|
4026
|
O'Keefe Stevens Advisory
Rochester,
New York
|
$405M
|
+$19.4M
|
+5%
|
5.68%
|
216%
|
79
|
20.25%
|
|
|
4027
|
Peterson Wealth Services
South Ogden,
Utah
|
$405M
|
+$13.7M
|
+3%
|
3.31%
|
153%
|
223
|
5.83%
|
|
|
4028
|
Compass Wealth Management
Guilford,
Connecticut
|
$405M
|
+$3.56M
|
+0.9%
|
4.4%
|
102%
|
79
|
8.86%
|
|
|
4029
|
Meiji Yasuda America
New York
|
$404M
|
-$31.1M
|
-7%
|
3.58%
|
–
|
58
|
5.17%
|
|
|
4030
|
COFG Advisors
Oak Brook,
Illinois
|
$404M
|
-$488K
|
-0.1%
|
1.71%
|
–
|
247
|
10.12%
|
|
|
4031
|
Northeast Financial Group
Tannersville,
Pennsylvania
|
$404M
|
-$38.2M
|
-9%
|
0.68%
|
31.6%
|
103
|
17.48%
|
|
|
4032
|
Aspen Capital Management
Boise,
Idaho
|
$404M
|
+$177K
|
+0%
|
0.37%
|
–
|
84
|
13.1%
|
|
|
4033
|
Keating Investment Counselors
Delray Beach,
Florida
|
$404M
|
+$43.1M
|
+12%
|
13.5%
|
43.7%
|
65
|
13.85%
|
|
|
4034
|
Diligent Investors
Redlands,
California
|
$404M
|
-$2.9M
|
-0.7%
|
0.73%
|
71.9%
|
357
|
8.12%
|
|
|
4035
|
M3F Inc
Salt Lake City,
Utah
|
$404M
|
+$39.4M
|
+11%
|
8.41%
|
176%
|
30
|
23.33%
|
|
|
4036
|
McElhenny Sheffield Capital Management
Dallas,
Texas
|
$403M
|
-$7.55M
|
-2%
|
0.06%
|
86.3%
|
115
|
30.43%
|
|
|
4037
|
Flagstone Financial Management
Lincoln,
Nebraska
|
$403M
|
+$12.9M
|
+3%
|
0.46%
|
43.9%
|
72
|
9.72%
|
|
|
4038
|
CLG LLC
Long Beach,
California
|
$403M
|
+$1.07M
|
+0.3%
|
3.61%
|
–
|
149
|
14.09%
|
|
|
4039
|
Steamboat Capital Partners
Rye,
New York
|
$403M
|
+$38M
|
+10%
|
0.39%
|
280%
|
69
|
33.33%
|
|
|
4040
|
Bridgefront Capital
Austin,
Texas
|
$402M
|
+$4.52M
|
+1%
|
0.06%
|
52.1%
|
807
|
76.7%
|
|
|
4041
|
United Wealth Management
Charlottesville,
Virginia
|
$402M
|
+$15.7M
|
+4%
|
0.29%
|
–
|
24
|
0%
|
|
|
4042
|
Meridian Management
Little Rock,
Arkansas
|
$402M
|
-$2.01M
|
-0.5%
|
0.96%
|
57.8%
|
88
|
17.05%
|
|
|
4043
|
Integral Investment Advisors
Turlock,
California
|
$402M
|
-$1.44M
|
-0.4%
|
2.97%
|
60%
|
182
|
7.69%
|
|
|
4044
|
Beam Wealth Advisors
Covington,
Louisiana
|
$402M
|
+$37.4M
|
+10%
|
0.46%
|
59.7%
|
119
|
19.33%
|
|
|
4045
|
Fruth Investment Management
Houston,
Texas
|
$401M
|
+$30.5M
|
+8%
|
12.6%
|
71%
|
233
|
8.15%
|
|
|
4046
|
TRV GP V
Boston,
Massachusetts
|
$401M
|
-$28.2M
|
-7%
|
5.38%
|
–
|
3
|
0%
|
|
|
4047
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
$401M
|
-$2.55M
|
-0.6%
|
0.73%
|
73.3%
|
131
|
14.5%
|
|
|
4048
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$401M
|
+$120M
|
+43%
|
0.96%
|
106%
|
684
|
54.97%
|
|
|
4049
|
Alpine Investment Management
Hong Kong
|
$401M
|
+$16.4M
|
+4%
|
18.3%
|
33.7%
|
15
|
46.67%
|
|
|
4050
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$400M
|
-$5.47M
|
-1%
|
0.18%
|
61.8%
|
1,029
|
28.67%
|
|