|
4376
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
$211M
|
-$7.18M
|
-3%
|
2.4%
|
58.8%
|
68
|
10.29%
|
|
|
4377
|
Chartist Inc
Seal Beach,
California
|
$211M
|
-$6.09M
|
-3%
|
0.21%
|
–
|
36
|
8.33%
|
|
|
4378
|
Venator Capital Management
Toronto,
Ontario, Canada
|
$210M
|
-$83.9M
|
-29%
|
2.89%
|
154%
|
72
|
26.39%
|
|
|
4379
|
Paulson Wealth Management
Wheaton,
Illinois
|
$210M
|
+$3.8M
|
+2%
|
1.26%
|
47.2%
|
97
|
13.4%
|
|
|
4380
|
Boundary Creek Advisors
New York
|
$210M
|
+$152M
|
+261%
|
5%
|
15%
|
27
|
44.44%
|
|
|
4381
|
Stonehill Capital Management
New York
|
$210M
|
+$4.7M
|
+2%
|
0.92%
|
145%
|
19
|
21.05%
|
|
|
4382
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$210M
|
+$31.2M
|
+17%
|
0.75%
|
69.7%
|
985
|
79.9%
|
|
|
4383
|
Tiemann Investment Advisors
Menlo Park,
California
|
$210M
|
-$3.43M
|
-2%
|
0.29%
|
64.1%
|
215
|
4.19%
|
|
|
4384
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$210M
|
+$882K
|
+0.4%
|
0.75%
|
70.6%
|
72
|
13.89%
|
|
|
4385
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$210M
|
+$12M
|
+6%
|
0.29%
|
84.9%
|
429
|
8.62%
|
|
|
4386
|
Kestrel Investment Management
San Mateo,
California
|
$210M
|
-$44.5M
|
-17%
|
0.11%
|
82.9%
|
44
|
11.36%
|
|
|
4387
|
Keeler Thomas Management
Orem,
Utah
|
$210M
|
+$5.51M
|
+3%
|
0.56%
|
43.4%
|
77
|
9.09%
|
|
|
4388
|
Columbus Point
London,
United Kingdom
|
$210M
|
-$14.4M
|
-6%
|
1.4%
|
–
|
20
|
25%
|
|
|
4389
|
Seaview Investment Managers
Miami,
Florida
|
$210M
|
+$14.1M
|
+7%
|
2.82%
|
148%
|
128
|
64.06%
|
|
|
4390
|
Omega Financial Group
Santa Barbara,
California
|
$210M
|
+$2.79M
|
+1%
|
1.21%
|
45.2%
|
64
|
4.69%
|
|
|
4391
|
Triton Wealth Management
Sun City,
Arizona
|
$210M
|
+$34.8M
|
+20%
|
2.33%
|
–
|
123
|
16.26%
|
|
|
4392
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$210M
|
+$26.2M
|
+14%
|
1.36%
|
67.7%
|
155
|
10.97%
|
|
|
4393
|
Wells Trecaso Financial Group
Akron,
Ohio
|
$210M
|
+$1.73M
|
+0.8%
|
0.8%
|
108%
|
96
|
7.29%
|
|
|
4394
|
JFG Wealth Management
Denver,
Colorado
|
$210M
|
-$17.6M
|
-8%
|
3.57%
|
65.2%
|
46
|
8.7%
|
|
|
4395
|
Ategra Capital Management
Vienna,
Virginia
|
$210M
|
+$3.59M
|
+2%
|
0.34%
|
91.1%
|
119
|
10.08%
|
|
|
4396
|
Centerpoint Advisors
Needham,
Massachusetts
|
$210M
|
-$2.79M
|
-1%
|
0.04%
|
61.2%
|
329
|
11.55%
|
|
|
4397
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$209M
|
+$5.18M
|
+3%
|
1.06%
|
47.8%
|
59
|
13.56%
|
|
|
4398
|
Professional Planning
Thousand Oaks,
California
|
$209M
|
-$8.38M
|
-4%
|
1.71%
|
99.9%
|
135
|
11.85%
|
|
|
4399
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$209M
|
-$7.24M
|
-3%
|
0.84%
|
82.3%
|
253
|
22.92%
|
|
|
4400
|
Stolper & Co
Tulsa,
Oklahoma
|
$209M
|
-$2.86M
|
-1%
|
1.74%
|
70.5%
|
92
|
11.96%
|
|