|
4476
|
Geneva Partners
Lake Geneva,
Wisconsin
|
$211M
|
-$7.28M
|
-3%
|
2.4%
|
401%
|
114
|
43.86%
|
|
|
4477
|
DOHJ LLC
Seattle,
Washington
|
$211M
|
+$21M
|
+11%
|
0.05%
|
51.5%
|
116
|
25.86%
|
|
|
4478
|
Kercheville Advisors
San Antonio,
Texas
|
$211M
|
-$4.88M
|
-2%
|
0.01%
|
240%
|
125
|
16%
|
|
|
4479
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$211M
|
+$2.02M
|
+1%
|
0.29%
|
63.3%
|
308
|
8.12%
|
|
|
4480
|
Madrona Financial Services
Everett,
Washington
|
$211M
|
+$16M
|
+8%
|
0.85%
|
75.4%
|
68
|
20.59%
|
|
|
4481
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
$211M
|
-$7.18M
|
-3%
|
2.4%
|
58.8%
|
68
|
10.29%
|
|
|
4482
|
Chartist Inc
Seal Beach,
California
|
$211M
|
-$6.09M
|
-3%
|
0.21%
|
–
|
36
|
8.33%
|
|
|
4483
|
Venator Capital Management
Toronto,
Ontario, Canada
|
$210M
|
-$83.9M
|
-29%
|
2.89%
|
154%
|
72
|
26.39%
|
|
|
4484
|
Paulson Wealth Management
Wheaton,
Illinois
|
$210M
|
+$3.8M
|
+2%
|
1.26%
|
57.1%
|
97
|
13.4%
|
|
|
4485
|
Boundary Creek Advisors
New York
|
$210M
|
+$152M
|
+261%
|
5%
|
15%
|
27
|
44.44%
|
|
|
4486
|
Stonehill Capital Management
New York
|
$210M
|
+$4.7M
|
+2%
|
0.92%
|
117%
|
19
|
21.05%
|
|
|
4487
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$210M
|
+$31.2M
|
+17%
|
0.75%
|
69.7%
|
985
|
79.8%
|
|
|
4488
|
Tiemann Investment Advisors
Menlo Park,
California
|
$210M
|
-$3.43M
|
-2%
|
0.29%
|
77%
|
215
|
4.19%
|
|
|
4489
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$210M
|
+$882K
|
+0.4%
|
0.75%
|
70.6%
|
72
|
13.89%
|
|
|
4490
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$210M
|
+$12M
|
+6%
|
0.29%
|
84.9%
|
429
|
8.62%
|
|
|
4491
|
Kestrel Investment Management
San Mateo,
California
|
$210M
|
-$44.5M
|
-17%
|
0.11%
|
89.2%
|
44
|
11.36%
|
|
|
4492
|
Keeler Thomas Management
Orem,
Utah
|
$210M
|
+$5.51M
|
+3%
|
0.56%
|
46.1%
|
77
|
9.09%
|
|
|
4493
|
Columbus Point
London,
United Kingdom
|
$210M
|
-$14.4M
|
-6%
|
1.4%
|
–
|
20
|
25%
|
|
|
4494
|
Seaview Investment Managers
Miami,
Florida
|
$210M
|
+$14.1M
|
+7%
|
2.82%
|
148%
|
128
|
64.06%
|
|
|
4495
|
Omega Financial Group
Santa Barbara,
California
|
$210M
|
+$2.79M
|
+1%
|
1.21%
|
45.2%
|
64
|
4.69%
|
|
|
4496
|
Triton Wealth Management
Sun City,
Arizona
|
$210M
|
+$34.8M
|
+20%
|
2.33%
|
–
|
123
|
16.26%
|
|
|
4497
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$210M
|
+$26.2M
|
+14%
|
1.36%
|
67.7%
|
155
|
10.97%
|
|
|
4498
|
Guardian Life Insurance
New York
|
$210M
|
–
|
–
|
1.11%
|
–
|
3
|
–
|
|
|
4499
|
Wells Trecaso Financial Group
Akron,
Ohio
|
$210M
|
+$1.73M
|
+0.8%
|
0.8%
|
108%
|
96
|
7.29%
|
|
|
4500
|
JFG Wealth Management
Denver,
Colorado
|
$210M
|
-$17.6M
|
-8%
|
3.57%
|
65.2%
|
46
|
8.7%
|
|