|
4201
|
Enzi Wealth
Austin,
Texas
|
$204M
|
–
|
–
|
4.79%
|
72.1%
|
70
|
–
|
|
|
4202
|
Clear Perspectives Financial Planning
Cincinnati,
Ohio
|
$204M
|
-$52.6M
|
-20%
|
5.36%
|
–
|
243
|
27.98%
|
|
|
4203
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$204M
|
-$4.65M
|
-2%
|
2.36%
|
72.3%
|
99
|
8.08%
|
|
|
4204
|
PCJ Investment Counsel
Toronto,
Ontario, Canada
|
$204M
|
+$1.65M
|
+0.8%
|
6.08%
|
164%
|
90
|
44.44%
|
|
|
4205
|
Southland Equity Partners
Wildwood,
Missouri
|
$204M
|
-$15.5M
|
-7%
|
4.58%
|
58.6%
|
170
|
10.59%
|
|
|
4206
|
|
$203M
|
+$1.62M
|
+0.8%
|
6.92%
|
187%
|
340
|
21.18%
|
|
|
4207
|
Arjuna Capital
Durham,
North Carolina
|
$203M
|
-$3.13M
|
-2%
|
3.32%
|
105%
|
103
|
29.13%
|
|
|
4208
|
Roberts Wealth Advisors
Palo Alto,
California
|
$203M
|
-$26.1M
|
-11%
|
5.53%
|
73.2%
|
88
|
14.77%
|
|
|
4209
|
General Pension Society PZU Joint Stock
Warsaw,
Poland
|
$203M
|
-$20.7M
|
-9%
|
7.75%
|
116%
|
19
|
0%
|
|
|
4210
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$203M
|
-$6.42M
|
-3%
|
4.88%
|
57.1%
|
24
|
12.5%
|
|
|
4211
|
Black Swift Group
Boulder,
Colorado
|
$203M
|
-$12.2M
|
-6%
|
2.46%
|
139%
|
88
|
47.73%
|
|
|
4212
|
MSH Capital Advisors
Scottsdale,
Arizona
|
$203M
|
-$12.2M
|
-6%
|
5.56%
|
66.5%
|
197
|
7.11%
|
|
|
4213
|
EPIQ Capital Group
San Francisco,
California
|
$203M
|
-$51.8M
|
-20%
|
14.2%
|
6.25%
|
48
|
10.42%
|
|
|
4214
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$203M
|
-$20.3M
|
-9%
|
5.73%
|
80.6%
|
437
|
8.01%
|
|
|
4215
|
Stolper & Co
Tulsa,
Oklahoma
|
$203M
|
-$10.2M
|
-5%
|
6.93%
|
70.5%
|
84
|
5.95%
|
|
|
4216
|
Revolution Growth Management Company
Washington,
District of Columbia
|
$203M
|
+$42.8M
|
+27%
|
36.4%
|
23.5%
|
4
|
0%
|
|
|
4217
|
|
$203M
|
-$11M
|
-5%
|
5.15%
|
96%
|
328
|
4.27%
|
|
|
4218
|
Hyperion Capital Advisors
New York
|
$203M
|
-$11.4M
|
-5%
|
1.56%
|
86.1%
|
59
|
6.78%
|
|
|
4219
|
Independent Family Office
Albany,
New York
|
$203M
|
+$185K
|
+0.1%
|
3.77%
|
68.4%
|
72
|
15.28%
|
|
|
4220
|
Engine No 1 LLC
San Francisco,
California
|
$203M
|
-$24.2M
|
-11%
|
6.05%
|
536%
|
20
|
50%
|
|
|
4221
|
State of Wyoming
Cheyenne,
Wyoming
|
$203M
|
+$41.1M
|
+25%
|
2.66%
|
131%
|
2,125
|
40.14%
|
|
|
4222
|
Financial Management Network
Mission Viejo,
California
|
$203M
|
+$14.5M
|
+8%
|
5.19%
|
57.4%
|
136
|
12.5%
|
|
|
4223
|
Shaker Financial Services
Arlington,
Virginia
|
$202M
|
-$3.09M
|
-2%
|
7.82%
|
13.1%
|
170
|
31.76%
|
|
|
4224
|
Newman & Schimel
Deerfield,
Illinois
|
$202M
|
-$5.46M
|
-3%
|
4.8%
|
–
|
46
|
4.35%
|
|
|
4225
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$202M
|
-$8.53M
|
-4%
|
5.74%
|
57.1%
|
127
|
5.51%
|
|