|
5476
|
Dudley Capital Management
Middleburg,
Virginia
|
$149M
|
+$1.58M
|
+1%
|
6.85%
|
110%
|
129
|
13.18%
|
|
|
5477
|
Garland Capital Management
Bellevue,
Washington
|
$149M
|
+$1.49M
|
+1%
|
0.65%
|
55.7%
|
36
|
5.56%
|
|
|
5478
|
Monumental Financial Group
Rockville,
Maryland
|
$149M
|
+$8.88M
|
+6%
|
4.64%
|
18.2%
|
93
|
67.74%
|
|
|
5479
|
Moser Wealth Advisors
Bellevue,
Washington
|
$149M
|
–
|
–
|
8.25%
|
–
|
127
|
–
|
|
|
5480
|
Berkeley Inc
Boise,
Idaho
|
$148M
|
+$10.7M
|
+8%
|
4.22%
|
40.9%
|
79
|
2.53%
|
|
|
5481
|
Centennial Bank
Conway,
Arkansas
|
$148M
|
-$4.87M
|
-3%
|
5.15%
|
69.9%
|
327
|
6.73%
|
|
|
5482
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$148M
|
+$13.5M
|
+10%
|
4.28%
|
50.8%
|
104
|
38.46%
|
|
|
5483
|
CPV Partners
Stamford,
Connecticut
|
$148M
|
+$26.2M
|
+21%
|
32.8%
|
105%
|
6
|
0%
|
|
|
5484
|
Hatteras Investment Partners
Raleigh,
North Carolina
|
$148M
|
–
|
–
|
66.7%
|
–
|
1
|
–
|
|
|
5485
|
Miller Wealth Advisors
Ridgeway,
Colorado
|
$148M
|
+$128M
|
+620%
|
14.6%
|
117%
|
79
|
24.05%
|
|
|
5486
|
Gemsstock Ltd
London,
United Kingdom
|
$148M
|
+$56.7M
|
+62%
|
24.7%
|
149%
|
10
|
60%
|
|
|
5487
|
Lexington Partners
New York
|
$148M
|
-$7.95M
|
-5%
|
4.41%
|
1.27%
|
7
|
28.57%
|
|
|
5488
|
Blue Water Life Science Advisors
Larkspur,
California
|
$148M
|
-$3.08M
|
-2%
|
6.71%
|
503%
|
9
|
33.33%
|
|
|
5489
|
Flynn Zito Capital Management
Garden City,
New York
|
$148M
|
+$10.4M
|
+8%
|
5.61%
|
97.3%
|
78
|
10.26%
|
|
|
5490
|
Family Asset Management
Charleston,
South Carolina
|
$148M
|
+$11.2M
|
+8%
|
4.79%
|
–
|
196
|
14.29%
|
|
|
5491
|
Executive Wealth Group
Kirkland,
Washington
|
$148M
|
+$6.8M
|
+5%
|
4.56%
|
14.9%
|
47
|
4.26%
|
|
|
5492
|
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
$148M
|
+$23.7M
|
+19%
|
1.1%
|
31%
|
35
|
11.43%
|
|
|
5493
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$148M
|
+$4.91M
|
+3%
|
1.38%
|
32.6%
|
41
|
21.95%
|
|
|
5494
|
Derbend Asset Management
Peachtree City,
Georgia
|
$148M
|
+$14.4M
|
+11%
|
6.98%
|
23.9%
|
85
|
15.29%
|
|
|
5495
|
FOCUS Wealth Advisors
Houston,
Texas
|
$148M
|
-$4.41M
|
-3%
|
3.62%
|
63.8%
|
70
|
31.43%
|
|
|
5496
|
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
|
$148M
|
+$20.7M
|
+16%
|
3.23%
|
37.9%
|
45
|
6.67%
|
|
|
5497
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$148M
|
+$11.6M
|
+9%
|
3.39%
|
67.8%
|
140
|
11.43%
|
|
|
5498
|
|
$148M
|
-$79.7M
|
-35%
|
0.37%
|
24.5%
|
40
|
37.5%
|
|
|
5499
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
$148M
|
-$6.16M
|
-4%
|
6.52%
|
97.3%
|
146
|
15.75%
|
|
|
5500
|
Acuta Capital Partners
Redwood City,
California
|
$148M
|
+$11.9M
|
+9%
|
25.8%
|
7,269%
|
48
|
54.17%
|
|