|
4026
|
|
$170M
|
-$12.7M
|
-7%
|
2.33%
|
81%
|
104
|
14.42%
|
|
|
4027
|
HGI Capital Management
New York
|
$170M
|
+$8.23M
|
+5%
|
3.11%
|
47%
|
70
|
48.57%
|
|
|
4028
|
Bison Wealth
Atlanta,
Georgia
|
$170M
|
+$12.1M
|
+8%
|
9.99%
|
37.4%
|
399
|
18.55%
|
|
|
4029
|
Augustine Asset Management
Jacksonville,
Florida
|
$170M
|
+$4.74M
|
+3%
|
8.44%
|
344%
|
85
|
5.88%
|
|
|
4030
|
Crestview Partners III
New York
|
$170M
|
-$8.08M
|
-5%
|
3.33%
|
5.73%
|
3
|
0%
|
|
|
4031
|
Aull & Monroe Investment Management
Mobile,
Alabama
|
$170M
|
+$8.52M
|
+5%
|
7.36%
|
96.6%
|
125
|
3.2%
|
|
|
4032
|
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
|
$170M
|
+$11.2M
|
+7%
|
4.26%
|
51.1%
|
31
|
45.16%
|
|
|
4033
|
Bonness Enterprises
Washington,
District of Columbia
|
$170M
|
+$14.1M
|
+9%
|
11%
|
94.6%
|
42
|
0%
|
|
|
4034
|
Monaco Asset Management
Monaco
|
$170M
|
+$79.6M
|
+88%
|
0.95%
|
97%
|
50
|
52%
|
|
|
4035
|
Taylor Hoffman Wealth Management
Richmond,
Virginia
|
$170M
|
+$10.7M
|
+7%
|
8.01%
|
47.8%
|
401
|
70.82%
|
|
|
4036
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$170M
|
+$16.5M
|
+11%
|
9%
|
50.5%
|
66
|
12.12%
|
|
|
4037
|
Freedom Day Solutions
Houston,
Texas
|
$170M
|
+$18.7M
|
+12%
|
13.4%
|
84.6%
|
94
|
7.45%
|
|
|
4038
|
AMJ Financial Wealth Management
Leesburg,
Virginia
|
$170M
|
+$22.9M
|
+16%
|
20.2%
|
150%
|
75
|
30.67%
|
|
|
4039
|
|
$170M
|
+$2.62M
|
+2%
|
5.03%
|
–
|
384
|
78.65%
|
|
|
4040
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$170M
|
+$28.3M
|
+20%
|
8.57%
|
50.5%
|
211
|
20.85%
|
|
|
4041
|
Liberty Wealth Management
Oakland,
California
|
$170M
|
+$27.5M
|
+19%
|
9.63%
|
55.5%
|
991
|
20.08%
|
|
|
4042
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$170M
|
+$8.74M
|
+5%
|
6.44%
|
33.6%
|
69
|
13.04%
|
|
|
4043
|
Curtis Advisory Group
Santa Barbara,
California
|
$170M
|
+$30.1M
|
+22%
|
9.93%
|
61.6%
|
61
|
9.84%
|
|
|
4044
|
Kemper Corp Master Retirement Trust
Chicago,
Illinois
|
$169M
|
-$52M
|
-23%
|
4.15%
|
21.9%
|
38
|
5.26%
|
|
|
4045
|
Chelsea Counsel Company
Los Angeles,
California
|
$169M
|
+$7.03M
|
+4%
|
8.77%
|
94.6%
|
86
|
5.81%
|
|
|
4046
|
Droms Strauss Advisors
St. Louis,
Missouri
|
$169M
|
+$23.7M
|
+16%
|
8.13%
|
56.1%
|
49
|
20.41%
|
|
|
4047
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$169M
|
+$18.6M
|
+12%
|
6.81%
|
65.5%
|
54
|
9.26%
|
|
|
4048
|
Sanchez Wealth Management Group
Jacksonville,
Florida
|
$169M
|
+$19.2M
|
+13%
|
8.93%
|
56.9%
|
26
|
15.38%
|
|
|
4049
|
Halpern Financial
Ashburn,
Virginia
|
$169M
|
+$18.3M
|
+12%
|
6.48%
|
26.3%
|
223
|
30.04%
|
|
|
4050
|
Carrhae Capital
London,
United Kingdom
|
$169M
|
+$12.4M
|
+8%
|
16.7%
|
159%
|
13
|
53.85%
|
|