Short Hills,
New Jersey
|
$174M
|
+$11.2M
|
+7%
|
9.29%
|
34.4%
|
652
|
5.98%
|
|