|
4051
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$261M
|
+$16.4M
|
+7%
|
5.2%
|
50.5%
|
297
|
16.5%
|
|
|
4052
|
Vision Capital
Toronto,
Ontario, Canada
|
$261M
|
-$79.3M
|
-23%
|
0.48%
|
12.9%
|
11
|
36.36%
|
|
|
4053
|
Flow State Investments
Chicago,
Illinois
|
$261M
|
+$138M
|
+112%
|
1.44%
|
–
|
277
|
42.6%
|
|
|
4054
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$261M
|
+$14.9M
|
+6%
|
5.77%
|
65.5%
|
52
|
5.77%
|
|
|
4055
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$261M
|
+$21.5M
|
+9%
|
8.17%
|
98.5%
|
146
|
6.85%
|
|
|
4056
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$260M
|
+$12.4M
|
+5%
|
5.84%
|
59.1%
|
80
|
6.25%
|
|
|
4057
|
Diana Davis Spencer Foundation
Bethesda,
Maryland
|
$260M
|
-$4.55M
|
-2%
|
1.72%
|
1.41%
|
3
|
0%
|
|
|
4058
|
Hudson Capital Management
Ramsey,
New Jersey
|
$260M
|
+$8.2M
|
+3%
|
2.87%
|
61.6%
|
70
|
14.29%
|
|
|
4059
|
Ignite Planners
San Clemente,
California
|
$260M
|
+$16.6M
|
+7%
|
8.41%
|
73.8%
|
270
|
11.85%
|
|
|
4060
|
Cobalt Capital Management
Short Hills,
New Jersey
|
$260M
|
-$15.1M
|
-5%
|
10.4%
|
180%
|
41
|
63.41%
|
|
|
4061
|
Financial Advisory Partners
Winter Park,
Florida
|
$260M
|
+$7.25M
|
+3%
|
4.07%
|
46.7%
|
65
|
6.15%
|
|
|
4062
|
Windham Capital Management
Boston,
Massachusetts
|
$260M
|
+$8.38M
|
+3%
|
3.73%
|
8.3%
|
87
|
3.45%
|
|
|
4063
|
Mediatel Partners
Fort Worth,
Texas
|
$260M
|
+$17.5M
|
+7%
|
7.78%
|
22.9%
|
3
|
0%
|
|
|
4064
|
VeraBank
Henderson,
Texas
|
$260M
|
+$44.9M
|
+21%
|
5.15%
|
51%
|
138
|
2.9%
|
|
|
4065
|
Banco BTG Pactual
Rio De Janeiro,
Brazil
|
$259M
|
-$10.7M
|
-4%
|
15.3%
|
142%
|
178
|
75.28%
|
|
|
4066
|
Cedar Wealth Management
Walnut Creek,
California
|
$259M
|
+$14.4M
|
+6%
|
4.26%
|
53.2%
|
312
|
8.33%
|
|
|
4067
|
ArchPoint Investors
Coral Gables,
Florida
|
$259M
|
+$28.8M
|
+13%
|
10.2%
|
98.2%
|
57
|
3.51%
|
|
|
4068
|
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
|
$259M
|
-$1.67M
|
-0.6%
|
3.77%
|
48.2%
|
26
|
57.69%
|
|
|
4069
|
MilWealth Group
Milwaukee,
Wisconsin
|
$259M
|
+$6.38M
|
+3%
|
3.09%
|
29.9%
|
64
|
10.94%
|
|
|
4070
|
Astoria Portfolio Advisors
New York
|
$258M
|
+$21.6M
|
+9%
|
3.79%
|
75.4%
|
204
|
15.2%
|
|
|
4071
|
WR Wealth Planners
Columbia,
Missouri
|
$258M
|
+$26.8M
|
+12%
|
4.86%
|
22.1%
|
1,002
|
16.67%
|
|
|
4072
|
NinePointTwo Capital
Los Angeles,
California
|
$258M
|
-$6.98M
|
-3%
|
2.77%
|
1.62%
|
341
|
54.55%
|
|
|
4073
|
DeDora Capital
Napa,
California
|
$258M
|
+$23.6M
|
+10%
|
8.06%
|
81.7%
|
106
|
7.55%
|
|
|
4074
|
Aries Wealth Management
Portland,
Maine
|
$258M
|
+$14M
|
+6%
|
6.27%
|
75%
|
207
|
8.7%
|
|
|
4075
|
High Net Worth Advisory Group
Naples,
Florida
|
$258M
|
+$12.3M
|
+5%
|
5.32%
|
67.7%
|
204
|
9.8%
|
|