|
4701
|
Catalyst Private Wealth
San Mateo,
California
|
$200M
|
-$32.2M
|
-14%
|
16.2%
|
103%
|
86
|
15.12%
|
|
|
4702
|
Trellis Advisors
Ellensburg,
Washington
|
$200M
|
-$11.3M
|
-5%
|
5.83%
|
23.3%
|
87
|
10.34%
|
|
|
4703
|
Accuvest Global Advisors
Provo,
Utah
|
$200M
|
-$28.2M
|
-12%
|
6.26%
|
126%
|
128
|
37.5%
|
|
|
4704
|
GGM Wealth Advisors
Baltimore,
Maryland
|
$200M
|
+$73.6M
|
+58%
|
4.95%
|
25.9%
|
148
|
41.89%
|
|
|
4705
|
Stiles Financial Services
Edina,
Minnesota
|
$200M
|
-$7.86M
|
-4%
|
4.74%
|
88.2%
|
194
|
9.79%
|
|
|
4706
|
Benson Investment Management Company
Roanoke,
Virginia
|
$200M
|
-$6.57M
|
-3%
|
2.82%
|
91.6%
|
65
|
23.08%
|
|
|
4707
|
1623 Capital
Alexandria,
Virginia
|
$200M
|
-$68.4M
|
-26%
|
11.7%
|
11.9%
|
69
|
42.03%
|
|
|
4708
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$199M
|
-$40.1M
|
-17%
|
3.5%
|
43.1%
|
544
|
77.02%
|
|
|
4709
|
KFA Private Wealth Group
Tysons,
Virginia
|
$199M
|
-$1.6M
|
-0.8%
|
4.04%
|
57.5%
|
74
|
9.46%
|
|
|
4710
|
Fairfield, Bush & Co
Darien,
Connecticut
|
$199M
|
-$8.61M
|
-4%
|
1.02%
|
101%
|
134
|
8.96%
|
|
|
4711
|
Congress Park Capital
Saratoga Springs,
New York
|
$199M
|
-$3.6M
|
-2%
|
5.17%
|
95.6%
|
164
|
28.05%
|
|
|
4712
|
Sitrin Capital Management
Century City,
California
|
$199M
|
-$13.3M
|
-6%
|
7.21%
|
97%
|
40
|
25%
|
|
|
4713
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$199M
|
-$3.59M
|
-2%
|
2.96%
|
71.7%
|
151
|
18.54%
|
|
|
4714
|
Half Sky Capital (UK)
London,
United Kingdom
|
$199M
|
-$320K
|
-0.2%
|
22.3%
|
13%
|
9
|
44.44%
|
|
|
4715
|
Bennicas & Associates
Portola Valley,
California
|
$199M
|
+$6.89M
|
+4%
|
5.94%
|
40.3%
|
110
|
11.82%
|
|
|
4716
|
Augustine Asset Management
Jacksonville,
Florida
|
$199M
|
-$4.98M
|
-2%
|
1.68%
|
344%
|
104
|
16.35%
|
|
|
4717
|
Droms Strauss Advisors
St. Louis,
Missouri
|
$199M
|
-$26.4M
|
-12%
|
4.63%
|
56.1%
|
52
|
23.08%
|
|
|
4718
|
Taika Capital
Sunny Isles Beach,
Florida
|
$199M
|
+$72.4M
|
+57%
|
9.61%
|
68.3%
|
55
|
61.82%
|
|
|
4719
|
Weil Company
San Diego,
California
|
$199M
|
-$15.4M
|
-7%
|
1.62%
|
51.9%
|
155
|
28.39%
|
|
|
4720
|
State of Wyoming
Cheyenne,
Wyoming
|
$199M
|
-$16M
|
-7%
|
4.09%
|
99.1%
|
2,149
|
28.06%
|
|
|
4721
|
Oakwell Private Wealth Management
Austin,
Texas
|
$199M
|
-$2.16M
|
-1%
|
5.13%
|
50.1%
|
63
|
7.94%
|
|
|
4722
|
Demars Financial Group
Spokane Valley,
Washington
|
$199M
|
+$9.77M
|
+5%
|
1.88%
|
60.9%
|
98
|
21.43%
|
|
|
4723
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$199M
|
-$10.8M
|
-5%
|
1.74%
|
85.8%
|
501
|
19.76%
|
|
|
4724
|
Golden State Equity Partners
South Coast Metro,
California
|
$199M
|
+$710K
|
+0.4%
|
1.84%
|
–
|
224
|
35.71%
|
|
|
4725
|
Teramo Advisors
Naples,
Florida
|
$199M
|
+$17.4M
|
+10%
|
2.59%
|
62.5%
|
18
|
22.22%
|
|