|
4901
|
Heathbridge Capital Management
Toronto,
Ontario, Canada
|
$246M
|
-$5.06M
|
-2%
|
3.95%
|
58.7%
|
29
|
0%
|
|
|
4902
|
Barbara Oil Co
Chicago,
Illinois
|
$246M
|
+$4.99M
|
+2%
|
3.3%
|
76.9%
|
76
|
1.32%
|
|
|
4903
|
Dupree Financial Group
Lexington,
Kentucky
|
$246M
|
+$27.3M
|
+12%
|
3.9%
|
–
|
76
|
22.37%
|
|
|
4904
|
Investment Planning Advisors
Cumming,
Georgia
|
$246M
|
+$17.1M
|
+7%
|
2.98%
|
–
|
73
|
17.81%
|
|
|
4905
|
Wealth Advisors of Tampa Bay
Tampa,
Florida
|
$246M
|
+$12.5M
|
+5%
|
1.18%
|
86.2%
|
152
|
44.74%
|
|
|
4906
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$246M
|
-$1.78M
|
-0.7%
|
0.43%
|
7.8%
|
127
|
35.43%
|
|
|
4907
|
Commonwealth Retirement Investments
Richmond,
Virginia
|
$246M
|
+$3.12M
|
+1%
|
1.26%
|
84.4%
|
106
|
16.98%
|
|
|
4908
|
|
$246M
|
-$28.2M
|
-10%
|
4.28%
|
121%
|
128
|
7.03%
|
|
|
4909
|
Beacon Wealthcare LLC
Raleigh,
North Carolina
|
$246M
|
-$665K
|
-0.3%
|
1.78%
|
42%
|
26
|
19.23%
|
|
|
4910
|
Verity Asset Management
Durham,
North Carolina
|
$246M
|
+$68.3M
|
+38%
|
2.21%
|
79.7%
|
221
|
30.77%
|
|
|
4911
|
Prairiewood Capital
Fargo,
North Dakota
|
$246M
|
+$11.7M
|
+5%
|
0.9%
|
43%
|
79
|
5.06%
|
|
|
4912
|
Weik Capital Management
Wyomissing,
Pennsylvania
|
$246M
|
-$115K
|
-0%
|
2.83%
|
66.9%
|
94
|
4.26%
|
|
|
4913
|
Encompass Wealth Advisors
Portland,
Oregon
|
$246M
|
-$1.97M
|
-0.8%
|
1.98%
|
63.2%
|
102
|
4.9%
|
|
|
4914
|
Stenahm Asset Management
Guernsey
|
$246M
|
–
|
–
|
4.5%
|
–
|
28
|
–
|
|
|
4915
|
ICW Investment Advisors
Scottsdale,
Arizona
|
$245M
|
+$5.87M
|
+2%
|
2.67%
|
50.1%
|
140
|
0.71%
|
|
|
4916
|
Burkett Financial Services
Rock Hill,
South Carolina
|
$245M
|
+$862K
|
+0.4%
|
1.04%
|
–
|
263
|
17.87%
|
|
|
4917
|
Red Lighthouse Investment Management
New York
|
$245M
|
-$7.42M
|
-3%
|
2.71%
|
63.4%
|
113
|
7.96%
|
|
|
4918
|
Greenhaven Road Investment Management
Greenwich,
Connecticut
|
$245M
|
-$380M
|
-61%
|
8.99%
|
70.2%
|
22
|
31.82%
|
|
|
4919
|
Kercheville Advisors
San Antonio,
Texas
|
$245M
|
-$12.4M
|
-5%
|
4.79%
|
240%
|
105
|
25.71%
|
|
|
4920
|
CRCM LP
San Francisco,
California
|
$245M
|
-$646K
|
-0.3%
|
8.97%
|
–
|
7
|
28.57%
|
|
|
4921
|
Idaho Trust Bank
Boise,
Idaho
|
$245M
|
+$46.8M
|
+24%
|
0.18%
|
47.5%
|
106
|
35.85%
|
|
|
4922
|
Presidio Capital Management
San Diego,
California
|
$245M
|
+$58.5M
|
+31%
|
0.58%
|
56.1%
|
87
|
33.33%
|
|
|
4923
|
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
$245M
|
+$11.9M
|
+5%
|
1.72%
|
31%
|
44
|
13.64%
|
|
|
4924
|
Kaye Capital Management
El Segundo,
California
|
$245M
|
+$24.5M
|
+11%
|
1.22%
|
–
|
47
|
23.4%
|
|
|
4925
|
Northern Right Capital Management
Darien,
Connecticut
|
$245M
|
-$25.5M
|
-9%
|
4.78%
|
187%
|
28
|
32.14%
|
|