|
4051
|
Winmill & Co
Rochester,
New York
|
$329M
|
+$20M
|
+6%
|
2.72%
|
106%
|
58
|
6.9%
|
|
|
4052
|
Boltwood Capital Management
Walnut Creek,
California
|
$329M
|
+$791K
|
+0.2%
|
0.5%
|
56.3%
|
175
|
5.71%
|
|
|
4053
|
M. Kraus & Co
Shelburne,
Vermont
|
$329M
|
-$4.43M
|
-1%
|
0.08%
|
51.8%
|
83
|
6.02%
|
|
|
4054
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$329M
|
+$20M
|
+6%
|
0.09%
|
62.6%
|
161
|
42.86%
|
|
|
4055
|
|
$329M
|
–
|
–
|
78.8%
|
–
|
1
|
–
|
|
|
4056
|
GFG Capital
Miami,
Florida
|
$329M
|
-$43.5M
|
-12%
|
2.82%
|
128%
|
129
|
20.93%
|
|
|
4057
|
Capital Today Evergreen Fund
Grand Cayman,
Cayman Islands
|
$329M
|
+$46.8M
|
+17%
|
18.2%
|
31.3%
|
3
|
0%
|
|
|
4058
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$328M
|
-$7.19M
|
-2%
|
2.38%
|
101%
|
268
|
9.7%
|
|
|
4059
|
Vista Investment Partners
Oklahoma City,
Oklahoma
|
$328M
|
+$7.67M
|
+2%
|
3.33%
|
–
|
169
|
20.71%
|
|
|
4060
|
Hudson Capital Management
Ramsey,
New Jersey
|
$328M
|
+$6.33M
|
+2%
|
0.27%
|
61.6%
|
68
|
7.35%
|
|
|
4061
|
Stonehill Capital Management
New York
|
$328M
|
+$91.6M
|
+39%
|
6.95%
|
145%
|
13
|
30.77%
|
|
|
4062
|
Goodman Advisory Group
Needham,
Massachusetts
|
$328M
|
-$11M
|
-3%
|
2.42%
|
62.7%
|
182
|
71.43%
|
|
|
4063
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$328M
|
-$9.02M
|
-3%
|
1.61%
|
59.4%
|
213
|
7.98%
|
|
|
4064
|
Westmount Partners
Los Angeles,
California
|
$328M
|
-$1.3M
|
-0.4%
|
4.06%
|
101%
|
250
|
17.2%
|
|
|
4065
|
McCollum Christoferson Group
Amherst,
New York
|
$328M
|
-$10.7M
|
-3%
|
1.43%
|
47.8%
|
70
|
4.29%
|
|
|
4066
|
Eldred Rock Partners
San Antonio,
Texas
|
$328M
|
+$36.2M
|
+12%
|
4.2%
|
–
|
31
|
9.68%
|
|
|
4067
|
Guidance Capital
Lousville,
Kentucky
|
$327M
|
+$618K
|
+0.2%
|
0.4%
|
62.6%
|
207
|
12.56%
|
|
|
4068
|
Coyle Financial Counsel
Glenview,
Illinois
|
$327M
|
+$11.5M
|
+4%
|
0.36%
|
46.8%
|
78
|
8.97%
|
|
|
4069
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$327M
|
+$4.08M
|
+1%
|
1.09%
|
–
|
525
|
12.38%
|
|
|
4070
|
Freedom Day Solutions
Houston,
Texas
|
$327M
|
-$7.6M
|
-2%
|
0.66%
|
84.6%
|
106
|
16.98%
|
|
|
4071
|
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
|
$327M
|
+$8.65M
|
+3%
|
3.55%
|
72.2%
|
96
|
2.08%
|
|
|
4072
|
Van Den Berg Management I
Austin,
Texas
|
$327M
|
-$20.4M
|
-6%
|
0.4%
|
146%
|
113
|
13.27%
|
|
|
4073
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$326M
|
+$3.2M
|
+1%
|
1.4%
|
67.6%
|
81
|
11.11%
|
|
|
4074
|
Windsor Capital Management
Phoenix,
Arizona
|
$326M
|
-$11.3M
|
-3%
|
1.3%
|
46.1%
|
122
|
5.74%
|
|
|
4075
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$326M
|
+$3.44M
|
+1%
|
1.59%
|
31.1%
|
45
|
6.67%
|
|