|
4726
|
Bear Mountain Capital
Seattle,
Washington
|
$246M
|
+$13.8M
|
+6%
|
0.08%
|
–
|
227
|
20.7%
|
|
|
4727
|
Taylor Hoffman Wealth Management
Richmond,
Virginia
|
$245M
|
+$9.93M
|
+4%
|
4.2%
|
47.8%
|
113
|
6.19%
|
|
|
4728
|
|
$245M
|
-$4.93M
|
-2%
|
2.82%
|
36.5%
|
84
|
11.9%
|
|
|
4729
|
Excalibur Management
Waltham,
Massachusetts
|
$245M
|
+$8.87M
|
+4%
|
1.9%
|
81.7%
|
170
|
9.41%
|
|
|
4730
|
Altium Capital Management
New York
|
$245M
|
-$7.55M
|
-3%
|
7.84%
|
–
|
90
|
44.44%
|
|
|
4731
|
Rogco LP
Claremore,
Oklahoma
|
$245M
|
+$563K
|
+0.2%
|
0.71%
|
53.3%
|
246
|
4.88%
|
|
|
4732
|
Transatlantique Private Wealth
New York
|
$245M
|
+$15.7M
|
+7%
|
1.98%
|
89%
|
219
|
14.61%
|
|
|
4733
|
City State Bank
Norwalk,
Iowa
|
$245M
|
+$18.4M
|
+8%
|
2.12%
|
72.5%
|
771
|
12.97%
|
|
|
4734
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$245M
|
+$5.98M
|
+3%
|
3.69%
|
84.9%
|
512
|
5.47%
|
|
|
4735
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$245M
|
+$1.2M
|
+0.5%
|
0.69%
|
51.7%
|
131
|
14.5%
|
|
|
4736
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$244M
|
-$309M
|
-56%
|
3.2%
|
83.6%
|
423
|
36.17%
|
|
|
4737
|
Silver Coast Investments
San Diego,
United States
|
$244M
|
-$427K
|
-0.2%
|
1.05%
|
–
|
102
|
19.61%
|
|
|
4738
|
Cumberland Advisors
Sarasota,
Florida
|
$244M
|
-$24.7M
|
-9%
|
0.38%
|
73.5%
|
57
|
8.77%
|
|
|
4739
|
MTM Investment Management
Spartanburg,
South Carolina
|
$244M
|
+$1.61M
|
+0.7%
|
2.19%
|
80.5%
|
293
|
11.6%
|
|
|
4740
|
Somerset Trust
Somerset,
Pennsylvania
|
$244M
|
-$1.28M
|
-0.5%
|
0.3%
|
69.7%
|
152
|
4.61%
|
|
|
4741
|
Silverlake Wealth Management
Williston,
Vermont
|
$244M
|
+$47.4M
|
+24%
|
1.88%
|
64.5%
|
293
|
21.16%
|
|
|
4742
|
Insight Folios
Charlotte,
North Carolina
|
$244M
|
-$3.2M
|
-1%
|
1.86%
|
32.9%
|
122
|
8.2%
|
|
|
4743
|
Oldfather Financial Services
Kearney,
Nebraska
|
$244M
|
+$748K
|
+0.3%
|
0.38%
|
60.8%
|
74
|
6.76%
|
|
|
4744
|
Texas Capital Bancshares
Dallas,
Texas
|
$244M
|
+$23.1M
|
+10%
|
11.9%
|
175%
|
83
|
12.05%
|
|
|
4745
|
Kelleher Financial Advisors
New York
|
$244M
|
+$2.45M
|
+1%
|
3.25%
|
72.4%
|
129
|
20.16%
|
|
|
4746
|
Vance Wealth
Santa Clarita,
California
|
$244M
|
-$7.49M
|
-3%
|
1.7%
|
66.4%
|
98
|
12.24%
|
|
|
4747
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$243M
|
+$17.4M
|
+8%
|
5.33%
|
–
|
1,015
|
8.67%
|
|
|
4748
|
Performa Ltd (US)
Charleston,
South Carolina
|
$243M
|
+$16M
|
+7%
|
1.24%
|
55.8%
|
65
|
23.08%
|
|
|
4749
|
Davis Investment Partners
Charlotte,
North Carolina
|
$243M
|
+$14.8M
|
+6%
|
1.28%
|
88.9%
|
122
|
9.84%
|
|
|
4750
|
Scarborough Advisors
Annapolis,
Maryland
|
$243M
|
+$27.2M
|
+13%
|
2.03%
|
58.4%
|
473
|
14.8%
|
|