|
4201
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$127M
|
-$4.82M
|
-4%
|
12%
|
28.6%
|
1,057
|
15.89%
|
|
|
4202
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$127M
|
+$16.8M
|
+15%
|
10.6%
|
6.74%
|
401
|
15.96%
|
|
|
4203
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$127M
|
+$9.76M
|
+8%
|
12.1%
|
75.4%
|
205
|
21.46%
|
|
|
4204
|
Samsara BioCapital
Palo Alto,
California
|
$127M
|
+$23.1M
|
+22%
|
26.6%
|
1,814%
|
19
|
15.79%
|
|
|
4205
|
Access Financial Services
Minneapolis,
Minnesota
|
$127M
|
+$14.5M
|
+13%
|
11.2%
|
44.8%
|
74
|
18.92%
|
|
|
4206
|
Stratos Investment Management
Beachwood,
Ohio
|
$127M
|
–
|
–
|
10.1%
|
48.5%
|
68
|
–
|
|
|
4207
|
Portfolio Strategies
Monsey,
New York
|
$127M
|
+$11.5M
|
+10%
|
16.9%
|
83.1%
|
62
|
33.87%
|
|
|
4208
|
RV Capital
Schindellegi,
Switzerland
|
$126M
|
+$14.1M
|
+13%
|
21.4%
|
278%
|
5
|
20%
|
|
|
4209
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$126M
|
+$33M
|
+35%
|
12.5%
|
92.2%
|
135
|
18.52%
|
|
|
4210
|
Shamrock Asset Management
Dallas,
Texas
|
$126M
|
+$60.1M
|
+91%
|
8.41%
|
31%
|
266
|
19.92%
|
|
|
4211
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$126M
|
+$13.2M
|
+12%
|
13.1%
|
42.9%
|
150
|
14.67%
|
|
|
4212
|
Larson Financial Group
St Louis,
Missouri
|
$126M
|
+$18.1M
|
+17%
|
10.2%
|
59.9%
|
578
|
11.25%
|
|
|
4213
|
Hamilton Wealth
Encino,
California
|
$126M
|
+$24.1M
|
+24%
|
11.9%
|
101%
|
57
|
28.07%
|
|
|
4214
|
55I LLC
Boston,
Massachusetts
|
$126M
|
+$26.5M
|
+27%
|
9.26%
|
10.2%
|
83
|
33.73%
|
|
|
4215
|
Fondren Management
Houston,
Texas
|
$126M
|
+$49M
|
+64%
|
25.8%
|
14.2%
|
112
|
58.93%
|
|
|
4216
|
United Bank (Georgia)
Zebulon,
Georgia
|
$126M
|
+$17.2M
|
+16%
|
12%
|
64.5%
|
81
|
11.11%
|
|
|
4217
|
Gradient Capital Advisors
San Diego,
California
|
$125M
|
+$9.66M
|
+8%
|
9.85%
|
71%
|
89
|
4.49%
|
|
|
4218
|
Susquehanna Foundation
Bala Cynwyd,
Pennsylvania
|
$125M
|
+$17.9M
|
+17%
|
16.7%
|
36.7%
|
4
|
0%
|
|
|
4219
|
General Equity Holdings
Brooklyn,
New York
|
$125M
|
-$46.9M
|
-27%
|
24.1%
|
1,293%
|
13
|
23.08%
|
|
|
4220
|
Pratt Collard Advisory Partners
Buffalo,
New York
|
$125M
|
+$15.3M
|
+14%
|
18.1%
|
91.7%
|
115
|
17.39%
|
|
|
4221
|
Defender Capital
Charlotte,
North Carolina
|
$125M
|
+$20.1M
|
+19%
|
16.6%
|
83.5%
|
16
|
6.25%
|
|
|
4222
|
Garner Asset Management Corp
Plano,
Texas
|
$125M
|
+$12.8M
|
+11%
|
12.7%
|
68.1%
|
150
|
14.67%
|
|
|
4223
|
Point72 Europe
London,
United Kingdom
|
$125M
|
+$31.2M
|
+33%
|
9.75%
|
95.4%
|
24
|
70.83%
|
|
|
4224
|
Pin Oak Investment Advisors
Houston,
Texas
|
$125M
|
+$12M
|
+11%
|
14%
|
55.7%
|
445
|
9.21%
|
|
|
4225
|
Reston Wealth Management
Reston,
Virginia
|
$125M
|
+$19.9M
|
+19%
|
10.3%
|
60.7%
|
54
|
22.22%
|
|