|
4001
|
HM Capital Management
Clayton,
Missouri
|
$131M
|
+$1.06M
|
+0.8%
|
6.52%
|
29.6%
|
42
|
16.67%
|
|
|
4002
|
Providence First Trust
Scottsdale,
Arizona
|
$131M
|
+$2.75M
|
+2%
|
5.53%
|
45.6%
|
76
|
18.42%
|
|
|
4003
|
One Wealth Advisors
San Francisco,
California
|
$131M
|
+$5.45M
|
+4%
|
5.02%
|
54.5%
|
628
|
18.95%
|
|
|
4004
|
Partner Investment Management
San Francisco,
California
|
$131M
|
+$6.73M
|
+5%
|
8.89%
|
168%
|
135
|
36.3%
|
|
|
4005
|
Invictus RG
Hamilton,
Bermuda
|
$131M
|
+$11.8M
|
+10%
|
18.5%
|
289%
|
311
|
84.24%
|
|
|
4006
|
Bay Colony Advisors
Concord,
Massachusetts
|
$130M
|
-$11.1M
|
-8%
|
6.22%
|
91.8%
|
1,048
|
83.49%
|
|
|
4007
|
Breakline Capital
New York
|
$130M
|
-$12.8M
|
-9%
|
12.5%
|
–
|
36
|
75%
|
|
|
4008
|
Foothills Asset Management
Scottsdale,
Arizona
|
$130M
|
-$146K
|
-0.1%
|
3.93%
|
8.84%
|
63
|
7.94%
|
|
|
4009
|
LBJ Family Wealth Advisors
Austin,
Texas
|
$130M
|
+$6.12M
|
+5%
|
8.63%
|
59%
|
17
|
0%
|
|
|
4010
|
Huber Financial Advisors
Lincolnshire,
Illinois
|
$130M
|
+$20.7M
|
+19%
|
3.64%
|
–
|
105
|
9.52%
|
|
|
4011
|
Hobart Private Capital
Charlotte,
North Carolina
|
$130M
|
+$7.63M
|
+6%
|
3.33%
|
52.5%
|
157
|
25.48%
|
|
|
4012
|
Clearstead Trust
Portland,
Maine
|
$130M
|
+$18.4M
|
+16%
|
7.44%
|
84.1%
|
225
|
16.89%
|
|
|
4013
|
Weatherstone Capital Management
Denver,
Colorado
|
$130M
|
+$5.19M
|
+4%
|
4.9%
|
32%
|
105
|
33.33%
|
|
|
4014
|
Geneva Partners
Lake Geneva,
Wisconsin
|
$130M
|
+$4.13M
|
+3%
|
9.97%
|
252%
|
99
|
27.27%
|
|
|
4015
|
Account Management
Boxford,
Massachusetts
|
$130M
|
+$11.9M
|
+10%
|
9.8%
|
74.9%
|
26
|
3.85%
|
|
|
4016
|
Susquehanna Foundation
Bala Cynwyd,
Pennsylvania
|
$130M
|
+$9.53M
|
+8%
|
7.73%
|
36.7%
|
4
|
0%
|
|
|
4017
|
Secrest Blakey & Associates
Raleigh,
North Carolina
|
$130M
|
+$2.69M
|
+2%
|
5.32%
|
19.4%
|
116
|
15.52%
|
|
|
4018
|
Mad River Investors
Boston,
Massachusetts
|
$130M
|
+$9.24M
|
+8%
|
9.99%
|
206%
|
29
|
3.45%
|
|
|
4019
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$130M
|
+$17.6M
|
+16%
|
2.39%
|
49.6%
|
40
|
17.5%
|
|
|
4020
|
Wildcat Capital Management
New York
|
$130M
|
-$1.09M
|
-0.8%
|
0.01%
|
126%
|
21
|
33.33%
|
|
|
4021
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$129M
|
+$6.55M
|
+5%
|
3.42%
|
13%
|
39
|
20.51%
|
|
|
4022
|
Energy Opportunities Capital Management
Austin,
Texas
|
$129M
|
-$34.8M
|
-21%
|
1.41%
|
211%
|
52
|
21.15%
|
|
|
4023
|
Lattice Strategies
Wayne,
Pennsylvania
|
$129M
|
+$1.21M
|
+0.9%
|
1.86%
|
19.9%
|
62
|
1.61%
|
|
|
4024
|
Steginsky Capital
Port Washington,
New York
|
$129M
|
+$17.9M
|
+16%
|
8.63%
|
115%
|
8
|
0%
|
|
|
4025
|
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
$129M
|
+$15.4M
|
+14%
|
6.66%
|
88%
|
52
|
21.15%
|
|