|
4301
|
Asset Allocation Strategies
Farmington,
Michigan
|
$283M
|
+$27.1M
|
+11%
|
7.58%
|
52.9%
|
79
|
16.46%
|
|
|
4302
|
Wells Trecaso Financial Group
Akron,
Ohio
|
$283M
|
+$35M
|
+14%
|
9.99%
|
108%
|
100
|
15%
|
|
|
4303
|
Wishbone Management
Chicago,
Illinois
|
$283M
|
+$57.1M
|
+25%
|
6.9%
|
58.7%
|
5
|
60%
|
|
|
4304
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$283M
|
+$10.4M
|
+4%
|
4.45%
|
17.7%
|
164
|
13.41%
|
|
|
4305
|
|
$283M
|
+$21.1M
|
+8%
|
12.6%
|
169%
|
124
|
23.39%
|
|
|
4306
|
Borer Denton & Associates
Blue Bell,
Pennsylvania
|
$283M
|
+$21.3M
|
+8%
|
8.68%
|
44.2%
|
62
|
4.84%
|
|
|
4307
|
M3F Inc
Salt Lake City,
Utah
|
$283M
|
-$32.4M
|
-10%
|
3.41%
|
176%
|
40
|
15%
|
|
|
4308
|
Aubrey Capital Management
Edinburgh,
United Kingdom
|
$282M
|
+$47.3M
|
+20%
|
14%
|
296%
|
75
|
26.67%
|
|
|
4309
|
Freedom Day Solutions
Houston,
Texas
|
$282M
|
+$26.7M
|
+10%
|
12.3%
|
84.6%
|
101
|
8.91%
|
|
|
4310
|
venBio Partners
San Francisco,
California
|
$282M
|
-$385M
|
-58%
|
25.7%
|
564%
|
7
|
28.57%
|
|
|
4311
|
Hi-Line Capital Management
Watertown,
South Dakota
|
$282M
|
+$23.7M
|
+9%
|
7.45%
|
57.5%
|
39
|
2.56%
|
|
|
4312
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$282M
|
+$14.7M
|
+5%
|
8.71%
|
88.7%
|
150
|
16%
|
|
|
4313
|
Verum Partners
Charlotte,
North Carolina
|
$282M
|
+$28.8M
|
+11%
|
6.3%
|
53.9%
|
157
|
10.19%
|
|
|
4314
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$282M
|
+$46.4M
|
+20%
|
7.52%
|
62.8%
|
174
|
16.09%
|
|
|
4315
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$281M
|
+$8.67M
|
+3%
|
7.38%
|
26.6%
|
122
|
11.48%
|
|
|
4316
|
Summit Financial Group
Moorefield,
West Virginia
|
$281M
|
+$20.1M
|
+8%
|
8.37%
|
26.1%
|
191
|
4.19%
|
|
|
4317
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$281M
|
+$41.4M
|
+17%
|
5.25%
|
42.9%
|
81
|
20.99%
|
|
|
4318
|
McElhenny Sheffield Capital Management
Dallas,
Texas
|
$281M
|
+$35.1M
|
+14%
|
9.78%
|
86.3%
|
100
|
15%
|
|
|
4319
|
CoreCommodity Management
Stamford,
Connecticut
|
$281M
|
-$55.9M
|
-17%
|
3.87%
|
65.8%
|
172
|
13.37%
|
|
|
4320
|
Detalus Advisors
St. Louis,
Missouri
|
$281M
|
+$30.6M
|
+12%
|
8.21%
|
67.9%
|
157
|
12.74%
|
|
|
4321
|
Neumann Capital Management
Foster City,
California
|
$281M
|
+$28.4M
|
+11%
|
11%
|
79.4%
|
99
|
9.09%
|
|
|
4322
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$280M
|
+$43.8M
|
+19%
|
8.06%
|
67.6%
|
68
|
27.94%
|
|
|
4323
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$280M
|
+$20M
|
+8%
|
12.6%
|
239%
|
385
|
47.53%
|
|
|
4324
|
BBJS Financial Advisors
Seattle,
Washington
|
$280M
|
-$7.46M
|
-3%
|
0.99%
|
–
|
143
|
15.38%
|
|
|
4325
|
HighVista Strategies
Boston,
Massachusetts
|
$280M
|
+$4.87M
|
+2%
|
15.2%
|
622%
|
166
|
45.18%
|
|