|
4101
|
Kensington Investments
Amsterdam,
Netherlands
|
$247M
|
+$51.6M
|
+26%
|
26.4%
|
–
|
1
|
0%
|
|
|
4102
|
Pennant Investors
Summit,
New Jersey
|
$247M
|
+$47.6M
|
+24%
|
8.17%
|
372%
|
18
|
16.67%
|
|
|
4103
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$247M
|
+$3.13M
|
+1%
|
0.46%
|
17.7%
|
345
|
14.78%
|
|
|
4104
|
Fortis Capital Management
Bellevue,
Washington
|
$247M
|
+$112M
|
+83%
|
13%
|
82%
|
104
|
13.46%
|
|
|
4105
|
BetterWealth
San Jose,
California
|
$247M
|
+$24.9M
|
+11%
|
7.22%
|
55.7%
|
45
|
15.56%
|
|
|
4106
|
Carronade Capital Management
Darien,
Connecticut
|
$247M
|
-$212M
|
-46%
|
1.44%
|
215%
|
32
|
59.38%
|
|
|
4107
|
Pantechnicon Advisors
London,
United Kingdom
|
$247M
|
+$60.2M
|
+32%
|
12.8%
|
–
|
21
|
42.86%
|
|
|
4108
|
Madrona Venture Group
Seattle,
Washington
|
$247M
|
+$38.9M
|
+19%
|
20%
|
233%
|
6
|
0%
|
|
|
4109
|
Innovis Asset Management
Chicago,
Illinois
|
$247M
|
+$25.2M
|
+11%
|
8.36%
|
–
|
176
|
23.3%
|
|
|
4110
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$246M
|
+$14.7M
|
+6%
|
4.9%
|
41.6%
|
62
|
22.58%
|
|
|
4111
|
OneAscent Financial Services
Birmingham,
Alabama
|
$246M
|
+$11M
|
+5%
|
5.52%
|
63.8%
|
213
|
33.33%
|
|
|
4112
|
|
$246M
|
+$18.9M
|
+8%
|
8.71%
|
65.5%
|
34
|
14.71%
|
|
|
4113
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$246M
|
+$13.3M
|
+6%
|
5.59%
|
65.5%
|
51
|
0%
|
|
|
4114
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$246M
|
+$3.18M
|
+1%
|
5.88%
|
101%
|
428
|
2.57%
|
|
|
4115
|
Financial Insights
Tacoma,
Washington
|
$246M
|
+$34.5M
|
+16%
|
8.91%
|
71.9%
|
177
|
27.68%
|
|
|
4116
|
High Net Worth Advisory Group
Naples,
Florida
|
$245M
|
-$11.8M
|
-5%
|
5.81%
|
67.7%
|
624
|
69.23%
|
|
|
4117
|
BBJS Financial Advisors
Seattle,
Washington
|
$245M
|
+$23.5M
|
+11%
|
13%
|
–
|
144
|
14.58%
|
|
|
4118
|
Empire Financial Management Company
New York
|
$245M
|
–
|
–
|
3.29%
|
78.3%
|
189
|
–
|
|
|
4119
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$245M
|
+$29.1M
|
+13%
|
5.33%
|
52.6%
|
350
|
18.86%
|
|
|
4120
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$245M
|
+$14.8M
|
+6%
|
3.65%
|
61.1%
|
287
|
22.65%
|
|
|
4121
|
Cavalier Investments
Alpharetta,
Georgia
|
$245M
|
-$34M
|
-12%
|
6.46%
|
171%
|
105
|
47.62%
|
|
|
4122
|
Accel Wealth Management
Waverly,
Iowa
|
$245M
|
+$35.6M
|
+17%
|
2.5%
|
77.4%
|
1,275
|
3.14%
|
|
|
4123
|
Keystone Wealth Services
Palm Desert,
California
|
$244M
|
+$15.2M
|
+7%
|
6.17%
|
80.1%
|
200
|
11.5%
|
|
|
4124
|
Oak Grove Capital
North Hampton,
New Hampshire
|
$244M
|
+$45.4M
|
+23%
|
19.1%
|
463%
|
60
|
18.33%
|
|
|
4125
|
Cedar Wealth Management
Walnut Creek,
California
|
$244M
|
+$41.8M
|
+21%
|
4.1%
|
68.1%
|
317
|
10.73%
|
|