|
4401
|
Virtus Investment Advisers
Hartford,
Connecticut
|
$368M
|
+$18.7M
|
+5%
|
6.98%
|
172%
|
553
|
37.07%
|
|
|
4402
|
Florida Financial Advisors
Tampa,
Florida
|
$368M
|
+$44.3M
|
+14%
|
5.04%
|
–
|
304
|
22.7%
|
|
|
4403
|
Cape Ann Asset Management
London,
United Kingdom
|
$368M
|
+$70.8M
|
+24%
|
27.7%
|
199%
|
11
|
9.09%
|
|
|
4404
|
|
$367M
|
+$731K
|
+0.2%
|
5.54%
|
90.3%
|
72
|
2.78%
|
|
|
4405
|
Elite Wealth Management
Kirkland,
Washington
|
$367M
|
-$19.1M
|
-5%
|
2.3%
|
142%
|
60
|
30%
|
|
|
4406
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$367M
|
+$18.8M
|
+5%
|
1.84%
|
50%
|
309
|
19.42%
|
|
|
4407
|
Pacifica Capital Investments
Leander,
Texas
|
$367M
|
-$1.02M
|
-0.3%
|
6.38%
|
70.4%
|
15
|
6.67%
|
|
|
4408
|
Running Point Capital Advisors
El Segundo,
California
|
$367M
|
-$6.36M
|
-2%
|
1.43%
|
52.1%
|
196
|
5.1%
|
|
|
4409
|
EnRich Financial Partners
Madison,
Wisconsin
|
$367M
|
+$15.4M
|
+4%
|
2.56%
|
–
|
65
|
6.15%
|
|
|
4410
|
Promethos Capital
Boston,
Massachusetts
|
$367M
|
-$5.72M
|
-2%
|
3.63%
|
–
|
47
|
19.15%
|
|
|
4411
|
Proathlete Wealth Management
Boca Raton,
Florida
|
$367M
|
+$19.3M
|
+6%
|
1.42%
|
–
|
325
|
31.38%
|
|
|
4412
|
Advanced Asset Management Advisors
Dublin,
Ohio
|
$366M
|
-$7.75M
|
-2%
|
4.36%
|
82.5%
|
89
|
13.48%
|
|
|
4413
|
Morgan Creek Capital Management
Chapel Hill,
North Carolina
|
$366M
|
–
|
–
|
5.08%
|
–
|
14
|
–
|
|
|
4414
|
Elevatus Welath Management
Victor,
New York
|
$366M
|
+$19.3M
|
+6%
|
4.45%
|
261%
|
165
|
27.88%
|
|
|
4415
|
Accel Wealth Management
Waverly,
Iowa
|
$366M
|
+$21.9M
|
+6%
|
2.47%
|
77.4%
|
296
|
11.15%
|
|
|
4416
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$365M
|
+$21.7M
|
+6%
|
2.89%
|
70.6%
|
118
|
12.71%
|
|
|
4417
|
Sentry LLC
Memphis,
Tennessee
|
$365M
|
-$36.4M
|
-9%
|
12.5%
|
61.3%
|
127
|
3.94%
|
|
|
4418
|
City State Bank
Norwalk,
Iowa
|
$365M
|
+$18.9M
|
+5%
|
2.97%
|
72.5%
|
781
|
6.79%
|
|
|
4419
|
Fivespan Partners
San Francisco,
California
|
$365M
|
–
|
–
|
13.7%
|
–
|
6
|
–
|
|
|
4420
|
Groupe Bruxelles Lambert
Brussels,
Belgium
|
$365M
|
-$40.1M
|
-10%
|
9.9%
|
–
|
1
|
0%
|
|
|
4421
|
Grandview Asset Management
Harrisburg,
Pennsylvania
|
$365M
|
+$9.07M
|
+3%
|
2.09%
|
172%
|
144
|
5.56%
|
|
|
4422
|
Steamboat Capital Partners
Rye,
New York
|
$365M
|
-$19.6M
|
-5%
|
5.31%
|
280%
|
67
|
22.39%
|
|
|
4423
|
Oak Family Advisors
Chicago,
Illinois
|
$364M
|
-$35.6M
|
-9%
|
2.54%
|
83.5%
|
126
|
23.81%
|
|
|
4424
|
Beam Wealth Advisors
Covington,
Louisiana
|
$364M
|
-$2.66M
|
-0.7%
|
0.93%
|
59.7%
|
118
|
16.95%
|
|
|
4425
|
M3F Inc
Salt Lake City,
Utah
|
$364M
|
+$11.2M
|
+3%
|
3.31%
|
176%
|
29
|
17.24%
|
|