|
4951
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$217M
|
+$21M
|
+11%
|
6.62%
|
56.3%
|
24
|
4.17%
|
|
|
4952
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$217M
|
+$21.3M
|
+11%
|
12.7%
|
88.6%
|
239
|
20.5%
|
|
|
4953
|
Solitude Financial Services
Charlottesville,
Virginia
|
$217M
|
+$34.5M
|
+19%
|
8%
|
55.4%
|
50
|
38%
|
|
|
4954
|
Ferguson Shapiro
Decatur,
Georgia
|
$217M
|
+$9.73M
|
+5%
|
5.5%
|
39.6%
|
47
|
34.04%
|
|
|
4955
|
Savoir Faire Capital Management
Norwalk,
Connecticut
|
$217M
|
-$13.1M
|
-6%
|
8.01%
|
1.22%
|
60
|
28.33%
|
|
|
4956
|
Winthrop Capital Management
Carmel,
Indiana
|
$217M
|
-$89.3M
|
-29%
|
8.14%
|
–
|
304
|
55.92%
|
|
|
4957
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
$217M
|
+$21.8M
|
+11%
|
8.58%
|
78%
|
134
|
20.15%
|
|
|
4958
|
Exeter Financial
Scottsdale,
Arizona
|
$217M
|
+$10.7M
|
+5%
|
5.9%
|
50.4%
|
91
|
4.4%
|
|
|
4959
|
Mountaineer Partners Management
New York
|
$217M
|
+$19.8M
|
+10%
|
9.87%
|
151%
|
16
|
12.5%
|
|
|
4960
|
Madden Securities
Dallas,
Texas
|
$217M
|
+$27.7M
|
+15%
|
19%
|
92.2%
|
111
|
29.73%
|
|
|
4961
|
|
$217M
|
+$14.7M
|
+7%
|
14.4%
|
159%
|
13
|
7.69%
|
|
|
4962
|
Sterling Investment Counsel
Buffalo,
New York
|
$217M
|
+$20.6M
|
+10%
|
9.12%
|
82.8%
|
176
|
13.64%
|
|
|
4963
|
Marathon Asset Management (New York)
New York
|
$216M
|
-$7.51M
|
-3%
|
7.91%
|
28.4%
|
12
|
50%
|
|
|
4964
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$216M
|
+$20.9M
|
+11%
|
6.35%
|
57.6%
|
143
|
12.59%
|
|
|
4965
|
Traveka Wealth
Los Altos,
California
|
$216M
|
+$17.6M
|
+9%
|
7.02%
|
–
|
143
|
20.28%
|
|
|
4966
|
GHE LLC
Memphis,
Tennessee
|
$216M
|
+$51.2M
|
+31%
|
41.3%
|
188%
|
53
|
0%
|
|
|
4967
|
Mendel Money Management
Northbrook,
Illinois
|
$216M
|
+$8.05M
|
+4%
|
6.78%
|
55.5%
|
133
|
6.77%
|
|
|
4968
|
Anchorage Capital Advisors
New York
|
$216M
|
–
|
–
|
0.51%
|
–
|
6
|
–
|
|
|
4969
|
|
$216M
|
-$92.6M
|
-30%
|
7.71%
|
–
|
654
|
63.3%
|
|
|
4970
|
Dorval Corp
Maple Grove,
Minnesota
|
$216M
|
+$7.09M
|
+3%
|
3.87%
|
–
|
27
|
3.7%
|
|
|
4971
|
Landmark Wealth Management (New York)
Melville,
New York
|
$216M
|
+$12.7M
|
+6%
|
4.4%
|
25.3%
|
75
|
5.33%
|
|
|
4972
|
Dalal Street
West Lake Hills,
Texas
|
$216M
|
-$32.4M
|
-13%
|
4.17%
|
155%
|
4
|
0%
|
|
|
4973
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$216M
|
+$17.8M
|
+9%
|
8.47%
|
86.7%
|
99
|
23.23%
|
|
|
4974
|
Red Spruce Capital
Berwyn,
Pennsylvania
|
$216M
|
+$20.8M
|
+11%
|
9.98%
|
93.3%
|
91
|
13.19%
|
|
|
4975
|
Gunderson Capital Management
Mt. Pleasant,
South Carolina
|
$215M
|
+$40.3M
|
+23%
|
30.8%
|
947%
|
59
|
50.85%
|
|