|
4001
|
Greencape Capital
Melbourne,
Australia
|
$335M
|
-$36.5M
|
-10%
|
11.6%
|
98.1%
|
3
|
0%
|
|
|
4002
|
West Wealth Group
Irvine,
California
|
$335M
|
+$26.6M
|
+9%
|
0.78%
|
56.6%
|
97
|
17.53%
|
|
|
4003
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$335M
|
+$5.97M
|
+2%
|
0.35%
|
61.8%
|
666
|
11.26%
|
|
|
4004
|
Meridian Investment Counsel
Lafayette,
California
|
$335M
|
+$4.17M
|
+1%
|
1.16%
|
103%
|
224
|
10.27%
|
|
|
4005
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$335M
|
+$7.78M
|
+2%
|
3.41%
|
90.2%
|
169
|
18.93%
|
|
|
4006
|
Mason & Associates (Virginia)
Newport News,
Virginia
|
$335M
|
+$7.98M
|
+2%
|
0.93%
|
–
|
39
|
5.13%
|
|
|
4007
|
Alta Fundamental Advisers
New York
|
$334M
|
-$12.7M
|
-4%
|
12%
|
268%
|
34
|
32.35%
|
|
|
4008
|
Freedom Day Solutions
Houston,
Texas
|
$334M
|
+$12.6M
|
+4%
|
0.46%
|
84.6%
|
108
|
16.67%
|
|
|
4009
|
Flagship Pioneering
Cambridge,
Massachusetts
|
$334M
|
-$258M
|
-44%
|
41.2%
|
39.2%
|
6
|
16.67%
|
|
|
4010
|
Engle Capital Management
Greenwich,
Connecticut
|
$334M
|
-$5.85M
|
-2%
|
16.7%
|
289%
|
29
|
48.28%
|
|
|
4011
|
FTV Management Company
San Francisco,
California
|
$334M
|
+$26.3M
|
+9%
|
8.54%
|
30.5%
|
1
|
0%
|
|
|
4012
|
Peak Financial Management
Wellesley,
Massachusetts
|
$334M
|
-$6.67M
|
-2%
|
2.18%
|
51.8%
|
105
|
15.24%
|
|
|
4013
|
Firetrail Investments
Sydney, NSW,
Australia
|
$334M
|
-$13.3M
|
-4%
|
2.14%
|
–
|
27
|
14.81%
|
|
|
4014
|
Harber Asset Management
Asheville,
North Carolina
|
$334M
|
-$926K
|
-0.3%
|
2.36%
|
30%
|
41
|
39.02%
|
|
|
4015
|
Prism Advisors
Studio City,
California
|
$334M
|
-$16M
|
-5%
|
2.76%
|
49.9%
|
70
|
18.57%
|
|
|
4016
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$333M
|
+$28.6K
|
+0%
|
0.06%
|
42.7%
|
33
|
6.06%
|
|
|
4017
|
Zeno Equity Partners
London,
United Kingdom
|
$333M
|
-$25.1M
|
-7%
|
0.2%
|
–
|
17
|
35.29%
|
|
|
4018
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$333M
|
+$12.6M
|
+4%
|
0.49%
|
68.2%
|
50
|
20%
|
|
|
4019
|
M. Kraus & Co
Shelburne,
Vermont
|
$333M
|
-$8M
|
-2%
|
2.54%
|
51.8%
|
84
|
8.33%
|
|
|
4020
|
Opal Wealth Advisors
Jericho,
New York
|
$333M
|
+$13.9M
|
+4%
|
0.41%
|
55.6%
|
209
|
18.18%
|
|
|
4021
|
Peterson Wealth Services
South Ogden,
Utah
|
$333M
|
+$20M
|
+6%
|
9.37%
|
153%
|
236
|
17.37%
|
|
|
4022
|
ETF Portfolio Partners
Leawood,
Kansas
|
$333M
|
-$5.05M
|
-1%
|
1.16%
|
44.3%
|
60
|
15%
|
|
|
4023
|
McLean Asset Management
Tysons,
Virginia
|
$333M
|
+$1.22M
|
+0.4%
|
0.42%
|
55.7%
|
168
|
10.71%
|
|
|
4024
|
Hilltop National Bank
Casper,
Wyoming
|
$333M
|
+$3.24M
|
+1%
|
0.42%
|
–
|
835
|
8.5%
|
|
|
4025
|
|
$332M
|
-$6.24M
|
-2%
|
0.46%
|
62.5%
|
75
|
9.33%
|
|