|
5426
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$197M
|
-$2.43M
|
-1%
|
1.58%
|
55.8%
|
33
|
3.03%
|
|
|
5427
|
Monolith Management
Hong Kong
|
$197M
|
+$25.8M
|
+15%
|
31.9%
|
–
|
29
|
79.31%
|
|
|
5428
|
Nvest Financial
Portsmouth,
New Hampshire
|
$197M
|
+$21.7M
|
+12%
|
1.9%
|
75.6%
|
113
|
21.24%
|
|
|
5429
|
Pettee Investors
Rowayton,
Connecticut
|
$197M
|
-$8.48M
|
-4%
|
0.59%
|
66.9%
|
120
|
5.83%
|
|
|
5430
|
Matisse Capital
Portland,
Oregon
|
$197M
|
-$8.93M
|
-4%
|
1.9%
|
52.1%
|
186
|
14.52%
|
|
|
5431
|
Milestones Administradora de Recursos
Jaragua Do Sul,
Brazil
|
$197M
|
-$54.3M
|
-22%
|
3.21%
|
114%
|
30
|
30%
|
|
|
5432
|
Northstar Advisory Group
Northfield,
New Jersey
|
$197M
|
+$4.14M
|
+2%
|
5.66%
|
141%
|
113
|
22.12%
|
|
|
5433
|
Latigo Investments
Fort Lauderdale,
Florida
|
$197M
|
-$8.16M
|
-4%
|
2.65%
|
45.2%
|
19
|
5.26%
|
|
|
5434
|
New England Research & Management
Chicago,
Illinois
|
$197M
|
-$16.5M
|
-8%
|
0.9%
|
56.4%
|
183
|
35.52%
|
|
|
5435
|
Leverty Financial Group
Hudson,
Wisconsin
|
$197M
|
+$13.5M
|
+7%
|
1.99%
|
51.4%
|
39
|
10.26%
|
|
|
5436
|
Checkpoint Capital
San Francisco,
California
|
$196M
|
-$5.09M
|
-3%
|
4.4%
|
–
|
18
|
22.22%
|
|
|
5437
|
Intrepid Capital Management
Jacksonville Beach,
Florida
|
$196M
|
+$16.2M
|
+9%
|
3.42%
|
60%
|
113
|
16.81%
|
|
|
5438
|
SK Wealth Management
Providence,
Rhode Island
|
$196M
|
+$934K
|
+0.5%
|
0.46%
|
–
|
71
|
0%
|
|
|
5439
|
Dopkins Wealth Management
Williamsville,
New York
|
$196M
|
+$72.5M
|
+59%
|
1.36%
|
64.4%
|
90
|
30%
|
|
|
5440
|
Hansen & Associates Financial Group
Roseville,
California
|
$196M
|
+$6.88M
|
+4%
|
3.43%
|
–
|
25
|
64%
|
|
|
5441
|
Miller Wealth Advisors
Ridgeway,
Colorado
|
$196M
|
+$12.6M
|
+7%
|
9.53%
|
117%
|
94
|
12.77%
|
|
|
5442
|
Aull & Monroe Investment Management
Mobile,
Alabama
|
$196M
|
-$19.4M
|
-9%
|
3.03%
|
96.6%
|
130
|
4.62%
|
|
|
5443
|
Guinness Atkinson Asset Management
Pasadena,
California
|
$196M
|
-$9.47M
|
-5%
|
1.48%
|
132%
|
101
|
16.83%
|
|
|
5444
|
Cahill Wealth Management
Portage,
Michigan
|
$196M
|
+$2.3M
|
+1%
|
0.87%
|
24.7%
|
51
|
5.88%
|
|
|
5445
|
Menlo Advisors
Menlo Park,
California
|
$196M
|
+$1.75M
|
+0.9%
|
3.64%
|
81.9%
|
31
|
12.9%
|
|
|
5446
|
Aviso Wealth Management
Bellevue,
Washington
|
$196M
|
+$11.7M
|
+6%
|
5.26%
|
–
|
153
|
11.76%
|
|
|
5447
|
Tandem Wealth Advisors
Phoenix,
Arizona
|
$196M
|
-$1.38M
|
-0.7%
|
1.98%
|
33.1%
|
55
|
16.36%
|
|
|
5448
|
Signet Investment Advisory Group
Providence,
Rhode Island
|
$196M
|
-$3.81M
|
-2%
|
1.32%
|
59.9%
|
75
|
10.67%
|
|
|
5449
|
Strategic Financial Partners
Bend,
Oregon
|
$196M
|
-$16.1K
|
-0%
|
0.6%
|
43%
|
72
|
9.72%
|
|
|
5450
|
Chronos Wealth Management
Clearwater,
Florida
|
$196M
|
+$4.05M
|
+2%
|
0.6%
|
86.4%
|
43
|
4.65%
|
|