|
4026
|
Heathbridge Capital Management
Toronto,
Ontario, Canada
|
$221M
|
-$22M
|
-9%
|
11.4%
|
58.7%
|
27
|
11.11%
|
|
|
4027
|
WP Advisors
San Francisco,
California
|
$221M
|
-$9.2M
|
-4%
|
1.92%
|
95.5%
|
109
|
7.34%
|
|
|
4028
|
Round Rock Advisors
Wilton,
Connecticut
|
$221M
|
-$1.19M
|
-0.5%
|
5.26%
|
87.4%
|
149
|
10.07%
|
|
|
4029
|
Financial Strategies Group
Okemos,
Michigan
|
$221M
|
-$18.1M
|
-8%
|
5.97%
|
44.9%
|
89
|
19.1%
|
|
|
4030
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$221M
|
-$11.9M
|
-5%
|
5.64%
|
91.6%
|
210
|
16.67%
|
|
|
4031
|
Perennial Investment Advisors
Los Angeles,
California
|
$220M
|
-$35.5M
|
-14%
|
4.38%
|
84.3%
|
232
|
25.43%
|
|
|
4032
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$220M
|
-$14.4M
|
-6%
|
4.82%
|
101%
|
136
|
5.15%
|
|
|
4033
|
NovaPoint Capital
Atlanta,
Georgia
|
$220M
|
-$9.86M
|
-4%
|
4.63%
|
88.2%
|
128
|
7.81%
|
|
|
4034
|
Holderness Investments Company
Greensboro,
North Carolina
|
$220M
|
-$19.6M
|
-8%
|
6.01%
|
144%
|
201
|
10.95%
|
|
|
4035
|
AlphaCore Capital
La Jolla,
California
|
$220M
|
+$4.45M
|
+2%
|
7.25%
|
85.9%
|
169
|
18.93%
|
|
|
4036
|
Stelac Advisory Services
New York
|
$220M
|
-$29M
|
-12%
|
6.13%
|
84.9%
|
172
|
10.47%
|
|
|
4037
|
Morton Capital Management
Calabasas,
California
|
$220M
|
-$9.9M
|
-4%
|
7.17%
|
65.8%
|
86
|
9.3%
|
|
|
4038
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
$220M
|
-$10.1M
|
-4%
|
5.51%
|
25%
|
652
|
30.83%
|
|
|
4039
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$220M
|
-$13.6M
|
-6%
|
4.2%
|
57.3%
|
172
|
12.79%
|
|
|
4040
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$219M
|
-$5.08M
|
-2%
|
4.24%
|
67.4%
|
203
|
31.53%
|
|
|
4041
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$219M
|
+$53.6M
|
+32%
|
4.43%
|
34.3%
|
792
|
34.72%
|
|
|
4042
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$219M
|
-$12.7M
|
-5%
|
5.81%
|
67.1%
|
84
|
1.19%
|
|
|
4043
|
Astoria Strategic Wealth
Conroe,
Texas
|
$219M
|
-$8.52M
|
-4%
|
5.97%
|
42.1%
|
32
|
6.25%
|
|
|
4044
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$219M
|
-$5.7M
|
-3%
|
5.01%
|
52.8%
|
102
|
5.88%
|
|
|
4045
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$219M
|
-$14.8M
|
-6%
|
5.32%
|
65.9%
|
173
|
12.14%
|
|
|
4046
|
SR One Capital Management
Wayne,
Pennsylvania
|
$219M
|
+$14.4M
|
+7%
|
9.64%
|
656%
|
4
|
0%
|
|
|
4047
|
Avalon Global Asset Management
San Francisco,
California
|
$219M
|
-$110M
|
-33%
|
5%
|
278%
|
49
|
53.06%
|
|
|
4048
|
Retirement Capital Strategies
San Jose,
California
|
$219M
|
-$4.36M
|
-2%
|
0.66%
|
59%
|
70
|
48.57%
|
|
|
4049
|
Family Capital Trust
Peabody,
Massachusetts
|
$219M
|
-$33.8M
|
-13%
|
11.7%
|
32.3%
|
51
|
1.96%
|
|
|
4050
|
Boltwood Capital Management
Walnut Creek,
California
|
$218M
|
-$12.6M
|
-5%
|
5.91%
|
56.3%
|
153
|
10.46%
|
|