|
4101
|
Bridge Creek Capital Management
West Barnstable,
Massachusetts
|
$288M
|
+$24.2M
|
+9%
|
10.4%
|
76.5%
|
99
|
3.03%
|
|
|
4102
|
BBJS Financial Advisors
Seattle,
Washington
|
$288M
|
+$24.1M
|
+9%
|
12.9%
|
–
|
134
|
11.94%
|
|
|
4103
|
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
|
$288M
|
+$22.3M
|
+8%
|
12.8%
|
147%
|
219
|
4.57%
|
|
|
4104
|
Wittenberg Investment Management
Carlisle,
Massachusetts
|
$288M
|
+$14.9M
|
+5%
|
9.65%
|
89.9%
|
85
|
8.24%
|
|
|
4105
|
Main Street Group
Glen Allen,
Virginia
|
$288M
|
–
|
–
|
9.8%
|
–
|
1,326
|
–
|
|
|
4106
|
MSA Advisors
Santa Monica,
California
|
$287M
|
–
|
–
|
9.64%
|
–
|
20
|
–
|
|
|
4107
|
Cobalt Capital Management
Short Hills,
New Jersey
|
$287M
|
+$25.1M
|
+10%
|
11.3%
|
235%
|
36
|
58.33%
|
|
|
4108
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$287M
|
+$23.5M
|
+9%
|
6.04%
|
34.3%
|
843
|
5.34%
|
|
|
4109
|
RAM Investment Partners
Bellevue,
Washington
|
$287M
|
+$50.4M
|
+21%
|
11.5%
|
53.4%
|
69
|
30.43%
|
|
|
4110
|
Navalign LLC
Encino,
California
|
$287M
|
+$23.3M
|
+9%
|
10.2%
|
50.7%
|
145
|
19.31%
|
|
|
4111
|
Rather & Kittrell
Knoxville,
Tennessee
|
$287M
|
+$38.6M
|
+16%
|
11%
|
41.1%
|
72
|
16.67%
|
|
|
4112
|
Bruce & Co
Chicago,
Illinois
|
$287M
|
-$6.85M
|
-2%
|
12.9%
|
94.5%
|
37
|
0%
|
|
|
4113
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$286M
|
-$224M
|
-44%
|
10.6%
|
55.5%
|
116
|
31.9%
|
|
|
4114
|
SRH Advisors
Salina,
Kansas
|
$286M
|
+$81.3M
|
+40%
|
12.1%
|
51%
|
305
|
6.56%
|
|
|
4115
|
Oakwell Private Wealth Management
Austin,
Texas
|
$286M
|
+$50.4M
|
+21%
|
10.5%
|
63%
|
64
|
15.63%
|
|
|
4116
|
Matthew 25 Management Corp
Ambler,
Pennsylvania
|
$286M
|
+$23.3M
|
+9%
|
14.5%
|
141%
|
23
|
8.7%
|
|
|
4117
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$286M
|
+$24.1M
|
+9%
|
9.36%
|
70%
|
269
|
34.57%
|
|
|
4118
|
Engle Capital Management
Greenwich,
Connecticut
|
$285M
|
+$9.76M
|
+4%
|
12%
|
398%
|
37
|
59.46%
|
|
|
4119
|
Arch Capital Group
Pembroke,
Bermuda
|
$285M
|
+$7.92M
|
+3%
|
2.87%
|
3.08%
|
3
|
0%
|
|
|
4120
|
Xcel Wealth Management
Holly Hill,
Florida
|
$285M
|
+$31.7M
|
+13%
|
14.3%
|
93.7%
|
115
|
7.83%
|
|
|
4121
|
Defender Capital
Charlotte,
North Carolina
|
$285M
|
+$8.75M
|
+3%
|
3.35%
|
83.5%
|
41
|
19.51%
|
|
|
4122
|
DeDora Capital
Napa,
California
|
$285M
|
+$31M
|
+12%
|
11.3%
|
81.7%
|
102
|
3.92%
|
|
|
4123
|
Avalon Global Asset Management
San Francisco,
California
|
$285M
|
+$29.3M
|
+11%
|
23.9%
|
278%
|
39
|
43.59%
|
|
|
4124
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$285M
|
+$29.3M
|
+11%
|
11.2%
|
66.9%
|
84
|
8.33%
|
|
|
4125
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$285M
|
+$47.9M
|
+20%
|
11.3%
|
80.6%
|
539
|
14.47%
|
|