|
4251
|
Shamrock Asset Management
Dallas,
Texas
|
$128M
|
-$13M
|
-9%
|
0.69%
|
31%
|
273
|
16.12%
|
|
|
4252
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$128M
|
-$2.63M
|
-2%
|
0.2%
|
28.6%
|
993
|
11.48%
|
|
|
4253
|
First Financial Corp
Terre Haute,
Indiana
|
$128M
|
+$4.53M
|
+4%
|
3.38%
|
88.3%
|
388
|
22.42%
|
|
|
4254
|
Clearstead Trust
Portland,
Maine
|
$128M
|
+$3.04M
|
+2%
|
2.64%
|
111%
|
208
|
7.21%
|
|
|
4255
|
9258 Wealth Management
Blue Ash,
Ohio
|
$128M
|
+$4.12M
|
+3%
|
1.73%
|
49.6%
|
196
|
13.78%
|
|
|
4256
|
Donor Advised Charitable Giving
San Francisco,
California
|
$128M
|
+$4.19M
|
+3%
|
5.98%
|
365%
|
56
|
8.93%
|
|
|
4257
|
Global Strategic Management
San Juan,
Puerto Rico
|
$128M
|
+$13.3M
|
+12%
|
6.04%
|
–
|
39
|
25.64%
|
|
|
4258
|
JCSD Capital
Walnut Creek,
California
|
$128M
|
-$20.3M
|
-14%
|
0.05%
|
–
|
59
|
16.95%
|
|
|
4259
|
Index Venture Growth Associates I
St Helier, Channel Islands,
Jersey
|
$128M
|
-$11.7M
|
-8%
|
12.6%
|
30.9%
|
2
|
0%
|
|
|
4260
|
SkyTop Capital Management
Rutherford,
New Jersey
|
$128M
|
+$10.1M
|
+9%
|
6.76%
|
50.2%
|
19
|
42.11%
|
|
|
4261
|
Knightsbridge Asset Management
Newport Beach,
California
|
$127M
|
-$17.7M
|
-12%
|
1.85%
|
150%
|
31
|
16.13%
|
|
|
4262
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$127M
|
-$9.38M
|
-7%
|
0.89%
|
56.7%
|
41
|
19.51%
|
|
|
4263
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$127M
|
+$6.97M
|
+6%
|
0.79%
|
52.6%
|
231
|
10.82%
|
|
|
4264
|
Friedenthal Financial
Marlton,
New Jersey
|
$127M
|
+$10.8M
|
+9%
|
1.81%
|
111%
|
67
|
35.82%
|
|
|
4265
|
GoodHaven Capital Management
Millburn,
New Jersey
|
$127M
|
+$3.53M
|
+3%
|
2.26%
|
80.7%
|
23
|
4.35%
|
|
|
4266
|
Blue Square Asset Management
New York
|
$127M
|
–
|
–
|
1.06%
|
104%
|
80
|
–
|
|
|
4267
|
Marcato Capital Management
San Francisco,
California
|
$127M
|
-$135M
|
-52%
|
5.41%
|
142%
|
8
|
50%
|
|
|
4268
|
Pratt Collard Advisory Partners
Buffalo,
New York
|
$127M
|
+$139K
|
+0.1%
|
1.38%
|
91.7%
|
106
|
3.77%
|
|
|
4269
|
Guinness Atkinson Asset Management
Pasadena,
California
|
$127M
|
-$8.03M
|
-6%
|
2.89%
|
132%
|
65
|
3.08%
|
|
|
4270
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$126M
|
+$9.74M
|
+8%
|
0.09%
|
58.2%
|
31
|
9.68%
|
|
|
4271
|
Mader & Shannon Wealth Management
Kansas City,
Missouri
|
$126M
|
+$8.64M
|
+7%
|
3.05%
|
53.1%
|
23
|
43.48%
|
|
|
4272
|
Reliant Investment Management
Memphis,
Tennessee
|
$126M
|
-$5.95M
|
-4%
|
1.92%
|
122%
|
54
|
22.22%
|
|
|
4273
|
Western Standard LLC
Los Angeles,
California
|
$126M
|
-$9.08M
|
-7%
|
2.48%
|
83.7%
|
53
|
52.83%
|
|
|
4274
|
R.M. Sincerbeaux Capital Management
New York
|
$126M
|
+$3.39M
|
+3%
|
0.66%
|
76.4%
|
52
|
7.69%
|
|
|
4275
|
Hellman Jordan Management Company
Quincy,
Massachusetts
|
$126M
|
+$52.9M
|
+72%
|
5.76%
|
203%
|
67
|
50.75%
|
|