|
4626
|
Financial Perspectives
Minneapolis,
Minnesota
|
$211M
|
+$13M
|
+7%
|
6.47%
|
87.8%
|
684
|
11.26%
|
|
|
4627
|
New Vernon Capital Holdings II
Morristown,
New Jersey
|
$211M
|
-$12.1M
|
-5%
|
6.86%
|
78.2%
|
20
|
30%
|
|
|
4628
|
Lipe & Dalton
Syracuse,
New York
|
$211M
|
+$16.8M
|
+9%
|
9.2%
|
89.6%
|
110
|
5.45%
|
|
|
4629
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$211M
|
+$13.3M
|
+7%
|
6.89%
|
67.2%
|
54
|
3.7%
|
|
|
4630
|
Rhino Investment Partners
West Conshohocken,
Pennsylvania
|
$211M
|
+$13M
|
+7%
|
4.04%
|
65.9%
|
46
|
32.61%
|
|
|
4631
|
BNC Wealth Management
Beaverton,
Oregon
|
$211M
|
+$42.7M
|
+25%
|
12%
|
193%
|
132
|
36.36%
|
|
|
4632
|
Towerpoint Wealth
Sacramento,
California
|
$211M
|
+$10.5M
|
+5%
|
4.39%
|
62.4%
|
87
|
12.64%
|
|
|
4633
|
Matrix Private Capital Group
New York
|
$211M
|
+$20.9M
|
+11%
|
6.75%
|
56%
|
273
|
14.29%
|
|
|
4634
|
Trellis Advisors
Ellensburg,
Washington
|
$211M
|
+$16.5M
|
+8%
|
7.57%
|
23.3%
|
87
|
10.34%
|
|
|
4635
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$211M
|
+$18.9M
|
+10%
|
4.66%
|
57%
|
105
|
20%
|
|
|
4636
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$211M
|
–
|
–
|
4.47%
|
46%
|
99
|
–
|
|
|
4637
|
|
$211M
|
+$27.9M
|
+15%
|
13.8%
|
36.5%
|
77
|
11.69%
|
|
|
4638
|
Geneva Partners
Lake Geneva,
Wisconsin
|
$211M
|
-$280K
|
-0.1%
|
10.9%
|
252%
|
114
|
41.23%
|
|
|
4639
|
Lagoda Investment Management
New York
|
$211M
|
+$10.2M
|
+5%
|
8.38%
|
193%
|
39
|
2.56%
|
|
|
4640
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$211M
|
+$49M
|
+30%
|
10.3%
|
65.2%
|
110
|
17.27%
|
|
|
4641
|
Kendall Capital Management
Rockville,
Maryland
|
$211M
|
+$25.7M
|
+14%
|
9.12%
|
84.4%
|
170
|
14.12%
|
|
|
4642
|
Peninsula Asset Management
Bradenton,
Florida
|
$211M
|
+$15.9M
|
+8%
|
12.8%
|
41.8%
|
47
|
4.26%
|
|
|
4643
|
MTM Investment Management
Spartanburg,
South Carolina
|
$210M
|
+$26.3M
|
+14%
|
11.2%
|
71.7%
|
297
|
12.79%
|
|
|
4644
|
Geo Capital Gestora de Recursos
S?o Paulo,
Brazil
|
$210M
|
-$8.51M
|
-4%
|
2.97%
|
30.7%
|
49
|
10.2%
|
|
|
4645
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$210M
|
+$20.6M
|
+11%
|
5.23%
|
71.5%
|
143
|
28.67%
|
|
|
4646
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
$210M
|
+$17.5M
|
+9%
|
9.18%
|
113%
|
178
|
6.18%
|
|
|
4647
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$210M
|
–
|
–
|
5.54%
|
51.9%
|
21
|
–
|
|
|
4648
|
Working Capital Advisors (UK)
London,
United Kingdom
|
$210M
|
-$152M
|
-42%
|
52.6%
|
26.8%
|
1
|
0%
|
|
|
4649
|
Bull Street Advisors
Savannah,
Georgia
|
$210M
|
+$15.8M
|
+8%
|
8.61%
|
41.9%
|
96
|
3.13%
|
|
|
4650
|
SkyKnight Capital
San Francisco,
California
|
$210M
|
–
|
–
|
4.44%
|
1.58%
|
3
|
–
|
|