|
4701
|
Wiser Wealth Management
Marietta,
Georgia
|
$205M
|
+$17.1M
|
+9%
|
4.94%
|
46.7%
|
32
|
15.63%
|
|
|
4702
|
Fulcrum Asset Management
London,
United Kingdom
|
$205M
|
+$2.28M
|
+1%
|
12.5%
|
–
|
212
|
0%
|
|
|
4703
|
Axar Capital Management
New York
|
$205M
|
-$20.8M
|
-9%
|
7.66%
|
680%
|
3
|
0%
|
|
|
4704
|
Sora Investors
Bryn Mawr,
Pennsylvania
|
$205M
|
–
|
–
|
13.3%
|
94.3%
|
22
|
–
|
|
|
4705
|
Lion Street Advisors
Austin,
Texas
|
$204M
|
+$19.1M
|
+10%
|
10.3%
|
38%
|
161
|
12.42%
|
|
|
4706
|
Paragon Advisors
College Station,
Texas
|
$204M
|
-$1.49M
|
-0.7%
|
10.8%
|
77.8%
|
77
|
31.17%
|
|
|
4707
|
JLP Asset Management
New York
|
$204M
|
+$23.1M
|
+13%
|
19.6%
|
16.1%
|
31
|
0%
|
|
|
4708
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$204M
|
+$47.9M
|
+31%
|
8.46%
|
57.1%
|
134
|
5.22%
|
|
|
4709
|
Augustine Asset Management
Jacksonville,
Florida
|
$204M
|
+$16.4M
|
+9%
|
7.1%
|
344%
|
100
|
16%
|
|
|
4710
|
Old West Investment Management
Los Angeles,
California
|
$204M
|
-$179M
|
-47%
|
4.04%
|
235%
|
61
|
26.23%
|
|
|
4711
|
Breiter Capital Management
Bradenton,
Florida
|
$204M
|
+$28.9M
|
+17%
|
14.5%
|
109%
|
147
|
15.65%
|
|
|
4712
|
Accel Wealth Management
Waverly,
Iowa
|
$204M
|
+$49.2M
|
+32%
|
6.58%
|
77.4%
|
952
|
13.34%
|
|
|
4713
|
Carmel Capital Management
Carmel,
California
|
$204M
|
–
|
–
|
11.9%
|
265%
|
38
|
–
|
|
|
4714
|
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
|
$204M
|
+$95.8M
|
+89%
|
5.41%
|
–
|
154
|
37.66%
|
|
|
4715
|
Strategic Financial Partners
Bend,
Oregon
|
$204M
|
+$17.6M
|
+9%
|
6.14%
|
43%
|
69
|
5.8%
|
|
|
4716
|
EWG Elevate
Roseville,
California
|
$204M
|
-$38.3M
|
-16%
|
6.33%
|
76%
|
106
|
37.74%
|
|
|
4717
|
Andesa Financial Management
Allentown,
Pennsylvania
|
$204M
|
+$19.6M
|
+11%
|
10.2%
|
73.6%
|
150
|
10%
|
|
|
4718
|
Abacus FCF Advisors
Orlando,
Florida
|
$203M
|
-$2.63M
|
-1%
|
13.8%
|
142%
|
140
|
17.14%
|
|
|
4719
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$203M
|
+$14.1M
|
+7%
|
7.37%
|
84.9%
|
145
|
8.28%
|
|
|
4720
|
Congress Park Capital
Saratoga Springs,
New York
|
$203M
|
+$7.5M
|
+4%
|
5.72%
|
95.6%
|
154
|
20.13%
|
|
|
4721
|
1492 Capital Management
Milwaukee,
Wisconsin
|
$203M
|
+$5.23M
|
+3%
|
5.75%
|
187%
|
128
|
35.16%
|
|
|
4722
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$203M
|
+$14.9M
|
+8%
|
7.1%
|
71.7%
|
133
|
12.78%
|
|
|
4723
|
Heron Bay Capital Management
Bloomfield Hills,
Michigan
|
$203M
|
+$9.05M
|
+5%
|
7.72%
|
50.9%
|
76
|
15.79%
|
|
|
4724
|
Avalon Advisory Group
Wexford,
Pennsylvania
|
$203M
|
-$19.2M
|
-9%
|
4.7%
|
33.8%
|
10
|
0%
|
|
|
4725
|
Global Media & Entertainment Investments
Nassau,
Bahamas
|
$203M
|
–
|
–
|
0%
|
0%
|
1
|
–
|
|