|
4051
|
Total Wealth Planning
Cincinnati,
Ohio
|
$255M
|
+$19.2M
|
+8%
|
4.39%
|
37.2%
|
46
|
13.04%
|
|
|
4052
|
Ferris Capital
Marlborough,
Massachusetts
|
$255M
|
-$146M
|
-36%
|
4.39%
|
67%
|
216
|
92.59%
|
|
|
4053
|
Kestrel Investment Management
San Mateo,
California
|
$255M
|
+$16M
|
+7%
|
9.21%
|
82.9%
|
45
|
17.78%
|
|
|
4054
|
Atlas Principals
Charlotte,
North Carolina
|
$254M
|
-$26M
|
-9%
|
8.91%
|
–
|
63
|
79.37%
|
|
|
4055
|
Foresite Capital Management V
Larkspur,
California
|
$254M
|
-$86M
|
-25%
|
21.5%
|
357%
|
22
|
31.82%
|
|
|
4056
|
Piershale Financial Group
Barrington,
Illinois
|
$254M
|
+$22.9M
|
+10%
|
5.85%
|
82%
|
36
|
38.89%
|
|
|
4057
|
Security Asset Management
New York
|
$254M
|
+$10.8M
|
+4%
|
9.91%
|
67.4%
|
91
|
7.69%
|
|
|
4058
|
West Oak Capital
Westlake Village,
California
|
$254M
|
+$19.8M
|
+8%
|
5.91%
|
110%
|
389
|
11.83%
|
|
|
4059
|
Pivotal bioVenture Partners Investment Advisor
San Francisco,
California
|
$254M
|
-$58M
|
-19%
|
11%
|
731%
|
9
|
11.11%
|
|
|
4060
|
Gainplan
Bloomfield Hills,
Michigan
|
$254M
|
+$27.9M
|
+12%
|
8.47%
|
93.3%
|
98
|
52.04%
|
|
|
4061
|
Archer Investment Corporation
Carmel,
Indiana
|
$254M
|
+$11.1M
|
+5%
|
6%
|
55%
|
795
|
31.57%
|
|
|
4062
|
One Fin Capital Management
San Francisco,
California
|
$253M
|
-$6.89M
|
-3%
|
8.91%
|
75.5%
|
33
|
45.45%
|
|
|
4063
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
$253M
|
+$16M
|
+7%
|
8.58%
|
65.9%
|
103
|
17.48%
|
|
|
4064
|
Investment Security Group
Denver,
Colorado
|
$253M
|
+$50.1M
|
+25%
|
5.52%
|
–
|
18
|
22.22%
|
|
|
4065
|
Manchester Financial
Westlake Village,
California
|
$253M
|
+$37.1M
|
+17%
|
7.91%
|
67.5%
|
755
|
89.27%
|
|
|
4066
|
Invesco Senior Secured Management
New York
|
$253M
|
+$29.4M
|
+13%
|
25.6%
|
18.1%
|
16
|
6.25%
|
|
|
4067
|
Sourcerock Group
Denver,
Colorado
|
$253M
|
+$59M
|
+30%
|
30.5%
|
93.4%
|
19
|
47.37%
|
|
|
4068
|
Tobias Financial Advisors
Plantation,
Florida
|
$253M
|
+$16.8M
|
+7%
|
4.15%
|
35.5%
|
68
|
2.94%
|
|
|
4069
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$253M
|
+$25.4M
|
+11%
|
10.8%
|
36.7%
|
96
|
18.75%
|
|
|
4070
|
AMI Investment Management
Kendallville,
Indiana
|
$253M
|
+$14.2M
|
+6%
|
7.11%
|
47.9%
|
78
|
10.26%
|
|
|
4071
|
Summit Rock Advisors
New York
|
$252M
|
-$42.1M
|
-14%
|
4.18%
|
–
|
8
|
62.5%
|
|
|
4072
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$252M
|
+$17.5M
|
+7%
|
4.84%
|
33.5%
|
71
|
11.27%
|
|
|
4073
|
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
|
$252M
|
+$5.59M
|
+2%
|
0.72%
|
155%
|
25
|
16%
|
|
|
4074
|
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
|
$252M
|
+$10.2M
|
+4%
|
4.77%
|
72.2%
|
96
|
5.21%
|
|
|
4075
|
Cannon Financial Strategists
Athens,
Georgia
|
$252M
|
+$18.8M
|
+8%
|
5.38%
|
41.8%
|
61
|
3.28%
|
|