|
4401
|
Prospect Capital Advisors
Sausalito,
California
|
$197M
|
-$17.9M
|
-8%
|
7.8%
|
202%
|
31
|
25.81%
|
|
|
4402
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$197M
|
-$27.8M
|
-12%
|
14.3%
|
84.9%
|
550
|
29.09%
|
|
|
4403
|
BCGM Wealth Management
Lafayette,
Indiana
|
$197M
|
+$13.2M
|
+7%
|
12%
|
54.9%
|
112
|
12.5%
|
|
|
4404
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$197M
|
-$10.6M
|
-5%
|
13.6%
|
44.7%
|
85
|
9.41%
|
|
|
4405
|
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
|
$197M
|
-$29.4M
|
-13%
|
10.9%
|
92.5%
|
40
|
7.5%
|
|
|
4406
|
Sawyer & Company
Boston,
Massachusetts
|
$197M
|
-$25.3M
|
-11%
|
10.6%
|
97.4%
|
180
|
7.22%
|
|
|
4407
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$197M
|
-$17.2M
|
-8%
|
10.3%
|
54.1%
|
62
|
12.9%
|
|
|
4408
|
Passive Capital Management
Baltimore,
Maryland
|
$196M
|
+$9.78M
|
+5%
|
10.5%
|
37.7%
|
52
|
15.38%
|
|
|
4409
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$196M
|
-$30.1M
|
-13%
|
15.2%
|
70.2%
|
85
|
14.12%
|
|
|
4410
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
$196M
|
-$21.8M
|
-10%
|
13.4%
|
67.3%
|
104
|
20.19%
|
|
|
4411
|
Centerpoint Advisors
Needham,
Massachusetts
|
$196M
|
-$22.4M
|
-10%
|
15.6%
|
74.2%
|
460
|
15.65%
|
|
|
4412
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$196M
|
-$21.3M
|
-10%
|
11.7%
|
105%
|
255
|
23.14%
|
|
|
4413
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$196M
|
-$60.2M
|
-24%
|
8.09%
|
137%
|
96
|
22.92%
|
|
|
4414
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$196M
|
-$4.95M
|
-2%
|
9.14%
|
50.6%
|
235
|
33.19%
|
|
|
4415
|
Prosperity Planning
Kansas City,
Missouri
|
$196M
|
-$8.57M
|
-4%
|
11%
|
40.5%
|
98
|
14.29%
|
|
|
4416
|
Ategra Capital Management
Vienna,
Virginia
|
$196M
|
-$32.5M
|
-14%
|
12.3%
|
114%
|
107
|
12.15%
|
|
|
4417
|
|
$196M
|
-$24.6M
|
-11%
|
13.3%
|
51.4%
|
37
|
8.11%
|
|
|
4418
|
Yorktown Energy Partners VIII
New York
|
$195M
|
-$85.4M
|
-30%
|
0.91%
|
15.2%
|
3
|
33.33%
|
|
|
4419
|
RS Crum Inc
Newport Beach,
California
|
$195M
|
+$18.4M
|
+10%
|
11.1%
|
48.5%
|
80
|
25%
|
|
|
4420
|
Rench Wealth Management
Denton,
Texas
|
$195M
|
-$24.7M
|
-11%
|
10.9%
|
106%
|
40
|
2.5%
|
|
|
4421
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$195M
|
-$40.2M
|
-17%
|
13.8%
|
70.6%
|
88
|
30.68%
|
|
|
4422
|
Fluent Financial
Dallas,
Texas
|
$195M
|
-$48.6M
|
-20%
|
16.1%
|
42.5%
|
70
|
11.43%
|
|
|
4423
|
Long Road Investment Counsel
Kalamazoo,
Michigan
|
$195M
|
-$27.5M
|
-12%
|
12.2%
|
53.8%
|
73
|
10.96%
|
|
|
4424
|
Innealta Capital
Austin,
Texas
|
$195M
|
+$23.3M
|
+14%
|
13.6%
|
63.7%
|
73
|
31.51%
|
|
|
4425
|
Greenhaven Road Investment Management
Greenwich,
Connecticut
|
$195M
|
-$112M
|
-36%
|
23.2%
|
70.2%
|
65
|
36.92%
|
|