|
4851
|
|
$295M
|
-$47M
|
-14%
|
10.1%
|
63%
|
18
|
16.67%
|
|
|
4852
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin,
Ohio
|
$295M
|
+$6.32M
|
+2%
|
1.07%
|
–
|
86
|
12.79%
|
|
|
4853
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$295M
|
+$9.02M
|
+3%
|
1.12%
|
56.5%
|
199
|
5.03%
|
|
|
4854
|
Permit Capital
West Conshohocken,
Pennsylvania
|
$294M
|
-$27M
|
-8%
|
5.5%
|
121%
|
19
|
0%
|
|
|
4855
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$294M
|
+$919K
|
+0.3%
|
2.02%
|
95.1%
|
234
|
14.1%
|
|
|
4856
|
Selkirk Management
Chatham,
New Jersey
|
$294M
|
-$83.9M
|
-22%
|
19.9%
|
268%
|
12
|
8.33%
|
|
|
4857
|
B&I Capital
Zurich,
Switzerland
|
$294M
|
+$12.9M
|
+5%
|
4.4%
|
30.5%
|
28
|
25%
|
|
|
4858
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$294M
|
-$1.55M
|
-0.5%
|
2.53%
|
17.7%
|
132
|
31.82%
|
|
|
4859
|
Pacifica Capital Investments
Leander,
Texas
|
$294M
|
-$73.3M
|
-20%
|
2.88%
|
70.4%
|
15
|
0%
|
|
|
4860
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$294M
|
+$59.2M
|
+25%
|
3.57%
|
51.4%
|
512
|
3.32%
|
|
|
4861
|
Missouri Education Pension Trust
Jefferson City,
Missouri
|
$294M
|
-$55.9M
|
-16%
|
0.47%
|
–
|
2
|
0%
|
|
|
4862
|
Engle Capital Management
Greenwich,
Connecticut
|
$293M
|
+$34.3M
|
+13%
|
10.3%
|
289%
|
31
|
41.94%
|
|
|
4863
|
HF Advisory Group
Annapolis,
Maryland
|
$293M
|
+$6.81M
|
+2%
|
0.85%
|
64.2%
|
175
|
9.14%
|
|
|
4864
|
Consilium Wealth Advisory
Richardson,
Texas
|
$293M
|
+$22.2M
|
+8%
|
0.37%
|
118%
|
109
|
20.18%
|
|
|
4865
|
Montgomery Investment Management
Rockville,
Maryland
|
$293M
|
+$15.2M
|
+5%
|
9.16%
|
98.4%
|
104
|
8.65%
|
|
|
4866
|
Firetrail Investments
Sydney, NSW,
Australia
|
$293M
|
-$12.1M
|
-4%
|
0.04%
|
–
|
29
|
3.45%
|
|
|
4867
|
Roth Financial Partners
Kingwood,
Texas
|
$293M
|
-$10.3M
|
-3%
|
0.65%
|
54.3%
|
33
|
9.09%
|
|
|
4868
|
Family Wealth Partners
Matthews,
North Carolina
|
$293M
|
+$15.4M
|
+6%
|
0.48%
|
–
|
112
|
24.11%
|
|
|
4869
|
Nixon Capital
Austin,
Texas
|
$293M
|
-$86.2M
|
-23%
|
9.02%
|
118%
|
31
|
35.48%
|
|
|
4870
|
Sharper & Granite
El Segundo,
California
|
$293M
|
+$8.8M
|
+3%
|
0.11%
|
47.1%
|
108
|
1.85%
|
|
|
4871
|
Curio Wealth
Annapolis,
Maryland
|
$293M
|
+$10.3M
|
+4%
|
0.13%
|
–
|
1,298
|
67.03%
|
|
|
4872
|
Walker Financial Services
Bowling Green,
Kentucky
|
$292M
|
+$16.4M
|
+6%
|
0.51%
|
18.9%
|
44
|
9.09%
|
|
|
4873
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
$292M
|
-$123M
|
-30%
|
14.9%
|
336%
|
185
|
67.57%
|
|
|
4874
|
Pennington Partners & Co
Bethesda,
Maryland
|
$292M
|
+$42.4M
|
+17%
|
3.55%
|
–
|
116
|
18.1%
|
|
|
4875
|
Nicollet Investment Management
Minneapolis,
Minnesota
|
$292M
|
-$24M
|
-8%
|
3.51%
|
83.3%
|
77
|
5.19%
|
|