|
4626
|
Kendall Capital Management
Rockville,
Maryland
|
$207M
|
-$3.76M
|
-2%
|
2.81%
|
84.4%
|
168
|
5.95%
|
|
|
4627
|
Exane Asset Management
Paris,
France
|
$207M
|
-$176M
|
-46%
|
4.7%
|
77.5%
|
12
|
66.67%
|
|
|
4628
|
Global Financial Private Client
Sarasota,
Florida
|
$207M
|
-$168K
|
-0.1%
|
1.95%
|
90.4%
|
682
|
9.38%
|
|
|
4629
|
Olympus Wealth Management
Cottonwood Heights,
Utah
|
$207M
|
+$62.7M
|
+44%
|
3.64%
|
43.1%
|
14
|
14.29%
|
|
|
4630
|
MTM Investment Management
Spartanburg,
South Carolina
|
$207M
|
-$3.78M
|
-2%
|
1.6%
|
71.7%
|
304
|
13.82%
|
|
|
4631
|
|
$207M
|
-$4.43M
|
-2%
|
4.7%
|
36.5%
|
79
|
10.13%
|
|
|
4632
|
Davis Rea
Toronto,
Ontario, Canada
|
$206M
|
-$8.93M
|
-4%
|
0.63%
|
50%
|
46
|
6.52%
|
|
|
4633
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$206M
|
+$633K
|
+0.3%
|
0.12%
|
51.9%
|
99
|
29.29%
|
|
|
4634
|
NIA Impact Advisors
Berkeley,
California
|
$206M
|
+$17.7M
|
+9%
|
5.95%
|
–
|
61
|
8.2%
|
|
|
4635
|
Weaver Consulting Group
Huntington Beach,
California
|
$206M
|
-$1.51M
|
-0.7%
|
3.06%
|
50.5%
|
174
|
6.9%
|
|
|
4636
|
Sozo Ventures GP II
Redwood City,
California
|
$206M
|
-$67.8M
|
-25%
|
24.8%
|
38%
|
1
|
0%
|
|
|
4637
|
Bull Street Advisors
Savannah,
Georgia
|
$206M
|
-$4.05M
|
-2%
|
2%
|
41.9%
|
95
|
1.05%
|
|
|
4638
|
Affiance Financial
St. Louis Park,
Minnesota
|
$206M
|
-$33.9M
|
-14%
|
4.22%
|
50.1%
|
150
|
14%
|
|
|
4639
|
Harbour Investment Management
Edmonds,
Washington
|
$206M
|
-$13.8M
|
-6%
|
2.95%
|
58.8%
|
78
|
6.41%
|
|
|
4640
|
Pinnbrook Capital Management
New York
|
$205M
|
-$51.1M
|
-20%
|
4.89%
|
730%
|
79
|
91.14%
|
|
|
4641
|
Pecaut & Co
Sioux City,
Iowa
|
$205M
|
+$8.42M
|
+4%
|
1.21%
|
65.2%
|
108
|
13.89%
|
|
|
4642
|
O'Keefe Stevens Advisory
Rochester,
New York
|
$205M
|
-$7.68M
|
-4%
|
0.55%
|
216%
|
44
|
15.91%
|
|
|
4643
|
Graybill Wealth Management
Elmhurst,
Illinois
|
$205M
|
-$15.5M
|
-7%
|
1.26%
|
–
|
52
|
9.62%
|
|
|
4644
|
Matrix Private Capital Group
New York
|
$205M
|
-$6.39M
|
-3%
|
2.26%
|
56%
|
271
|
9.23%
|
|
|
4645
|
Lipe & Dalton
Syracuse,
New York
|
$205M
|
-$6.56M
|
-3%
|
1.41%
|
89.6%
|
116
|
14.66%
|
|
|
4646
|
Abbot Financial Management
Andover,
Massachusetts
|
$205M
|
-$19.1M
|
-9%
|
5.74%
|
80.5%
|
140
|
10%
|
|
|
4647
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$205M
|
-$6.22M
|
-3%
|
3.63%
|
46%
|
99
|
4.04%
|
|
|
4648
|
Mendel Money Management
Northbrook,
Illinois
|
$205M
|
+$31.3M
|
+18%
|
5.82%
|
55.5%
|
125
|
46.4%
|
|
|
4649
|
Client 1st Advisory Group
Dunedin,
Florida
|
$205M
|
-$174K
|
-0.1%
|
3.61%
|
57.4%
|
82
|
8.54%
|
|
|
4650
|
Sculati Wealth Management
Bloomfield Hills,
Michigan
|
$205M
|
-$2.31M
|
-1%
|
1.06%
|
72.3%
|
122
|
7.38%
|
|