|
4076
|
Cedar Wealth Management
Walnut Creek,
California
|
$304M
|
+$29.3M
|
+11%
|
7.14%
|
53.2%
|
363
|
27.82%
|
|
|
4077
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
$304M
|
+$29.3M
|
+11%
|
6.51%
|
–
|
451
|
21.06%
|
|
|
4078
|
Annapolis Financial Services
Annapolis,
Maryland
|
$304M
|
-$95.5M
|
-24%
|
5.79%
|
15%
|
478
|
28.45%
|
|
|
4079
|
Susquehanna Foundation
Bala Cynwyd,
Pennsylvania
|
$303M
|
+$23M
|
+8%
|
8.25%
|
36.7%
|
4
|
0%
|
|
|
4080
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$303M
|
+$23.3M
|
+8%
|
7.24%
|
65.5%
|
58
|
13.79%
|
|
|
4081
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$303M
|
+$24.1M
|
+9%
|
6.37%
|
42.7%
|
31
|
12.9%
|
|
|
4082
|
Financial Sense Advisors
San Diego,
California
|
$303M
|
+$33.4M
|
+12%
|
15.9%
|
149%
|
139
|
29.5%
|
|
|
4083
|
Hill Island Financial
Grand Rapids,
Michigan
|
$303M
|
+$9.45M
|
+3%
|
8.48%
|
54.8%
|
72
|
9.72%
|
|
|
4084
|
Access Investment Management
Atlanta,
Georgia
|
$303M
|
+$34.7M
|
+13%
|
8.92%
|
–
|
103
|
19.42%
|
|
|
4085
|
JRM Investment Counsel
Omaha,
Nebraska
|
$303M
|
+$29.1M
|
+11%
|
10.1%
|
61.2%
|
21
|
4.76%
|
|
|
4086
|
PCJ Investment Counsel
Toronto,
Ontario, Canada
|
$303M
|
+$43.3M
|
+17%
|
8.53%
|
165%
|
91
|
36.26%
|
|
|
4087
|
Bulldog Investors
Saddle Brook,
New Jersey
|
$303M
|
-$1.77M
|
-0.6%
|
3.92%
|
20.9%
|
206
|
39.81%
|
|
|
4088
|
Empire Financial Management Company
New York
|
$303M
|
+$47.1M
|
+18%
|
10.3%
|
71.1%
|
213
|
14.55%
|
|
|
4089
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$302M
|
+$6.4M
|
+2%
|
19.8%
|
141%
|
126
|
21.43%
|
|
|
4090
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$302M
|
+$32.5M
|
+12%
|
7.7%
|
56.7%
|
351
|
15.1%
|
|
|
4091
|
Little House Capital
Braintree,
Massachusetts
|
$302M
|
+$27.7M
|
+10%
|
10.7%
|
85.8%
|
143
|
30.07%
|
|
|
4092
|
Navalign LLC
Encino,
California
|
$302M
|
+$15.2M
|
+5%
|
5.49%
|
50.7%
|
127
|
10.24%
|
|
|
4093
|
UG Investment Advisers
Taipei,
Taiwan
|
$302M
|
-$15.1M
|
-5%
|
13.1%
|
172%
|
14
|
28.57%
|
|
|
4094
|
Sapience Investments
Newport Beach,
California
|
$302M
|
-$118M
|
-28%
|
6.64%
|
54.9%
|
86
|
6.98%
|
|
|
4095
|
Biechele Royce Advisors
Fishers,
Indiana
|
$302M
|
-$3.85M
|
-1%
|
4.58%
|
39.2%
|
68
|
14.71%
|
|
|
4096
|
Nikulski Financial
Bettendorf,
Iowa
|
$302M
|
+$28.4M
|
+10%
|
8.62%
|
95.8%
|
140
|
10.71%
|
|
|
4097
|
Bruce & Co
Chicago,
Illinois
|
$301M
|
+$14.9M
|
+5%
|
7.44%
|
65.7%
|
39
|
5.13%
|
|
|
4098
|
Frisch Financial Group
Melville,
New York
|
$301M
|
+$35.8M
|
+14%
|
8.1%
|
56%
|
140
|
15.71%
|
|
|
4099
|
Multicoin Capital Management
Austin,
Texas
|
$301M
|
+$188M
|
+167%
|
53.1%
|
–
|
4
|
50%
|
|
|
4100
|
Mango Five Family
Reno,
Nevada
|
$301M
|
+$35.3M
|
+13%
|
29.7%
|
–
|
90
|
30%
|
|