|
4401
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$214M
|
+$21.6M
|
+11%
|
5.89%
|
70.5%
|
145
|
26.9%
|
|
|
4402
|
Pegasus Asset Management
Montebello,
New York
|
$214M
|
+$17.3M
|
+9%
|
8.27%
|
82%
|
74
|
1.35%
|
|
|
4403
|
Hamilton Wealth
Encino,
California
|
$214M
|
+$8.33M
|
+4%
|
6.8%
|
101%
|
58
|
25.86%
|
|
|
4404
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$214M
|
+$39.5M
|
+23%
|
5.19%
|
67.6%
|
76
|
7.89%
|
|
|
4405
|
Union Heritage Capital
Bloomfield Hills,
Michigan
|
$214M
|
+$13.4M
|
+7%
|
7.98%
|
69.2%
|
62
|
4.84%
|
|
|
4406
|
Sawyer & Company
Boston,
Massachusetts
|
$214M
|
+$13.4M
|
+7%
|
6.32%
|
97.4%
|
182
|
12.09%
|
|
|
4407
|
Aryeh Capital Management
Toronto,
Ontario, Canada
|
$214M
|
+$23.3M
|
+12%
|
6.06%
|
87.7%
|
12
|
16.67%
|
|
|
4408
|
LFL Advisers
Evanston,
Illinois
|
$214M
|
+$11M
|
+5%
|
6.95%
|
63.5%
|
11
|
0%
|
|
|
4409
|
Tiemann Investment Advisors
Menlo Park,
California
|
$214M
|
+$13.2M
|
+7%
|
7.45%
|
64.1%
|
214
|
4.67%
|
|
|
4410
|
IRON Financial
Northbrook,
Illinois
|
$214M
|
+$24.2M
|
+13%
|
4.34%
|
51.4%
|
123
|
28.46%
|
|
|
4411
|
Gill Capital Partners
Denver,
Colorado
|
$214M
|
+$17.5M
|
+9%
|
5.05%
|
41.8%
|
119
|
6.72%
|
|
|
4412
|
Newport Asia
San Francisco,
California
|
$214M
|
-$2.16M
|
-1%
|
10.4%
|
–
|
5
|
20%
|
|
|
4413
|
Paragon Advisors
College Station,
Texas
|
$213M
|
+$29.9M
|
+16%
|
12.9%
|
77.8%
|
88
|
34.09%
|
|
|
4414
|
Gradient Capital Advisors
San Diego,
California
|
$213M
|
+$24.4M
|
+13%
|
5.52%
|
71%
|
119
|
11.76%
|
|
|
4415
|
Aquamarine Capital Management
New York
|
$213M
|
+$21.7M
|
+11%
|
7.07%
|
23%
|
14
|
21.43%
|
|
|
4416
|
Daily Journal Corp
Los Angeles,
California
|
$213M
|
+$16M
|
+8%
|
8.44%
|
108%
|
5
|
0%
|
|
|
4417
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$213M
|
+$16.2M
|
+8%
|
4.83%
|
52.6%
|
279
|
10.75%
|
|
|
4418
|
Pettee Investors
Rowayton,
Connecticut
|
$213M
|
+$5.69M
|
+3%
|
5.42%
|
66.9%
|
128
|
5.47%
|
|
|
4419
|
EII Capital Management
New York
|
$213M
|
+$21M
|
+11%
|
10.3%
|
46.9%
|
196
|
11.73%
|
|
|
4420
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$213M
|
+$26.9M
|
+14%
|
7.66%
|
58.5%
|
102
|
42.16%
|
|
|
4421
|
Gabalex Capital Management
New York
|
$213M
|
+$14.4M
|
+7%
|
6.67%
|
24.9%
|
24
|
16.67%
|
|
|
4422
|
KCS Wealth Advisory
Los Angeles,
California
|
$212M
|
+$18.8M
|
+10%
|
7%
|
45.3%
|
157
|
9.55%
|
|
|
4423
|
Providence First Trust
Scottsdale,
Arizona
|
$212M
|
+$9.05M
|
+4%
|
4.38%
|
64.1%
|
84
|
7.14%
|
|
|
4424
|
Centerpoint Advisors
Needham,
Massachusetts
|
$212M
|
+$42.2M
|
+25%
|
7.75%
|
61.2%
|
317
|
16.09%
|
|
|
4425
|
Halpern Financial
Ashburn,
Virginia
|
$212M
|
+$5.74M
|
+3%
|
7.9%
|
26.3%
|
263
|
12.17%
|
|