|
3851
|
Sovereign Investment Advisors
Phoenix,
Arizona
|
$247M
|
-$8.67M
|
-3%
|
10.6%
|
43.7%
|
31
|
3.23%
|
|
|
3852
|
Retirement Capital Strategies
San Jose,
California
|
$247M
|
+$30.2M
|
+14%
|
18.4%
|
59%
|
77
|
32.47%
|
|
|
3853
|
Point View Wealth Management
Summit,
New Jersey
|
$246M
|
+$34.9M
|
+16%
|
18.6%
|
27%
|
280
|
8.93%
|
|
|
3854
|
Harvey Capital Management
Palm Beach,
Florida
|
$246M
|
+$22.3M
|
+10%
|
13.1%
|
147%
|
86
|
25.58%
|
|
|
3855
|
Thomas Story & Son
Culver,
Indiana
|
$246M
|
+$22.5M
|
+10%
|
10.1%
|
91.8%
|
65
|
6.15%
|
|
|
3856
|
|
$246M
|
+$31.7M
|
+15%
|
14.4%
|
121%
|
123
|
9.76%
|
|
|
3857
|
|
$246M
|
+$65.9M
|
+37%
|
36.6%
|
20.5%
|
1
|
0%
|
|
|
3858
|
AIGH Capital Management
Baltimore,
Maryland
|
$246M
|
–
|
–
|
46.5%
|
3,007%
|
45
|
–
|
|
|
3859
|
Affinity Capital Advisors
Berkeley,
California
|
$246M
|
+$69.4M
|
+39%
|
14.5%
|
62%
|
117
|
12.82%
|
|
|
3860
|
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
|
$246M
|
-$14.6M
|
-6%
|
8.24%
|
52.1%
|
149
|
36.24%
|
|
|
3861
|
Seven Post Investment Office
San Francisco,
California
|
$246M
|
-$7.76M
|
-3%
|
8.19%
|
52.6%
|
52
|
28.85%
|
|
|
3862
|
Brightlight Capital Management
Westport,
Connecticut
|
$246M
|
+$34.1M
|
+16%
|
32.8%
|
202%
|
11
|
9.09%
|
|
|
3863
|
|
$246M
|
+$18.3M
|
+8%
|
12%
|
91.2%
|
98
|
5.1%
|
|
|
3864
|
NinePointTwo Capital
Los Angeles,
California
|
$246M
|
–
|
–
|
10.2%
|
1.62%
|
56
|
–
|
|
|
3865
|
Kopp Family Office
Bloomington,
Minnesota
|
$246M
|
+$61.4M
|
+33%
|
41.6%
|
34%
|
13
|
0%
|
|
|
3866
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$246M
|
+$45.7M
|
+23%
|
8.86%
|
42.6%
|
47
|
25.53%
|
|
|
3867
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$245M
|
+$33.5M
|
+16%
|
11.8%
|
119%
|
82
|
28.05%
|
|
|
3868
|
Sivik Global Healthcare
Greenwich,
Connecticut
|
$245M
|
+$12.8M
|
+6%
|
12.9%
|
53.8%
|
47
|
38.3%
|
|
|
3869
|
Globe Life
Mckinney,
Texas
|
$245M
|
+$27.5M
|
+13%
|
11.7%
|
60.1%
|
1
|
0%
|
|
|
3870
|
Advisors Management Group
La Crosse,
Wisconsin
|
$245M
|
+$4.49M
|
+2%
|
8.05%
|
125%
|
115
|
17.39%
|
|
|
3871
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$245M
|
+$40.2M
|
+20%
|
16.9%
|
143%
|
79
|
58.23%
|
|
|
3872
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$245M
|
+$28.1M
|
+13%
|
13.6%
|
47.3%
|
367
|
7.9%
|
|
|
3873
|
Clear Perspective Advisors
Aurora,
Illinois
|
$245M
|
+$31.7M
|
+15%
|
12.1%
|
88.5%
|
150
|
14.67%
|
|
|
3874
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$245M
|
+$55M
|
+29%
|
13.1%
|
47.4%
|
343
|
37.9%
|
|
|
3875
|
Arkos Global Advisors
Houston,
Texas
|
$244M
|
+$26.2M
|
+12%
|
9.05%
|
43.6%
|
90
|
18.89%
|
|