|
4801
|
ACON Equity Management
Washington,
District of Columbia
|
$180M
|
-$38.6M
|
-18%
|
14.4%
|
32.1%
|
1
|
0%
|
|
|
4802
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$180M
|
+$352K
|
+0.2%
|
1.21%
|
–
|
78
|
6.41%
|
|
|
4803
|
BCGM Wealth Management
Lafayette,
Indiana
|
$180M
|
+$10.9M
|
+6%
|
0.19%
|
54.9%
|
102
|
5.88%
|
|
|
4804
|
Heron Financial Group
New York
|
$180M
|
+$4.46M
|
+3%
|
0.99%
|
47.5%
|
149
|
6.71%
|
|
|
4805
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$180M
|
–
|
–
|
0.52%
|
58.8%
|
154
|
–
|
|
|
4806
|
Rho Capital Partners
New York
|
$179M
|
-$913M
|
-84%
|
19.9%
|
–
|
7
|
28.57%
|
|
|
4807
|
Emerson Wealth
Bloomfield Hills,
Michigan
|
$179M
|
-$2.16M
|
-1%
|
1.14%
|
18.1%
|
44
|
15.91%
|
|
|
4808
|
EMC Capital Management
Houston,
Texas
|
$179M
|
+$3.03M
|
+2%
|
2.43%
|
–
|
137
|
18.25%
|
|
|
4809
|
Curated Wealth Partners
El Segundo,
California
|
$179M
|
-$4.54M
|
-2%
|
1.57%
|
48.7%
|
151
|
7.28%
|
|
|
4810
|
Howard Wealth Management
Madison,
Connecticut
|
$179M
|
-$2.9M
|
-2%
|
0.81%
|
60.3%
|
130
|
3.85%
|
|
|
4811
|
Gray Wealth Management
Bangor,
Maine
|
$179M
|
+$5.17M
|
+3%
|
0.42%
|
22.1%
|
123
|
5.69%
|
|
|
4812
|
Stamos Capital Partners
Menlo Park,
California
|
$179M
|
-$10.9M
|
-6%
|
0.37%
|
36.7%
|
47
|
12.77%
|
|
|
4813
|
Deane Retirement Strategies
New Orleans,
Louisiana
|
$179M
|
-$3.07M
|
-2%
|
2.04%
|
64.7%
|
62
|
19.35%
|
|
|
4814
|
Bontempo Ohly Capital Management
Bethesda,
Maryland
|
$179M
|
-$5.51M
|
-3%
|
1.84%
|
49.6%
|
32
|
0%
|
|
|
4815
|
Harborview Advisors
Portland,
Maine
|
$179M
|
-$88K
|
-0%
|
1.77%
|
27.1%
|
107
|
5.61%
|
|
|
4816
|
Innealta Capital
Austin,
Texas
|
$179M
|
-$18M
|
-9%
|
2.1%
|
63.7%
|
62
|
16.13%
|
|
|
4817
|
Eagle Bay Advisors
New York
|
$178M
|
+$54M
|
+43%
|
1.81%
|
78.4%
|
1,212
|
26.24%
|
|
|
4818
|
Avalon Capital Management
Port Of Redwood City,
California
|
$178M
|
+$59.7M
|
+50%
|
0.59%
|
151%
|
57
|
64.91%
|
|
|
4819
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$178M
|
+$3.76M
|
+2%
|
0.55%
|
57.8%
|
104
|
10.58%
|
|
|
4820
|
First National Bank of Hutchinson
Hutchinson,
Kansas
|
$178M
|
-$15M
|
-8%
|
0.21%
|
121%
|
135
|
17.04%
|
|
|
4821
|
Monterey Private Wealth
Monterey,
California
|
$178M
|
+$3.92M
|
+2%
|
0.25%
|
29.8%
|
102
|
7.84%
|
|
|
4822
|
Axel Capital Management
New York
|
$178M
|
+$2.27M
|
+1%
|
0.57%
|
194%
|
39
|
33.33%
|
|
|
4823
|
NewGen Asset Management
Toronto,
Ontario, Canada
|
$178M
|
-$86.8M
|
-33%
|
0.59%
|
402%
|
61
|
73.77%
|
|
|
4824
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$178M
|
-$3.5M
|
-2%
|
6.29%
|
194%
|
104
|
9.62%
|
|
|
4825
|
TrueWealth Advisors
Birmingham,
Alabama
|
$178M
|
+$6.44M
|
+4%
|
0.3%
|
58.5%
|
147
|
16.33%
|
|