|
4201
|
White Mountains Insurance Group
Hanover,
New Hampshire
|
$195M
|
+$27.8M
|
+17%
|
9.77%
|
45.8%
|
2
|
50%
|
|
|
4202
|
Acima Private Wealth
Richmond,
Virginia
|
$195M
|
-$5.8M
|
-3%
|
5.83%
|
45.2%
|
236
|
3.81%
|
|
|
4203
|
Ibex Investors
Denver,
Colorado
|
$195M
|
+$35.2M
|
+22%
|
5.71%
|
4.48%
|
55
|
76.36%
|
|
|
4204
|
JW Asset Management
Miami Beach,
Florida
|
$194M
|
+$6.26M
|
+3%
|
0.38%
|
126%
|
11
|
18.18%
|
|
|
4205
|
Neumann Capital Management
Foster City,
California
|
$194M
|
-$2.99M
|
-2%
|
5.98%
|
79.4%
|
90
|
14.44%
|
|
|
4206
|
BetterWealth
San Jose,
California
|
$194M
|
-$8.27M
|
-4%
|
5.15%
|
55.7%
|
38
|
7.89%
|
|
|
4207
|
Cota Capital Management
San Francisco,
California
|
$194M
|
-$49.5M
|
-20%
|
4.31%
|
46%
|
14
|
14.29%
|
|
|
4208
|
UBP Investment Advisors
Geneva,
Switzerland
|
$194M
|
-$56.1M
|
-22%
|
4.24%
|
11.2%
|
105
|
24.76%
|
|
|
4209
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
$194M
|
+$1.33M
|
+0.7%
|
4.08%
|
113%
|
679
|
8.39%
|
|
|
4210
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$194M
|
-$1.84M
|
-0.9%
|
4.09%
|
105%
|
89
|
15.73%
|
|
|
4211
|
ETFidea
Syracuse,
New York
|
$194M
|
-$6.24M
|
-3%
|
4.57%
|
22.7%
|
109
|
9.17%
|
|
|
4212
|
Ategra Capital Management
Vienna,
Virginia
|
$194M
|
-$1.79M
|
-0.9%
|
5.09%
|
91.1%
|
104
|
16.35%
|
|
|
4213
|
Peoples Financial Services Corp
Dunmore,
Pennsylvania
|
$194M
|
-$17.1M
|
-8%
|
6.75%
|
93%
|
286
|
2.8%
|
|
|
4214
|
SS&H Financial Advisors
Troy,
Michigan
|
$194M
|
-$23M
|
-11%
|
7.03%
|
–
|
122
|
9.02%
|
|
|
4215
|
Stonebridge Capital Management
Los Angeles,
California
|
$194M
|
-$25.8M
|
-12%
|
5.23%
|
–
|
99
|
9.09%
|
|
|
4216
|
Omega Financial Group
Santa Barbara,
California
|
$193M
|
-$14M
|
-7%
|
6.17%
|
45.2%
|
81
|
6.17%
|
|
|
4217
|
Nikulski Financial
Bettendorf,
Iowa
|
$193M
|
-$8.3M
|
-4%
|
4.63%
|
95.8%
|
124
|
4.03%
|
|
|
4218
|
Front Row Advisors
Tiburon,
California
|
$193M
|
-$10.1M
|
-5%
|
5.23%
|
122%
|
959
|
8.65%
|
|
|
4219
|
SimpliFi Inc
San Diego,
California
|
$193M
|
-$9.43M
|
-5%
|
3.82%
|
26.7%
|
31
|
3.23%
|
|
|
4220
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
$193M
|
-$27.5M
|
-12%
|
3.68%
|
78.3%
|
90
|
6.67%
|
|
|
4221
|
Garner Asset Management Corp
Plano,
Texas
|
$193M
|
-$41.7M
|
-18%
|
8.68%
|
68.1%
|
178
|
10.67%
|
|
|
4222
|
Newport Capital Group
Red Bank,
New Jersey
|
$193M
|
+$96.2M
|
+99%
|
4.13%
|
–
|
63
|
30.16%
|
|
|
4223
|
Affinity Investment Advisors
Newport Beach,
California
|
$193M
|
-$12.3M
|
-6%
|
3.24%
|
120%
|
199
|
12.06%
|
|
|
4224
|
Juniper Hill Capital Management
Menlo Park,
California
|
$193M
|
-$35.1M
|
-15%
|
3.55%
|
33.6%
|
5
|
20%
|
|
|
4225
|
Scissortail Wealth Management
Tulsa,
Oklahoma
|
$193M
|
-$67.2M
|
-26%
|
3.63%
|
56.6%
|
149
|
61.07%
|
|