|
3901
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$257M
|
+$21.4M
|
+9%
|
8.12%
|
76.1%
|
94
|
4.26%
|
2.4
|
|
|
3902
|
Diana Davis Spencer Foundation
Bethesda,
Maryland
|
$256M
|
+$3.16M
|
+1%
|
1.25%
|
13.4%
|
3
|
0%
|
8
|
|
|
3903
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$256M
|
–
|
–
|
7.43%
|
55.4%
|
140
|
–
|
0
|
|
|
3904
|
Integris Wealth Management
Monterey,
California
|
$256M
|
–
|
–
|
8.58%
|
60.3%
|
78
|
–
|
0
|
|
|
3905
|
White Pine Capital
Bloomington,
Minnesota
|
$256M
|
+$16M
|
+7%
|
9.31%
|
143%
|
210
|
10.95%
|
5.8
|
|
|
3906
|
Bain Capital Credit
Boston,
Massachusetts
|
$256M
|
-$31.2M
|
-11%
|
2.02%
|
14.4%
|
10
|
40%
|
1.4
|
|
|
3907
|
Morton Capital Management
Calabasas,
California
|
$256M
|
+$36.5M
|
+17%
|
9.03%
|
75.4%
|
90
|
16.67%
|
0.8
|
|
|
3908
|
Bridge Creek Capital Management
West Barnstable,
Massachusetts
|
$256M
|
+$23.7M
|
+10%
|
10.5%
|
76.5%
|
102
|
5.88%
|
4.9
|
|
|
3909
|
Keating Investment Counselors
Delray Beach,
Florida
|
$255M
|
+$32.2M
|
+14%
|
15.9%
|
50%
|
80
|
28.75%
|
4.7
|
|
|
3910
|
Knollwood Investment Advisory
Hunt Valley,
Maryland
|
$255M
|
–
|
–
|
3.91%
|
160%
|
123
|
–
|
0
|
|
|
3911
|
Affinity Asset Advisors
New York
|
$255M
|
-$103M
|
-29%
|
59.9%
|
1,487%
|
89
|
58.43%
|
0.5
|
|
|
3912
|
Forge First Asset Management
Toronto, Ontario,
Canada
|
$255M
|
–
|
–
|
12.3%
|
112%
|
35
|
–
|
0
|
|
|
3913
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$255M
|
+$29.3M
|
+13%
|
11.2%
|
74%
|
137
|
18.25%
|
2.4
|
|
|
3914
|
Hillman Capital Management
Bethesda,
Maryland
|
$255M
|
+$13.6M
|
+6%
|
12.3%
|
20.2%
|
53
|
11.32%
|
2.4
|
|
|
3915
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$255M
|
+$18.7M
|
+8%
|
9.18%
|
92%
|
150
|
10%
|
3.5
|
|
|
3916
|
Diversified
Wilmington,
Delaware
|
$254M
|
+$55.9M
|
+28%
|
8.91%
|
34.4%
|
162
|
28.4%
|
1.1
|
|
|
3917
|
Harrell Investment Partners
Austin,
Texas
|
$254M
|
+$15.1M
|
+6%
|
9.85%
|
121%
|
99
|
14.14%
|
2.1
|
|
|
3918
|
Waypoint Wealth Partners
Mill Valley,
California
|
$254M
|
+$17.2M
|
+7%
|
9.63%
|
52.1%
|
72
|
26.39%
|
1.2
|
|
|
3919
|
El Puerto de Liverpool
Cuajimalpa, Ciudad De Mexico,
Mexico
|
$254M
|
–
|
–
|
3.53%
|
–
|
1
|
–
|
0
|
|
|
3920
|
Peak Financial Management
Wellesley,
Massachusetts
|
$254M
|
+$14.4M
|
+6%
|
6.8%
|
58.2%
|
73
|
12.33%
|
3.7
|
|
|
3921
|
RW Investment Management
Eagle,
Idaho
|
$254M
|
–
|
–
|
7.65%
|
–
|
81
|
–
|
0
|
|
|
3922
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$254M
|
+$29.1M
|
+13%
|
8.11%
|
123%
|
259
|
17.76%
|
2.8
|
|
|
3923
|
Nokomis Capital
Dallas,
Texas
|
$254M
|
+$25.7M
|
+11%
|
9.93%
|
145%
|
67
|
28.36%
|
2
|
|
|
3924
|
Xcel Wealth Management
Holly Hill,
Florida
|
$254M
|
-$14.6M
|
-5%
|
9.32%
|
98.8%
|
133
|
13.53%
|
2.5
|
|
|
3925
|
Accenture
Dublin,
Ireland
|
$254M
|
+$4.21M
|
+2%
|
1.69%
|
–
|
1
|
0%
|
2
|
|