|
4101
|
BetterWealth
San Jose,
California
|
$222M
|
+$27.7M
|
+14%
|
7.72%
|
55.7%
|
41
|
17.07%
|
|
|
4102
|
|
$222M
|
+$19.2M
|
+9%
|
11.9%
|
96%
|
327
|
6.12%
|
|
|
4103
|
Physicians Financial Services
Raleigh,
North Carolina
|
$222M
|
+$15.2M
|
+7%
|
10.3%
|
100%
|
111
|
3.6%
|
|
|
4104
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$222M
|
-$5.56M
|
-2%
|
2.79%
|
158%
|
295
|
16.61%
|
|
|
4105
|
Grand Jean Capital Management
San Francisco,
California
|
$222M
|
-$3.93M
|
-2%
|
6.56%
|
61.4%
|
44
|
11.36%
|
|
|
4106
|
Phase 2 Partners
San Francisco,
California
|
$221M
|
+$10.9M
|
+5%
|
6.9%
|
25.1%
|
30
|
50%
|
|
|
4107
|
Insight Folios
Charlotte,
North Carolina
|
$221M
|
+$24.9M
|
+13%
|
12.7%
|
32.9%
|
106
|
2.83%
|
|
|
4108
|
Newman & Schimel
Deerfield,
Illinois
|
$221M
|
+$18.9M
|
+9%
|
6.15%
|
–
|
54
|
24.07%
|
|
|
4109
|
MSH Capital Advisors
Scottsdale,
Arizona
|
$221M
|
+$18.3M
|
+9%
|
9.42%
|
52.5%
|
201
|
9.45%
|
|
|
4110
|
Hotaling Investment Management
Wayne,
Pennsylvania
|
$221M
|
+$12.7M
|
+6%
|
9.01%
|
52.6%
|
129
|
20.16%
|
|
|
4111
|
Auxano Advisors
Bellevue,
Washington
|
$221M
|
+$3.63M
|
+2%
|
3.87%
|
80.2%
|
103
|
11.65%
|
|
|
4112
|
Connacht Asset Management
New York
|
$221M
|
+$80M
|
+57%
|
32.2%
|
63.8%
|
157
|
52.87%
|
|
|
4113
|
Stelac Advisory Services
New York
|
$221M
|
+$1.15M
|
+0.5%
|
8.13%
|
64.9%
|
169
|
18.34%
|
|
|
4114
|
Wade Financial Advisory
Campbell,
California
|
$221M
|
+$21.1M
|
+11%
|
9.51%
|
15.9%
|
78
|
10.26%
|
|
|
4115
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$221M
|
+$23.5M
|
+12%
|
10.1%
|
50.6%
|
331
|
12.08%
|
|
|
4116
|
Qalhat Capital
Tortola,
British Virgin Islands
|
$221M
|
-$109M
|
-33%
|
8.15%
|
90.3%
|
17
|
23.53%
|
|
|
4117
|
Thrive Capital Management (New York)
New York
|
$221M
|
-$73.1M
|
-25%
|
23.9%
|
282%
|
9
|
0%
|
|
|
4118
|
Vickerman Investment Advisors
Spokane,
Washington
|
$220M
|
+$13.1M
|
+6%
|
8.45%
|
36.7%
|
76
|
17.11%
|
|
|
4119
|
Fund 1 Investments
Rincon,
Puerto Rico
|
$220M
|
–
|
–
|
23.4%
|
78.6%
|
49
|
–
|
|
|
4120
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$220M
|
+$30.3M
|
+16%
|
7.94%
|
82.3%
|
207
|
35.27%
|
|
|
4121
|
Gradient Capital Advisors
San Diego,
California
|
$220M
|
+$10.7M
|
+5%
|
6.43%
|
71%
|
138
|
8.7%
|
|
|
4122
|
Standpoint Asset Management
Scottsdale,
Arizona
|
$220M
|
–
|
–
|
9.55%
|
63.2%
|
8
|
–
|
|
|
4123
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$220M
|
+$29M
|
+15%
|
9.17%
|
63.3%
|
93
|
31.18%
|
|
|
4124
|
Lantz Financial
Naperville,
Illinois
|
$220M
|
+$27.7M
|
+14%
|
9.75%
|
67.1%
|
193
|
21.24%
|
|
|
4125
|
Venator Management
Pittsburgh,
Pennsylvania
|
$220M
|
-$14.5M
|
-6%
|
1.16%
|
115%
|
32
|
21.88%
|
|