|
3926
|
Family Legacy Inc
Greenville,
South Carolina
|
$176M
|
+$15.4M
|
+10%
|
6.87%
|
69.1%
|
120
|
6.67%
|
|
|
3927
|
SimpliFi Inc
San Diego,
California
|
$176M
|
+$7.23M
|
+4%
|
2.46%
|
26.7%
|
20
|
5%
|
|
|
3928
|
SoftVest Advisors
Abilene,
Texas
|
$176M
|
–
|
–
|
20.3%
|
146%
|
3
|
–
|
|
|
3929
|
Sage Rhino Capital
Menlo Park,
California
|
$176M
|
+$16.4M
|
+10%
|
9.53%
|
71.6%
|
159
|
9.43%
|
|
|
3930
|
BHK Investment Advisors
Birmingham,
Alabama
|
$176M
|
+$2.36M
|
+1%
|
6.74%
|
54.6%
|
83
|
27.71%
|
|
|
3931
|
Daily Journal Corp
Los Angeles,
California
|
$175M
|
+$19.9M
|
+13%
|
13.2%
|
108%
|
4
|
0%
|
|
|
3932
|
Wealth Advisors
Rancho Santa Fe,
California
|
$175M
|
–
|
–
|
11.3%
|
40%
|
58
|
–
|
|
|
3933
|
RB Capital Management
Reno,
Nevada
|
$175M
|
+$19.4M
|
+12%
|
8.94%
|
73.5%
|
144
|
9.72%
|
|
|
3934
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$175M
|
+$14.3M
|
+9%
|
7.48%
|
66.9%
|
135
|
4.44%
|
|
|
3935
|
Iron Gate Global Advisors
Nsl,
Utah
|
$175M
|
+$10.1M
|
+6%
|
5.32%
|
110%
|
83
|
33.73%
|
|
|
3936
|
Pettee Investors
Rowayton,
Connecticut
|
$175M
|
+$15.7M
|
+10%
|
9.88%
|
66.9%
|
121
|
9.92%
|
|
|
3937
|
Peterson Wealth Advisors
Orem,
Utah
|
$175M
|
+$11.6M
|
+7%
|
5.53%
|
38.9%
|
45
|
11.11%
|
|
|
3938
|
Shorepoint Capital Partners
Norwood,
Massachusetts
|
$175M
|
+$5.33M
|
+3%
|
7.81%
|
–
|
93
|
9.68%
|
|
|
3939
|
Antipodean Advisors
New York
|
$175M
|
+$54.9M
|
+46%
|
52.1%
|
67.8%
|
13
|
46.15%
|
|
|
3940
|
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
|
$175M
|
+$8.41M
|
+5%
|
6.29%
|
72.2%
|
91
|
5.49%
|
|
|
3941
|
GVO Asset Management
Zug,
Switzerland
|
$175M
|
-$39.7M
|
-19%
|
13.9%
|
71.2%
|
19
|
68.42%
|
|
|
3942
|
Resource Planning Group
Atlanta,
Georgia
|
$175M
|
+$3.55M
|
+2%
|
2.84%
|
1.9%
|
62
|
11.29%
|
|
|
3943
|
Bislett Management
Palo Alto,
California
|
$174M
|
+$5.63M
|
+3%
|
9.01%
|
6.92%
|
18
|
0%
|
|
|
3944
|
Sequent Asset Management
Houston,
Texas
|
$174M
|
+$37.8M
|
+28%
|
4.79%
|
51.3%
|
65
|
20%
|
|
|
3945
|
Hotaling Investment Management
Wayne,
Pennsylvania
|
$174M
|
+$18.7M
|
+12%
|
8.99%
|
52.6%
|
125
|
14.4%
|
|
|
3946
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$174M
|
–
|
–
|
5.39%
|
48.8%
|
135
|
–
|
|
|
3947
|
Elkhorn Partners
Omaha,
Nebraska
|
$174M
|
+$3.28M
|
+2%
|
3.46%
|
31.5%
|
45
|
20%
|
|
|
3948
|
Wills Financial Group
Richmond,
Virginia
|
$174M
|
+$18.2M
|
+12%
|
6.45%
|
51.7%
|
61
|
13.11%
|
|
|
3949
|
Highside Global Management
Dallas,
Texas
|
$174M
|
–
|
–
|
7.62%
|
11.1%
|
16
|
–
|
|
|
3950
|
Curtis Advisory Group
Santa Barbara,
California
|
$174M
|
–
|
–
|
8.86%
|
61.6%
|
52
|
–
|
|