|
4976
|
Sensible Money
Scottsdale,
Arizona
|
$233M
|
+$5.31M
|
+2%
|
1.87%
|
65%
|
84
|
3.57%
|
|
|
4977
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$233M
|
-$683K
|
-0.3%
|
0.51%
|
111%
|
225
|
12.44%
|
|
|
4978
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$233M
|
-$14.4M
|
-6%
|
4.09%
|
97.2%
|
151
|
5.3%
|
|
|
4979
|
Kirkoswald Asset Management
New York
|
$233M
|
+$147M
|
+170%
|
0%
|
–
|
7
|
100%
|
|
|
4980
|
Weinberger Asset Management
Los Angeles,
California
|
$233M
|
-$6.26M
|
-3%
|
0.21%
|
66.4%
|
82
|
3.66%
|
|
|
4981
|
Wind River Trust Company
Jackson,
Wyoming
|
$233M
|
-$21.2M
|
-8%
|
1.69%
|
51%
|
9
|
0%
|
|
|
4982
|
Bourne Lent Asset Management
Pawling,
New York
|
$233M
|
-$29.3M
|
-11%
|
6.62%
|
76.1%
|
62
|
3.23%
|
|
|
4983
|
Bosun Asset Management
Chicago,
Illinois
|
$233M
|
+$3.29M
|
+1%
|
0.55%
|
240%
|
235
|
37.02%
|
|
|
4984
|
Tribune Investment Group
New York
|
$233M
|
+$54.3M
|
+30%
|
1.56%
|
–
|
48
|
79.17%
|
|
|
4985
|
Eaton-Cambridge
Phoenix,
Arizona
|
$233M
|
+$8.7M
|
+4%
|
0.25%
|
–
|
40
|
27.5%
|
|
|
4986
|
Neumann Advisory (HK)
Central,
Hong Kong
|
$233M
|
-$108M
|
-32%
|
30%
|
88.4%
|
10
|
0%
|
|
|
4987
|
Wealth Advisors of Iowa
West Des Moines,
Iowa
|
$233M
|
+$34.3M
|
+17%
|
0.29%
|
60.9%
|
77
|
20.78%
|
|
|
4988
|
MKA Charitable Fund
San Francisco,
California
|
$233M
|
-$32M
|
-12%
|
9.09%
|
–
|
1
|
0%
|
|
|
4989
|
X-Square Capital
Guaynabo,
Puerto Rico
|
$233M
|
-$10.6M
|
-4%
|
2.24%
|
112%
|
168
|
11.31%
|
|
|
4990
|
Susquehanna Portfolio Strategies
Bala Cynwyd,
Pennsylvania
|
$233M
|
+$203M
|
+684%
|
0.32%
|
–
|
173
|
98.27%
|
|
|
4991
|
Spider Management Company
Richmond,
Virginia
|
$232M
|
-$8.91M
|
-4%
|
3.66%
|
–
|
4
|
0%
|
|
|
4992
|
Barrett & Company
Providence,
Rhode Island
|
$232M
|
-$4.69M
|
-2%
|
2.56%
|
74.8%
|
625
|
3.52%
|
|
|
4993
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$232M
|
-$23.6M
|
-9%
|
1.67%
|
50.8%
|
97
|
10.31%
|
|
|
4994
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$232M
|
+$5.9M
|
+3%
|
1.1%
|
54.8%
|
146
|
8.9%
|
|
|
4995
|
Westwood Wealth Management
Los Angeles,
California
|
$232M
|
-$44.9M
|
-16%
|
13.9%
|
254%
|
50
|
14%
|
|
|
4996
|
Malaga Cove Capital
Pv Estates,
California
|
$231M
|
-$23.4M
|
-9%
|
7.8%
|
88.1%
|
215
|
28.37%
|
|
|
4997
|
Stonebridge Capital Management
Los Angeles,
California
|
$231M
|
-$12.9M
|
-5%
|
1.32%
|
–
|
85
|
7.06%
|
|
|
4998
|
Elevation Wealth Partners
Santa Rosa,
California
|
$231M
|
-$5.36M
|
-2%
|
2.43%
|
63.7%
|
520
|
8.65%
|
|
|
4999
|
Westerly Capital Management
San Francisco,
California
|
$231M
|
+$14.7M
|
+7%
|
7.26%
|
104%
|
53
|
45.28%
|
|
|
5000
|
Palogic Value Management
Dallas,
Texas
|
$231M
|
-$32.6M
|
-12%
|
7.06%
|
20.9%
|
183
|
18.03%
|
|