|
5451
|
McNaughton Wealth Management
San Diego,
California
|
$180M
|
+$11.5M
|
+7%
|
5.38%
|
50.3%
|
53
|
3.77%
|
|
|
5452
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$180M
|
+$14.4M
|
+9%
|
7.19%
|
85.8%
|
427
|
13.11%
|
|
|
5453
|
Watchtower Advisors
Old Greenwich,
Connecticut
|
$180M
|
+$31.2M
|
+21%
|
19%
|
272%
|
17
|
47.06%
|
|
|
5454
|
|
$180M
|
+$31.4M
|
+21%
|
23.1%
|
208%
|
3
|
0%
|
|
|
5455
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$180M
|
+$23.5M
|
+15%
|
8.06%
|
–
|
134
|
14.93%
|
|
|
5456
|
Diametric Capital
Boston,
Massachusetts
|
$180M
|
+$15.8M
|
+10%
|
9.71%
|
135%
|
434
|
64.98%
|
|
|
5457
|
New Potomac Partners
Bethesda,
Maryland
|
$180M
|
+$12M
|
+7%
|
9.2%
|
37.2%
|
88
|
4.55%
|
|
|
5458
|
Vesey Street Capital Partners
New York
|
$180M
|
-$39.9M
|
-18%
|
18%
|
43.8%
|
1
|
0%
|
|
|
5459
|
Vida Ventures Advisors
Boston,
Massachusetts
|
$180M
|
+$96M
|
+114%
|
8.74%
|
154%
|
8
|
50%
|
|
|
5460
|
Ally Bridge Group
New York
|
$180M
|
+$12.1M
|
+7%
|
56.7%
|
942%
|
34
|
70.59%
|
|
|
5461
|
Ascension Capital Advisors
Houston,
Texas
|
$180M
|
+$25M
|
+16%
|
7.54%
|
59.3%
|
33
|
24.24%
|
|
|
5462
|
1492 Capital Management
Milwaukee,
Wisconsin
|
$180M
|
+$3.7M
|
+2%
|
7.27%
|
187%
|
110
|
26.36%
|
|
|
5463
|
Nierenberg Investment Management Company
Camas,
Washington
|
$180M
|
+$12.8M
|
+8%
|
9.04%
|
167%
|
46
|
4.35%
|
|
|
5464
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$180M
|
+$54.5M
|
+44%
|
9.5%
|
–
|
86
|
20.93%
|
|
|
5465
|
Moser Wealth Advisors
Bellevue,
Washington
|
$179M
|
+$22.8M
|
+15%
|
11.4%
|
–
|
152
|
8.55%
|
|
|
5466
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$179M
|
+$9.27M
|
+5%
|
6.46%
|
71.7%
|
126
|
7.14%
|
|
|
5467
|
IRON Financial
Northbrook,
Illinois
|
$179M
|
+$3.19M
|
+2%
|
4.39%
|
51.4%
|
117
|
32.48%
|
|
|
5468
|
TKG Advisors
Valparaiso,
Indiana
|
$179M
|
+$11.7M
|
+7%
|
10.2%
|
104%
|
114
|
33.33%
|
|
|
5469
|
Blue Barn Wealth
Orem,
Utah
|
$179M
|
+$11M
|
+7%
|
5.51%
|
46.4%
|
149
|
22.15%
|
|
|
5470
|
Verity Asset Management
Durham,
North Carolina
|
$179M
|
+$22.5M
|
+14%
|
8.56%
|
68.4%
|
224
|
25.45%
|
|
|
5471
|
Tidemark
San Diego,
California
|
$179M
|
+$19.5M
|
+12%
|
5.59%
|
–
|
735
|
11.29%
|
|
|
5472
|
Meredith Wealth Planning
Maryville,
Illinois
|
$179M
|
+$18.4M
|
+11%
|
7.5%
|
66.3%
|
45
|
13.33%
|
|
|
5473
|
Laidlaw Wealth Management
New York City,
New York
|
$179M
|
-$96M
|
-35%
|
9.64%
|
116%
|
250
|
35.6%
|
|
|
5474
|
Soapstone Management
Bethesda,
Maryland
|
$179M
|
-$3.69M
|
-2%
|
12%
|
51.5%
|
20
|
25%
|
|
|
5475
|
Castleview Partners
Dallas,
Texas
|
$179M
|
+$36.4M
|
+25%
|
6.32%
|
54.5%
|
955
|
15.92%
|
|