|
4026
|
Watchman Group
Plano,
Texas
|
$313M
|
-$17.7M
|
-5%
|
0.22%
|
52.9%
|
88
|
15.91%
|
|
|
4027
|
WP Advisors
San Francisco,
California
|
$313M
|
+$8.34M
|
+3%
|
4.56%
|
95.5%
|
110
|
8.18%
|
|
|
4028
|
GoalVest Advisory
New York
|
$313M
|
+$13M
|
+4%
|
3.99%
|
86.8%
|
415
|
25.54%
|
|
|
4029
|
My Legacy Advisors
Bend,
Oregon
|
$313M
|
+$14.5M
|
+5%
|
2.49%
|
49.1%
|
219
|
9.59%
|
|
|
4030
|
B&I Capital
Zurich,
Switzerland
|
$313M
|
-$2.95M
|
-0.9%
|
3.17%
|
15.9%
|
28
|
14.29%
|
|
|
4031
|
|
$312M
|
+$3.35M
|
+1%
|
0.94%
|
45.4%
|
188
|
5.85%
|
|
|
4032
|
Oak Hill Capital Management
New York
|
$312M
|
-$224M
|
-42%
|
7.11%
|
1.19%
|
1
|
0%
|
|
|
4033
|
EnCap Energy Capital Fund XI
Houston,
Texas
|
$312M
|
-$91.5M
|
-23%
|
8.55%
|
21%
|
1
|
0%
|
|
|
4034
|
Vickerman Investment Advisors
Spokane,
Washington
|
$312M
|
+$1.5M
|
+0.5%
|
0.99%
|
36.7%
|
65
|
3.08%
|
|
|
4035
|
Keating Investment Counselors
Delray Beach,
Florida
|
$312M
|
+$1.02M
|
+0.3%
|
1.14%
|
43.7%
|
84
|
23.81%
|
|
|
4036
|
Colony Family Offices
Charlotte,
North Carolina
|
$311M
|
+$2.34M
|
+0.8%
|
0.91%
|
49.6%
|
70
|
14.29%
|
|
|
4037
|
Opal Wealth Advisors
Jericho,
New York
|
$311M
|
+$16.6M
|
+6%
|
0.89%
|
55.6%
|
1,276
|
75.31%
|
|
|
4038
|
|
$311M
|
+$519K
|
+0.2%
|
1.77%
|
63%
|
25
|
4%
|
|
|
4039
|
Weaver Capital Management
Suwanee,
Georgia
|
$311M
|
+$18.3M
|
+6%
|
3.25%
|
–
|
187
|
18.72%
|
|
|
4040
|
Hilltop National Bank
Casper,
Wyoming
|
$311M
|
+$16.5M
|
+6%
|
3.45%
|
–
|
850
|
8.24%
|
|
|
4041
|
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
|
$311M
|
-$9.57M
|
-3%
|
2.47%
|
73.4%
|
70
|
4.29%
|
|
|
4042
|
Algebris (UK)
London,
United Kingdom
|
$311M
|
+$85.4M
|
+38%
|
4.11%
|
19.5%
|
50
|
24%
|
|
|
4043
|
Bridge Creek Capital Management
West Barnstable,
Massachusetts
|
$311M
|
-$1.66M
|
-0.5%
|
0.86%
|
76.5%
|
104
|
7.69%
|
|
|
4044
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$310M
|
+$12.5M
|
+4%
|
6.23%
|
66.9%
|
84
|
9.52%
|
|
|
4045
|
Estuary Capital Management
Wayzata,
Minnesota
|
$310M
|
+$64M
|
+26%
|
12.7%
|
–
|
20
|
35%
|
|
|
4046
|
Brady Family Wealth
Saint Louis,
Missouri
|
$310M
|
+$1.53M
|
+0.5%
|
1.88%
|
61.8%
|
117
|
0.85%
|
|
|
4047
|
Addison Advisors
Middlebury,
Vermont
|
$310M
|
+$18.9M
|
+6%
|
0.6%
|
42.3%
|
797
|
14.68%
|
|
|
4048
|
Wishbone Management
Chicago,
Illinois
|
$310M
|
+$26.9M
|
+9%
|
0.53%
|
39.1%
|
5
|
20%
|
|
|
4049
|
Verum Partners
Charlotte,
North Carolina
|
$310M
|
+$28.1M
|
+10%
|
2.05%
|
53.9%
|
161
|
8.07%
|
|
|
4050
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$310M
|
–
|
–
|
2.37%
|
–
|
629
|
–
|
|