|
4201
|
St. Clair Advisors
Mayfield Hts,
Ohio
|
$376M
|
-$11.7M
|
-3%
|
3.27%
|
64%
|
84
|
5.95%
|
|
|
4202
|
Access Investment Management
Atlanta,
Georgia
|
$376M
|
+$3.44M
|
+0.9%
|
1.76%
|
–
|
183
|
22.95%
|
|
|
4203
|
JRM Investment Counsel
Omaha,
Nebraska
|
$375M
|
+$29.7M
|
+9%
|
3.28%
|
61.2%
|
22
|
9.09%
|
|
|
4204
|
DCF Advisers
Greenwich,
Connecticut
|
$375M
|
+$2.31M
|
+0.6%
|
1.78%
|
156%
|
108
|
32.41%
|
|
|
4205
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$375M
|
-$7.14M
|
-2%
|
0.51%
|
88.6%
|
265
|
12.08%
|
|
|
4206
|
Prism Advisors
Studio City,
California
|
$375M
|
-$561K
|
-0.1%
|
0.4%
|
49.9%
|
83
|
18.07%
|
|
|
4207
|
Keystone Financial Planning
Cleveland,
Ohio
|
$374M
|
+$29.6M
|
+9%
|
8.62%
|
34.1%
|
45
|
13.33%
|
|
|
4208
|
Straight Path Wealth Management
Jenison,
Michigan
|
$374M
|
+$3.47M
|
+0.9%
|
1.87%
|
70.6%
|
137
|
11.68%
|
|
|
4209
|
BankPlus Trust Department
Jackson,
Mississippi
|
$374M
|
-$7.95M
|
-2%
|
0.34%
|
–
|
487
|
10.06%
|
|
|
4210
|
RIT Capital Partners
London,
United Kingdom
|
$374M
|
-$73.2M
|
-16%
|
3.47%
|
75.8%
|
14
|
28.57%
|
|
|
4211
|
Able Wealth Management
Toms River,
New Jersey
|
$374M
|
+$57.9M
|
+18%
|
1.72%
|
–
|
147
|
29.25%
|
|
|
4212
|
Helix Partners Management
New York
|
$374M
|
+$76.3M
|
+26%
|
1.58%
|
–
|
16
|
43.75%
|
|
|
4213
|
Compass Advisory Group
Melville,
New York
|
$374M
|
+$3.6M
|
+1%
|
1.05%
|
43.7%
|
88
|
6.82%
|
|
|
4214
|
Once Capital Management
New York
|
$374M
|
-$114M
|
-23%
|
4.09%
|
570%
|
27
|
33.33%
|
|
|
4215
|
West Branch Capital
Amherst,
Massachusetts
|
$373M
|
-$14.6M
|
-4%
|
3.02%
|
139%
|
437
|
18.54%
|
|
|
4216
|
Landmark Wealth Management (New York)
Melville,
New York
|
$373M
|
+$112M
|
+43%
|
0.36%
|
25.3%
|
149
|
41.61%
|
|
|
4217
|
Highland Peak Capital
Old Greenwich,
Connecticut
|
$373M
|
+$69.4M
|
+23%
|
20.4%
|
150%
|
21
|
52.38%
|
|
|
4218
|
|
$373M
|
-$95.5M
|
-20%
|
10.4%
|
72.6%
|
13
|
53.85%
|
|
|
4219
|
Freedom Day Solutions
Houston,
Texas
|
$373M
|
+$4.68M
|
+1%
|
3.69%
|
84.6%
|
104
|
18.27%
|
|
|
4220
|
Mindset Wealth Management
Indianapolis,
Indiana
|
$372M
|
-$8.98M
|
-2%
|
2.03%
|
–
|
198
|
18.69%
|
|
|
4221
|
Doma Perpetual Capital Management
Miami,
Florida
|
$372M
|
+$16.8M
|
+5%
|
0.54%
|
–
|
14
|
35.71%
|
|
|
4222
|
Gavilan Investment Partners
Burlingame,
California
|
$372M
|
-$44.1M
|
-11%
|
14.9%
|
123%
|
14
|
7.14%
|
|
|
4223
|
Blue Owl Capital Holdings
New York
|
$372M
|
+$48.1M
|
+15%
|
4.2%
|
113%
|
99
|
42.42%
|
|
|
4224
|
Promethos Capital
Boston,
Massachusetts
|
$372M
|
+$5.29M
|
+1%
|
2.49%
|
–
|
47
|
10.64%
|
|
|
4225
|
Solus Alternative Asset Management
Summit,
New Jersey
|
$372M
|
+$63.1M
|
+20%
|
28.7%
|
107%
|
10
|
0%
|
|