|
4126
|
Summit Financial Group
Moorefield,
West Virginia
|
$257M
|
-$6.65M
|
-3%
|
5.07%
|
26.1%
|
192
|
4.69%
|
|
|
4127
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$257M
|
+$4.24M
|
+2%
|
4.34%
|
75.5%
|
506
|
2.17%
|
|
|
4128
|
BetterWealth
San Jose,
California
|
$257M
|
+$9.86M
|
+4%
|
5.18%
|
55.7%
|
47
|
10.64%
|
|
|
4129
|
Mudrick Capital Management
New York
|
$257M
|
-$13.3M
|
-5%
|
0.6%
|
212%
|
13
|
23.08%
|
|
|
4130
|
St. Clair Advisors
Mayfield Hts,
Ohio
|
$257M
|
+$27.3M
|
+12%
|
6.24%
|
64%
|
81
|
6.17%
|
|
|
4131
|
Capital Planning
Bellevue,
Washington
|
$256M
|
+$14.6M
|
+6%
|
8.02%
|
68.9%
|
75
|
12%
|
|
|
4132
|
Humankind Investments
New York
|
$256M
|
+$15.3M
|
+6%
|
6.51%
|
62.5%
|
149
|
37.58%
|
|
|
4133
|
Agilis Partners
Waltham,
Massachusetts
|
$256M
|
+$29.9M
|
+13%
|
4.62%
|
8.47%
|
23
|
4.35%
|
|
|
4134
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$256M
|
+$13.4M
|
+6%
|
5.24%
|
26.6%
|
105
|
4.76%
|
|
|
4135
|
Builder Investment Group
Atlanta,
Georgia
|
$256M
|
+$26.7M
|
+12%
|
14.4%
|
153%
|
96
|
6.25%
|
|
|
4136
|
Vickerman Investment Advisors
Spokane,
Washington
|
$256M
|
+$2.49M
|
+1%
|
4.47%
|
47.3%
|
73
|
12.33%
|
|
|
4137
|
Collective Family Office
York,
Pennsylvania
|
$256M
|
+$13.3M
|
+5%
|
2.7%
|
50.1%
|
186
|
15.59%
|
|
|
4138
|
Scott & Selber Inc
Houston,
Texas
|
$256M
|
+$20.8M
|
+9%
|
10.3%
|
187%
|
103
|
7.77%
|
|
|
4139
|
Proquility Private Wealth Partners
Las Vegas,
Nevada
|
$256M
|
+$3.96M
|
+2%
|
3.67%
|
19.4%
|
96
|
13.54%
|
|
|
4140
|
Lantz Financial
Naperville,
Illinois
|
$255M
|
+$14.9M
|
+6%
|
5.24%
|
67.1%
|
197
|
7.11%
|
|
|
4141
|
Origin Asset Management
London,
United Kingdom
|
$255M
|
-$86.1M
|
-25%
|
5.19%
|
59.3%
|
31
|
64.52%
|
|
|
4142
|
McLean Asset Management
Tysons,
Virginia
|
$255M
|
+$12.1M
|
+5%
|
5.19%
|
64.3%
|
134
|
5.97%
|
|
|
4143
|
Innealta Capital
Austin,
Texas
|
$255M
|
+$18.5M
|
+8%
|
4.29%
|
63.7%
|
77
|
18.18%
|
|
|
4144
|
Physicians Financial Services
Raleigh,
North Carolina
|
$255M
|
+$18.2M
|
+8%
|
9.35%
|
100%
|
108
|
0.93%
|
|
|
4145
|
Warwick Investment Management
Bryan,
Texas
|
$255M
|
+$18.9M
|
+8%
|
5.66%
|
64.3%
|
70
|
15.71%
|
|
|
4146
|
My Legacy Advisors
Bend,
Oregon
|
$254M
|
+$21.2M
|
+9%
|
4.73%
|
49.1%
|
223
|
14.8%
|
|
|
4147
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$254M
|
+$22.2M
|
+10%
|
6.19%
|
94%
|
276
|
32.61%
|
|
|
4148
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$254M
|
-$13.2M
|
-5%
|
5.33%
|
67.6%
|
109
|
50.46%
|
|
|
4149
|
Institutional Venture Management XV
Menlo Park,
California
|
$254M
|
-$87.5M
|
-26%
|
3.1%
|
116%
|
6
|
33.33%
|
|
|
4150
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$254M
|
+$53.8M
|
+27%
|
7.09%
|
84.9%
|
521
|
14.97%
|
|