|
4976
|
Caldwell Sutter Capital
Sausalito,
California
|
$197M
|
+$16.1M
|
+9%
|
10.9%
|
65.8%
|
991
|
13.52%
|
|
|
4977
|
Mountaineer Partners Management
New York
|
$197M
|
+$40.7M
|
+26%
|
16.9%
|
151%
|
15
|
13.33%
|
|
|
4978
|
Precedent Wealth Partners
Houston,
Texas
|
$197M
|
–
|
–
|
9.77%
|
–
|
131
|
–
|
|
|
4979
|
RFG Holdings
Argyle,
Texas
|
$197M
|
+$19.6M
|
+11%
|
8.26%
|
72.3%
|
28
|
14.29%
|
|
|
4980
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$197M
|
+$17.9M
|
+10%
|
9.64%
|
66%
|
221
|
23.98%
|
|
|
4981
|
WorthPointe
La Jolla,
California
|
$197M
|
+$26.9M
|
+16%
|
10.6%
|
51%
|
83
|
30.12%
|
|
|
4982
|
First Financial Corp
Terre Haute,
Indiana
|
$197M
|
+$26M
|
+15%
|
13.9%
|
88.3%
|
402
|
10.95%
|
|
|
4983
|
Crestmont Private Wealth
Houston,
Texas
|
$197M
|
+$33M
|
+20%
|
9.93%
|
45.8%
|
50
|
6%
|
|
|
4984
|
Reliant Investment Management
Memphis,
Tennessee
|
$196M
|
+$24.8M
|
+14%
|
12.2%
|
122%
|
65
|
13.85%
|
|
|
4985
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$196M
|
+$18.4M
|
+10%
|
8.48%
|
56.3%
|
23
|
4.35%
|
|
|
4986
|
TPG Financial Advisors
Portland,
Oregon
|
$196M
|
+$2.86M
|
+1%
|
8.77%
|
–
|
63
|
22.22%
|
|
|
4987
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$196M
|
+$13.9M
|
+8%
|
8.43%
|
46.7%
|
41
|
0%
|
|
|
4988
|
Greencape Capital
Melbourne,
Australia
|
$196M
|
+$11.6M
|
+6%
|
16.6%
|
98.1%
|
3
|
0%
|
|
|
4989
|
Sterling Investment Counsel
Buffalo,
New York
|
$196M
|
+$21.4M
|
+12%
|
11.1%
|
82.8%
|
171
|
19.88%
|
|
|
4990
|
SIB LLC
New York,
New York
|
$196M
|
+$27.1M
|
+16%
|
18.9%
|
29.2%
|
18
|
0%
|
|
|
4991
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$196M
|
+$19.7M
|
+11%
|
12.6%
|
88.6%
|
236
|
13.98%
|
|
|
4992
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$196M
|
+$43M
|
+28%
|
9.87%
|
60.9%
|
456
|
22.37%
|
|
|
4993
|
Carmel Capital Partners
San Diego,
California
|
$196M
|
-$27M
|
-12%
|
11.6%
|
62.1%
|
762
|
80.84%
|
|
|
4994
|
Rye Brook Capital
Greenwich,
Connecticut
|
$196M
|
+$55.2M
|
+39%
|
10.4%
|
67.3%
|
32
|
18.75%
|
|
|
4995
|
Palumbo Wealth Management
Great Neck,
New York
|
$196M
|
+$13.9M
|
+8%
|
9.68%
|
80.7%
|
135
|
22.96%
|
|
|
4996
|
One Degree Advisors
San Diego,
California
|
$196M
|
–
|
–
|
8.83%
|
–
|
54
|
–
|
|
|
4997
|
St. Johns Investment Management
Jacksonville,
Florida
|
$196M
|
+$20.3M
|
+12%
|
11.5%
|
67.1%
|
201
|
6.47%
|
|
|
4998
|
Guinness Atkinson Asset Management
Pasadena,
California
|
$195M
|
+$15.7M
|
+9%
|
12.7%
|
132%
|
105
|
0.95%
|
|
|
4999
|
Benson Investment Management Company
Roanoke,
Virginia
|
$195M
|
+$17.4M
|
+10%
|
12.3%
|
91.6%
|
55
|
38.18%
|
|
|
5000
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$195M
|
+$9.42M
|
+5%
|
8.71%
|
57.6%
|
155
|
25.81%
|
|