|
4126
|
ETF Portfolio Partners
Leawood,
Kansas
|
$226M
|
+$8.3M
|
+4%
|
3.7%
|
44.3%
|
52
|
11.54%
|
|
|
4127
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$226M
|
+$13.7M
|
+6%
|
6.58%
|
62.6%
|
332
|
22.29%
|
|
|
4128
|
Gainplan
Bloomfield Hills,
Michigan
|
$226M
|
+$35.2M
|
+18%
|
4.52%
|
93.3%
|
79
|
48.1%
|
|
|
4129
|
CAZ Investments
Houston,
Texas
|
$226M
|
-$11.9M
|
-5%
|
11.3%
|
341%
|
49
|
24.49%
|
|
|
4130
|
Curtis Advisory Group
Santa Barbara,
California
|
$226M
|
+$20.2M
|
+10%
|
3.89%
|
67.6%
|
78
|
10.26%
|
|
|
4131
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$225M
|
+$11.3M
|
+5%
|
3.33%
|
28.8%
|
45
|
4.44%
|
|
|
4132
|
Cadent Capital Advisors
Tulsa,
Oklahoma
|
$225M
|
+$22.1M
|
+11%
|
9.93%
|
106%
|
142
|
21.13%
|
|
|
4133
|
Boltwood Capital Management
Walnut Creek,
California
|
$225M
|
+$19.3M
|
+9%
|
6.17%
|
56.3%
|
150
|
6%
|
|
|
4134
|
Kopp Family Office
Bloomington,
Minnesota
|
$225M
|
-$20.5M
|
-8%
|
12.2%
|
34%
|
13
|
7.69%
|
|
|
4135
|
Marvin & Palmer Associates
Wilmington,
Delaware
|
$225M
|
-$25.7M
|
-10%
|
17.8%
|
274%
|
39
|
58.97%
|
|
|
4136
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$225M
|
+$21.5M
|
+11%
|
6.98%
|
58.2%
|
130
|
12.31%
|
|
|
4137
|
Soapstone Management
Bethesda,
Maryland
|
$225M
|
-$7.55M
|
-3%
|
19.6%
|
51.5%
|
21
|
14.29%
|
|
|
4138
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$225M
|
+$24.7M
|
+12%
|
6.8%
|
51.5%
|
85
|
17.65%
|
|
|
4139
|
Affiance Financial
St. Louis Park,
Minnesota
|
$224M
|
+$32.4M
|
+17%
|
4.88%
|
50.1%
|
155
|
14.84%
|
|
|
4140
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$224M
|
+$40.5M
|
+22%
|
3.01%
|
60.3%
|
44
|
18.18%
|
|
|
4141
|
Searle & Co
Greenwich,
Connecticut
|
$224M
|
+$16.2M
|
+8%
|
7.09%
|
93.8%
|
145
|
6.21%
|
|
|
4142
|
AtonRa Partners
Geneva,
Switzerland
|
$224M
|
+$20.4M
|
+10%
|
7.93%
|
48.3%
|
140
|
46.43%
|
|
|
4143
|
Aventail Capital Group
New York
|
$224M
|
+$32M
|
+17%
|
16.9%
|
147%
|
87
|
71.26%
|
|
|
4144
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$224M
|
+$80.9M
|
+56%
|
2.61%
|
58.2%
|
636
|
25%
|
|
|
4145
|
KLS Diversified Asset Management
New York
|
$224M
|
+$41.4M
|
+23%
|
1.48%
|
156%
|
28
|
96.43%
|
|
|
4146
|
Procyon Advisors
Shelton,
Connecticut
|
$224M
|
+$19.1M
|
+9%
|
5.12%
|
84.2%
|
258
|
15.5%
|
|
|
4147
|
Miramar Capital
Northbrook,
Illinois
|
$224M
|
-$450K
|
-0.2%
|
6.93%
|
47.3%
|
72
|
36.11%
|
|
|
4148
|
Enterprise Trust & Investment
Los Gatos,
California
|
$224M
|
+$11.7M
|
+5%
|
7.78%
|
58.6%
|
187
|
5.88%
|
|
|
4149
|
Adero Partners
Pleasanton,
California
|
$224M
|
+$107M
|
+92%
|
4.83%
|
27.7%
|
119
|
35.29%
|
|
|
4150
|
Invesco Senior Secured Management
New York
|
$223M
|
+$52.4M
|
+31%
|
17.6%
|
18.1%
|
16
|
0%
|
|