|
4401
|
D. Scott Neal
Lexington,
Kentucky
|
$206M
|
-$31.9M
|
-13%
|
3.1%
|
105%
|
62
|
11.29%
|
|
|
4402
|
Patient Capital Management
Baltimore,
Maryland
|
$206M
|
+$5.56M
|
+3%
|
4.05%
|
131%
|
45
|
11.11%
|
|
|
4403
|
Bishop & Co Investment Management
Erie,
Pennsylvania
|
$206M
|
+$16M
|
+8%
|
7.97%
|
47.6%
|
24
|
4.17%
|
|
|
4404
|
WT Wealth Management
Scottsdale,
Arizona
|
$206M
|
+$7.05M
|
+4%
|
3.1%
|
66.6%
|
110
|
33.64%
|
|
|
4405
|
Industry Ventures
San Francisco,
California
|
$206M
|
+$129M
|
+166%
|
70.5%
|
77.4%
|
12
|
50%
|
|
|
4406
|
BCGM Wealth Management
Lafayette,
Indiana
|
$206M
|
+$5.41M
|
+3%
|
7.79%
|
54.9%
|
113
|
7.96%
|
|
|
4407
|
Eclectic Associates
Fullerton,
California
|
$205M
|
+$53M
|
+35%
|
7.34%
|
49.7%
|
81
|
22.22%
|
|
|
4408
|
Detalus Advisors
St. Louis,
Missouri
|
$205M
|
+$38.1M
|
+23%
|
8.17%
|
67.9%
|
144
|
15.28%
|
|
|
4409
|
Paulson Wealth Management
Wheaton,
Illinois
|
$205M
|
+$19.2M
|
+10%
|
6.78%
|
57.1%
|
95
|
29.47%
|
|
|
4410
|
First United Bank & Trust
Oakland,
Maryland
|
$205M
|
+$6.06M
|
+3%
|
8.38%
|
69.2%
|
146
|
4.79%
|
|
|
4411
|
Symmetry Peak Management
Radnor,
Pennsylvania
|
$205M
|
+$120M
|
+143%
|
9.14%
|
320%
|
164
|
89.02%
|
|
|
4412
|
|
$205M
|
+$21.8M
|
+12%
|
16.3%
|
11.5%
|
5
|
20%
|
|
|
4413
|
Anfield Capital Management
Irvine,
California
|
$205M
|
-$5.12M
|
-2%
|
6.85%
|
65.2%
|
100
|
26%
|
|
|
4414
|
Jacobs Asset Management
New York
|
$205M
|
+$8.6M
|
+4%
|
5.57%
|
114%
|
47
|
36.17%
|
|
|
4415
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$204M
|
+$7.68M
|
+4%
|
8.82%
|
–
|
95
|
11.58%
|
|
|
4416
|
Disciplined Investments
Tulsa,
Oklahoma
|
$204M
|
-$13.2M
|
-6%
|
6.97%
|
51.4%
|
1,721
|
8.48%
|
|
|
4417
|
Snow Lake Capital
Central,
Hong Kong
|
$204M
|
-$3.28M
|
-2%
|
11.5%
|
–
|
16
|
56.25%
|
|
|
4418
|
Abound Wealth Management
Franklin,
Tennessee
|
$204M
|
+$19M
|
+10%
|
7.96%
|
58.6%
|
800
|
16.25%
|
|
|
4419
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$204M
|
+$10.1M
|
+5%
|
8.73%
|
137%
|
93
|
15.05%
|
|
|
4420
|
Terril Brothers
St. Louis,
Missouri
|
$204M
|
-$126M
|
-38%
|
6.89%
|
94.4%
|
56
|
17.86%
|
|
|
4421
|
First Washington Corp
Seattle,
Washington
|
$204M
|
+$5.78M
|
+3%
|
3.9%
|
142%
|
69
|
26.09%
|
|
|
4422
|
Sanchez Wealth Management Group
Jacksonville,
Florida
|
$204M
|
+$20.8M
|
+11%
|
7.15%
|
56.9%
|
34
|
8.82%
|
|
|
4423
|
First Sabrepoint Capital Management
Dallas,
Texas
|
$204M
|
-$39.7M
|
-16%
|
9.79%
|
218%
|
35
|
51.43%
|
|
|
4424
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$204M
|
+$7.81M
|
+4%
|
6.52%
|
59.3%
|
131
|
19.85%
|
|
|
4425
|
Stone Summit Wealth
Miami,
Florida
|
$204M
|
+$41.2M
|
+25%
|
8.99%
|
59.6%
|
133
|
9.77%
|
|