|
4151
|
Wilen Investment Management
Bonita Springs,
Florida
|
$129M
|
-$17K
|
-0%
|
0.75%
|
79.9%
|
65
|
9.23%
|
|
|
4152
|
MONECO Advisors
Fairfield,
Connecticut
|
$129M
|
+$4.26M
|
+3%
|
1.05%
|
58.4%
|
144
|
9.72%
|
|
|
4153
|
Truehand Inc
Strafford,
New Hampshire
|
$129M
|
-$2.58M
|
-2%
|
0.69%
|
86.9%
|
189
|
1.59%
|
|
|
4154
|
Ridgewood Investments
Springfield,
New Jersey
|
$129M
|
+$649K
|
+0.5%
|
0.78%
|
–
|
199
|
10.05%
|
|
|
4155
|
Geneva Partners
Lake Geneva,
Wisconsin
|
$128M
|
+$4.65M
|
+4%
|
4.38%
|
252%
|
79
|
31.65%
|
|
|
4156
|
Shamrock Asset Management
Dallas,
Texas
|
$128M
|
-$13M
|
-9%
|
0.69%
|
31%
|
273
|
16.12%
|
|
|
4157
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$128M
|
-$2.63M
|
-2%
|
0.2%
|
28.6%
|
993
|
11.48%
|
|
|
4158
|
Clearstead Trust
Portland,
Maine
|
$128M
|
+$3.04M
|
+2%
|
2.64%
|
84.1%
|
208
|
7.21%
|
|
|
4159
|
First Financial Corp
Terre Haute,
Indiana
|
$128M
|
+$4.53M
|
+4%
|
3.38%
|
88.3%
|
388
|
22.42%
|
|
|
4160
|
9258 Wealth Management
Blue Ash,
Ohio
|
$128M
|
+$4.12M
|
+3%
|
1.73%
|
49.6%
|
196
|
13.78%
|
|
|
4161
|
Donor Advised Charitable Giving
San Francisco,
California
|
$128M
|
+$4.19M
|
+3%
|
5.98%
|
365%
|
56
|
8.93%
|
|
|
4162
|
Global Strategic Management
San Juan,
Puerto Rico
|
$128M
|
+$13.3M
|
+12%
|
6.04%
|
–
|
39
|
25.64%
|
|
|
4163
|
JCSD Capital
Walnut Creek,
California
|
$128M
|
-$20.3M
|
-14%
|
0.05%
|
–
|
59
|
16.95%
|
|
|
4164
|
Index Venture Growth Associates I
St Helier, Channel Islands,
Jersey
|
$128M
|
-$11.7M
|
-8%
|
12.6%
|
30.9%
|
2
|
0%
|
|
|
4165
|
SkyTop Capital Management
Rutherford,
New Jersey
|
$128M
|
+$10.1M
|
+9%
|
6.76%
|
50.2%
|
19
|
42.11%
|
|
|
4166
|
Knightsbridge Asset Management
Newport Beach,
California
|
$127M
|
-$17.7M
|
-12%
|
1.85%
|
105%
|
31
|
16.13%
|
|
|
4167
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$127M
|
-$9.38M
|
-7%
|
0.89%
|
56.7%
|
41
|
19.51%
|
|
|
4168
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$127M
|
+$6.97M
|
+6%
|
0.79%
|
52.6%
|
231
|
10.82%
|
|
|
4169
|
Friedenthal Financial
Marlton,
New Jersey
|
$127M
|
+$10.8M
|
+9%
|
1.81%
|
111%
|
67
|
35.82%
|
|
|
4170
|
GoodHaven Capital Management
Millburn,
New Jersey
|
$127M
|
+$3.53M
|
+3%
|
2.26%
|
87.7%
|
23
|
4.35%
|
|
|
4171
|
Blue Square Asset Management
New York
|
$127M
|
–
|
–
|
1.06%
|
104%
|
80
|
–
|
|
|
4172
|
Pratt Collard Advisory Partners
Buffalo,
New York
|
$127M
|
+$139K
|
+0.1%
|
1.38%
|
91.7%
|
106
|
3.77%
|
|
|
4173
|
Guinness Atkinson Asset Management
Pasadena,
California
|
$127M
|
-$8.03M
|
-6%
|
2.89%
|
97%
|
65
|
3.08%
|
|
|
4174
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$126M
|
+$9.74M
|
+8%
|
0.09%
|
40.7%
|
31
|
9.68%
|
|
|
4175
|
Mader & Shannon Wealth Management
Kansas City,
Missouri
|
$126M
|
+$8.64M
|
+7%
|
3.05%
|
53.1%
|
23
|
43.48%
|
|