|
4126
|
Steamboat Capital Partners
Rye,
New York
|
$202M
|
-$89M
|
-31%
|
0.6%
|
189%
|
40
|
35%
|
|
|
4127
|
Burton Enright Welch
Walnut Creek,
California
|
$201M
|
+$35.1M
|
+21%
|
5.38%
|
62.8%
|
65
|
12.31%
|
|
|
4128
|
Thames Capital Management
Roseland,
New Jersey
|
$201M
|
-$47.6M
|
-19%
|
1.73%
|
642%
|
31
|
35.48%
|
|
|
4129
|
Cedar Wealth Management
Walnut Creek,
California
|
$201M
|
-$17.3M
|
-8%
|
7.38%
|
53.2%
|
351
|
5.41%
|
|
|
4130
|
Borer Denton & Associates
Blue Bell,
Pennsylvania
|
$201M
|
-$6.45M
|
-3%
|
6.34%
|
44.2%
|
55
|
5.45%
|
|
|
4131
|
Collective Family Office
York,
Pennsylvania
|
$201M
|
-$30.1M
|
-13%
|
5.39%
|
50.1%
|
201
|
26.87%
|
|
|
4132
|
Hudson Capital Management
Ramsey,
New Jersey
|
$201M
|
-$9.61M
|
-5%
|
4.7%
|
61.6%
|
70
|
22.86%
|
|
|
4133
|
Capital Today Evergreen Fund
Grand Cayman,
Cayman Islands
|
$201M
|
+$77.7M
|
+63%
|
37.4%
|
31.3%
|
4
|
25%
|
|
|
4134
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$201M
|
-$2.16M
|
-1%
|
2.9%
|
71.5%
|
119
|
22.69%
|
|
|
4135
|
Weik Capital Management
Wyomissing,
Pennsylvania
|
$200M
|
-$19M
|
-9%
|
3.79%
|
67.4%
|
105
|
4.76%
|
|
|
4136
|
Lion Street Advisors
Austin,
Texas
|
$200M
|
+$9.32M
|
+5%
|
1.24%
|
38%
|
174
|
42.53%
|
|
|
4137
|
Patient Capital Management
Baltimore,
Maryland
|
$200M
|
-$25.3M
|
-11%
|
1.15%
|
125%
|
45
|
15.56%
|
|
|
4138
|
Elmwood Wealth Management
Berkeley,
California
|
$200M
|
+$24.5M
|
+14%
|
9.04%
|
37.6%
|
121
|
14.05%
|
|
|
4139
|
Retireful LLC
Haslett,
Michigan
|
$200M
|
+$154M
|
+335%
|
1%
|
382%
|
15
|
93.33%
|
|
|
4140
|
BCGM Wealth Management
Lafayette,
Indiana
|
$200M
|
+$3.02M
|
+2%
|
3.77%
|
47.4%
|
113
|
11.5%
|
|
|
4141
|
Tillar-Wenstrup Advisors
Centerville,
Ohio
|
$200M
|
+$269K
|
+0.1%
|
4.41%
|
27.4%
|
52
|
17.31%
|
|
|
4142
|
SC&H Financial Advisors
Sparks,
Maryland
|
$200M
|
-$14.5M
|
-7%
|
6.61%
|
50%
|
138
|
10.87%
|
|
|
4143
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$200M
|
-$29.2M
|
-13%
|
0.95%
|
29.8%
|
201
|
32.34%
|
|
|
4144
|
Wade Financial Advisory
Campbell,
California
|
$200M
|
-$11.2M
|
-5%
|
7.2%
|
15.9%
|
76
|
6.58%
|
|
|
4145
|
Financial Life Advisors
San Antonio,
Texas
|
$200M
|
-$13.9M
|
-7%
|
6.53%
|
42.7%
|
71
|
30.99%
|
|
|
4146
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$199M
|
+$12.4M
|
+7%
|
4.56%
|
51.9%
|
105
|
34.29%
|
|
|
4147
|
|
$199M
|
-$32.3M
|
-14%
|
2%
|
90.4%
|
228
|
39.47%
|
|
|
4148
|
BHK Investment Advisors
Birmingham,
Alabama
|
$199M
|
-$23.3M
|
-10%
|
4.48%
|
54.6%
|
65
|
3.08%
|
|
|
4149
|
Old Point Trust & Financial Services N A
Newport News,
Virginia
|
$199M
|
-$17.1M
|
-8%
|
6.03%
|
67.6%
|
82
|
10.98%
|
|
|
4150
|
SW Investment Management
Telluride,
Colorado
|
$199M
|
+$21.8M
|
+12%
|
10.7%
|
155%
|
9
|
33.33%
|
|