|
4651
|
Monterey Private Wealth
Monterey,
California
|
$182M
|
+$8.2M
|
+5%
|
4.11%
|
29.8%
|
100
|
12%
|
|
|
4652
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$182M
|
+$8.11M
|
+5%
|
5.52%
|
36%
|
188
|
15.43%
|
|
|
4653
|
Stevens Capital Management
Radnor,
Pennsylvania
|
$182M
|
-$22M
|
-11%
|
4.55%
|
108%
|
236
|
80.08%
|
|
|
4654
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$182M
|
+$11.8M
|
+7%
|
6.3%
|
39.7%
|
795
|
8.68%
|
|
|
4655
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$181M
|
-$491K
|
-0.3%
|
7.11%
|
168%
|
447
|
15.21%
|
|
|
4656
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$181M
|
+$12.6M
|
+7%
|
5.03%
|
86.7%
|
60
|
13.33%
|
|
|
4657
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$181M
|
-$5.9M
|
-3%
|
5.57%
|
41.6%
|
255
|
32.55%
|
|
|
4658
|
Portland Investment Counsel
Burlington,
Ontario, Canada
|
$181M
|
+$64.6M
|
+55%
|
20%
|
108%
|
43
|
37.21%
|
|
|
4659
|
Vishria Bird Financial Group
Memphis,
Tennessee
|
$181M
|
+$5.7M
|
+3%
|
6.27%
|
74.3%
|
56
|
16.07%
|
|
|
4660
|
Running Point Capital Advisors
El Segundo,
California
|
$181M
|
+$10.2M
|
+6%
|
2.7%
|
52.1%
|
142
|
15.49%
|
|
|
4661
|
Collaborative Holdings Management
New York
|
$181M
|
+$39.4M
|
+28%
|
41.3%
|
591%
|
29
|
75.86%
|
|
|
4662
|
Brick & Kyle Associates
Newtown,
Pennsylvania
|
$181M
|
+$20.7M
|
+13%
|
4.97%
|
97.4%
|
58
|
3.45%
|
|
|
4663
|
J. Arnold Wealth Management
Youngstown,
Ohio
|
$181M
|
+$11.6M
|
+7%
|
8.95%
|
46.2%
|
118
|
40.68%
|
|
|
4664
|
Pflug Koory
Omaha,
Nebraska
|
$181M
|
+$11.9M
|
+7%
|
10.3%
|
–
|
517
|
19.73%
|
|
|
4665
|
|
$181M
|
+$40.5M
|
+29%
|
1.3%
|
31.5%
|
25
|
56%
|
|
|
4666
|
Ategra Capital Management
Vienna,
Virginia
|
$181M
|
+$37M
|
+26%
|
14.7%
|
114%
|
112
|
17.86%
|
|
|
4667
|
Moneda SA Administradora General de Fondos
Las Condes, Santiago,
Chile
|
$181M
|
+$7.75M
|
+4%
|
3.12%
|
34.5%
|
48
|
16.67%
|
|
|
4668
|
Moseley Investment Management
Bradenton,
Florida
|
$181M
|
+$8.42M
|
+5%
|
0.95%
|
96.6%
|
168
|
13.1%
|
|
|
4669
|
Polianta Ltd
St Helier,
Jersey
|
$180M
|
-$599K
|
-0.3%
|
7.79%
|
31.6%
|
105
|
78.1%
|
|
|
4670
|
Lipe & Dalton
Syracuse,
New York
|
$180M
|
+$17.6M
|
+11%
|
12.8%
|
89.6%
|
106
|
11.32%
|
|
|
4671
|
|
$180M
|
–
|
–
|
18.6%
|
–
|
1
|
–
|
|
|
4672
|
Morgens Waterfall Vintiadis & Co
New York
|
$180M
|
-$4.95M
|
-3%
|
6.57%
|
594%
|
38
|
34.21%
|
|
|
4673
|
Gemsstock Ltd
London,
United Kingdom
|
$180M
|
+$16M
|
+10%
|
12.2%
|
149%
|
18
|
50%
|
|
|
4674
|
Peninsula Asset Management
Bradenton,
Florida
|
$180M
|
+$15.7M
|
+10%
|
6.06%
|
44.1%
|
46
|
4.35%
|
|
|
4675
|
Venrock Management VI
Palo Alto,
California
|
$180M
|
-$92.6M
|
-34%
|
27.5%
|
–
|
2
|
0%
|
|