|
4876
|
Barrett & Company
Providence,
Rhode Island
|
$291M
|
-$9.21M
|
-3%
|
1.49%
|
74.8%
|
679
|
6.77%
|
|
|
4877
|
Oak Asset Management
Westlake Village,
California
|
$290M
|
-$2.76M
|
-0.9%
|
1.12%
|
78%
|
111
|
9.01%
|
|
|
4878
|
Everpar Advisors
Tulsa,
Oklahoma
|
$290M
|
+$20.8M
|
+8%
|
0.35%
|
–
|
305
|
19.67%
|
|
|
4879
|
Arch Capital Group
Pembroke,
Bermuda
|
$290M
|
-$1.87M
|
-0.6%
|
0.64%
|
2.15%
|
4
|
0%
|
|
|
4880
|
O'Donnell Financial Services
San Rafael,
California
|
$290M
|
-$2.19M
|
-0.7%
|
2.79%
|
47.9%
|
64
|
15.63%
|
|
|
4881
|
Orion Capital Management
Coronado,
California
|
$290M
|
-$7.17M
|
-2%
|
1.91%
|
66.8%
|
524
|
13.36%
|
|
|
4882
|
Fairfield Financial Advisors
Wellesley,
Massachusetts
|
$290M
|
-$16.6M
|
-5%
|
2.67%
|
–
|
75
|
9.33%
|
|
|
4883
|
Friday Financial
Dubuque,
Iowa
|
$290M
|
+$6.56M
|
+2%
|
0.27%
|
–
|
95
|
7.37%
|
|
|
4884
|
|
$290M
|
-$25.2M
|
-8%
|
8.95%
|
97.6%
|
56
|
25%
|
|
|
4885
|
Saxon Interests
Houston,
Texas
|
$290M
|
+$4.8M
|
+2%
|
0.76%
|
58.4%
|
242
|
19.83%
|
|
|
4886
|
Powell Investment Advisors
Miami,
Florida
|
$290M
|
-$371K
|
-0.1%
|
1.91%
|
76.1%
|
177
|
6.21%
|
|
|
4887
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$290M
|
+$12M
|
+4%
|
0.65%
|
48.6%
|
623
|
9.15%
|
|
|
4888
|
Raleigh Capital Management
Cary,
North Carolina
|
$290M
|
+$14.2M
|
+5%
|
1.05%
|
71.8%
|
808
|
33.91%
|
|
|
4889
|
Sonoma Allocations
Santa Rosa,
California
|
$290M
|
-$11.5M
|
-4%
|
1.17%
|
–
|
152
|
20.39%
|
|
|
4890
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$290M
|
+$2.12M
|
+0.7%
|
1.93%
|
111%
|
257
|
17.51%
|
|
|
4891
|
LeClair Wealth Partners
Dublin,
Ohio
|
$289M
|
+$117M
|
+68%
|
0.2%
|
–
|
204
|
94.61%
|
|
|
4892
|
Blue Water Asset Management
Grand Rapids,
Michigan
|
$289M
|
+$11.3M
|
+4%
|
0.2%
|
–
|
108
|
8.33%
|
|
|
4893
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$289M
|
+$530K
|
+0.2%
|
0.65%
|
28.8%
|
45
|
4.44%
|
|
|
4894
|
PineBridge Investments Asia
Hong Kong,
|
$289M
|
-$56.8M
|
-16%
|
0.06%
|
–
|
8
|
25%
|
|
|
4895
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$289M
|
-$13.2M
|
-4%
|
2.6%
|
65.9%
|
739
|
13.8%
|
|
|
4896
|
Goodlander Investment Management
Dallas,
Texas
|
$289M
|
+$27.3M
|
+10%
|
25.6%
|
–
|
19
|
78.95%
|
|
|
4897
|
Plum Street Advisors
New Orleans,
Louisiana
|
$289M
|
+$8M
|
+3%
|
0.31%
|
–
|
100
|
7%
|
|
|
4898
|
New Perspectives Inc
Ridgeland,
Mississippi
|
$289M
|
+$370K
|
+0.1%
|
1.32%
|
–
|
44
|
4.55%
|
|
|
4899
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$289M
|
+$3.03M
|
+1%
|
8.38%
|
105%
|
106
|
12.26%
|
|
|
4900
|
Whetstone Capital Advisors
Shawnee Mission,
Kansas
|
$288M
|
-$32.2M
|
-10%
|
17.1%
|
201%
|
65
|
30.77%
|
|