|
4201
|
Elmwood Wealth Management
Berkeley,
California
|
$120M
|
+$10.6M
|
+10%
|
5.72%
|
37.6%
|
308
|
10.39%
|
|
|
4202
|
Towerpoint Wealth
Sacramento,
California
|
$120M
|
+$14M
|
+13%
|
2.37%
|
62.4%
|
33
|
6.06%
|
|
|
4203
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
$120M
|
+$12.6M
|
+12%
|
8.57%
|
73.9%
|
49
|
12.24%
|
|
|
4204
|
Piper Sandler & Co
Minneapolis,
Minnesota
|
$120M
|
-$27.3M
|
-18%
|
0.03%
|
0.04%
|
26
|
53.85%
|
|
|
4205
|
Norwest Venture Partners X
Palo Alto,
California
|
$120M
|
+$7.52M
|
+7%
|
7.93%
|
11.3%
|
3
|
0%
|
|
|
4206
|
TRV GP
Boston,
Massachusetts
|
$120M
|
-$38.5M
|
-24%
|
10.7%
|
3,178%
|
5
|
40%
|
|
|
4207
|
Wimmer Associates 1
Pasadena,
California
|
$120M
|
+$8.01M
|
+7%
|
8.5%
|
78.9%
|
107
|
4.67%
|
|
|
4208
|
Seven Post Investment Office
San Francisco,
California
|
$120M
|
+$96.3M
|
+404%
|
5.97%
|
52.6%
|
16
|
68.75%
|
|
|
4209
|
Keeler Thomas Management
Orem,
Utah
|
$120M
|
+$12.1M
|
+11%
|
8.64%
|
46.1%
|
57
|
8.77%
|
|
|
4210
|
Endicott Management
New York
|
$120M
|
-$15.6M
|
-12%
|
10.7%
|
229%
|
7
|
0%
|
|
|
4211
|
Rex Capital Advisors
Providence,
Rhode Island
|
$120M
|
+$2.2M
|
+2%
|
4.09%
|
7.31%
|
17
|
11.76%
|
|
|
4212
|
Pegasus Asset Management
Montebello,
New York
|
$120M
|
+$12.8M
|
+12%
|
8.05%
|
89%
|
68
|
7.35%
|
|
|
4213
|
General Equity Holdings
Brooklyn,
New York
|
$119M
|
-$20.8M
|
-15%
|
6.03%
|
775%
|
16
|
68.75%
|
|
|
4214
|
|
$119M
|
-$2.3M
|
-2%
|
3.68%
|
87.9%
|
40
|
12.5%
|
|
|
4215
|
Blue Sky Asset Management
Greenwood Village,
Colorado
|
$119M
|
-$157K
|
-0.1%
|
3.37%
|
–
|
118
|
70.34%
|
|
|
4216
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$119M
|
+$5.06M
|
+4%
|
6.77%
|
71.4%
|
96
|
11.46%
|
|
|
4217
|
Kopp Investment Advisors
Bloomington,
Minnesota
|
$119M
|
+$12.2M
|
+11%
|
17.3%
|
109%
|
62
|
11.29%
|
|
|
4218
|
Gradient Capital Advisors
San Diego,
California
|
$119M
|
+$11M
|
+10%
|
3.52%
|
71%
|
89
|
7.87%
|
|
|
4219
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$119M
|
+$7.64M
|
+7%
|
4.9%
|
51%
|
110
|
10.91%
|
|
|
4220
|
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
|
$118M
|
-$2.67M
|
-2%
|
6.04%
|
74.9%
|
91
|
10.99%
|
|
|
4221
|
|
$118M
|
+$8.82M
|
+8%
|
9.87%
|
40.4%
|
62
|
4.84%
|
|
|
4222
|
MHI Funds
Woodstock,
New York
|
$118M
|
+$1.73M
|
+1%
|
4.88%
|
–
|
104
|
19.23%
|
|
|
4223
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$118M
|
+$7.48M
|
+7%
|
6.56%
|
75.5%
|
93
|
0%
|
|
|
4224
|
Knoll Capital Management
Miami,
Florida
|
$118M
|
+$622K
|
+0.5%
|
12.1%
|
260%
|
19
|
10.53%
|
|
|
4225
|
Moneywise Inc
Forest,
Virginia
|
$118M
|
+$1.31M
|
+1%
|
3.1%
|
58%
|
39
|
0%
|
|