|
4601
|
Two Point Capital Management
Pittsford,
New York
|
$274M
|
+$25.5M
|
+10%
|
11.9%
|
–
|
25
|
0%
|
|
|
4602
|
WP Advisors
San Francisco,
California
|
$274M
|
-$39.5M
|
-13%
|
7.84%
|
95.5%
|
109
|
12.84%
|
|
|
4603
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$274M
|
+$34.3M
|
+14%
|
6.07%
|
46.4%
|
88
|
21.59%
|
|
|
4604
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$273M
|
+$27.2M
|
+11%
|
6.93%
|
21.8%
|
484
|
7.85%
|
|
|
4605
|
SOF Ltd
George Town,
Cayman Islands
|
$273M
|
-$4.3M
|
-2%
|
1.55%
|
42.3%
|
1
|
0%
|
|
|
4606
|
Umpqua Bank
Lake Oswego,
Oregon
|
$273M
|
+$14.9M
|
+6%
|
5.88%
|
–
|
158
|
8.86%
|
|
|
4607
|
Snider Financial Group
Bellevue,
Washington
|
$273M
|
+$14.2M
|
+5%
|
5.07%
|
73.7%
|
63
|
6.35%
|
|
|
4608
|
Greenfield Seitz Capital Management
Dallas,
Texas
|
$273M
|
+$3.08M
|
+1%
|
2.01%
|
–
|
103
|
5.83%
|
|
|
4609
|
Tempus Wealth Planning
Irvine,
California
|
$273M
|
+$33.6M
|
+14%
|
6.79%
|
89.9%
|
229
|
13.97%
|
|
|
4610
|
Manatuck Hill Partners
Westport,
Connecticut
|
$273M
|
+$32.9M
|
+14%
|
16.3%
|
556%
|
153
|
50.98%
|
|
|
4611
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$273M
|
–
|
–
|
4.9%
|
–
|
64
|
–
|
|
|
4612
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
$273M
|
+$20.6M
|
+8%
|
8.75%
|
71.1%
|
97
|
17.53%
|
|
|
4613
|
New Century Financial Group
Princeton,
New Jersey
|
$273M
|
+$37.4M
|
+16%
|
5.51%
|
–
|
343
|
28.86%
|
|
|
4614
|
Kelly Financial Services
Braintree,
Massachusetts
|
$273M
|
-$7.03M
|
-3%
|
5.34%
|
58.4%
|
793
|
86.25%
|
|
|
4615
|
SAM Advisors
Oakhurst,
California
|
$272M
|
-$3.85M
|
-1%
|
5.75%
|
57.5%
|
47
|
36.17%
|
|
|
4616
|
Moerus Capital Management
New York
|
$272M
|
-$4.68M
|
-2%
|
11.1%
|
220%
|
18
|
5.56%
|
|
|
4617
|
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
|
$272M
|
+$35.5M
|
+15%
|
6.03%
|
89.1%
|
97
|
26.8%
|
|
|
4618
|
Harmony Asset Management
Scottsdale,
Arizona
|
$272M
|
+$33.4M
|
+14%
|
5.33%
|
–
|
166
|
13.25%
|
|
|
4619
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
$272M
|
+$31.7M
|
+13%
|
6.21%
|
–
|
124
|
19.35%
|
|
|
4620
|
BOS Asset Management
Springfield,
Illinois
|
$272M
|
+$54.7M
|
+25%
|
5.33%
|
67.8%
|
170
|
12.94%
|
|
|
4621
|
Silver Coast Investments
San Diego,
United States
|
$272M
|
+$27.2M
|
+11%
|
7.31%
|
–
|
102
|
13.73%
|
|
|
4622
|
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
|
$272M
|
+$20.7M
|
+8%
|
7.8%
|
68.4%
|
70
|
8.57%
|
|
|
4623
|
BNC Wealth Management
Beaverton,
Oregon
|
$271M
|
+$2.17M
|
+0.8%
|
6.45%
|
193%
|
114
|
31.58%
|
|
|
4624
|
Sterling Financial Planning
Sparta,
New Jersey
|
$271M
|
+$24.8M
|
+10%
|
7.32%
|
55.5%
|
109
|
3.67%
|
|
|
4625
|
University of Illinois Foundation
Champaign,
Illinois
|
$271M
|
-$14.8M
|
-5%
|
8.63%
|
–
|
4
|
25%
|
|