|
4101
|
Equinox Partners Investment Management
Stamford,
Connecticut
|
$208M
|
-$1.38M
|
-0.7%
|
10.7%
|
284%
|
17
|
23.53%
|
|
|
4102
|
Piershale Financial Group
Barrington,
Illinois
|
$208M
|
+$34.3M
|
+20%
|
15.5%
|
82%
|
28
|
35.71%
|
|
|
4103
|
Asio Capital
Lexington,
Kentucky
|
$208M
|
+$25.8M
|
+14%
|
16.1%
|
88%
|
88
|
14.77%
|
|
|
4104
|
Allied Investment Advisors
Billings,
Montana
|
$208M
|
+$22.2M
|
+12%
|
13.5%
|
60.6%
|
50
|
10%
|
|
|
4105
|
Searle & Co
Greenwich,
Connecticut
|
$208M
|
+$24.5M
|
+13%
|
13.7%
|
93.8%
|
147
|
10.2%
|
|
|
4106
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$208M
|
+$33.7M
|
+19%
|
11.2%
|
83.7%
|
154
|
11.04%
|
|
|
4107
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$208M
|
+$31.2M
|
+18%
|
32.5%
|
67.8%
|
121
|
19.01%
|
|
|
4108
|
SageGuard Financial Group
Goodlettsville,
Tennessee
|
$208M
|
–
|
–
|
10.1%
|
–
|
123
|
–
|
|
|
4109
|
Newport Asia
San Francisco,
California
|
$208M
|
-$16.6M
|
-7%
|
20.5%
|
–
|
5
|
20%
|
|
|
4110
|
SV Health Investors
Boston,
Massachusetts
|
$208M
|
+$10.2M
|
+5%
|
27.2%
|
97.4%
|
10
|
10%
|
|
|
4111
|
Opes Wealth Management
Menlo Park,
California
|
$208M
|
-$1.81M
|
-0.9%
|
13.9%
|
54.1%
|
80
|
10%
|
|
|
4112
|
APEIRON Capital Ltd
Hong Kong
|
$208M
|
–
|
–
|
23.8%
|
105%
|
9
|
–
|
|
|
4113
|
Ashburton (Jersey)
St Helier,
Jersey
|
$207M
|
+$13.7M
|
+7%
|
11.7%
|
–
|
94
|
29.79%
|
|
|
4114
|
Fosse Capital Partners
London,
United Kingdom
|
$207M
|
–
|
–
|
25.8%
|
68.6%
|
6
|
–
|
|
|
4115
|
WealthOne
Albany,
New York
|
$207M
|
+$29.8M
|
+17%
|
12.8%
|
23.4%
|
122
|
27.05%
|
|
|
4116
|
Vivid Financial Management
Orcutt,
California
|
$207M
|
+$44.7M
|
+27%
|
14.1%
|
–
|
140
|
43.57%
|
|
|
4117
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
$207M
|
+$30M
|
+17%
|
15.3%
|
78.3%
|
80
|
18.75%
|
|
|
4118
|
Copperwynd Financial
Scottsdale,
Arizona
|
$207M
|
+$19.2M
|
+10%
|
18.3%
|
90%
|
127
|
16.54%
|
|
|
4119
|
Physicians Financial Services
Raleigh,
North Carolina
|
$207M
|
+$6.82M
|
+3%
|
10%
|
100%
|
111
|
9.01%
|
|
|
4120
|
WP Advisors
San Francisco,
California
|
$207M
|
+$41.1M
|
+25%
|
16.8%
|
95.5%
|
88
|
11.36%
|
|
|
4121
|
First United Bank & Trust
Oakland,
Maryland
|
$207M
|
+$28.5M
|
+16%
|
12.1%
|
69.2%
|
140
|
11.43%
|
|
|
4122
|
Sonic Fund II
Honolulu,
Hawaii
|
$207M
|
+$64.6M
|
+45%
|
29.5%
|
119%
|
20
|
10%
|
|
|
4123
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
$207M
|
–
|
–
|
18.2%
|
58.8%
|
62
|
–
|
|
|
4124
|
Hayek Kallen Investment Management
Fairhope,
Alabama
|
$207M
|
+$27.8M
|
+16%
|
9.07%
|
68.5%
|
73
|
9.59%
|
|
|
4125
|
Callodine Capital Management
Boston,
Massachusetts
|
$207M
|
+$18.8M
|
+10%
|
19.5%
|
43.6%
|
45
|
26.67%
|
|