|
4976
|
Borer Denton & Associates
Blue Bell,
Pennsylvania
|
$280M
|
-$16.4M
|
-6%
|
3.01%
|
44.2%
|
67
|
4.48%
|
|
|
4977
|
One Fin Capital Management
San Francisco,
California
|
$280M
|
-$28.5M
|
-9%
|
3.09%
|
75.5%
|
25
|
44%
|
|
|
4978
|
Acorn Creek Capital
Fort Collins,
Colorado
|
$280M
|
+$1.94M
|
+0.7%
|
0.43%
|
–
|
87
|
14.94%
|
|
|
4979
|
Veracity Capital
Atlanta,
Georgia
|
$280M
|
-$59.8M
|
-18%
|
1.57%
|
140%
|
245
|
20.82%
|
|
|
4980
|
Hall Capital Management
Barrington,
Rhode Island
|
$280M
|
+$20.7M
|
+8%
|
0.86%
|
–
|
108
|
10.19%
|
|
|
4981
|
Pivotal bioVenture Partners Investment Advisor
San Francisco,
California
|
$280M
|
+$21.1M
|
+8%
|
16%
|
731%
|
13
|
7.69%
|
|
|
4982
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$280M
|
+$2.44M
|
+0.9%
|
0.95%
|
58.2%
|
177
|
10.73%
|
|
|
4983
|
Balanced Wealth Group
Westlake,
Ohio
|
$279M
|
+$6.12M
|
+2%
|
0.71%
|
–
|
76
|
9.21%
|
|
|
4984
|
Ketron Financial
Novato,
California
|
$279M
|
-$21.1M
|
-7%
|
5.34%
|
–
|
60
|
15%
|
|
|
4985
|
NCM Capital Management
Ramsey,
New Jersey
|
$279M
|
+$9.69M
|
+4%
|
4.29%
|
83.6%
|
186
|
6.45%
|
|
|
4986
|
Compass Capital Corp
Braintree,
Massachusetts
|
$279M
|
+$19.1M
|
+7%
|
2.06%
|
–
|
213
|
17.37%
|
|
|
4987
|
Colonial River Investments
Midlothian,
Virginia
|
$279M
|
-$1.36M
|
-0.5%
|
2.65%
|
144%
|
245
|
13.47%
|
|
|
4988
|
Elevation Wealth Partners
Santa Rosa,
California
|
$279M
|
-$3.25M
|
-1%
|
1.03%
|
63.7%
|
1,147
|
23.02%
|
|
|
4989
|
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
|
$279M
|
+$18.5M
|
+7%
|
7.95%
|
75.1%
|
137
|
10.95%
|
|
|
4990
|
Clarus Group
Houston,
Texas
|
$279M
|
+$1.35M
|
+0.5%
|
1.23%
|
65.5%
|
116
|
13.79%
|
|
|
4991
|
Lee Johnson Capital Management
Fort Worth,
Texas
|
$279M
|
-$12.6M
|
-4%
|
4.32%
|
71.1%
|
116
|
49.14%
|
|
|
4992
|
New Insight Wealth Advisors
San Ramon,
California
|
$279M
|
-$1.06M
|
-0.4%
|
2.78%
|
–
|
113
|
7.08%
|
|
|
4993
|
David Kennon
Sarasota,
Florida
|
$279M
|
-$2.46M
|
-0.9%
|
1.73%
|
46.9%
|
42
|
11.9%
|
|
|
4994
|
SOF Ltd
George Town,
Cayman Islands
|
$279M
|
-$11M
|
-4%
|
3.78%
|
63.6%
|
1
|
0%
|
|
|
4995
|
Centennial Bank
Conway,
Arkansas
|
$279M
|
+$27.1M
|
+11%
|
0.05%
|
56.6%
|
352
|
11.08%
|
|
|
4996
|
Checkpoint Capital
San Francisco,
California
|
$279M
|
-$41.4M
|
-13%
|
11.8%
|
–
|
10
|
50%
|
|
|
4997
|
Disciplined Investments
Tulsa,
Oklahoma
|
$279M
|
+$18.4M
|
+7%
|
3.55%
|
41.9%
|
146
|
14.38%
|
|
|
4998
|
Excalibur Management
Waltham,
Massachusetts
|
$278M
|
+$1.1M
|
+0.4%
|
2.41%
|
68.9%
|
166
|
6.63%
|
|
|
4999
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$278M
|
+$25.5K
|
+0%
|
0.75%
|
63.8%
|
115
|
20%
|
|
|
5000
|
Quantum Financial Planning Services
Spokane,
Washington
|
$278M
|
+$2.51M
|
+0.9%
|
3.12%
|
–
|
57
|
12.28%
|
|