|
4701
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$331M
|
+$30.2M
|
+10%
|
2.57%
|
44.7%
|
94
|
14.89%
|
|
|
4702
|
PFW Advisors
Atlanta,
Georgia
|
$331M
|
-$7M
|
-2%
|
0.85%
|
–
|
133
|
12.03%
|
|
|
4703
|
Brigade Capital Management
New York
|
$331M
|
-$484M
|
-59%
|
11%
|
42.7%
|
25
|
32%
|
|
|
4704
|
360 Financial
Wayzata,
Minnesota
|
$331M
|
+$20M
|
+6%
|
1.62%
|
82.5%
|
94
|
27.66%
|
|
|
4705
|
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
|
$331M
|
+$6.83M
|
+2%
|
3.05%
|
–
|
182
|
9.89%
|
|
|
4706
|
Foresite Capital Management VI
Larkspur,
California
|
$331M
|
+$72M
|
+28%
|
25.2%
|
–
|
15
|
40%
|
|
|
4707
|
Glassy Mountain Advisors
Bethesda,
Maryland
|
$331M
|
-$1.48M
|
-0.4%
|
3.01%
|
91.5%
|
83
|
12.05%
|
|
|
4708
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$331M
|
-$7.58M
|
-2%
|
3.91%
|
63.2%
|
83
|
9.64%
|
|
|
4709
|
Consolidated Capital Management
Burbank,
California
|
$331M
|
+$48.2M
|
+17%
|
2.48%
|
159%
|
86
|
46.51%
|
|
|
4710
|
Riverview Capital Advisers
Boston,
Massachusetts
|
$330M
|
-$15.3M
|
-4%
|
1.29%
|
84.8%
|
101
|
12.87%
|
|
|
4711
|
Squire Investment Management Company
Orem,
Utah
|
$330M
|
+$23.5M
|
+8%
|
2.92%
|
–
|
74
|
8.11%
|
|
|
4712
|
Shayne & Jacobs LLC
Nashville,
Tennessee
|
$330M
|
+$7.31M
|
+2%
|
3.35%
|
73.4%
|
97
|
3.09%
|
|
|
4713
|
Aft Forsyth & Sober
Valrico,
Florida
|
$330M
|
+$7.62M
|
+2%
|
1.45%
|
94.6%
|
59
|
6.78%
|
|
|
4714
|
Carmel Capital Management
Carmel,
California
|
$330M
|
+$1.04M
|
+0.3%
|
5.73%
|
265%
|
25
|
8%
|
|
|
4715
|
Hixon Zuercher
Findlay,
Ohio
|
$330M
|
+$1.27M
|
+0.4%
|
2.94%
|
87.5%
|
92
|
9.78%
|
|
|
4716
|
Yong Rong (HK) Asset Management
Sheung Wan,
Hong Kong
|
$330M
|
-$159M
|
-32%
|
23.5%
|
2,310%
|
33
|
66.67%
|
|
|
4717
|
Gill Capital Partners
Denver,
Colorado
|
$330M
|
+$2.46M
|
+0.8%
|
1.54%
|
52%
|
146
|
10.96%
|
|
|
4718
|
Metropolitan Life Insurance Company (MetLife)
New York
|
$330M
|
-$11.6M
|
-3%
|
0.92%
|
50.8%
|
11
|
0%
|
|
|
4719
|
Aragon Global Management
Miami,
Florida
|
$329M
|
+$4.11M
|
+1%
|
2.3%
|
–
|
35
|
20%
|
|
|
4720
|
Fiduciary Planning
Englewood,
Florida
|
$329M
|
+$2.34M
|
+0.7%
|
1.66%
|
65.5%
|
86
|
16.28%
|
|
|
4721
|
Cherrydale Wealth Management
Hoboken,
New Jersey
|
$329M
|
+$11.2M
|
+4%
|
2.58%
|
72%
|
85
|
12.94%
|
|
|
4722
|
Matthews International Capital Management
San Francisco,
California
|
$329M
|
-$100M
|
-23%
|
8.36%
|
227%
|
42
|
11.9%
|
|
|
4723
|
Kanen Wealth Management
Coconut Creek,
Florida
|
$329M
|
+$30.2M
|
+10%
|
11.3%
|
328%
|
42
|
54.76%
|
|
|
4724
|
Pioneer Wealth Management Group
Austin,
Texas
|
$329M
|
+$19.6M
|
+6%
|
1.54%
|
–
|
56
|
12.5%
|
|
|
4725
|
Atlas Wealth
Cincinnati,
Ohio
|
$329M
|
+$19.5M
|
+6%
|
0.68%
|
43.5%
|
117
|
16.24%
|
|