|
4476
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$262M
|
+$4.39M
|
+2%
|
4.24%
|
77.2%
|
217
|
9.68%
|
|
|
4477
|
Iron Horse Wealth Management
Johston,
Iowa
|
$262M
|
+$8.86M
|
+4%
|
0.04%
|
29.1%
|
496
|
10.69%
|
|
|
4478
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$262M
|
–
|
–
|
4.25%
|
–
|
149
|
–
|
|
|
4479
|
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
|
$261M
|
-$8.09M
|
-3%
|
0.92%
|
92.5%
|
44
|
2.27%
|
|
|
4480
|
Bard Associates
Chicago,
Illinois
|
$261M
|
-$16.8M
|
-6%
|
0.91%
|
200%
|
179
|
5.59%
|
|
|
4481
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$261M
|
+$16.8M
|
+7%
|
0.56%
|
62.6%
|
74
|
6.76%
|
|
|
4482
|
Anatole Investment Management
Central,
Hong Kong
|
$261M
|
-$62.6M
|
-19%
|
9.71%
|
1,629%
|
11
|
63.64%
|
|
|
4483
|
Bell & Brown Wealth Advisors
Newport Beach,
California
|
$261M
|
+$27.4M
|
+12%
|
2.6%
|
–
|
72
|
9.72%
|
|
|
4484
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$261M
|
+$22.8M
|
+10%
|
6.24%
|
69.6%
|
103
|
11.65%
|
|
|
4485
|
Pegasus Asset Management
Montebello,
New York
|
$261M
|
+$2.57M
|
+1%
|
3.42%
|
82%
|
73
|
8.22%
|
|
|
4486
|
Allred Capital Management
Dallas,
Texas
|
$261M
|
+$4.74M
|
+2%
|
2.09%
|
58.6%
|
175
|
5.14%
|
|
|
4487
|
Bourne Lent Asset Management
Pawling,
New York
|
$261M
|
+$12.8M
|
+5%
|
7.57%
|
76.1%
|
63
|
3.17%
|
|
|
4488
|
MKA Charitable Fund
San Francisco,
California
|
$261M
|
-$27.9M
|
-10%
|
8.08%
|
–
|
1
|
0%
|
|
|
4489
|
Sicart Associates
New York
|
$261M
|
-$12.4M
|
-5%
|
0.53%
|
89.1%
|
79
|
12.66%
|
|
|
4490
|
McCarthy & Cox
Marysville,
Ohio
|
$261M
|
-$4.22M
|
-2%
|
0.31%
|
–
|
54
|
14.81%
|
|
|
4491
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$261M
|
+$14M
|
+6%
|
3.77%
|
81.8%
|
181
|
11.05%
|
|
|
4492
|
Swiss Re
Zurich,
Switzerland
|
$260M
|
-$238M
|
-48%
|
4.56%
|
–
|
2
|
0%
|
|
|
4493
|
Snow Phipps Group
New York
|
$260M
|
-$30.6M
|
-11%
|
0.06%
|
89.2%
|
2
|
0%
|
|
|
4494
|
Fielder Capital Group
Nashville,
Tennessee
|
$260M
|
+$36.4M
|
+16%
|
4.31%
|
–
|
207
|
22.22%
|
|
|
4495
|
Stiles Financial Services
Edina,
Minnesota
|
$260M
|
+$10.4M
|
+4%
|
4.35%
|
88.2%
|
187
|
8.56%
|
|
|
4496
|
3G Capital Partners
New York
|
$260M
|
+$21.9M
|
+9%
|
8.6%
|
190%
|
15
|
40%
|
|
|
4497
|
Tranquility Partners
Brentwood,
Tennessee
|
$260M
|
+$1.18M
|
+0.5%
|
1.75%
|
67.4%
|
216
|
5.56%
|
|
|
4498
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$260M
|
+$17.1M
|
+7%
|
7.5%
|
70.6%
|
90
|
8.89%
|
|
|
4499
|
TenCore Partners
New York
|
$260M
|
-$62.6M
|
-19%
|
2%
|
64.8%
|
14
|
14.29%
|
|
|
4500
|
Nine Ten Capital Management
Chicago,
Illinois
|
$260M
|
-$68.6M
|
-21%
|
4.92%
|
88.9%
|
13
|
23.08%
|
|