|
4201
|
LPWM LLC
Minneapolis,
Minnesota
|
$396M
|
+$21.6M
|
+6%
|
1.3%
|
54.3%
|
88
|
5.68%
|
|
|
4202
|
Hidden Lake Asset Management
New York
|
$395M
|
-$387M
|
-49%
|
2.09%
|
850%
|
60
|
75%
|
|
|
4203
|
Div Capital Phoenix Assets Ltd
Georgetown,
|
$395M
|
–
|
–
|
3.73%
|
–
|
13
|
–
|
|
|
4204
|
Channel Wealth
Santa Barbara,
California
|
$395M
|
+$21.1M
|
+6%
|
2.77%
|
59.3%
|
185
|
12.97%
|
|
|
4205
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$395M
|
+$6.72M
|
+2%
|
0.45%
|
44.9%
|
81
|
16.05%
|
|
|
4206
|
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
|
$394M
|
-$28.3M
|
-7%
|
10.5%
|
240%
|
104
|
52.88%
|
|
|
4207
|
Performa Ltd (US)
Charleston,
South Carolina
|
$394M
|
+$17M
|
+5%
|
1.21%
|
55.8%
|
58
|
20.69%
|
|
|
4208
|
Rinkey Investments
San Diego,
California
|
$394M
|
+$16.8M
|
+4%
|
1.04%
|
38.4%
|
143
|
21.68%
|
|
|
4209
|
Kelly Financial Group
Wethersfield,
Connecticut
|
$393M
|
+$16.4M
|
+4%
|
1.54%
|
–
|
98
|
4.08%
|
|
|
4210
|
Trustees of Dartmouth College
Hanover,
New Hampshire
|
$393M
|
+$3.97M
|
+1%
|
1.64%
|
52.5%
|
10
|
30%
|
|
|
4211
|
Xcel Wealth Management
Holly Hill,
Florida
|
$393M
|
+$8.43M
|
+2%
|
3.08%
|
93.7%
|
149
|
10.74%
|
|
|
4212
|
Sequent Planning
Omaha,
Nebraska
|
$393M
|
+$40.5M
|
+12%
|
1.58%
|
–
|
237
|
19.83%
|
|
|
4213
|
Redmond Asset Management
Henrico,
Virginia
|
$392M
|
-$15.1M
|
-4%
|
0.71%
|
61.5%
|
203
|
5.42%
|
|
|
4214
|
Pacific Center for Financial Services
San Ramon,
California
|
$392M
|
$0
|
0%
|
0.9%
|
54.7%
|
475
|
0%
|
|
|
4215
|
CV Advisors
Aventura,
Florida
|
$392M
|
+$31.1M
|
+9%
|
3.26%
|
98.9%
|
54
|
18.52%
|
|
|
4216
|
Engaged Capital
Newport Beach,
California
|
$392M
|
-$15.6M
|
-4%
|
8.59%
|
26.2%
|
9
|
0%
|
|
|
4217
|
BCGM Wealth Management
Lafayette,
Indiana
|
$392M
|
+$7.53M
|
+2%
|
2.58%
|
54.9%
|
184
|
9.78%
|
|
|
4218
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
$392M
|
+$14.7M
|
+4%
|
2.94%
|
–
|
152
|
14.47%
|
|
|
4219
|
Divergent Planning
Bethesda,
Maryland
|
$392M
|
+$15.4M
|
+4%
|
2%
|
43.3%
|
37
|
8.11%
|
|
|
4220
|
Sollinda Capital Management
Miami,
Florida
|
$391M
|
+$26.5M
|
+7%
|
1.38%
|
–
|
81
|
22.22%
|
|
|
4221
|
Alight Capital Management
New York
|
$391M
|
-$70.7M
|
-15%
|
6.74%
|
466%
|
81
|
46.91%
|
|
|
4222
|
Whitefort Capital Management
New York
|
$391M
|
+$52.8M
|
+16%
|
12.1%
|
243%
|
22
|
27.27%
|
|
|
4223
|
Quadratic Capital Management
Greenwich,
Connecticut
|
$391M
|
+$68M
|
+21%
|
1.71%
|
0.74%
|
2
|
0%
|
|
|
4224
|
Peterson Wealth Services
South Ogden,
Utah
|
$391M
|
-$14.2M
|
-3%
|
2.06%
|
153%
|
223
|
6.28%
|
|
|
4225
|
Safeguard Investment Advisory Group
Corona,
California
|
$391M
|
-$12.2M
|
-3%
|
3.06%
|
84.3%
|
166
|
20.48%
|
|