|
4226
|
Laidlaw Wealth Management
New York City,
New York
|
$158M
|
–
|
–
|
10.4%
|
150%
|
169
|
–
|
|
|
4227
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$158M
|
+$20.6M
|
+15%
|
7.03%
|
65.7%
|
65
|
15.38%
|
|
|
4228
|
CCG Wealth Management
San Diego,
California
|
$158M
|
+$11.3M
|
+8%
|
5.44%
|
82.6%
|
105
|
23.81%
|
|
|
4229
|
|
$158M
|
+$16M
|
+11%
|
24.6%
|
390%
|
48
|
79.17%
|
|
|
4230
|
United Capital Management of KS
Salina,
Kansas
|
$158M
|
+$21.2M
|
+15%
|
8.01%
|
272%
|
113
|
8.85%
|
|
|
4231
|
DCF Advisers
Greenwich,
Connecticut
|
$158M
|
–
|
–
|
61%
|
372%
|
69
|
–
|
|
|
4232
|
Abbot Financial Management
Andover,
Massachusetts
|
$158M
|
+$17.8M
|
+13%
|
9.26%
|
102%
|
132
|
8.33%
|
|
|
4233
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$158M
|
–
|
–
|
4.3%
|
26.4%
|
64
|
–
|
|
|
4234
|
|
$158M
|
+$9.82M
|
+7%
|
1.39%
|
21.3%
|
14
|
21.43%
|
|
|
4235
|
Avalon Advisory Group
Wexford,
Pennsylvania
|
$158M
|
–
|
–
|
4.42%
|
41.4%
|
8
|
–
|
|
|
4236
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$158M
|
+$23.9M
|
+18%
|
8.57%
|
–
|
139
|
25.9%
|
|
|
4237
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$158M
|
+$25M
|
+19%
|
10.7%
|
89.4%
|
107
|
14.02%
|
|
|
4238
|
Soapstone Management
Bethesda,
Maryland
|
$157M
|
-$26.2M
|
-14%
|
8.17%
|
30.3%
|
19
|
26.32%
|
|
|
4239
|
Kopp Family Office
Bloomington,
Minnesota
|
$157M
|
–
|
–
|
48.4%
|
34%
|
5
|
–
|
|
|
4240
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$157M
|
+$6.08M
|
+4%
|
7.48%
|
70.2%
|
322
|
5.28%
|
|
|
4241
|
Asset Planning Services Inc
Covington,
Louisiana
|
$157M
|
+$2.81M
|
+2%
|
3.97%
|
117%
|
40
|
2.5%
|
|
|
4242
|
Alpha Windward
Westwood,
Massachusetts
|
$157M
|
+$9.07M
|
+6%
|
7.21%
|
33.6%
|
470
|
31.49%
|
|
|
4243
|
Pecaut & Co
Sioux City,
Iowa
|
$157M
|
+$13.3M
|
+9%
|
11.8%
|
67.6%
|
73
|
13.7%
|
|
|
4244
|
Ebor Charitable Trust
Jackson,
Wyoming
|
$157M
|
–
|
–
|
8.09%
|
66.1%
|
3
|
–
|
|
|
4245
|
Winning Points Advisors
Boca Raton,
Florida
|
$157M
|
+$18.2M
|
+13%
|
10.2%
|
–
|
77
|
9.09%
|
|
|
4246
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$157M
|
–
|
–
|
6.93%
|
63.8%
|
412
|
–
|
|
|
4247
|
Index Venture Associates VI
St. Helier, Channel Islands,
Jersey
|
$157M
|
+$33.8M
|
+27%
|
11.4%
|
312%
|
2
|
100%
|
|
|
4248
|
Smith Capital Management
Little Rock,
Arkansas
|
$157M
|
+$20.2M
|
+15%
|
6.61%
|
–
|
85
|
7.06%
|
|
|
4249
|
John W. Brooker & Co
Oakland,
California
|
$157M
|
–
|
–
|
2.9%
|
38.4%
|
163
|
–
|
|
|
4250
|
Perseverance Asset Management International
George Town,
Cayman Islands
|
$156M
|
–
|
–
|
23.2%
|
120%
|
16
|
–
|
|