|
4751
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$200M
|
–
|
–
|
8.69%
|
61.8%
|
452
|
–
|
|
|
4752
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$200M
|
+$801K
|
+0.4%
|
3.83%
|
18.2%
|
86
|
6.98%
|
|
|
4753
|
Agilis Partners
Waltham,
Massachusetts
|
$200M
|
-$1.29M
|
-0.6%
|
5.12%
|
8.47%
|
28
|
10.71%
|
|
|
4754
|
New England Guild Wealth Advisors
Avon,
Connecticut
|
$200M
|
+$11M
|
+6%
|
4.69%
|
6.04%
|
72
|
8.33%
|
|
|
4755
|
William Marsh Rice University
Houston,
Texas
|
$200M
|
-$41.2M
|
-17%
|
3.01%
|
4.44%
|
10
|
60%
|
|
|
4756
|
Key Financial Inc
West Chester,
Pennsylvania
|
$200M
|
+$22.9M
|
+13%
|
9%
|
55.5%
|
1,024
|
10.06%
|
|
|
4757
|
Half Sky Capital (UK)
London,
United Kingdom
|
$200M
|
-$70.4M
|
-26%
|
16.4%
|
13%
|
7
|
28.57%
|
|
|
4758
|
Round Hill Asset Management
Pasadena,
California
|
$199M
|
+$125K
|
+0.1%
|
2.9%
|
40.7%
|
58
|
3.45%
|
|
|
4759
|
Truvestments Capital
Sarasota,
Florida
|
$199M
|
+$17.9M
|
+10%
|
10.2%
|
86.7%
|
680
|
17.79%
|
|
|
4760
|
Hixon Zuercher
Findlay,
Ohio
|
$199M
|
+$28M
|
+16%
|
12.5%
|
87.5%
|
63
|
7.94%
|
|
|
4761
|
X-Square Capital
Guaynabo,
Puerto Rico
|
$199M
|
+$5.57M
|
+3%
|
6.37%
|
112%
|
162
|
10.49%
|
|
|
4762
|
Rede Wealth
Charlottesville,
Virginia
|
$199M
|
+$11.3M
|
+6%
|
9.58%
|
80.5%
|
112
|
8.04%
|
|
|
4763
|
Madison Wealth Partners
Madison,
Wisconsin
|
$199M
|
+$21.6M
|
+12%
|
8.45%
|
55.3%
|
79
|
10.13%
|
|
|
4764
|
|
$199M
|
+$24M
|
+14%
|
6.2%
|
57.8%
|
152
|
23.68%
|
|
|
4765
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
$199M
|
+$8.41M
|
+4%
|
12.3%
|
75.8%
|
60
|
15%
|
|
|
4766
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$198M
|
+$18.3M
|
+10%
|
8.65%
|
–
|
84
|
11.9%
|
|
|
4767
|
Pflug Koory
Omaha,
Nebraska
|
$198M
|
+$15.3M
|
+8%
|
10.7%
|
–
|
480
|
6.67%
|
|
|
4768
|
Orser Capital Management
Southlake,
Texas
|
$198M
|
+$16.8M
|
+9%
|
11%
|
122%
|
101
|
21.78%
|
|
|
4769
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
$198M
|
+$27.9M
|
+16%
|
5.86%
|
19.7%
|
92
|
15.22%
|
|
|
4770
|
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
|
$198M
|
+$27.4M
|
+16%
|
17.8%
|
76.8%
|
14
|
28.57%
|
|
|
4771
|
Golden State Equity Partners
South Coast Metro,
California
|
$198M
|
-$47.5M
|
-19%
|
6.92%
|
–
|
275
|
51.27%
|
|
|
4772
|
VeraBank
Henderson,
Texas
|
$198M
|
+$21.2M
|
+12%
|
10.8%
|
51%
|
138
|
10.14%
|
|
|
4773
|
Warwick Investment Management
Bryan,
Texas
|
$198M
|
–
|
–
|
8.3%
|
53.4%
|
54
|
–
|
|
|
4774
|
WD Rutherford
Portland,
Oregon
|
$198M
|
+$13.4M
|
+7%
|
12.5%
|
170%
|
131
|
7.63%
|
|
|
4775
|
Centre Asset Management
New York
|
$197M
|
+$4.34M
|
+2%
|
10.4%
|
45.3%
|
67
|
32.84%
|
|