|
4676
|
SAM Advisors
Oakhurst,
California
|
$277M
|
+$4.1M
|
+2%
|
0.06%
|
57.5%
|
43
|
13.95%
|
|
|
4677
|
Kooman & Associates
Altoona,
Pennsylvania
|
$276M
|
+$5.54M
|
+2%
|
1.23%
|
59.9%
|
51
|
15.69%
|
|
|
4678
|
Stiles Financial Services
Edina,
Minnesota
|
$276M
|
-$7.7M
|
-3%
|
0.25%
|
133%
|
195
|
9.74%
|
|
|
4679
|
Anchor Capital Management Group
Aliso Viejo,
California
|
$276M
|
–
|
–
|
2.66%
|
–
|
18
|
–
|
|
|
4680
|
Oak Family Advisors
Chicago,
Illinois
|
$276M
|
-$49.5M
|
-15%
|
2.03%
|
83.5%
|
148
|
27.7%
|
|
|
4681
|
Holistic Planning
Nacogdoches,
Texas
|
$276M
|
+$39.5M
|
+17%
|
1.11%
|
–
|
179
|
17.32%
|
|
|
4682
|
Yakira Capital Management
Westport,
Connecticut
|
$276M
|
-$2.8M
|
-1%
|
4.08%
|
74.1%
|
320
|
42.81%
|
|
|
4683
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$276M
|
-$3.47M
|
-1%
|
1.21%
|
91.6%
|
209
|
6.7%
|
|
|
4684
|
TAM Capital Management
Stamford,
Connecticut
|
$276M
|
+$47.2M
|
+21%
|
9.35%
|
4.15%
|
13
|
53.85%
|
|
|
4685
|
Anfield Capital Management
Irvine,
California
|
$276M
|
+$13.3M
|
+5%
|
1.11%
|
65.2%
|
509
|
25.34%
|
|
|
4686
|
Congress Park Capital
Saratoga Springs,
New York
|
$275M
|
+$5.6M
|
+2%
|
2.34%
|
95.6%
|
119
|
14.29%
|
|
|
4687
|
First United Bank & Trust
Oakland,
Maryland
|
$275M
|
-$3.01M
|
-1%
|
0.79%
|
69.2%
|
394
|
7.87%
|
|
|
4688
|
Taylor Hoffman Capital Management
Richmond,
Virginia
|
$275M
|
+$14.4M
|
+6%
|
1.5%
|
–
|
117
|
5.98%
|
|
|
4689
|
Prudent Man Advisors
Naperville,
Illinois
|
$275M
|
-$24.5M
|
-8%
|
0.84%
|
82.8%
|
189
|
13.76%
|
|
|
4690
|
Hayek Kallen Investment Management
Fairhope,
Alabama
|
$275M
|
-$7.06M
|
-3%
|
0.14%
|
71.9%
|
94
|
3.19%
|
|
|
4691
|
Evelyn Partners Investment Management (Europe)
Dublin,
|
$275M
|
–
|
–
|
2.25%
|
–
|
189
|
–
|
|
|
4692
|
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
|
$275M
|
+$656K
|
+0.2%
|
0.1%
|
70.2%
|
178
|
13.48%
|
|
|
4693
|
FWL Investment Management
Dallas,
Texas
|
$275M
|
+$13.7M
|
+5%
|
3.25%
|
165%
|
334
|
18.56%
|
|
|
4694
|
Olympus Wealth Management
Cottonwood Heights,
Utah
|
$275M
|
-$16.2M
|
-6%
|
2.79%
|
43.1%
|
18
|
16.67%
|
|
|
4695
|
Richard W. Paul & Associates
Novi,
Michigan
|
$275M
|
-$3.86M
|
-1%
|
0.3%
|
65.2%
|
532
|
8.46%
|
|
|
4696
|
SS&H Financial Advisors
Troy,
Michigan
|
$275M
|
-$3K
|
-0%
|
1.43%
|
–
|
129
|
7.75%
|
|
|
4697
|
|
$274M
|
-$8.07M
|
-3%
|
0.47%
|
75.2%
|
184
|
3.8%
|
|
|
4698
|
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
|
$274M
|
–
|
–
|
0.7%
|
–
|
154
|
–
|
|
|
4699
|
|
$274M
|
-$9.44M
|
-3%
|
4.16%
|
121%
|
129
|
5.43%
|
|
|
4700
|
Schulhoff & Co
Cincinnati,
Ohio
|
$274M
|
+$34.5M
|
+14%
|
3.88%
|
51.8%
|
131
|
4.58%
|
|