|
4101
|
Diana Davis Spencer Foundation
Bethesda,
Maryland
|
$260M
|
-$4.55M
|
-2%
|
1.72%
|
13.4%
|
3
|
0%
|
|
|
4102
|
Hudson Capital Management
Ramsey,
New Jersey
|
$260M
|
+$8.2M
|
+3%
|
2.87%
|
61.6%
|
70
|
14.29%
|
|
|
4103
|
Ignite Planners
San Clemente,
California
|
$260M
|
+$16.6M
|
+7%
|
8.41%
|
73.8%
|
270
|
11.85%
|
|
|
4104
|
Cobalt Capital Management
Short Hills,
New Jersey
|
$260M
|
-$15.1M
|
-5%
|
10.4%
|
235%
|
41
|
63.41%
|
|
|
4105
|
Financial Advisory Partners
Winter Park,
Florida
|
$260M
|
+$7.25M
|
+3%
|
4.07%
|
46.7%
|
65
|
6.15%
|
|
|
4106
|
Windham Capital Management
Boston,
Massachusetts
|
$260M
|
+$8.38M
|
+3%
|
3.73%
|
8.3%
|
87
|
3.45%
|
|
|
4107
|
Mediatel Partners
Fort Worth,
Texas
|
$260M
|
+$17.5M
|
+7%
|
7.78%
|
11.6%
|
3
|
0%
|
|
|
4108
|
VeraBank
Henderson,
Texas
|
$260M
|
+$44.9M
|
+21%
|
5.15%
|
60.6%
|
138
|
2.9%
|
|
|
4109
|
Advus Financial Partners
Winter Park,
Florida
|
$259M
|
+$17.7M
|
+7%
|
5.58%
|
73.9%
|
165
|
16.36%
|
|
|
4110
|
Banco BTG Pactual
Rio De Janeiro,
Brazil
|
$259M
|
-$10.7M
|
-4%
|
15.3%
|
134%
|
178
|
75.28%
|
|
|
4111
|
Cedar Wealth Management
Walnut Creek,
California
|
$259M
|
+$14.4M
|
+6%
|
4.26%
|
68.1%
|
312
|
8.33%
|
|
|
4112
|
ArchPoint Investors
Coral Gables,
Florida
|
$259M
|
+$28.8M
|
+13%
|
10.2%
|
111%
|
57
|
3.51%
|
|
|
4113
|
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
|
$259M
|
-$1.67M
|
-0.6%
|
3.77%
|
68.3%
|
26
|
57.69%
|
|
|
4114
|
MilWealth Group
Milwaukee,
Wisconsin
|
$259M
|
+$6.38M
|
+3%
|
3.09%
|
36.8%
|
64
|
10.94%
|
|
|
4115
|
Astoria Portfolio Advisors
New York
|
$258M
|
+$21.6M
|
+9%
|
3.79%
|
75.4%
|
204
|
15.2%
|
|
|
4116
|
WR Wealth Planners
Columbia,
Missouri
|
$258M
|
+$26.8M
|
+12%
|
4.86%
|
22.1%
|
1,002
|
16.67%
|
|
|
4117
|
NinePointTwo Capital
Los Angeles,
California
|
$258M
|
-$6.98M
|
-3%
|
2.77%
|
1.62%
|
341
|
54.55%
|
|
|
4118
|
DeDora Capital
Napa,
California
|
$258M
|
+$23.6M
|
+10%
|
8.06%
|
81.7%
|
106
|
7.55%
|
|
|
4119
|
Aries Wealth Management
Portland,
Maine
|
$258M
|
+$14M
|
+6%
|
6.27%
|
75%
|
207
|
8.7%
|
|
|
4120
|
High Net Worth Advisory Group
Naples,
Florida
|
$258M
|
+$12.3M
|
+5%
|
5.32%
|
67.7%
|
204
|
9.8%
|
|
|
4121
|
Bard Associates
Chicago,
Illinois
|
$258M
|
+$15.7M
|
+6%
|
8.97%
|
241%
|
197
|
9.64%
|
|
|
4122
|
Column Group
San Francisco,
California
|
$258M
|
-$18.9M
|
-7%
|
28.3%
|
95.1%
|
7
|
0%
|
|
|
4123
|
Mount Capital
London,
United Kingdom
|
$258M
|
+$4.34M
|
+2%
|
3.77%
|
34.4%
|
45
|
46.67%
|
|
|
4124
|
Sicart Associates
New York
|
$257M
|
+$289K
|
+0.1%
|
2.89%
|
99.1%
|
73
|
10.96%
|
|
|
4125
|
West Family Investments
Carlsbad,
California
|
$257M
|
+$4.73M
|
+2%
|
2.02%
|
116%
|
276
|
42.39%
|
|