|
4176
|
WIM Investment Management
Hong Kong
|
$387M
|
-$6.13M
|
-2%
|
3.42%
|
–
|
26
|
46.15%
|
|
|
4177
|
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
|
$387M
|
+$6.91M
|
+2%
|
7.31%
|
147%
|
213
|
3.76%
|
|
|
4178
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$387M
|
+$6.16M
|
+2%
|
0.61%
|
99.7%
|
178
|
9.55%
|
|
|
4179
|
Hollow Brook Wealth Management
Katonah,
New York
|
$387M
|
-$36.1M
|
-9%
|
5.3%
|
104%
|
106
|
27.36%
|
|
|
4180
|
United Wealth Management
Charlottesville,
Virginia
|
$387M
|
+$19.1M
|
+5%
|
1.86%
|
–
|
24
|
4.17%
|
|
|
4181
|
TriaGen Wealth Management
Calabasas,
California
|
$387M
|
+$3.23M
|
+0.8%
|
3.38%
|
113%
|
201
|
21.39%
|
|
|
4182
|
Legacy Wealth Partners (Colorado)
Lakewood,
Colorado
|
$386M
|
–
|
–
|
1.89%
|
–
|
177
|
–
|
|
|
4183
|
TrueWealth Advisors
Birmingham,
Alabama
|
$386M
|
+$16.5M
|
+4%
|
0.96%
|
58.5%
|
250
|
14.8%
|
|
|
4184
|
First Washington Corp
Seattle,
Washington
|
$386M
|
+$13M
|
+3%
|
6.48%
|
104%
|
59
|
6.78%
|
|
|
4185
|
Extract Advisors
Calabasas,
California
|
$386M
|
–
|
–
|
19.1%
|
–
|
24
|
–
|
|
|
4186
|
Eldred Rock Partners
San Antonio,
Texas
|
$385M
|
-$15.5M
|
-4%
|
7.36%
|
–
|
33
|
12.12%
|
|
|
4187
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$385M
|
+$1.9M
|
+0.5%
|
2.52%
|
48.8%
|
98
|
10.2%
|
|
|
4188
|
O'Keefe Stevens Advisory
Rochester,
New York
|
$385M
|
+$16M
|
+4%
|
6.85%
|
216%
|
69
|
7.25%
|
|
|
4189
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$385M
|
+$12.8M
|
+3%
|
2.65%
|
47.2%
|
219
|
23.29%
|
|
|
4190
|
Seafarer Capital Partners
Larkspur,
California
|
$385M
|
+$34.3M
|
+10%
|
3.4%
|
76.2%
|
9
|
22.22%
|
|
|
4191
|
Hartford Financial Management
Hartford,
Connecticut
|
$385M
|
+$7.26M
|
+2%
|
2.44%
|
79.6%
|
345
|
3.48%
|
|
|
4192
|
Home Federal Bank of Tennessee
Knoxville,
Tennessee
|
$385M
|
+$10.9M
|
+3%
|
3.27%
|
65.2%
|
79
|
5.06%
|
|
|
4193
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$385M
|
-$21.7M
|
-5%
|
2.35%
|
43.4%
|
52
|
9.62%
|
|
|
4194
|
Delta Financial Advisors
New Orleans,
Louisiana
|
$385M
|
+$30.5M
|
+9%
|
3.96%
|
80.5%
|
153
|
7.84%
|
|
|
4195
|
Boltwood Capital Management
Walnut Creek,
California
|
$385M
|
+$8.88M
|
+2%
|
2.07%
|
56.3%
|
186
|
6.45%
|
|
|
4196
|
Alpine Investment Management
Hong Kong
|
$384M
|
+$89M
|
+30%
|
12.3%
|
37.4%
|
11
|
63.64%
|
|
|
4197
|
Truffle Hound Capital
Bethesda,
Maryland
|
$384M
|
+$26.4M
|
+7%
|
8.32%
|
–
|
57
|
21.05%
|
|
|
4198
|
WBI Investments
Red Bank,
New Jersey
|
$384M
|
-$7.57M
|
-2%
|
2.72%
|
74.4%
|
401
|
49.38%
|
|
|
4199
|
Premier Financial Group
Eureka,
California
|
$384M
|
+$9.31M
|
+2%
|
3.6%
|
–
|
84
|
59.52%
|
|
|
4200
|
Opal Wealth Advisors
Jericho,
New York
|
$384M
|
+$24.2M
|
+7%
|
2.42%
|
55.6%
|
222
|
19.37%
|
|