|
4501
|
Private Wealth Advisors (California)
Fresno,
California
|
$260M
|
+$14M
|
+6%
|
0.62%
|
55%
|
83
|
12.05%
|
|
|
4502
|
Arcus Capital Partners
Atlanta,
Georgia
|
$260M
|
-$56.4M
|
-18%
|
6.81%
|
82.6%
|
121
|
17.36%
|
|
|
4503
|
DG Capital Management
New York
|
$259M
|
+$96.2M
|
+59%
|
3.21%
|
81.2%
|
26
|
30.77%
|
|
|
4504
|
Gitterman Wealth Management
Edison,
New Jersey
|
$259M
|
+$1.48M
|
+0.6%
|
0.98%
|
33%
|
135
|
45.19%
|
|
|
4505
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
$259M
|
-$126M
|
-33%
|
5.73%
|
311%
|
240
|
55.83%
|
|
|
4506
|
Richard W. Paul & Associates
Novi,
Michigan
|
$259M
|
+$8.55M
|
+3%
|
1.67%
|
55.4%
|
542
|
13.84%
|
|
|
4507
|
Snider Financial Group
Bellevue,
Washington
|
$259M
|
+$19.1M
|
+8%
|
4.33%
|
73.7%
|
66
|
16.67%
|
|
|
4508
|
Augustine Asset Management
Jacksonville,
Florida
|
$259M
|
+$19.1M
|
+8%
|
8.22%
|
344%
|
99
|
9.09%
|
|
|
4509
|
TriaGen Wealth Management
Calabasas,
California
|
$259M
|
+$17.9M
|
+7%
|
4.03%
|
113%
|
176
|
18.75%
|
|
|
4510
|
Investment Advisory Group
Hanover,
Massachusetts
|
$259M
|
+$16.9M
|
+7%
|
2.01%
|
50.3%
|
168
|
7.74%
|
|
|
4511
|
Yeomans Consulting Group
Marietta,
Georgia
|
$259M
|
+$30.3M
|
+13%
|
2.74%
|
–
|
105
|
45.71%
|
|
|
4512
|
Columbus Macro
New Castle,
Pennsylvania
|
$259M
|
-$5.02M
|
-2%
|
0.82%
|
46.8%
|
187
|
12.3%
|
|
|
4513
|
Gill Capital Partners
Denver,
Colorado
|
$259M
|
+$11M
|
+4%
|
1.52%
|
41.8%
|
128
|
5.47%
|
|
|
4514
|
Bouvel Investment Partners
Phoenixville,
Pennsylvania
|
$259M
|
+$27M
|
+12%
|
5.25%
|
187%
|
82
|
14.63%
|
|
|
4515
|
Umpqua Bank
Lake Oswego,
Oregon
|
$258M
|
+$14.6M
|
+6%
|
3.58%
|
–
|
151
|
5.3%
|
|
|
4516
|
Delta Financial Advisors
New Orleans,
Louisiana
|
$258M
|
+$5.46M
|
+2%
|
3.67%
|
80.5%
|
116
|
2.59%
|
|
|
4517
|
CoreCommodity Management
Stamford,
Connecticut
|
$258M
|
-$22.5M
|
-8%
|
3.16%
|
74.3%
|
170
|
25.29%
|
|
|
4518
|
Townsend Asset Management
Raleigh,
North Carolina
|
$258M
|
+$6.44M
|
+3%
|
3.71%
|
77%
|
202
|
5.94%
|
|
|
4519
|
Ceeto Capital Group
Coral Gables,
Florida
|
$258M
|
+$13.9M
|
+6%
|
8.18%
|
81.6%
|
177
|
12.43%
|
|
|
4520
|
11 Capital Partners
Darien,
Connecticut
|
$258M
|
-$52.3M
|
-17%
|
2.85%
|
72.5%
|
18
|
27.78%
|
|
|
4521
|
Old Point Trust & Financial Services N A
Newport News,
Virginia
|
$258M
|
-$17.3M
|
-6%
|
0.2%
|
72.6%
|
581
|
37.35%
|
|
|
4522
|
TFG Advisers
Auburn Hills,
Michigan
|
$258M
|
+$2.17M
|
+0.8%
|
3.25%
|
61.8%
|
206
|
6.8%
|
|
|
4523
|
Financial Partners Group (Tennessee)
Gallatin,
Tennessee
|
$258M
|
-$868K
|
-0.3%
|
1.23%
|
–
|
98
|
4.08%
|
|
|
4524
|
|
$258M
|
-$130M
|
-34%
|
4.5%
|
22.2%
|
283
|
28.27%
|
|
|
4525
|
Alpha DNA Investment Management
Columbia,
Maryland
|
$257M
|
-$13.3M
|
-5%
|
4.28%
|
134%
|
259
|
47.88%
|
|