|
4176
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$240M
|
+$11.4M
|
+5%
|
6.88%
|
65.9%
|
157
|
3.18%
|
|
|
4177
|
Nextech Invest
Zurich,
Switzerland
|
$240M
|
-$11.8M
|
-5%
|
12.1%
|
982%
|
14
|
14.29%
|
|
|
4178
|
Blueshift Asset Management
Red Bank,
New Jersey
|
$239M
|
+$23.8M
|
+11%
|
8.32%
|
38.8%
|
487
|
68.99%
|
|
|
4179
|
Clare Market Investments
Dallas,
Texas
|
$239M
|
+$25.9M
|
+12%
|
16.5%
|
–
|
143
|
27.97%
|
|
|
4180
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$239M
|
+$10.3M
|
+5%
|
6.06%
|
98.5%
|
141
|
7.09%
|
|
|
4181
|
Navalign LLC
Encino,
California
|
$239M
|
-$3.32M
|
-1%
|
6.81%
|
50.7%
|
128
|
12.5%
|
|
|
4182
|
Sapphire Ventures
Austin,
Texas
|
$239M
|
-$46.1M
|
-16%
|
22.6%
|
27.9%
|
10
|
10%
|
|
|
4183
|
Drive Wealth Management
Lehi,
Utah
|
$239M
|
+$38.8M
|
+19%
|
5.42%
|
94.4%
|
321
|
31.15%
|
|
|
4184
|
Reverence Capital Partners
New York
|
$239M
|
+$1.83M
|
+0.8%
|
11.8%
|
5.38%
|
2
|
0%
|
|
|
4185
|
True Wealth Design
Akron,
Ohio
|
$238M
|
+$22.4M
|
+10%
|
4.76%
|
53%
|
900
|
15.22%
|
|
|
4186
|
Oakview Capital Management
Dallas,
Texas
|
$238M
|
+$4.71M
|
+2%
|
1.69%
|
21.2%
|
18
|
16.67%
|
|
|
4187
|
TrueWealth Advisors
Birmingham,
Alabama
|
$238M
|
+$9.76M
|
+4%
|
2.11%
|
58.5%
|
197
|
15.23%
|
|
|
4188
|
Breakwater Capital Group
Paramus,
New Jersey
|
$238M
|
+$47.2M
|
+25%
|
5.43%
|
60.8%
|
192
|
16.15%
|
|
|
4189
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$238M
|
+$13.3M
|
+6%
|
9.28%
|
239%
|
385
|
47.01%
|
|
|
4190
|
First Sabrepoint Capital Management
Dallas,
Texas
|
$238M
|
+$34.1M
|
+17%
|
6.7%
|
218%
|
33
|
42.42%
|
|
|
4191
|
Wade Financial Advisory
Campbell,
California
|
$238M
|
+$17.3M
|
+8%
|
6.65%
|
15.9%
|
82
|
15.85%
|
|
|
4192
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$238M
|
-$1.12M
|
-0.5%
|
12.1%
|
115%
|
162
|
26.54%
|
|
|
4193
|
TIFF Advisory Services
Radnor,
Pennsylvania
|
$238M
|
-$8.55M
|
-3%
|
1.7%
|
85.9%
|
26
|
42.31%
|
|
|
4194
|
Private Wealth Advisors (California)
Fresno,
California
|
$238M
|
-$59.4M
|
-20%
|
4.88%
|
63.6%
|
91
|
20.88%
|
|
|
4195
|
Marathon Asset Management (New York)
New York
|
$238M
|
-$36.7M
|
-13%
|
2.5%
|
490%
|
13
|
38.46%
|
|
|
4196
|
Disciplined Investments
Tulsa,
Oklahoma
|
$237M
|
+$33M
|
+16%
|
3.87%
|
51.4%
|
1,724
|
7.66%
|
|
|
4197
|
Heathbridge Capital Management
Toronto,
Ontario, Canada
|
$237M
|
-$23.4M
|
-9%
|
2.48%
|
58.7%
|
31
|
6.45%
|
|
|
4198
|
Astoria Portfolio Advisors
New York
|
$237M
|
+$23.4M
|
+11%
|
3.72%
|
75.4%
|
226
|
28.76%
|
|
|
4199
|
Physicians Financial Services
Raleigh,
North Carolina
|
$237M
|
+$14.4M
|
+6%
|
9.63%
|
100%
|
111
|
5.41%
|
|
|
4200
|
Innealta Capital
Austin,
Texas
|
$236M
|
+$21.3M
|
+10%
|
5.72%
|
63.7%
|
71
|
12.68%
|
|