|
4401
|
Argonautica Private Wealth Management
Wellesley,
Massachusetts
|
$316M
|
+$24.8M
|
+9%
|
16%
|
158%
|
189
|
7.94%
|
|
|
4402
|
Atwater Malick
Lancaster,
Pennsylvania
|
$316M
|
+$20.2M
|
+7%
|
6.2%
|
79.1%
|
83
|
6.02%
|
|
|
4403
|
Capital Management Associates Inc
Minneapolis,
Minnesota
|
$316M
|
-$126M
|
-28%
|
6.64%
|
–
|
148
|
34.46%
|
|
|
4404
|
Sequent Planning
Omaha,
Nebraska
|
$316M
|
+$37.9M
|
+14%
|
8.01%
|
–
|
167
|
15.57%
|
|
|
4405
|
Leeward Financial Partners
Bellevue,
Washington
|
$316M
|
+$47.9M
|
+18%
|
14.8%
|
69.5%
|
103
|
19.42%
|
|
|
4406
|
Courage Miller Partners
Norfolk,
Virginia
|
$315M
|
+$20.3M
|
+7%
|
5.88%
|
40.3%
|
86
|
4.65%
|
|
|
4407
|
White Pine Capital
Bloomington,
Minnesota
|
$315M
|
+$26.4M
|
+9%
|
10.8%
|
100%
|
230
|
6.09%
|
|
|
4408
|
BCWM LLC
Overland Park,
Kansas
|
$315M
|
+$27.3M
|
+9%
|
5.35%
|
–
|
57
|
15.79%
|
|
|
4409
|
Prudent Man Advisors
Naperville,
Illinois
|
$315M
|
+$39.5M
|
+14%
|
9.2%
|
56.9%
|
189
|
13.76%
|
|
|
4410
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$315M
|
+$21.7M
|
+7%
|
7.03%
|
42.9%
|
88
|
6.82%
|
|
|
4411
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$314M
|
+$39.2M
|
+14%
|
7.3%
|
57.6%
|
176
|
31.82%
|
|
|
4412
|
Proathlete Wealth Management
Boca Raton,
Florida
|
$314M
|
+$40M
|
+15%
|
11.1%
|
–
|
333
|
39.64%
|
|
|
4413
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$314M
|
+$24.6M
|
+8%
|
9.86%
|
88.7%
|
147
|
17.01%
|
|
|
4414
|
Seaside Wealth Management
Carlsbad,
California
|
$314M
|
+$33.9M
|
+12%
|
8.74%
|
42.9%
|
64
|
10.94%
|
|
|
4415
|
Mirabaud & Cie
Geneva,
Switzerland
|
$314M
|
+$21.1M
|
+7%
|
16.3%
|
–
|
65
|
13.85%
|
|
|
4416
|
Panview Capital
Hong Kong
|
$314M
|
+$50.2M
|
+19%
|
12.8%
|
–
|
9
|
11.11%
|
|
|
4417
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$314M
|
+$15.9M
|
+5%
|
7.64%
|
49.2%
|
86
|
9.3%
|
|
|
4418
|
Rivermont Capital Management
New York
|
$314M
|
+$76.7M
|
+32%
|
36%
|
344%
|
24
|
54.17%
|
|
|
4419
|
Drummond Knight Asset Management
Crows Nest, NSW,
Australia
|
$314M
|
+$114M
|
+57%
|
9.68%
|
–
|
17
|
64.71%
|
|
|
4420
|
Custos Family Office
Austin,
Texas
|
$314M
|
+$31.7M
|
+11%
|
8.56%
|
56.2%
|
74
|
10.81%
|
|
|
4421
|
Neo Ivy Capital Management
New York
|
$313M
|
-$726K
|
-0.2%
|
8.62%
|
–
|
510
|
79.8%
|
|
|
4422
|
BOS Asset Management
Springfield,
Illinois
|
$313M
|
+$22M
|
+8%
|
6.53%
|
67.8%
|
186
|
18.28%
|
|
|
4423
|
Prime Buchholz
Portsmouth,
New Hampshire
|
$313M
|
+$26.8M
|
+9%
|
9.57%
|
–
|
24
|
8.33%
|
|
|
4424
|
Lancaster Investment Management
London,
United Kingdom
|
$313M
|
+$178M
|
+132%
|
20.1%
|
18%
|
8
|
25%
|
|
|
4425
|
Global View Capital Management
Waukesha,
Wisconsin
|
$313M
|
+$37.5M
|
+14%
|
15.3%
|
–
|
137
|
39.42%
|
|