|
4101
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$134M
|
+$70.1M
|
+110%
|
13.2%
|
–
|
752
|
17.95%
|
|
|
4102
|
Unified Trust Company
Lexington,
Kentucky
|
$134M
|
+$23.6M
|
+21%
|
12.3%
|
69.7%
|
53
|
11.32%
|
|
|
4103
|
Ogborne Capital Management
San Francisco,
California
|
$133M
|
+$63.1M
|
+90%
|
49.9%
|
223%
|
17
|
58.82%
|
|
|
4104
|
Little House Capital
Braintree,
Massachusetts
|
$133M
|
+$29.9M
|
+29%
|
12.4%
|
85.8%
|
297
|
67.34%
|
|
|
4105
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$133M
|
+$3.59M
|
+3%
|
10.7%
|
49.6%
|
45
|
11.11%
|
|
|
4106
|
Guinness Atkinson Asset Management
Pasadena,
California
|
$133M
|
+$16.2M
|
+14%
|
23%
|
97%
|
66
|
13.64%
|
|
|
4107
|
Crown Advisors Management
Larkspur,
California
|
$133M
|
+$36.9M
|
+38%
|
25%
|
216%
|
50
|
24%
|
|
|
4108
|
Arkos Global Advisors
Houston,
Texas
|
$133M
|
+$10.7M
|
+9%
|
8.68%
|
37.2%
|
55
|
5.45%
|
|
|
4109
|
Lodbrok Capital
London,
United Kingdom
|
$133M
|
+$28.2M
|
+27%
|
0%
|
25.9%
|
1
|
0%
|
|
|
4110
|
Colorado Capital Management
Boulder,
Colorado
|
$133M
|
+$13.4M
|
+11%
|
10.7%
|
53.4%
|
87
|
9.2%
|
|
|
4111
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$133M
|
-$13.1M
|
-9%
|
11.5%
|
119%
|
126
|
91.27%
|
|
|
4112
|
AllSquare Wealth Management
Albany,
New York
|
$133M
|
+$12.1M
|
+10%
|
9.86%
|
62.4%
|
502
|
10.76%
|
|
|
4113
|
Boyar Asset Management
New York
|
$133M
|
+$11.6M
|
+10%
|
10.7%
|
58.4%
|
74
|
6.76%
|
|
|
4114
|
Liberty Wealth Management
Oakland,
California
|
$133M
|
-$1.3M
|
-1%
|
10.9%
|
55.5%
|
897
|
19.51%
|
|
|
4115
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$133M
|
+$19M
|
+17%
|
11.6%
|
51.4%
|
72
|
12.5%
|
|
|
4116
|
Mangham Associates
Charlottesville,
Virginia
|
$133M
|
+$21.4M
|
+19%
|
12.5%
|
24.4%
|
6
|
33.33%
|
|
|
4117
|
Northwest Wealth Management
Spencer,
Iowa
|
$133M
|
+$14.5M
|
+12%
|
10.3%
|
63.4%
|
566
|
9.01%
|
|
|
4118
|
DeDora Capital
Napa,
California
|
$133M
|
+$19.6M
|
+17%
|
14%
|
81.7%
|
90
|
17.78%
|
|
|
4119
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$133M
|
+$7.89M
|
+6%
|
12.4%
|
120%
|
69
|
5.8%
|
|
|
4120
|
American Asset Management
Boca Raton,
Florida
|
$132M
|
-$3.98M
|
-3%
|
9.79%
|
42.5%
|
113
|
15.04%
|
|
|
4121
|
TAP Consulting
Kirkwood,
Missouri
|
$132M
|
–
|
–
|
12.5%
|
3.08%
|
93
|
–
|
|
|
4122
|
Riverview Trust Company
Vancouver,
Washington
|
$132M
|
+$4.44M
|
+3%
|
11.6%
|
67.6%
|
449
|
46.1%
|
|
|
4123
|
New England Guild Wealth Advisors
Avon,
Connecticut
|
$132M
|
+$13M
|
+11%
|
9.5%
|
6.04%
|
51
|
3.92%
|
|
|
4124
|
Adalta Capital Management
New York
|
$132M
|
+$25.1M
|
+23%
|
17.8%
|
66.3%
|
78
|
16.67%
|
|
|
4125
|
TRV GP IV
Boston,
Massachusetts
|
$132M
|
+$86.2M
|
+189%
|
189%
|
686%
|
1
|
0%
|
|