|
4651
|
Umpqua Bank
Lake Oswego,
Oregon
|
$244M
|
–
|
–
|
11%
|
–
|
145
|
–
|
|
|
4652
|
Point72 Italy
Milan,
Italy
|
$244M
|
+$71.6M
|
+42%
|
34%
|
–
|
33
|
72.73%
|
|
|
4653
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$244M
|
+$28.5M
|
+13%
|
6.86%
|
51.7%
|
122
|
15.57%
|
|
|
4654
|
3Chopt Investment Partners
Richmond,
Virginia
|
$244M
|
-$28.2M
|
-10%
|
15.1%
|
116%
|
166
|
59.64%
|
|
|
4655
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$244M
|
+$15.6M
|
+7%
|
8.86%
|
109%
|
477
|
9.22%
|
|
|
4656
|
Thomist Capital Management
Houston,
Texas
|
$243M
|
+$17.2M
|
+8%
|
0.62%
|
71.6%
|
38
|
55.26%
|
|
|
4657
|
KFG Wealth Management
Granger,
Indiana
|
$243M
|
+$24.2M
|
+11%
|
5.93%
|
50.4%
|
162
|
22.84%
|
|
|
4658
|
Carmel Capital Management
Carmel,
California
|
$243M
|
+$35.1M
|
+17%
|
20.4%
|
265%
|
32
|
9.38%
|
|
|
4659
|
|
$243M
|
+$30.3M
|
+14%
|
4.64%
|
42.9%
|
56
|
12.5%
|
|
|
4660
|
Two Point Capital Management
Pittsford,
New York
|
$243M
|
+$24.2M
|
+11%
|
9.62%
|
–
|
24
|
0%
|
|
|
4661
|
Intergy Private Wealth
Colorado Springs,
Colorado
|
$243M
|
+$11.7M
|
+5%
|
6.12%
|
67.6%
|
79
|
8.86%
|
|
|
4662
|
Oldfather Financial Services
Kearney,
Nebraska
|
$243M
|
+$18.6M
|
+8%
|
8.31%
|
60.8%
|
72
|
13.89%
|
|
|
4663
|
Boulder Hill Capital Management
New York
|
$243M
|
+$56.2M
|
+30%
|
14.4%
|
–
|
166
|
79.52%
|
|
|
4664
|
Evexia Wealth
Stevens Point,
Wisconsin
|
$243M
|
+$6.23M
|
+3%
|
10.9%
|
87.7%
|
59
|
6.78%
|
|
|
4665
|
Joule Financial
Lexington,
Kentucky
|
$243M
|
+$27.5M
|
+13%
|
5.22%
|
55.5%
|
119
|
21.85%
|
|
|
4666
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$243M
|
-$9.43M
|
-4%
|
8.72%
|
70.6%
|
93
|
11.83%
|
|
|
4667
|
JVL Associates
Wyoming,
Michigan
|
$243M
|
+$21.5M
|
+10%
|
7.84%
|
73.3%
|
53
|
18.87%
|
|
|
4668
|
Harmony Asset Management
Scottsdale,
Arizona
|
$243M
|
+$6.02M
|
+3%
|
18.2%
|
–
|
159
|
25.16%
|
|
|
4669
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$243M
|
+$18.4M
|
+8%
|
9.86%
|
–
|
111
|
4.5%
|
|
|
4670
|
|
$243M
|
-$36.5M
|
-13%
|
13.6%
|
90.4%
|
117
|
37.61%
|
|
|
4671
|
MTM Investment Management
Spartanburg,
South Carolina
|
$242M
|
+$23.6M
|
+11%
|
10.8%
|
71.7%
|
301
|
19.27%
|
|
|
4672
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$242M
|
+$14M
|
+6%
|
4.76%
|
50%
|
303
|
34.32%
|
|
|
4673
|
Miller Equity Capital Advisors
Irving,
Texas
|
$242M
|
+$20.9M
|
+9%
|
7.98%
|
23.7%
|
56
|
7.14%
|
|
|
4674
|
Eos Management LP
New York
|
$242M
|
+$16.2M
|
+7%
|
10.9%
|
152%
|
47
|
29.79%
|
|
|
4675
|
Convergence Financial
Columbia,
Missouri
|
$242M
|
+$18.2M
|
+8%
|
5.99%
|
46.2%
|
53
|
35.85%
|
|