|
4501
|
Sterling Financial Group
Pasadena,
California
|
$277M
|
+$8.59M
|
+3%
|
1.11%
|
49.6%
|
67
|
8.96%
|
|
|
4502
|
Trinity Financial Advisors
Columbus,
Ohio
|
$277M
|
+$14M
|
+5%
|
1.38%
|
69.5%
|
92
|
10.87%
|
|
|
4503
|
Truffle Hound Capital
Bethesda,
Maryland
|
$277M
|
-$7.82M
|
-3%
|
4.63%
|
–
|
59
|
22.03%
|
|
|
4504
|
Old West Investment Management
Los Angeles,
California
|
$277M
|
+$30.4M
|
+12%
|
2.21%
|
235%
|
65
|
24.62%
|
|
|
4505
|
Hel Ved Capital Management
Central,
Hong Kong
|
$277M
|
-$64.7M
|
-19%
|
5.32%
|
763%
|
102
|
58.82%
|
|
|
4506
|
Duncan Williams Asset Management
Memphis,
Tennessee
|
$277M
|
+$22.9M
|
+9%
|
2.05%
|
–
|
152
|
7.24%
|
|
|
4507
|
Engle Capital Management
Greenwich,
Connecticut
|
$277M
|
-$57.5M
|
-17%
|
6.11%
|
289%
|
30
|
43.33%
|
|
|
4508
|
Accel Wealth Management
Waverly,
Iowa
|
$277M
|
+$12.9M
|
+5%
|
1.3%
|
77.4%
|
266
|
9.4%
|
|
|
4509
|
Redpoint Management
Woodside,
California
|
$277M
|
-$40.9M
|
-13%
|
11.9%
|
0.66%
|
6
|
0%
|
|
|
4510
|
Private Wealth Advisors (California)
Fresno,
California
|
$277M
|
+$21.5M
|
+8%
|
4.59%
|
55%
|
94
|
15.96%
|
|
|
4511
|
Zeno Equity Partners
London,
United Kingdom
|
$277M
|
-$56.9M
|
-17%
|
5.45%
|
–
|
13
|
15.38%
|
|
|
4512
|
MGB Wealth Management
Addison,
Texas
|
$276M
|
-$45.8M
|
-14%
|
3.48%
|
–
|
310
|
13.55%
|
|
|
4513
|
Investment Advisory Services
The Woodlands,
Texas
|
$276M
|
-$7.2M
|
-3%
|
0.97%
|
65.4%
|
120
|
7.5%
|
|
|
4514
|
360 Financial
Wayzata,
Minnesota
|
$276M
|
-$274K
|
-0.1%
|
4.15%
|
56.6%
|
90
|
24.44%
|
|
|
4515
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$276M
|
-$17.6M
|
-6%
|
3.54%
|
104%
|
489
|
5.11%
|
|
|
4516
|
Impact Capital Partners
Greenwood Village,
Colorado
|
$276M
|
-$5.03M
|
-2%
|
0.67%
|
–
|
274
|
15.33%
|
|
|
4517
|
Auour Investments
Woburn,
Massachusetts
|
$276M
|
-$10M
|
-4%
|
0.21%
|
35.5%
|
86
|
11.63%
|
|
|
4518
|
Sterling Financial Planning
Sparta,
New Jersey
|
$276M
|
+$3.94M
|
+1%
|
0.42%
|
46.8%
|
114
|
9.65%
|
|
|
4519
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$276M
|
+$41.8M
|
+18%
|
0.21%
|
41.2%
|
171
|
14.04%
|
|
|
4520
|
TFG Advisers
Auburn Hills,
Michigan
|
$276M
|
-$2.31M
|
-0.8%
|
0.68%
|
61.8%
|
212
|
4.25%
|
|
|
4521
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$276M
|
+$4.55M
|
+2%
|
0.19%
|
36.5%
|
33
|
6.06%
|
|
|
4522
|
Sage Financial Management Group
Mclean,
Virginia
|
$276M
|
+$5.5M
|
+2%
|
0.75%
|
47.3%
|
56
|
3.57%
|
|
|
4523
|
Prudent Man Advisors
Naperville,
Illinois
|
$275M
|
+$169K
|
+0.1%
|
1%
|
56.9%
|
180
|
11.11%
|
|
|
4524
|
Global View Capital Management
Waukesha,
Wisconsin
|
$275M
|
-$9.99M
|
-4%
|
2.42%
|
–
|
141
|
39.01%
|
|
|
4525
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$275M
|
+$19.9M
|
+8%
|
1.07%
|
54.3%
|
99
|
19.19%
|
|