|
4251
|
Recurrent Investment Advisors
Houston,
Texas
|
$248M
|
+$20.2M
|
+9%
|
3.94%
|
109%
|
42
|
2.38%
|
|
|
4252
|
Vickerman Investment Advisors
Spokane,
Washington
|
$248M
|
-$2.38M
|
-1%
|
6.44%
|
36.7%
|
83
|
7.23%
|
|
|
4253
|
Excalibur Management
Waltham,
Massachusetts
|
$248M
|
+$19.5M
|
+9%
|
10.4%
|
68.9%
|
170
|
10.59%
|
|
|
4254
|
Cedar Wealth Management
Walnut Creek,
California
|
$248M
|
+$22.7M
|
+10%
|
6.35%
|
53.2%
|
376
|
30.59%
|
|
|
4255
|
Clear Perspectives Financial Planning
Cincinnati,
Ohio
|
$247M
|
+$26.6M
|
+12%
|
5.4%
|
–
|
239
|
9.21%
|
|
|
4256
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$247M
|
+$88.1M
|
+55%
|
7.45%
|
33.1%
|
187
|
43.85%
|
|
|
4257
|
Morton Capital Management
Calabasas,
California
|
$247M
|
–
|
–
|
6.74%
|
65.8%
|
92
|
–
|
|
|
4258
|
Hoertkorn Richard Charles
|
$247M
|
+$24.5M
|
+11%
|
13.5%
|
172%
|
83
|
1.2%
|
|
|
4259
|
Secure Asset Management
Troy,
Michigan
|
$247M
|
+$44.4M
|
+22%
|
10.9%
|
86.5%
|
227
|
28.19%
|
|
|
4260
|
Silverarc Capital Management
Boston,
Massachusetts
|
$247M
|
+$69.9M
|
+40%
|
7.72%
|
3,352%
|
96
|
40.63%
|
|
|
4261
|
DCF Advisers
Greenwich,
Connecticut
|
$247M
|
+$20.1M
|
+9%
|
13.2%
|
156%
|
90
|
27.78%
|
|
|
4262
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$247M
|
+$16.1M
|
+7%
|
8.01%
|
49.2%
|
85
|
10.59%
|
|
|
4263
|
Keystone Wealth Services
Palm Desert,
California
|
$246M
|
–
|
–
|
8.4%
|
61.6%
|
171
|
–
|
|
|
4264
|
Shorepoint Capital Partners
Norwood,
Massachusetts
|
$246M
|
+$23.8M
|
+11%
|
9.85%
|
–
|
81
|
6.17%
|
|
|
4265
|
Harvey Partners
Tarrytown,
New York
|
$246M
|
+$112M
|
+84%
|
6.13%
|
124%
|
39
|
35.9%
|
|
|
4266
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$246M
|
+$16.2M
|
+7%
|
6.25%
|
59.3%
|
112
|
12.5%
|
|
|
4267
|
Compton Financial Group
Towson,
Maryland
|
$246M
|
+$11.3M
|
+5%
|
3.9%
|
29.1%
|
33
|
24.24%
|
|
|
4268
|
Financial Planners of Cleveland
Mayfield Heights,
Ohio
|
$246M
|
–
|
–
|
6.86%
|
–
|
87
|
–
|
|
|
4269
|
Peregrine Asset Advisers
Portland,
Oregon
|
$246M
|
+$50M
|
+26%
|
10.4%
|
163%
|
160
|
41.88%
|
|
|
4270
|
Garner Asset Management Corp
Plano,
Texas
|
$246M
|
+$24.5M
|
+11%
|
6.89%
|
68.1%
|
176
|
4.55%
|
|
|
4271
|
PSI Advisors
Tampa,
Florida
|
$246M
|
+$28.1M
|
+13%
|
9.08%
|
47.5%
|
833
|
16.09%
|
|
|
4272
|
Trustees of The University of Pennsylvania
Philaldelphia,
Pennsylvania
|
$246M
|
–
|
–
|
4.46%
|
–
|
5
|
–
|
|
|
4273
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$246M
|
+$14.7M
|
+6%
|
4.94%
|
55%
|
136
|
21.32%
|
|
|
4274
|
Fluent Financial
Dallas,
Texas
|
$246M
|
+$11.1M
|
+5%
|
7.31%
|
42.5%
|
66
|
19.7%
|
|
|
4275
|
SAL Trading
Bala Cynwyd,
Pennsylvania
|
$246M
|
–
|
–
|
11.5%
|
18.9%
|
31
|
–
|
|