|
4026
|
Pathway Financial Advisers
Auburn,
Indiana
|
$249M
|
+$2.03M
|
+0.8%
|
1.07%
|
82.4%
|
571
|
14.89%
|
|
|
4027
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
$249M
|
+$25.9M
|
+12%
|
7.7%
|
63.3%
|
233
|
12.45%
|
|
|
4028
|
Harbor Spring Capital
New York
|
$248M
|
-$17.7M
|
-7%
|
8.35%
|
–
|
20
|
45%
|
|
|
4029
|
Biltmore Wealth Management
Tempe,
Arizona
|
$248M
|
+$16.3M
|
+7%
|
5.58%
|
55.6%
|
52
|
9.62%
|
|
|
4030
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$248M
|
+$11.8M
|
+5%
|
3.06%
|
59.1%
|
81
|
7.41%
|
|
|
4031
|
Strategic Financial Concepts
San Antonio,
Texas
|
$248M
|
–
|
–
|
7.19%
|
56.8%
|
241
|
–
|
|
|
4032
|
Hemington Wealth Management
Falls Church,
Virginia
|
$248M
|
+$14.9M
|
+6%
|
8.37%
|
76.1%
|
103
|
5.83%
|
|
|
4033
|
Decheng Capital Management III (Cayman)
Grand Cayman,
Cayman Islands
|
$248M
|
-$19.3M
|
-7%
|
3.72%
|
–
|
28
|
21.43%
|
|
|
4034
|
Hill Island Financial
Grand Rapids,
Michigan
|
$248M
|
+$17.3M
|
+8%
|
6.58%
|
54.8%
|
62
|
9.68%
|
|
|
4035
|
Standpoint Asset Management
Scottsdale,
Arizona
|
$248M
|
+$27.7M
|
+13%
|
7.07%
|
63.2%
|
8
|
0%
|
|
|
4036
|
SW Investment Management
Telluride,
Colorado
|
$248M
|
+$36.8M
|
+17%
|
13.8%
|
155%
|
12
|
33.33%
|
|
|
4037
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$248M
|
+$8.35M
|
+3%
|
6.86%
|
71.1%
|
172
|
6.4%
|
|
|
4038
|
Skorpios Trust
Limassol,
Cyprus
|
$247M
|
-$66.9M
|
-21%
|
19.9%
|
174%
|
4
|
0%
|
|
|
4039
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$247M
|
+$22.4M
|
+10%
|
9.14%
|
66.9%
|
74
|
6.76%
|
|
|
4040
|
Kensington Investments
Amsterdam,
Netherlands
|
$247M
|
+$51.6M
|
+26%
|
26.4%
|
–
|
1
|
0%
|
|
|
4041
|
Pennant Investors
Summit,
New Jersey
|
$247M
|
+$47.6M
|
+24%
|
8.17%
|
359%
|
18
|
16.67%
|
|
|
4042
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$247M
|
+$3.13M
|
+1%
|
0.46%
|
17.9%
|
345
|
14.78%
|
|
|
4043
|
Fortis Capital Management
Bellevue,
Washington
|
$247M
|
+$112M
|
+83%
|
13%
|
64%
|
104
|
13.46%
|
|
|
4044
|
BetterWealth
San Jose,
California
|
$247M
|
+$24.9M
|
+11%
|
7.22%
|
55.7%
|
45
|
15.56%
|
|
|
4045
|
Pantechnicon Advisors
London,
United Kingdom
|
$247M
|
+$60.2M
|
+32%
|
12.8%
|
–
|
21
|
42.86%
|
|
|
4046
|
Madrona Venture Group
Seattle,
Washington
|
$247M
|
+$38.9M
|
+19%
|
20%
|
233%
|
6
|
0%
|
|
|
4047
|
Innovis Asset Management
Chicago,
Illinois
|
$247M
|
+$25.2M
|
+11%
|
8.36%
|
–
|
176
|
23.3%
|
|
|
4048
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$246M
|
+$14.7M
|
+6%
|
4.9%
|
35.9%
|
62
|
22.58%
|
|
|
4049
|
OneAscent Financial Services
Birmingham,
Alabama
|
$246M
|
+$11M
|
+5%
|
5.52%
|
47.1%
|
213
|
33.33%
|
|
|
4050
|
|
$246M
|
+$18.9M
|
+8%
|
8.71%
|
63%
|
34
|
14.71%
|
|