|
4326
|
Safeguard Investment Advisory Group
Corona,
California
|
$230M
|
-$4.98M
|
-2%
|
3.78%
|
84.3%
|
105
|
10.48%
|
|
|
4327
|
Quattro Financial Advisors
The Woodlands,
Texas
|
$230M
|
-$22.1M
|
-9%
|
3.82%
|
61.8%
|
95
|
27.37%
|
|
|
4328
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$230M
|
-$13.6M
|
-6%
|
3.12%
|
83.7%
|
177
|
11.3%
|
|
|
4329
|
Empire Financial Management Company
New York
|
$229M
|
-$21.7M
|
-9%
|
2.82%
|
78.3%
|
200
|
11%
|
|
|
4330
|
|
$229M
|
+$6.63M
|
+3%
|
3.52%
|
97.6%
|
75
|
16%
|
|
|
4331
|
Neumann Capital Management
Foster City,
California
|
$229M
|
-$12.1M
|
-5%
|
3.97%
|
79.4%
|
93
|
1.08%
|
|
|
4332
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$229M
|
-$752K
|
-0.3%
|
2.88%
|
49.4%
|
90
|
27.78%
|
|
|
4333
|
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
|
$229M
|
-$8.2M
|
-3%
|
2.88%
|
92.5%
|
43
|
2.33%
|
|
|
4334
|
Modus Advisors
Excelsior,
Minnesota
|
$229M
|
-$3.64M
|
-2%
|
2.08%
|
89.5%
|
102
|
6.86%
|
|
|
4335
|
West Wealth Group
Irvine,
California
|
$229M
|
-$7.23M
|
-3%
|
4.01%
|
71.2%
|
85
|
23.53%
|
|
|
4336
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$229M
|
-$25.1M
|
-10%
|
3.77%
|
84.9%
|
523
|
12.05%
|
|
|
4337
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$229M
|
-$22.5M
|
-9%
|
2.23%
|
101%
|
427
|
2.58%
|
|
|
4338
|
|
$229M
|
+$9.48M
|
+4%
|
0.27%
|
25.4%
|
40
|
37.5%
|
|
|
4339
|
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
$229M
|
-$8.62M
|
-4%
|
3.57%
|
8.87%
|
61
|
11.48%
|
|
|
4340
|
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
|
$228M
|
-$4.14M
|
-2%
|
0.62%
|
75.1%
|
115
|
4.35%
|
|
|
4341
|
Gemsstock Ltd
London,
United Kingdom
|
$228M
|
+$79.8M
|
+54%
|
0.86%
|
149%
|
9
|
22.22%
|
|
|
4342
|
Freedom Day Solutions
Houston,
Texas
|
$228M
|
+$2.91M
|
+1%
|
0.78%
|
84.6%
|
108
|
20.37%
|
|
|
4343
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
$228M
|
+$11.2M
|
+5%
|
2.11%
|
78.3%
|
84
|
9.52%
|
|
|
4344
|
Highland Peak Capital
Old Greenwich,
Connecticut
|
$228M
|
+$1.19M
|
+0.5%
|
2.17%
|
260%
|
29
|
44.83%
|
|
|
4345
|
VELA Investment Management
New Albany,
Ohio
|
$228M
|
+$11M
|
+5%
|
0.38%
|
56.8%
|
150
|
18.67%
|
|
|
4346
|
EJF Capital
Arlington,
Virginia
|
$228M
|
+$8.53M
|
+4%
|
9.52%
|
127%
|
104
|
19.23%
|
|
|
4347
|
Neo Ivy Capital Management
New York
|
$228M
|
+$37.8M
|
+20%
|
6.06%
|
–
|
490
|
80.61%
|
|
|
4348
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$228M
|
+$15.2M
|
+7%
|
3.28%
|
50.6%
|
184
|
60.87%
|
|
|
4349
|
Roberts Wealth Advisors
Palo Alto,
California
|
$227M
|
-$11.6K
|
-0%
|
2.48%
|
73.2%
|
90
|
6.67%
|
|
|
4350
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$227M
|
-$2.23M
|
-1%
|
2.86%
|
42.9%
|
64
|
7.81%
|
|