|
4201
|
WT Wealth Management
Scottsdale,
Arizona
|
$233M
|
-$7.73M
|
-3%
|
1.85%
|
66.6%
|
119
|
29.41%
|
|
|
4202
|
Stone Summit Wealth
Miami,
Florida
|
$233M
|
-$8.06M
|
-3%
|
4.76%
|
59.6%
|
140
|
3.57%
|
|
|
4203
|
Tranquility Partners
Brentwood,
Tennessee
|
$233M
|
+$1.14M
|
+0.5%
|
1.84%
|
67.4%
|
230
|
15.65%
|
|
|
4204
|
Index Venture Growth Associates III
St. Helier, Channel Islands,
Jersey
|
$233M
|
-$60.5M
|
-21%
|
18.8%
|
444%
|
3
|
0%
|
|
|
4205
|
VisionPoint Advisory Group
Dallas,
Texas
|
$233M
|
-$11.3M
|
-5%
|
1.87%
|
74.2%
|
845
|
40.59%
|
|
|
4206
|
Immersion Capital
London,
United Kingdom
|
$233M
|
-$65.8M
|
-22%
|
3.86%
|
63.4%
|
9
|
22.22%
|
|
|
4207
|
Oak Asset Management
Westlake Village,
California
|
$233M
|
-$8.39M
|
-3%
|
2.47%
|
78%
|
103
|
5.83%
|
|
|
4208
|
Forager Capital Management
Birmingham,
Alabama
|
$233M
|
-$67M
|
-22%
|
4.88%
|
30.6%
|
14
|
7.14%
|
|
|
4209
|
Legacy Capital Group California
Los Gatos,
California
|
$233M
|
-$10.1M
|
-4%
|
2.7%
|
129%
|
303
|
25.41%
|
|
|
4210
|
Clark Asset Management
Stratham,
New Hampshire
|
$232M
|
+$19.3M
|
+9%
|
4.02%
|
45.5%
|
88
|
26.14%
|
|
|
4211
|
Investment Advisory Services
The Woodlands,
Texas
|
$232M
|
-$4.5M
|
-2%
|
2.49%
|
65.4%
|
108
|
5.56%
|
|
|
4212
|
Financial Life Advisors
San Antonio,
Texas
|
$232M
|
-$7.23M
|
-3%
|
3.94%
|
42.7%
|
60
|
8.33%
|
|
|
4213
|
Droms Strauss Advisors
St. Louis,
Missouri
|
$232M
|
-$7.3M
|
-3%
|
3.52%
|
56.1%
|
65
|
6.15%
|
|
|
4214
|
Gavilan Investment Partners
Burlingame,
California
|
$232M
|
+$7.88M
|
+4%
|
3.17%
|
123%
|
14
|
7.14%
|
|
|
4215
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$232M
|
-$7.14M
|
-3%
|
3.88%
|
36.6%
|
59
|
8.47%
|
|
|
4216
|
Wind River Trust Company
Jackson,
Wyoming
|
$232M
|
+$211K
|
+0.1%
|
3.95%
|
51%
|
9
|
0%
|
|
|
4217
|
FirstPurpose Wealth
Orem,
Utah
|
$232M
|
-$2.02M
|
-0.9%
|
2.72%
|
–
|
209
|
11.48%
|
|
|
4218
|
Pantechnicon Advisors
London,
United Kingdom
|
$231M
|
+$13.6M
|
+6%
|
0.58%
|
–
|
19
|
21.05%
|
|
|
4219
|
Beaconlight Capital
New York
|
$231M
|
+$13.8M
|
+6%
|
5.46%
|
221%
|
36
|
30.56%
|
|
|
4220
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$231M
|
+$1.95M
|
+0.8%
|
3.47%
|
82.7%
|
475
|
13.05%
|
|
|
4221
|
|
$231M
|
-$1.55M
|
-0.7%
|
4.06%
|
51.4%
|
40
|
7.5%
|
|
|
4222
|
GGM Wealth Advisors
Baltimore,
Maryland
|
$231M
|
-$15.6M
|
-6%
|
4.38%
|
25.9%
|
146
|
8.22%
|
|
|
4223
|
RDA Financial Network
Akron,
Iowa
|
$231M
|
-$6.78M
|
-3%
|
2.71%
|
82.1%
|
240
|
14.17%
|
|
|
4224
|
PSI Advisors
Tampa,
Florida
|
$231M
|
+$3.18M
|
+1%
|
2.73%
|
47.5%
|
916
|
12.88%
|
|
|
4225
|
Henry James International Management
New York
|
$231M
|
+$362K
|
+0.2%
|
1.98%
|
123%
|
126
|
3.17%
|
|