|
4301
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$195M
|
+$3.96M
|
+2%
|
4.38%
|
46%
|
107
|
12.15%
|
|
|
4302
|
Crane Advisory
Fullerton,
California
|
$195M
|
–
|
–
|
2.69%
|
34.7%
|
27
|
–
|
|
|
4303
|
Fiduciary Planning
Englewood,
Florida
|
$195M
|
-$7.34M
|
-4%
|
4.73%
|
65.5%
|
39
|
2.56%
|
|
|
4304
|
Fosse Capital Partners
London,
United Kingdom
|
$195M
|
-$4.75M
|
-2%
|
2.45%
|
80%
|
4
|
0%
|
|
|
4305
|
White Mountains Insurance Group
Hanover,
New Hampshire
|
$195M
|
+$27.8M
|
+17%
|
9.77%
|
105%
|
2
|
50%
|
|
|
4306
|
Acima Private Wealth
Richmond,
Virginia
|
$195M
|
-$5.8M
|
-3%
|
5.83%
|
45.2%
|
236
|
3.81%
|
|
|
4307
|
Ibex Investors
Denver,
Colorado
|
$195M
|
+$35.2M
|
+22%
|
5.71%
|
16.6%
|
55
|
76.36%
|
|
|
4308
|
JW Asset Management
Miami Beach,
Florida
|
$194M
|
+$6.26M
|
+3%
|
0.38%
|
251%
|
11
|
18.18%
|
|
|
4309
|
Neumann Capital Management
Foster City,
California
|
$194M
|
-$2.99M
|
-2%
|
5.98%
|
79.4%
|
90
|
14.44%
|
|
|
4310
|
BetterWealth
San Jose,
California
|
$194M
|
-$8.27M
|
-4%
|
5.15%
|
55.7%
|
38
|
7.89%
|
|
|
4311
|
Cota Capital Management
San Francisco,
California
|
$194M
|
-$49.5M
|
-20%
|
4.31%
|
46%
|
14
|
14.29%
|
|
|
4312
|
UBP Investment Advisors
Geneva,
Switzerland
|
$194M
|
-$56.1M
|
-22%
|
4.24%
|
11.2%
|
105
|
24.76%
|
|
|
4313
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
$194M
|
+$1.33M
|
+0.7%
|
4.08%
|
113%
|
679
|
8.39%
|
|
|
4314
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$194M
|
-$1.84M
|
-0.9%
|
4.09%
|
137%
|
89
|
15.73%
|
|
|
4315
|
ETFidea
Syracuse,
New York
|
$194M
|
-$6.24M
|
-3%
|
4.57%
|
22.7%
|
109
|
9.17%
|
|
|
4316
|
Ategra Capital Management
Vienna,
Virginia
|
$194M
|
-$1.79M
|
-0.9%
|
5.09%
|
114%
|
104
|
16.35%
|
|
|
4317
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$194M
|
-$17.1M
|
-8%
|
6.75%
|
93%
|
286
|
2.8%
|
|
|
4318
|
SS&H Financial Advisors
Troy,
Michigan
|
$194M
|
-$23M
|
-11%
|
7.03%
|
–
|
122
|
9.02%
|
|
|
4319
|
Stonebridge Capital Management
Los Angeles,
California
|
$194M
|
-$25.8M
|
-12%
|
5.23%
|
–
|
99
|
9.09%
|
|
|
4320
|
Omega Financial Group
Santa Barbara,
California
|
$193M
|
-$14M
|
-7%
|
6.17%
|
45.2%
|
81
|
6.17%
|
|
|
4321
|
Nikulski Financial
Bettendorf,
Iowa
|
$193M
|
-$8.3M
|
-4%
|
4.63%
|
95.8%
|
124
|
4.03%
|
|
|
4322
|
Front Row Advisors
Tiburon,
California
|
$193M
|
-$10.1M
|
-5%
|
5.23%
|
142%
|
959
|
8.65%
|
|
|
4323
|
SimpliFi Inc
San Diego,
California
|
$193M
|
-$9.43M
|
-5%
|
3.82%
|
26.7%
|
31
|
3.23%
|
|
|
4324
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
$193M
|
-$27.5M
|
-12%
|
3.68%
|
78.3%
|
90
|
6.67%
|
|
|
4325
|
Garner Asset Management Corp
Plano,
Texas
|
$193M
|
-$41.7M
|
-18%
|
8.68%
|
95.3%
|
178
|
10.67%
|
|