|
3926
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$440M
|
+$56.2M
|
+15%
|
2.63%
|
120%
|
138
|
12.32%
|
|
|
3927
|
Boston Research & Management
Manchester,
Massachusetts
|
$440M
|
-$17.6M
|
-4%
|
2.68%
|
53.7%
|
125
|
7.2%
|
|
|
3928
|
Mason & Associates (Virginia)
Newport News,
Virginia
|
$440M
|
+$41.6M
|
+10%
|
1%
|
–
|
43
|
13.95%
|
|
|
3929
|
Astoria Portfolio Advisors
New York
|
$440M
|
+$58.8M
|
+15%
|
2.76%
|
75.4%
|
336
|
34.23%
|
|
|
3930
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$439M
|
+$21.7M
|
+5%
|
5.1%
|
98.5%
|
172
|
5.81%
|
|
|
3931
|
Integris Wealth Management
Monterey,
California
|
$439M
|
+$28.4M
|
+7%
|
2.27%
|
56.1%
|
127
|
10.24%
|
|
|
3932
|
MSOP GP
Menlo Park,
California
|
$439M
|
–
|
–
|
24.8%
|
–
|
3
|
–
|
|
|
3933
|
Crow's Nest Holdings
Richmond,
Virginia
|
$439M
|
-$40.9M
|
-9%
|
3.32%
|
103%
|
10
|
20%
|
|
|
3934
|
WealthBridge Capital Management
Westerville,
Ohio
|
$439M
|
+$12.8M
|
+3%
|
2.84%
|
82.1%
|
221
|
9.05%
|
|
|
3935
|
Sagil Capital
London,
United Kingdom
|
$439M
|
+$77.1M
|
+21%
|
20.1%
|
104%
|
28
|
60.71%
|
|
|
3936
|
Tree Line Advisors
Central,
Hong Kong
|
$439M
|
-$109M
|
-20%
|
17.5%
|
670%
|
6
|
0%
|
|
|
3937
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$439M
|
+$40.4M
|
+10%
|
2%
|
44.4%
|
69
|
13.04%
|
|
|
3938
|
Sector Gamma AS
Oslo,
Norway
|
$439M
|
+$35.4M
|
+9%
|
14.3%
|
35.3%
|
44
|
25%
|
|
|
3939
|
Millstreet Capital Management
Boston,
Massachusetts
|
$439M
|
+$63.9M
|
+17%
|
16.2%
|
–
|
3
|
33.33%
|
|
|
3940
|
BetterWealth
San Jose,
California
|
$439M
|
+$18.5M
|
+4%
|
3.04%
|
55.7%
|
73
|
9.59%
|
|
|
3941
|
Scissortail Wealth Management
Tulsa,
Oklahoma
|
$439M
|
-$20.2M
|
-4%
|
1.41%
|
65%
|
119
|
12.61%
|
|
|
3942
|
PKS Advisory Services
Albany,
New York
|
$438M
|
-$40.2M
|
-8%
|
2.43%
|
–
|
266
|
12.03%
|
|
|
3943
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$438M
|
+$19.3M
|
+5%
|
5.13%
|
95.9%
|
87
|
18.39%
|
|
|
3944
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$438M
|
-$35.4M
|
-7%
|
2.18%
|
68.8%
|
213
|
16.43%
|
|
|
3945
|
Stokes Capital Advisors
Greenwood,
South Carolina
|
$438M
|
+$8.04M
|
+2%
|
0.1%
|
54.5%
|
80
|
15%
|
|
|
3946
|
Standpoint Asset Management
Scottsdale,
Arizona
|
$438M
|
-$4.72M
|
-1%
|
2.49%
|
63.2%
|
8
|
0%
|
|
|
3947
|
Prentice Wealth Management
Rochester,
New York
|
$438M
|
+$32M
|
+8%
|
1.54%
|
44.2%
|
117
|
6.84%
|
|
|
3948
|
Schusterman Interests
Tulsa,
Oklahoma
|
$437M
|
-$661K
|
-0.2%
|
0.64%
|
344%
|
9
|
33.33%
|
|
|
3949
|
Q3 Asset Management
Birmingham,
Michigan
|
$437M
|
+$145M
|
+50%
|
2.96%
|
96.2%
|
87
|
65.52%
|
|
|
3950
|
Tempus Wealth Planning
Irvine,
California
|
$436M
|
+$740K
|
+0.2%
|
2.07%
|
89.9%
|
296
|
13.85%
|
|