|
4476
|
Millstreet Capital Management
Boston,
Massachusetts
|
$259M
|
+$13M
|
+5%
|
13.5%
|
–
|
4
|
0%
|
|
|
4477
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$259M
|
+$11.8M
|
+5%
|
6.35%
|
56.9%
|
444
|
12.16%
|
|
|
4478
|
Forager Capital Management
Birmingham,
Alabama
|
$259M
|
+$14.3M
|
+6%
|
12.1%
|
30.6%
|
13
|
7.69%
|
|
|
4479
|
TrueWealth Advisors
Birmingham,
Alabama
|
$259M
|
+$1.08M
|
+0.4%
|
6.34%
|
58.5%
|
218
|
14.22%
|
|
|
4480
|
Helen Stephens Group
Fort Worth,
Texas
|
$259M
|
+$35.8M
|
+16%
|
6.14%
|
49.5%
|
75
|
4%
|
|
|
4481
|
Flagstone Financial Management
Lincoln,
Nebraska
|
$259M
|
+$14.7M
|
+6%
|
4.76%
|
43.9%
|
46
|
10.87%
|
|
|
4482
|
Financial Advisory Partners
Winter Park,
Florida
|
$259M
|
-$16.3M
|
-6%
|
5.88%
|
46.7%
|
73
|
21.92%
|
|
|
4483
|
Tranquility Partners
Brentwood,
Tennessee
|
$259M
|
+$20.2M
|
+8%
|
8.98%
|
67.4%
|
212
|
7.55%
|
|
|
4484
|
Denver PWM
Denver,
Colorado
|
$259M
|
+$42.9M
|
+20%
|
8.58%
|
36.2%
|
106
|
30.19%
|
|
|
4485
|
Heathbridge Capital Management
Toronto,
Ontario, Canada
|
$259M
|
+$25.5M
|
+11%
|
4.68%
|
58.7%
|
32
|
12.5%
|
|
|
4486
|
Financial Partners Group (Tennessee)
Gallatin,
Tennessee
|
$258M
|
+$37.4M
|
+17%
|
8.57%
|
–
|
97
|
17.53%
|
|
|
4487
|
Shaker Financial Services
Arlington,
Virginia
|
$258M
|
+$14.9M
|
+6%
|
4.26%
|
13.1%
|
176
|
24.43%
|
|
|
4488
|
Astoria Portfolio Advisors
New York
|
$258M
|
+$11.8M
|
+5%
|
9.26%
|
75.4%
|
206
|
12.62%
|
|
|
4489
|
Argyle Capital Management
Center Valley,
Pennsylvania
|
$258M
|
+$17.1M
|
+7%
|
10.6%
|
95.8%
|
119
|
3.36%
|
|
|
4490
|
Pegasus Asset Management
Montebello,
New York
|
$258M
|
+$25M
|
+11%
|
12.3%
|
82%
|
71
|
5.63%
|
|
|
4491
|
Curtis Advisory Group
Santa Barbara,
California
|
$258M
|
+$39.2M
|
+18%
|
9.15%
|
67.6%
|
98
|
11.22%
|
|
|
4492
|
Gitterman Wealth Management
Edison,
New Jersey
|
$258M
|
+$33.5M
|
+15%
|
2.18%
|
33%
|
116
|
37.07%
|
|
|
4493
|
Westend Capital Management
Sausalito,
California
|
$258M
|
–
|
–
|
33.6%
|
–
|
314
|
–
|
|
|
4494
|
KP Management
Edina,
Minnesota
|
$258M
|
+$24M
|
+10%
|
18.5%
|
–
|
94
|
38.3%
|
|
|
4495
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$258M
|
+$16.2M
|
+7%
|
8.9%
|
77.2%
|
216
|
9.72%
|
|
|
4496
|
Cabot-Wellington
Boston,
Massachusetts
|
$258M
|
+$18.4M
|
+8%
|
8.57%
|
65%
|
4
|
25%
|
|
|
4497
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$258M
|
+$24.6M
|
+11%
|
13.7%
|
94.5%
|
475
|
10.74%
|
|
|
4498
|
Teramo Advisors
Naples,
Florida
|
$257M
|
+$21.5M
|
+9%
|
8.19%
|
62.5%
|
19
|
63.16%
|
|
|
4499
|
United Community Bank
Greenville,
South Carolina
|
$257M
|
+$21.3M
|
+9%
|
10.2%
|
60%
|
384
|
11.98%
|
|
|
4500
|
Veracity Capital
Atlanta,
Georgia
|
$257M
|
+$7.86M
|
+3%
|
11.5%
|
140%
|
223
|
14.8%
|
|