|
4201
|
TMD Wealth Management
Scottsdale,
Arizona
|
$239M
|
+$9.65M
|
+4%
|
1.09%
|
2.41%
|
43
|
9.3%
|
|
|
4202
|
Owls Nest Partners IA
Chadds Ford,
Pennsylvania
|
$239M
|
+$21.7M
|
+10%
|
0.25%
|
105%
|
15
|
13.33%
|
|
|
4203
|
Cohen & Co Financial Management
New York
|
$238M
|
+$81.3M
|
+52%
|
0.69%
|
–
|
188
|
84.57%
|
|
|
4204
|
Stevens Capital Management
Radnor,
Pennsylvania
|
$238M
|
-$103M
|
-30%
|
2.44%
|
108%
|
277
|
72.56%
|
|
|
4205
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$238M
|
+$6.92M
|
+3%
|
1.56%
|
55.9%
|
74
|
8.11%
|
|
|
4206
|
Soapstone Management
Bethesda,
Maryland
|
$238M
|
-$11.2M
|
-4%
|
3.3%
|
30.3%
|
21
|
23.81%
|
|
|
4207
|
Claro Advisors
Boston,
Massachusetts
|
$238M
|
+$15.6M
|
+7%
|
0.41%
|
85.5%
|
267
|
14.61%
|
|
|
4208
|
Friess Associates
Greenville,
Delaware
|
$238M
|
-$27.3M
|
-10%
|
1.8%
|
256%
|
115
|
50.43%
|
|
|
4209
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$238M
|
+$2.59M
|
+1%
|
0.99%
|
65.5%
|
60
|
3.33%
|
|
|
4210
|
Nicollet Investment Management
Minneapolis,
Minnesota
|
$238M
|
-$8.06M
|
-3%
|
0.16%
|
83.3%
|
68
|
8.82%
|
|
|
4211
|
Ballast Inc
Lexington,
Kentucky
|
$237M
|
+$74K
|
+0%
|
0.89%
|
66%
|
96
|
4.17%
|
|
|
4212
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$237M
|
-$9.62M
|
-4%
|
0.1%
|
117%
|
289
|
7.27%
|
|
|
4213
|
Optimum Investment Advisors
Chicago,
Illinois
|
$237M
|
-$83.3M
|
-26%
|
0.2%
|
125%
|
950
|
14.84%
|
|
|
4214
|
Personal Wealth Partners
Bloomington,
Minnesota
|
$237M
|
-$10.6M
|
-4%
|
0.99%
|
37.2%
|
438
|
82.88%
|
|
|
4215
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$237M
|
+$2.33M
|
+1%
|
0.89%
|
47.9%
|
220
|
10.45%
|
|
|
4216
|
Front Row Advisors
Tiburon,
California
|
$237M
|
-$6.79M
|
-3%
|
0.43%
|
142%
|
976
|
2.46%
|
|
|
4217
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$237M
|
-$1.81M
|
-0.8%
|
0.56%
|
93%
|
294
|
2.72%
|
|
|
4218
|
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
|
$237M
|
+$5.3M
|
+2%
|
1.45%
|
138%
|
92
|
14.13%
|
|
|
4219
|
D. Scott Neal
Lexington,
Kentucky
|
$237M
|
+$16.1M
|
+7%
|
0.53%
|
105%
|
54
|
14.81%
|
|
|
4220
|
Aries Wealth Management
Portland,
Maine
|
$236M
|
+$2.61M
|
+1%
|
0.33%
|
75%
|
185
|
4.32%
|
|
|
4221
|
Navalign LLC
Encino,
California
|
$236M
|
+$30K
|
+0%
|
0.44%
|
50.7%
|
126
|
7.94%
|
|
|
4222
|
Whitcomb & Hess
Ashland,
Ohio
|
$236M
|
+$4.07M
|
+2%
|
1.61%
|
49%
|
30
|
10%
|
|
|
4223
|
Rudius Management
New York
|
$236M
|
+$17.5M
|
+8%
|
5.77%
|
8.92%
|
5
|
0%
|
|
|
4224
|
Continental Advisors
Park City,
Utah
|
$236M
|
+$18.7M
|
+9%
|
1.24%
|
69%
|
67
|
19.4%
|
|
|
4225
|
BCS Wealth Management
Johnson City,
Tennessee
|
$236M
|
+$47.5M
|
+25%
|
0.79%
|
46.7%
|
181
|
19.89%
|
|