|
5451
|
Agate Pass Investment Management
Bainbridge Island,
Washington
|
$200M
|
+$12.4M
|
+7%
|
7.74%
|
68%
|
96
|
4.17%
|
|
|
5452
|
Hillcrest Wealth Advisors
Hazlet,
New Jersey
|
$200M
|
+$14.6M
|
+8%
|
6.65%
|
55%
|
48
|
4.17%
|
|
|
5453
|
Ridgewood Investments
Springfield,
New Jersey
|
$200M
|
+$406K
|
+0.2%
|
7.78%
|
–
|
823
|
15.07%
|
|
|
5454
|
1492 Capital Management
Milwaukee,
Wisconsin
|
$200M
|
+$23.3M
|
+13%
|
21.9%
|
332%
|
113
|
26.55%
|
|
|
5455
|
Sitrin Capital Management
Century City,
California
|
$200M
|
+$12M
|
+6%
|
5.88%
|
128%
|
44
|
6.82%
|
|
|
5456
|
Fortress Wealth Management
Culver City,
California
|
$200M
|
+$4.68M
|
+2%
|
5.61%
|
52.1%
|
72
|
6.94%
|
|
|
5457
|
Choice Wealth Advisors
Waterville,
Maine
|
$200M
|
+$11.6M
|
+6%
|
5.65%
|
52.3%
|
31
|
9.68%
|
|
|
5458
|
Private Wealth Group
Tampa,
Florida
|
$200M
|
+$9.65M
|
+5%
|
6.42%
|
48.2%
|
67
|
17.91%
|
|
|
5459
|
Members Advisory Group
Williamsville,
New York
|
$200M
|
+$16.8M
|
+9%
|
5.7%
|
70.6%
|
36
|
19.44%
|
|
|
5460
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$200M
|
+$21.3M
|
+12%
|
6.73%
|
78.7%
|
153
|
29.41%
|
|
|
5461
|
Bridger Management
New York
|
$200M
|
+$5.58M
|
+3%
|
8.3%
|
103%
|
34
|
32.35%
|
|
|
5462
|
Lodestone Wealth Management
Spokane,
Washington
|
$200M
|
+$10.1M
|
+5%
|
5.75%
|
81.1%
|
157
|
12.1%
|
|
|
5463
|
O'Rourke & Company
Boston,
Massachusetts
|
$200M
|
+$22.2M
|
+12%
|
8.48%
|
71.9%
|
152
|
9.21%
|
|
|
5464
|
EQ LLC
Bellevue,
Washington
|
$200M
|
+$32.8M
|
+20%
|
5.96%
|
72.9%
|
64
|
25%
|
|
|
5465
|
Signet Investment Advisory Group
Providence,
Rhode Island
|
$200M
|
+$13.3M
|
+7%
|
8.04%
|
59.6%
|
72
|
8.33%
|
|
|
5466
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$200M
|
+$17.6M
|
+10%
|
5.89%
|
57.2%
|
31
|
6.45%
|
|
|
5467
|
GSI Capital Advisors
Newport Beach,
California
|
$200M
|
+$30.3M
|
+18%
|
15.7%
|
39.7%
|
35
|
34.29%
|
|
|
5468
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$200M
|
+$13M
|
+7%
|
6.67%
|
55.8%
|
33
|
3.03%
|
|
|
5469
|
Ballentine Capital Advisors
Greenville,
South Carolina
|
$199M
|
+$11.3M
|
+6%
|
5.95%
|
–
|
30
|
6.67%
|
|
|
5470
|
JS Capital Management
New York
|
$199M
|
+$3.05M
|
+2%
|
1.56%
|
52.4%
|
1
|
0%
|
|
|
5471
|
Parker Financial
Silverdale,
Washington
|
$199M
|
+$15.8M
|
+9%
|
5.8%
|
45%
|
43
|
20.93%
|
|
|
5472
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$199M
|
+$18.5M
|
+10%
|
6.43%
|
61%
|
189
|
9.52%
|
|
|
5473
|
Independent Family Office
Albany,
New York
|
$199M
|
+$23.9M
|
+14%
|
7.69%
|
68.4%
|
76
|
15.79%
|
|
|
5474
|
Prospect Hill Management
Short Hills,
New Jersey
|
$199M
|
+$17M
|
+9%
|
10.7%
|
85.1%
|
17
|
17.65%
|
|
|
5475
|
Trueblood Wealth Management
Lima,
Ohio
|
$199M
|
+$22M
|
+12%
|
8.46%
|
–
|
236
|
9.75%
|
|