|
4651
|
Excalibur Management
Waltham,
Massachusetts
|
$245M
|
+$8.87M
|
+4%
|
1.9%
|
68.9%
|
170
|
9.41%
|
|
|
4652
|
Altium Capital Management
New York
|
$245M
|
-$7.55M
|
-3%
|
7.84%
|
–
|
90
|
44.44%
|
|
|
4653
|
Rogco LP
Claremore,
Oklahoma
|
$245M
|
+$563K
|
+0.2%
|
0.71%
|
53.3%
|
246
|
4.88%
|
|
|
4654
|
Transatlantique Private Wealth
New York
|
$245M
|
+$15.7M
|
+7%
|
1.98%
|
89%
|
219
|
14.61%
|
|
|
4655
|
City State Bank
Norwalk,
Iowa
|
$245M
|
+$18.4M
|
+8%
|
2.12%
|
72.5%
|
771
|
12.97%
|
|
|
4656
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$245M
|
+$5.98M
|
+3%
|
3.69%
|
84.9%
|
512
|
5.47%
|
|
|
4657
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$245M
|
+$1.2M
|
+0.5%
|
0.69%
|
51.7%
|
131
|
14.5%
|
|
|
4658
|
Silver Coast Investments
San Diego,
United States
|
$244M
|
-$427K
|
-0.2%
|
1.05%
|
–
|
102
|
19.61%
|
|
|
4659
|
Cumberland Advisors
Sarasota,
Florida
|
$244M
|
-$24.7M
|
-9%
|
0.38%
|
73.5%
|
57
|
8.77%
|
|
|
4660
|
MTM Investment Management
Spartanburg,
South Carolina
|
$244M
|
+$1.61M
|
+0.7%
|
2.19%
|
71.7%
|
293
|
11.6%
|
|
|
4661
|
Somerset Trust
Somerset,
Pennsylvania
|
$244M
|
-$1.28M
|
-0.5%
|
0.3%
|
69.7%
|
152
|
4.61%
|
|
|
4662
|
Silverlake Wealth Management
Williston,
Vermont
|
$244M
|
+$47.4M
|
+24%
|
1.88%
|
54.9%
|
293
|
21.16%
|
|
|
4663
|
Insight Folios
Charlotte,
North Carolina
|
$244M
|
-$3.2M
|
-1%
|
1.86%
|
32.9%
|
122
|
8.2%
|
|
|
4664
|
Oldfather Financial Services
Kearney,
Nebraska
|
$244M
|
+$748K
|
+0.3%
|
0.38%
|
60.8%
|
74
|
6.76%
|
|
|
4665
|
Texas Capital Bancshares
Dallas,
Texas
|
$244M
|
+$23.1M
|
+10%
|
11.9%
|
175%
|
83
|
12.05%
|
|
|
4666
|
Kelleher Financial Advisors
New York
|
$244M
|
+$2.45M
|
+1%
|
3.25%
|
73.2%
|
129
|
20.16%
|
|
|
4667
|
Vance Wealth
Santa Clarita,
California
|
$244M
|
-$7.49M
|
-3%
|
1.7%
|
55.3%
|
98
|
12.24%
|
|
|
4668
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$243M
|
+$17.4M
|
+8%
|
5.33%
|
–
|
1,015
|
8.67%
|
|
|
4669
|
Performa Ltd (US)
Charleston,
South Carolina
|
$243M
|
+$16M
|
+7%
|
1.24%
|
46.2%
|
65
|
23.08%
|
|
|
4670
|
Davis Investment Partners
Charlotte,
North Carolina
|
$243M
|
+$14.8M
|
+6%
|
1.28%
|
64.6%
|
122
|
9.84%
|
|
|
4671
|
Scarborough Advisors
Annapolis,
Maryland
|
$243M
|
+$27.2M
|
+13%
|
2.03%
|
58.4%
|
473
|
14.8%
|
|
|
4672
|
Arohi Asset Management
Singapore
|
$243M
|
+$12.6M
|
+5%
|
15.8%
|
–
|
4
|
25%
|
|
|
4673
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$243M
|
+$528K
|
+0.2%
|
3.86%
|
–
|
108
|
7.41%
|
|
|
4674
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$243M
|
-$3.13M
|
-1%
|
0.16%
|
41.1%
|
94
|
5.32%
|
|
|
4675
|
Argyle Capital Management
Center Valley,
Pennsylvania
|
$243M
|
-$15.4M
|
-6%
|
1.28%
|
95.8%
|
125
|
8%
|
|