|
4201
|
Neumann Capital Management
Foster City,
California
|
$242M
|
+$14M
|
+6%
|
6.8%
|
79.4%
|
94
|
6.38%
|
|
|
4202
|
Parus Finance (UK)
London,
United Kingdom
|
$242M
|
+$74.4M
|
+44%
|
19.5%
|
199%
|
28
|
14.29%
|
|
|
4203
|
|
$241M
|
+$25.4M
|
+12%
|
26.2%
|
21.3%
|
11
|
45.45%
|
|
|
4204
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$241M
|
+$13.9M
|
+6%
|
4.96%
|
56.7%
|
343
|
16.91%
|
|
|
4205
|
Schiavi & Co
Wilmington,
Delaware
|
$241M
|
+$10.5M
|
+5%
|
0.98%
|
33%
|
26
|
19.23%
|
|
|
4206
|
KEB Asset Management
Springfield,
Illinois
|
$241M
|
+$12.7M
|
+6%
|
4.23%
|
68.9%
|
64
|
12.5%
|
|
|
4207
|
Stone Summit Wealth
Miami,
Florida
|
$241M
|
+$16.4M
|
+7%
|
4.01%
|
59.6%
|
138
|
4.35%
|
|
|
4208
|
Oak Asset Management
Westlake Village,
California
|
$241M
|
+$9.37M
|
+4%
|
6.02%
|
78%
|
100
|
3%
|
|
|
4209
|
Regimen Wealth
Atlanta,
Georgia
|
$241M
|
+$10.1M
|
+4%
|
2.11%
|
28.5%
|
62
|
20.97%
|
|
|
4210
|
Hendley & Co
Zanesville,
Ohio
|
$241M
|
+$18.1M
|
+8%
|
6.35%
|
54.8%
|
53
|
7.55%
|
|
|
4211
|
KFA Private Wealth Group
Tysons,
Virginia
|
$241M
|
+$21.6M
|
+10%
|
4.98%
|
57.5%
|
79
|
6.33%
|
|
|
4212
|
Strategic Vision Investment
Hong Kong
|
$241M
|
-$175M
|
-42%
|
4.09%
|
95.6%
|
27
|
55.56%
|
|
|
4213
|
WT Wealth Management
Scottsdale,
Arizona
|
$241M
|
+$9.68M
|
+4%
|
4.08%
|
66.6%
|
117
|
24.79%
|
|
|
4214
|
Regis Acquisition
Denver,
Colorado
|
$241M
|
+$30M
|
+14%
|
7.31%
|
–
|
40
|
2.5%
|
|
|
4215
|
Aft Forsyth & Sober
Valrico,
Florida
|
$241M
|
+$43.2M
|
+22%
|
7.24%
|
77.3%
|
84
|
5.95%
|
|
|
4216
|
Princeton Capital Management
Red Bank,
New Jersey
|
$241M
|
+$7.31M
|
+3%
|
12.2%
|
148%
|
99
|
10.1%
|
|
|
4217
|
Hilltop Partners
Mishawaka,
Indiana
|
$241M
|
+$19M
|
+9%
|
3.41%
|
45.5%
|
103
|
39.81%
|
|
|
4218
|
Arista Wealth Management
Las Vegas,
Nevada
|
$241M
|
+$57.3M
|
+31%
|
3.13%
|
60.1%
|
65
|
9.23%
|
|
|
4219
|
SAM Advisors
Oakhurst,
California
|
$241M
|
+$17.7M
|
+8%
|
5.48%
|
47.9%
|
40
|
25%
|
|
|
4220
|
Retirement Group
San Diego,
California
|
$240M
|
+$21.1M
|
+10%
|
5.24%
|
33.7%
|
821
|
9.62%
|
|
|
4221
|
11 Capital Partners
Darien,
Connecticut
|
$240M
|
+$37.5M
|
+18%
|
9.76%
|
72.5%
|
17
|
35.29%
|
|
|
4222
|
Beach Point Capital Management
Santa Monica,
California
|
$240M
|
+$32.6M
|
+16%
|
12.6%
|
110%
|
24
|
29.17%
|
|
|
4223
|
Old Point Trust & Financial Services N A
Newport News,
Virginia
|
$240M
|
+$11.5M
|
+5%
|
3.46%
|
72.6%
|
269
|
69.14%
|
|
|
4224
|
Courage Miller Partners
Norfolk,
Virginia
|
$240M
|
+$3.81M
|
+2%
|
2.79%
|
40.3%
|
76
|
2.63%
|
|
|
4225
|
Quantamental Technologies
White Plains,
New York
|
$240M
|
+$54.6M
|
+29%
|
8.07%
|
24.2%
|
691
|
75.4%
|
|