|
4026
|
Hellman Jordan Management Company
Quincy,
Massachusetts
|
$125M
|
+$64.1M
|
+106%
|
1.41%
|
203%
|
59
|
44.07%
|
|
|
4027
|
Investment Counsel
Petoskey,
Michigan
|
$125M
|
+$2.98M
|
+2%
|
2.33%
|
50.1%
|
54
|
1.85%
|
|
|
4028
|
Madrona Financial Services
Everett,
Washington
|
$124M
|
-$1.26M
|
-1%
|
1.88%
|
75.4%
|
43
|
6.98%
|
|
|
4029
|
LBJ Family Wealth Advisors
Austin,
Texas
|
$124M
|
+$3.6M
|
+3%
|
3.74%
|
59%
|
17
|
0%
|
|
|
4030
|
Bishop & Co Investment Management
Erie,
Pennsylvania
|
$124M
|
+$6.31M
|
+5%
|
1.4%
|
47.6%
|
22
|
31.82%
|
|
|
4031
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$124M
|
+$4.01M
|
+3%
|
2.93%
|
47.9%
|
90
|
20%
|
|
|
4032
|
Partner Investment Management
San Francisco,
California
|
$124M
|
+$31.3M
|
+34%
|
10.1%
|
168%
|
124
|
38.71%
|
|
|
4033
|
Wheatland Advisors
Lancaster,
Pennsylvania
|
$124M
|
+$2.58M
|
+2%
|
3.13%
|
30.5%
|
98
|
4.08%
|
|
|
4034
|
Donor Advised Charitable Giving
San Francisco,
California
|
$123M
|
-$5.73M
|
-4%
|
2.33%
|
365%
|
18
|
27.78%
|
|
|
4035
|
Peterson Wealth Advisors
Orem,
Utah
|
$123M
|
+$2.37M
|
+2%
|
2.27%
|
38.9%
|
49
|
16.33%
|
|
|
4036
|
Seneca House Advisors
Richmond,
Virginia
|
$123M
|
+$3.48M
|
+3%
|
0.57%
|
48%
|
100
|
11%
|
|
|
4037
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$123M
|
+$3.71M
|
+3%
|
0.9%
|
13%
|
38
|
23.68%
|
|
|
4038
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$123M
|
–
|
–
|
2.09%
|
68.1%
|
139
|
–
|
|
|
4039
|
Allied Investment Advisors
Billings,
Montana
|
$123M
|
+$1.32M
|
+1%
|
2.46%
|
60.6%
|
48
|
2.08%
|
|
|
4040
|
Freedom Day Solutions
Houston,
Texas
|
$123M
|
+$8.21M
|
+7%
|
3.28%
|
84.6%
|
81
|
14.81%
|
|
|
4041
|
Gables Capital Management
Miami,
Florida
|
$123M
|
+$9.68M
|
+9%
|
5.52%
|
123%
|
396
|
53.79%
|
|
|
4042
|
Arjuna Capital
Durham,
North Carolina
|
$123M
|
+$4.17M
|
+4%
|
4.77%
|
74.9%
|
96
|
19.79%
|
|
|
4043
|
Hobart Private Capital
Charlotte,
North Carolina
|
$123M
|
+$8.63M
|
+8%
|
1.03%
|
52.5%
|
144
|
27.08%
|
|
|
4044
|
American Trust Investment Advisors
Lebanon,
New Hampshire
|
$122M
|
-$3.07M
|
-2%
|
1.2%
|
81.1%
|
83
|
10.84%
|
|
|
4045
|
Garrison Bradford & Associates
New York
|
$122M
|
+$4.47M
|
+4%
|
4.05%
|
57.6%
|
89
|
10.11%
|
|
|
4046
|
Financial Life Advisors
San Antonio,
Texas
|
$122M
|
+$12.7M
|
+12%
|
0.1%
|
33.1%
|
48
|
8.33%
|
|
|
4047
|
Fairfield University
Fairfield,
Connecticut
|
$122M
|
-$75.9M
|
-38%
|
1.8%
|
48%
|
6
|
66.67%
|
|
|
4048
|
Vivaldi Capital Management
Chicago,
Illinois
|
$122M
|
-$12.1M
|
-9%
|
3.21%
|
69.2%
|
167
|
26.95%
|
|
|
4049
|
Capital Insight Partners
Scottsdale,
Arizona
|
$122M
|
-$1.08M
|
-0.9%
|
2.22%
|
51.7%
|
81
|
9.88%
|
|
|
4050
|
|
$122M
|
+$1.79M
|
+1%
|
9.01%
|
93.8%
|
39
|
15.38%
|
|