|
4101
|
Silver Lake Advisory
Cottonwood Heights,
Utah
|
$126M
|
-$9.12M
|
-7%
|
2.91%
|
70.9%
|
91
|
21.98%
|
|
|
4102
|
O'Keefe Stevens Advisory
Rochester,
New York
|
$125M
|
+$12.3M
|
+11%
|
4.93%
|
216%
|
49
|
26.53%
|
|
|
4103
|
LFL Advisers
Evanston,
Illinois
|
$125M
|
+$4.79M
|
+4%
|
6.26%
|
83%
|
10
|
10%
|
|
|
4104
|
One Wealth Advisors
San Francisco,
California
|
$125M
|
+$11.9M
|
+10%
|
3.89%
|
66%
|
601
|
19.8%
|
|
|
4105
|
Whalerock Point Partners
Providence,
Rhode Island
|
$125M
|
-$187M
|
-60%
|
3.38%
|
103%
|
200
|
42%
|
|
|
4106
|
Penn Mutual Life Insurance
Horsham,
Pennsylvania
|
$125M
|
-$14M
|
-10%
|
1.26%
|
1.64%
|
29
|
17.24%
|
|
|
4107
|
Landaas & Company
Milwaukee,
Wisconsin
|
$125M
|
+$25.9M
|
+26%
|
2.38%
|
60.3%
|
354
|
85.31%
|
|
|
4108
|
Winning Points Advisors
Boca Raton,
Florida
|
$125M
|
+$2.6M
|
+2%
|
1.76%
|
–
|
77
|
11.69%
|
|
|
4109
|
Daniel Devine & Co
Parkland,
Florida
|
$125M
|
+$1.99M
|
+2%
|
3.43%
|
34.2%
|
52
|
9.62%
|
|
|
4110
|
Weatherstone Capital Management
Denver,
Colorado
|
$125M
|
-$7.41M
|
-6%
|
1.24%
|
32%
|
98
|
26.53%
|
|
|
4111
|
|
$125M
|
-$14.5M
|
-10%
|
10.4%
|
–
|
1
|
0%
|
|
|
4112
|
Tiemann Investment Advisors
Menlo Park,
California
|
$125M
|
+$633K
|
+0.5%
|
1.63%
|
77%
|
175
|
3.43%
|
|
|
4113
|
Loudon Investment Management
West Lebanon,
New Hampshire
|
$125M
|
-$1.07M
|
-0.9%
|
1.64%
|
61.6%
|
88
|
5.68%
|
|
|
4114
|
Sander Capital Advisors
Seattle,
Washington
|
$125M
|
+$4.77M
|
+4%
|
12.8%
|
68.8%
|
16
|
37.5%
|
|
|
4115
|
Hellman Jordan Management Company
Quincy,
Massachusetts
|
$125M
|
+$64.1M
|
+106%
|
1.41%
|
203%
|
59
|
44.07%
|
|
|
4116
|
Investment Counsel
Petoskey,
Michigan
|
$125M
|
+$2.98M
|
+2%
|
2.33%
|
50.1%
|
54
|
1.85%
|
|
|
4117
|
Madrona Financial Services
Everett,
Washington
|
$124M
|
-$1.26M
|
-1%
|
1.88%
|
75.4%
|
43
|
6.98%
|
|
|
4118
|
LBJ Family Wealth Advisors
Austin,
Texas
|
$124M
|
+$3.6M
|
+3%
|
3.74%
|
59%
|
17
|
0%
|
|
|
4119
|
Bishop & Co Investment Management
Erie,
Pennsylvania
|
$124M
|
+$6.31M
|
+5%
|
1.4%
|
47.6%
|
22
|
31.82%
|
|
|
4120
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$124M
|
+$4.01M
|
+3%
|
2.93%
|
47.9%
|
90
|
20%
|
|
|
4121
|
Partner Investment Management
San Francisco,
California
|
$124M
|
+$31.3M
|
+34%
|
10.1%
|
168%
|
124
|
38.71%
|
|
|
4122
|
Wheatland Advisors
Lancaster,
Pennsylvania
|
$124M
|
+$2.58M
|
+2%
|
3.13%
|
30.5%
|
98
|
4.08%
|
|
|
4123
|
Donor Advised Charitable Giving
San Francisco,
California
|
$123M
|
-$5.73M
|
-4%
|
2.33%
|
365%
|
18
|
27.78%
|
|
|
4124
|
Peterson Wealth Advisors
Orem,
Utah
|
$123M
|
+$2.37M
|
+2%
|
2.27%
|
46.4%
|
49
|
16.33%
|
|
|
4125
|
Seneca House Advisors
Richmond,
Virginia
|
$123M
|
+$3.48M
|
+3%
|
0.57%
|
58.2%
|
100
|
11%
|
|