|
4501
|
Cottage Street Advisors
Marion,
Massachusetts
|
$136M
|
+$2.99M
|
+2%
|
9.24%
|
91.4%
|
97
|
16.49%
|
|
|
4502
|
Matthew Hamilton Rosenberg
|
$136M
|
+$10.6M
|
+8%
|
6.67%
|
48.3%
|
552
|
6.16%
|
|
|
4503
|
Shayne & Jacobs LLC
Nashville,
Tennessee
|
$136M
|
+$17.5M
|
+15%
|
14.5%
|
73.4%
|
33
|
12.12%
|
|
|
4504
|
Red Door Wealth Management
Memphis,
Tennessee
|
$136M
|
-$882K
|
-0.6%
|
10.6%
|
100%
|
484
|
79.13%
|
|
|
4505
|
Disciplined Investments
Tulsa,
Oklahoma
|
$136M
|
+$7.08M
|
+6%
|
5.51%
|
51.4%
|
461
|
17.57%
|
|
|
4506
|
Quantamental Technologies
White Plains,
New York
|
$135M
|
-$14.3M
|
-10%
|
4.68%
|
24.2%
|
402
|
71.14%
|
|
|
4507
|
Watchman Group
Plano,
Texas
|
$135M
|
+$15M
|
+12%
|
14.2%
|
52.9%
|
83
|
15.66%
|
|
|
4508
|
Fure Financial Corporation
Bloomington,
Minnesota
|
$135M
|
+$10.1M
|
+8%
|
7.99%
|
59.5%
|
84
|
72.62%
|
|
|
4509
|
Chapman Investment Management
San Anselmo,
California
|
$135M
|
+$13.1M
|
+11%
|
12.4%
|
44%
|
42
|
14.29%
|
|
|
4510
|
EPG Wealth Management
Atlanta,
Georgia
|
$135M
|
-$5.72M
|
-4%
|
9.87%
|
96%
|
154
|
27.27%
|
|
|
4511
|
Perritt Capital Management
Chicago,
Illinois
|
$135M
|
+$1.48M
|
+1%
|
8.39%
|
80.9%
|
198
|
15.66%
|
|
|
4512
|
CornerStone Partners
Charlottesville,
Virginia
|
$135M
|
+$13M
|
+11%
|
7.19%
|
–
|
10
|
10%
|
|
|
4513
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$135M
|
$0
|
0%
|
5.21%
|
31.1%
|
44
|
0%
|
|
|
4514
|
Velanne Asset Management
London,
United Kingdom
|
$135M
|
+$3.81M
|
+3%
|
7.95%
|
29.6%
|
20
|
5%
|
|
|
4515
|
Wealth CMT
Cherry Hill,
New Jersey
|
$135M
|
+$5.46M
|
+4%
|
6.9%
|
25%
|
19
|
0%
|
|
|
4516
|
Lagoda Investment Management
New York
|
$135M
|
+$14.7M
|
+12%
|
14%
|
250%
|
33
|
12.12%
|
|
|
4517
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$135M
|
+$8.74M
|
+7%
|
5.42%
|
46.3%
|
23
|
26.09%
|
|
|
4518
|
J. Arnold Wealth Management
Youngstown,
Ohio
|
$135M
|
+$15.2M
|
+13%
|
13%
|
46.2%
|
78
|
33.33%
|
|
|
4519
|
Wealth Advisors of Tampa Bay
Tampa,
Florida
|
$135M
|
+$14.7M
|
+12%
|
5.66%
|
86.2%
|
73
|
8.22%
|
|
|
4520
|
Hutner Capital Management
Manchester,
Vermont
|
$135M
|
+$16.3M
|
+14%
|
11.3%
|
52.2%
|
44
|
11.36%
|
|
|
4521
|
Brookmont Capital Management
Dallas,
Texas
|
$135M
|
+$9.63M
|
+8%
|
8.29%
|
36.6%
|
51
|
7.84%
|
|
|
4522
|
Madden Securities
Dallas,
Texas
|
$135M
|
+$22.3M
|
+20%
|
9.24%
|
92.2%
|
123
|
29.27%
|
|
|
4523
|
S Squared Technology
New York
|
$135M
|
+$7.23M
|
+6%
|
24.6%
|
223%
|
34
|
8.82%
|
|
|
4524
|
DigitalBridge Group
Boca Raton,
Florida
|
$135M
|
+$39.5M
|
+42%
|
1.18%
|
161%
|
38
|
31.58%
|
|
|
4525
|
TLW Wealth Management
Indian Rocks Beach,
Florida
|
$134M
|
+$18.6M
|
+16%
|
17.7%
|
82.9%
|
19
|
0%
|
|