|
4976
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
$240M
|
-$3.38M
|
-1%
|
1.05%
|
73.9%
|
99
|
21.21%
|
|
|
4977
|
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
|
$240M
|
-$8.65M
|
-3%
|
6.66%
|
52.1%
|
142
|
15.49%
|
|
|
4978
|
Lakeshore Financial Planning
St. Clair Shores,
Michigan
|
$240M
|
+$5.7M
|
+2%
|
1.69%
|
56.8%
|
85
|
15.29%
|
|
|
4979
|
14B Capital Management
La Jolla,
California
|
$240M
|
+$10.3M
|
+4%
|
3.49%
|
–
|
12
|
16.67%
|
|
|
4980
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$240M
|
+$4.14M
|
+2%
|
1.74%
|
53.5%
|
60
|
16.67%
|
|
|
4981
|
Squire Investment Management Company
Orem,
Utah
|
$240M
|
+$12.7M
|
+6%
|
1.46%
|
–
|
70
|
14.29%
|
|
|
4982
|
Waterway Wealth Management
The Woodlands,
Texas
|
$240M
|
+$12.6M
|
+6%
|
0.74%
|
–
|
89
|
28.09%
|
|
|
4983
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$240M
|
+$3.68M
|
+2%
|
0.82%
|
57.8%
|
95
|
13.68%
|
|
|
4984
|
HTG Investment Advisors
New Canaan,
Connecticut
|
$240M
|
+$21.1M
|
+10%
|
0.03%
|
57.4%
|
69
|
7.25%
|
|
|
4985
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$240M
|
-$6.57M
|
-3%
|
1.65%
|
70.2%
|
94
|
10.64%
|
|
|
4986
|
WIM Investment Management
Hong Kong
|
$240M
|
-$51.5M
|
-18%
|
8.68%
|
–
|
17
|
23.53%
|
|
|
4987
|
Gen-Wealth Partners
Zeeland,
Michigan
|
$240M
|
+$6.94M
|
+3%
|
0.41%
|
–
|
677
|
12.56%
|
|
|
4988
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$239M
|
+$6.94M
|
+3%
|
1.84%
|
–
|
678
|
17.85%
|
|
|
4989
|
Consilio Wealth Advisors
Bellevue,
Washington
|
$239M
|
-$5.05M
|
-2%
|
4.55%
|
66.4%
|
81
|
23.46%
|
|
|
4990
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$239M
|
-$7.33M
|
-3%
|
2.87%
|
–
|
165
|
19.39%
|
|
|
4991
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$239M
|
-$1.64M
|
-0.7%
|
2.09%
|
88.6%
|
258
|
22.48%
|
|
|
4992
|
First Dallas Securities
Dallas,
Texas
|
$239M
|
-$6.06M
|
-2%
|
0.3%
|
163%
|
122
|
16.39%
|
|
|
4993
|
Members Advisory Group
Williamsville,
New York
|
$239M
|
-$4.54M
|
-2%
|
2.65%
|
70.6%
|
36
|
16.67%
|
|
|
4994
|
Horrell Capital Management
Little Rock,
Arkansas
|
$239M
|
-$103M
|
-30%
|
0.81%
|
55.1%
|
214
|
17.76%
|
|
|
4995
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$239M
|
-$8.72M
|
-4%
|
2.37%
|
51.3%
|
99
|
14.14%
|
|
|
4996
|
American Trust Investment Advisors
Lebanon,
New Hampshire
|
$239M
|
-$4.81M
|
-2%
|
0.02%
|
91%
|
115
|
17.39%
|
|
|
4997
|
Omnia Family Wealth
Aventura,
Florida
|
$239M
|
-$2.88M
|
-1%
|
1.19%
|
80.6%
|
93
|
17.2%
|
|
|
4998
|
American Assets Capital Advisers
San Diego,
California
|
$239M
|
-$60.7M
|
-20%
|
8.12%
|
73.5%
|
43
|
13.95%
|
|
|
4999
|
Kerrisdale Advisers
Miami,
Florida
|
$239M
|
-$57M
|
-19%
|
5.64%
|
78.8%
|
98
|
29.59%
|
|
|
5000
|
Highview Capital Management
Buffalo Grove,
Illinois
|
$239M
|
-$21.5M
|
-8%
|
1.96%
|
123%
|
129
|
26.36%
|
|