|
4401
|
TPB Wealth Advisors
San Antonio,
Texas
|
$195M
|
-$14.9M
|
-7%
|
6.04%
|
–
|
55
|
34.55%
|
|
|
4402
|
|
$195M
|
+$37M
|
+23%
|
2.94%
|
21.3%
|
12
|
41.67%
|
|
|
4403
|
First Bankers Trust
Louisville,
Kentucky
|
$195M
|
+$20.2M
|
+12%
|
12.5%
|
78.9%
|
113
|
5.31%
|
|
|
4404
|
|
$195M
|
-$21.6M
|
-10%
|
18.4%
|
20.5%
|
1
|
0%
|
|
|
4405
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$195M
|
–
|
–
|
9.49%
|
98.6%
|
161
|
–
|
|
|
4406
|
Investment Advisory Services
The Woodlands,
Texas
|
$194M
|
+$27.1M
|
+16%
|
10.8%
|
65.4%
|
96
|
4.17%
|
|
|
4407
|
Monte Financial Group
Guilford,
Connecticut
|
$194M
|
+$31.2M
|
+19%
|
14.3%
|
55%
|
84
|
8.33%
|
|
|
4408
|
Tamarack Advisers
Carlsbad,
California
|
$194M
|
+$23.9M
|
+14%
|
11.6%
|
46.5%
|
53
|
45.28%
|
|
|
4409
|
GGM Wealth Advisors
Baltimore,
Maryland
|
$194M
|
+$8.74M
|
+5%
|
9.04%
|
25.9%
|
144
|
13.19%
|
|
|
4410
|
Omega Financial Group
Santa Barbara,
California
|
$194M
|
+$493K
|
+0.3%
|
6.14%
|
45.2%
|
83
|
9.64%
|
|
|
4411
|
Front Row Advisors
Tiburon,
California
|
$194M
|
+$500K
|
+0.3%
|
10%
|
122%
|
968
|
10.43%
|
|
|
4412
|
Leisure Capital Management
Costa Mesa,
California
|
$194M
|
+$28.4M
|
+17%
|
9.52%
|
98%
|
148
|
14.19%
|
|
|
4413
|
Platform Technology Partners
New York
|
$194M
|
+$18M
|
+10%
|
8.37%
|
–
|
217
|
14.75%
|
|
|
4414
|
Argent Advisors
Monroe,
Louisiana
|
$193M
|
+$21.9M
|
+13%
|
10.6%
|
51.7%
|
139
|
10.79%
|
|
|
4415
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$193M
|
+$14.4M
|
+8%
|
10.1%
|
84.9%
|
492
|
4.07%
|
|
|
4416
|
Prospect Capital Advisors
Sausalito,
California
|
$193M
|
+$3.7M
|
+2%
|
7.7%
|
136%
|
35
|
31.43%
|
|
|
4417
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$193M
|
+$36M
|
+23%
|
10.1%
|
109%
|
201
|
21.39%
|
|
|
4418
|
|
$193M
|
+$28.9M
|
+18%
|
8.88%
|
95.1%
|
254
|
11.42%
|
|
|
4419
|
Ribbit Capital GP III
Palo Alto,
California
|
$193M
|
-$21.5M
|
-10%
|
9.79%
|
–
|
2
|
0%
|
|
|
4420
|
Bull Street Advisors
Savannah,
Georgia
|
$193M
|
+$15M
|
+8%
|
9.44%
|
41.9%
|
91
|
3.3%
|
|
|
4421
|
Ardmore Road Asset Management
New York
|
$193M
|
-$59.9M
|
-24%
|
0.69%
|
212%
|
42
|
64.29%
|
|
|
4422
|
MTM Investment Management
Spartanburg,
South Carolina
|
$193M
|
+$16.5M
|
+9%
|
9.65%
|
71.7%
|
276
|
8.33%
|
|
|
4423
|
Raleigh Capital Management
Cary,
North Carolina
|
$192M
|
+$21.2M
|
+12%
|
10.3%
|
71.8%
|
915
|
24.59%
|
|
|
4424
|
David Kennon
Sarasota,
Florida
|
$192M
|
+$10.2M
|
+6%
|
6.34%
|
46.9%
|
17
|
0%
|
|
|
4425
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$192M
|
+$20.6M
|
+12%
|
8.51%
|
47.2%
|
98
|
6.12%
|
|