|
4026
|
Blankinship & Foster
Solana Beach,
California
|
$230M
|
+$24M
|
+12%
|
5.22%
|
49.6%
|
54
|
3.7%
|
|
|
4027
|
Pivotal bioVenture Partners Investment Advisor
San Francisco,
California
|
$230M
|
-$43.7M
|
-16%
|
1.27%
|
731%
|
11
|
9.09%
|
|
|
4028
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$230M
|
+$19.5M
|
+9%
|
8.31%
|
50.5%
|
229
|
4.8%
|
|
|
4029
|
Western Asset Management Company
Pasadena,
California
|
$230M
|
+$6.89M
|
+3%
|
1.63%
|
2.29%
|
27
|
14.81%
|
|
|
4030
|
Keystone Wealth Services
Palm Desert,
California
|
$229M
|
+$17.5M
|
+8%
|
6.92%
|
61.6%
|
193
|
18.65%
|
|
|
4031
|
General Pension Society PZU Joint Stock
Warsaw,
Poland
|
$229M
|
+$26.1M
|
+13%
|
11.9%
|
112%
|
19
|
0%
|
|
|
4032
|
One Fin Capital Management
San Francisco,
California
|
$229M
|
-$38.9M
|
-15%
|
0.36%
|
75.5%
|
37
|
62.16%
|
|
|
4033
|
Granger Management
New York
|
$229M
|
-$94.7M
|
-29%
|
5.1%
|
63.5%
|
27
|
14.81%
|
|
|
4034
|
IFG Advisors
St. Louis,
Missouri
|
$229M
|
+$31.4M
|
+16%
|
9.03%
|
71.6%
|
122
|
14.75%
|
|
|
4035
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$229M
|
+$17.4M
|
+8%
|
11.3%
|
98.5%
|
144
|
11.81%
|
|
|
4036
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$229M
|
–
|
–
|
11.2%
|
71.6%
|
234
|
–
|
|
|
4037
|
NovaPoint Capital
Atlanta,
Georgia
|
$229M
|
+$8.81M
|
+4%
|
11.1%
|
72.2%
|
129
|
10.08%
|
|
|
4038
|
Shilanski & Associates
Anchorage,
Alaska
|
$229M
|
-$43.8M
|
-16%
|
9.75%
|
84.2%
|
228
|
89.47%
|
|
|
4039
|
Ballast Inc
Lexington,
Kentucky
|
$229M
|
+$24M
|
+12%
|
9.1%
|
66%
|
112
|
8.93%
|
|
|
4040
|
Family Legacy Inc
Greenville,
South Carolina
|
$229M
|
+$29.8M
|
+15%
|
11.2%
|
69.1%
|
113
|
7.96%
|
|
|
4041
|
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
|
$229M
|
+$38.7M
|
+20%
|
13.1%
|
92.5%
|
49
|
18.37%
|
|
|
4042
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$229M
|
+$57.1M
|
+33%
|
9.16%
|
48.8%
|
269
|
21.19%
|
|
|
4043
|
TrueWealth Advisors
Birmingham,
Alabama
|
$229M
|
+$17.5M
|
+8%
|
6.7%
|
58.5%
|
186
|
15.59%
|
|
|
4044
|
Ballast Advisors
Woodbury,
Minnesota
|
$228M
|
+$14.6M
|
+7%
|
6.5%
|
60.4%
|
182
|
4.4%
|
|
|
4045
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$228M
|
+$9.31M
|
+4%
|
8.05%
|
57.5%
|
162
|
6.17%
|
|
|
4046
|
BTS Asset Management
Lincoln,
Massachusetts
|
$228M
|
+$196M
|
+618%
|
3.92%
|
8.06%
|
53
|
60.38%
|
|
|
4047
|
Stolper & Co
Tulsa,
Oklahoma
|
$228M
|
+$25.2M
|
+12%
|
14.1%
|
70.5%
|
88
|
11.36%
|
|
|
4048
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$228M
|
+$21.4M
|
+10%
|
8.88%
|
26.6%
|
96
|
12.5%
|
|
|
4049
|
Park Edge Advisors
Cleveland,
Ohio
|
$228M
|
–
|
–
|
8.73%
|
53.7%
|
97
|
–
|
|
|
4050
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$228M
|
+$15.9M
|
+7%
|
9.59%
|
58.2%
|
137
|
8.03%
|
|