|
4051
|
TPB Wealth Advisors
San Antonio,
Texas
|
$210M
|
-$12.4M
|
-6%
|
7.41%
|
–
|
51
|
15.69%
|
|
|
4052
|
Shorepoint Capital Partners
Norwood,
Massachusetts
|
$210M
|
-$27M
|
-11%
|
6.4%
|
–
|
85
|
15.29%
|
|
|
4053
|
RV Capital
Schindellegi,
Switzerland
|
$210M
|
-$12.5M
|
-6%
|
5.32%
|
278%
|
6
|
0%
|
|
|
4054
|
Cardinal Point Wealth Management Partners
Irvine,
California
|
$210M
|
+$971K
|
+0.5%
|
4.29%
|
–
|
53
|
13.21%
|
|
|
4055
|
Mill Road Capital Management
Greenwich,
Connecticut
|
$209M
|
-$29.7M
|
-12%
|
7.42%
|
38.3%
|
27
|
3.7%
|
|
|
4056
|
Gradient Capital Advisors
San Diego,
California
|
$209M
|
+$991K
|
+0.5%
|
4.79%
|
71%
|
131
|
15.27%
|
|
|
4057
|
Oakview Capital Management
Dallas,
Texas
|
$209M
|
+$10.3M
|
+5%
|
4.96%
|
21.2%
|
16
|
12.5%
|
|
|
4058
|
Foundry Group
Boulder,
Colorado
|
$209M
|
-$11.8M
|
-5%
|
35.1%
|
–
|
4
|
0%
|
|
|
4059
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$209M
|
-$9.79M
|
-4%
|
3.06%
|
42.7%
|
164
|
18.29%
|
|
|
4060
|
Avalon Capital Management
Port Of Redwood City,
California
|
$209M
|
-$35.5M
|
-15%
|
2.63%
|
151%
|
66
|
22.73%
|
|
|
4061
|
Aryeh Capital Management
Toronto,
Ontario, Canada
|
$209M
|
-$39.6M
|
-16%
|
10.2%
|
87.7%
|
11
|
36.36%
|
|
|
4062
|
Element Capital Management
New York
|
$209M
|
+$9.5M
|
+5%
|
6.26%
|
32.9%
|
145
|
16.55%
|
|
|
4063
|
Hotaling Investment Management
Wayne,
Pennsylvania
|
$208M
|
-$21.8M
|
-9%
|
3.28%
|
52.6%
|
128
|
18.75%
|
|
|
4064
|
GSI Capital Advisors
Newport Beach,
California
|
$208M
|
-$19M
|
-8%
|
9.01%
|
25.4%
|
37
|
29.73%
|
|
|
4065
|
Cisco Systems
San Jose,
California
|
$208M
|
+$2.77M
|
+1%
|
4.35%
|
212%
|
4
|
25%
|
|
|
4066
|
Seafarer Capital Partners
Larkspur,
California
|
$208M
|
-$23.1M
|
-10%
|
6.46%
|
76.2%
|
7
|
14.29%
|
|
|
4067
|
VisionPoint Advisory Group
Dallas,
Texas
|
$208M
|
-$44.8M
|
-18%
|
2.74%
|
74.2%
|
110
|
20.91%
|
|
|
4068
|
|
$208M
|
-$16.4M
|
-7%
|
5.95%
|
79.7%
|
200
|
8.5%
|
|
|
4069
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$208M
|
+$7.62M
|
+4%
|
7.58%
|
51.9%
|
32
|
6.25%
|
|
|
4070
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$208M
|
-$9.89M
|
-5%
|
5.61%
|
28.8%
|
48
|
6.25%
|
|
|
4071
|
Snow Lake Capital
Central,
Hong Kong
|
$208M
|
+$148M
|
+248%
|
15.3%
|
–
|
9
|
77.78%
|
|
|
4072
|
Scott & Selber Inc
Houston,
Texas
|
$208M
|
-$11.9M
|
-5%
|
4.51%
|
187%
|
101
|
9.9%
|
|
|
4073
|
Norman Fields Gottscho Capital Management
New York
|
$207M
|
-$11.3M
|
-5%
|
4.18%
|
94%
|
76
|
15.79%
|
|
|
4074
|
Humankind Investments
New York
|
$207M
|
-$1.7M
|
-0.8%
|
6.1%
|
46.4%
|
114
|
11.4%
|
|
|
4075
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$207M
|
+$2.86M
|
+1%
|
3.6%
|
52.6%
|
292
|
9.59%
|
|