|
4676
|
ACT Capital Management
Wayne,
Pennsylvania
|
$195M
|
–
|
–
|
20.6%
|
–
|
117
|
–
|
|
|
4677
|
Lantz Financial
Naperville,
Illinois
|
$195M
|
+$18.8M
|
+11%
|
6.27%
|
67.1%
|
148
|
12.16%
|
|
|
4678
|
Westshore Wealth
Newport Beach,
California
|
$194M
|
+$19.2M
|
+11%
|
8.56%
|
58.8%
|
152
|
15.13%
|
|
|
4679
|
Orser Capital Management
Southlake,
Texas
|
$194M
|
+$40.6M
|
+26%
|
11.1%
|
122%
|
99
|
19.19%
|
|
|
4680
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$194M
|
+$17.8M
|
+10%
|
4.95%
|
44.1%
|
32
|
9.38%
|
|
|
4681
|
MACRO Consulting Group
Parsippany,
New Jersey
|
$194M
|
+$9.22M
|
+5%
|
5.43%
|
–
|
107
|
9.35%
|
|
|
4682
|
TriaGen Wealth Management
Calabasas,
California
|
$194M
|
+$20.2M
|
+12%
|
8.1%
|
113%
|
200
|
25.5%
|
|
|
4683
|
Oak Management Corp
Wilton,
Connecticut
|
$194M
|
-$59.3M
|
-23%
|
0%
|
96.4%
|
3
|
100%
|
|
|
4684
|
Mader & Shannon Wealth Management
Kansas City,
Missouri
|
$194M
|
+$23.2M
|
+14%
|
5.24%
|
53.1%
|
26
|
3.85%
|
|
|
4685
|
IvyRock Asset Management (HK)
Sheung Wan,
Hong Kong
|
$194M
|
+$40.3M
|
+26%
|
3.14%
|
76%
|
14
|
28.57%
|
|
|
4686
|
Augustine Asset Management
Jacksonville,
Florida
|
$194M
|
+$4.03M
|
+2%
|
5.99%
|
344%
|
97
|
21.65%
|
|
|
4687
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$194M
|
+$12M
|
+7%
|
8.05%
|
36%
|
187
|
7.49%
|
|
|
4688
|
Stewart Asset Management
New York
|
$194M
|
+$37.3M
|
+24%
|
13.8%
|
42.5%
|
28
|
7.14%
|
|
|
4689
|
NatWest Group
Edinburgh, Scotland,
United Kingdom
|
$194M
|
-$13.7M
|
-7%
|
8.46%
|
207%
|
69
|
15.94%
|
|
|
4690
|
New England Research & Management
Chicago,
Illinois
|
$193M
|
+$10.9M
|
+6%
|
5.61%
|
56.4%
|
197
|
28.43%
|
|
|
4691
|
Karani Asset Management
New York
|
$193M
|
+$23.5M
|
+14%
|
17.3%
|
–
|
46
|
17.39%
|
|
|
4692
|
First National Bank of Hutchinson
Hutchinson,
Kansas
|
$193M
|
-$8.71M
|
-4%
|
7.36%
|
121%
|
137
|
10.95%
|
|
|
4693
|
MBE Wealth Management
Tomah,
Wisconsin
|
$193M
|
+$8.89M
|
+5%
|
6.06%
|
60.9%
|
70
|
28.57%
|
|
|
4694
|
Client 1st Advisory Group
Dunedin,
Florida
|
$193M
|
+$18.2M
|
+10%
|
4.92%
|
57.4%
|
78
|
17.95%
|
|
|
4695
|
Centre Asset Management
New York
|
$193M
|
-$24.3M
|
-11%
|
8.86%
|
45.3%
|
68
|
19.12%
|
|
|
4696
|
Polianta Ltd
St Helier,
Jersey
|
$193M
|
+$12.3M
|
+7%
|
4.61%
|
31.6%
|
123
|
94.31%
|
|
|
4697
|
Exos Asset Management
New York
|
$193M
|
+$65.3M
|
+51%
|
1.07%
|
–
|
940
|
65.53%
|
|
|
4698
|
Serenity Capital
Palo Alto,
California
|
$193M
|
-$222M
|
-54%
|
2.12%
|
–
|
6
|
33.33%
|
|
|
4699
|
Clarity Wealth Advisors
San Jose,
California
|
$193M
|
+$17.2M
|
+10%
|
8.44%
|
85.1%
|
59
|
5.08%
|
|
|
4700
|
Trellis Advisors
Ellensburg,
Washington
|
$193M
|
+$14.1M
|
+8%
|
6.78%
|
23.3%
|
77
|
2.6%
|
|