|
4276
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$307M
|
-$15.6M
|
-5%
|
7.82%
|
83.4%
|
208
|
13.94%
|
|
|
4277
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$306M
|
+$16.8M
|
+6%
|
6.22%
|
63.2%
|
92
|
10.87%
|
|
|
4278
|
Indigo Partners
Phoenix,
Arizona
|
$306M
|
+$12.8M
|
+4%
|
4.57%
|
2.56%
|
2
|
0%
|
|
|
4279
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$306M
|
+$19.2M
|
+7%
|
5.23%
|
47.9%
|
181
|
16.57%
|
|
|
4280
|
|
$306M
|
+$29.2M
|
+11%
|
6.94%
|
51.4%
|
53
|
9.43%
|
|
|
4281
|
PYA Waltman Capital
Knoxville,
Tennessee
|
$306M
|
+$33.7M
|
+12%
|
7.88%
|
62.4%
|
74
|
12.16%
|
|
|
4282
|
Elevatus Welath Management
Victor,
New York
|
$306M
|
+$38.6M
|
+14%
|
7.46%
|
261%
|
121
|
29.75%
|
|
|
4283
|
|
$306M
|
+$12.2M
|
+4%
|
5.07%
|
61.2%
|
64
|
35.94%
|
|
|
4284
|
Stolper & Co
Tulsa,
Oklahoma
|
$306M
|
+$21.6M
|
+8%
|
9.53%
|
70.5%
|
90
|
4.44%
|
|
|
4285
|
Point72 Italy
Milan,
Italy
|
$306M
|
+$74.6M
|
+32%
|
6.05%
|
–
|
42
|
69.05%
|
|
|
4286
|
Prostatis Group
Hanover,
Maryland
|
$306M
|
+$20.5M
|
+7%
|
5.48%
|
72.9%
|
159
|
25.79%
|
|
|
4287
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
$305M
|
+$28.1M
|
+10%
|
4.75%
|
67.3%
|
79
|
26.58%
|
|
|
4288
|
LPWM LLC
Minneapolis,
Minnesota
|
$305M
|
+$15.8M
|
+5%
|
6.18%
|
54.3%
|
79
|
5.06%
|
|
|
4289
|
Hiddenite Capital Partners
New York
|
$305M
|
-$13.9M
|
-4%
|
17.5%
|
523%
|
59
|
66.1%
|
|
|
4290
|
Northcape Wealth Management
Williamsville,
New York
|
$305M
|
+$27.8M
|
+10%
|
7.95%
|
66%
|
133
|
3.76%
|
|
|
4291
|
First American Financial Corporation
Santa Ana,
California
|
$305M
|
+$9.16M
|
+3%
|
5.31%
|
–
|
4
|
25%
|
|
|
4292
|
Weil Company
San Diego,
California
|
$305M
|
+$31M
|
+11%
|
9.54%
|
60.7%
|
156
|
14.74%
|
|
|
4293
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$305M
|
+$6.67M
|
+2%
|
7.45%
|
–
|
234
|
8.12%
|
|
|
4294
|
Absolute Gestao de Investimentos
Sao Paulo,
Brazil
|
$305M
|
+$112M
|
+58%
|
2.86%
|
–
|
56
|
69.64%
|
|
|
4295
|
McElhenny Sheffield Capital Management
Dallas,
Texas
|
$305M
|
+$14.9M
|
+5%
|
6.08%
|
86.3%
|
109
|
22.94%
|
|
|
4296
|
Sovereign Investment Advisors
Phoenix,
Arizona
|
$305M
|
+$36.7M
|
+14%
|
4.45%
|
43.7%
|
36
|
13.89%
|
|
|
4297
|
Lodbrok Capital
London,
United Kingdom
|
$305M
|
-$159M
|
-34%
|
19.3%
|
25.9%
|
5
|
0%
|
|
|
4298
|
American Assets Inc
San Diego,
California
|
$305M
|
+$32.5M
|
+12%
|
11.3%
|
63.2%
|
18
|
44.44%
|
|
|
4299
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$304M
|
+$25.8M
|
+9%
|
5.61%
|
62.5%
|
380
|
12.11%
|
|
|
4300
|
Modus Advisors
Excelsior,
Minnesota
|
$304M
|
+$21.7M
|
+8%
|
5.85%
|
89.5%
|
116
|
12.07%
|
|