|
4226
|
Collective Family Office
York,
Pennsylvania
|
$222M
|
+$21.6M
|
+11%
|
9.47%
|
50.1%
|
194
|
26.8%
|
|
|
4227
|
Scott & Selber Inc
Houston,
Texas
|
$222M
|
+$14.9M
|
+7%
|
10.3%
|
187%
|
100
|
8%
|
|
|
4228
|
Engle Capital Management
Greenwich,
Connecticut
|
$222M
|
-$119M
|
-35%
|
8.26%
|
398%
|
31
|
64.52%
|
|
|
4229
|
Fountainhead AM
Warren,
New Jersey
|
$222M
|
+$23.9M
|
+12%
|
7.64%
|
65.6%
|
90
|
32.22%
|
|
|
4230
|
Aft Forsyth & Sober
Valrico,
Florida
|
$222M
|
+$16.5M
|
+8%
|
10.7%
|
94.6%
|
85
|
3.53%
|
|
|
4231
|
Quantum Financial Advisors
El Segundo,
California
|
$222M
|
-$3.3M
|
-1%
|
9%
|
61.1%
|
96
|
20.83%
|
|
|
4232
|
BetterWealth
San Jose,
California
|
$222M
|
+$27.7M
|
+14%
|
7.72%
|
55.7%
|
41
|
17.07%
|
|
|
4233
|
|
$222M
|
+$19.2M
|
+9%
|
11.9%
|
96%
|
327
|
6.12%
|
|
|
4234
|
Physicians Financial Services
Raleigh,
North Carolina
|
$222M
|
+$15.2M
|
+7%
|
10.3%
|
100%
|
111
|
3.6%
|
|
|
4235
|
BBJS Financial Advisors
Seattle,
Washington
|
$222M
|
–
|
–
|
4.12%
|
–
|
139
|
–
|
|
|
4236
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$222M
|
-$5.56M
|
-2%
|
2.79%
|
197%
|
295
|
16.61%
|
|
|
4237
|
Grand Jean Capital Management
San Francisco,
California
|
$222M
|
-$3.93M
|
-2%
|
6.56%
|
61.4%
|
44
|
11.36%
|
|
|
4238
|
Phase 2 Partners
San Francisco,
California
|
$221M
|
+$10.9M
|
+5%
|
6.9%
|
25.1%
|
30
|
50%
|
|
|
4239
|
Innovis Asset Management
Chicago,
Illinois
|
$221M
|
–
|
–
|
9.26%
|
–
|
150
|
–
|
|
|
4240
|
Insight Folios
Charlotte,
North Carolina
|
$221M
|
+$24.9M
|
+13%
|
12.7%
|
32.9%
|
106
|
2.83%
|
|
|
4241
|
Newman & Schimel
Deerfield,
Illinois
|
$221M
|
+$18.9M
|
+9%
|
6.15%
|
–
|
54
|
24.07%
|
|
|
4242
|
MSH Capital Advisors
Scottsdale,
Arizona
|
$221M
|
+$18.3M
|
+9%
|
9.42%
|
66.5%
|
201
|
9.45%
|
|
|
4243
|
Hotaling Investment Management
Wayne,
Pennsylvania
|
$221M
|
+$12.7M
|
+6%
|
9.01%
|
52.6%
|
129
|
20.16%
|
|
|
4244
|
Auxano Advisors
Bellevue,
Washington
|
$221M
|
+$3.63M
|
+2%
|
3.87%
|
85.4%
|
103
|
11.65%
|
|
|
4245
|
Connacht Asset Management
New York
|
$221M
|
+$80M
|
+57%
|
32.2%
|
63.8%
|
157
|
52.87%
|
|
|
4246
|
Stelac Advisory Services
New York
|
$221M
|
+$1.15M
|
+0.5%
|
8.13%
|
84.9%
|
169
|
18.34%
|
|
|
4247
|
Wade Financial Advisory
Campbell,
California
|
$221M
|
+$21.1M
|
+11%
|
9.51%
|
15.9%
|
78
|
10.26%
|
|
|
4248
|
Value Aligned Research Advisors
Princeton,
New Jersey
|
$221M
|
–
|
–
|
6.01%
|
1,641%
|
24
|
–
|
|
|
4249
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$221M
|
+$23.5M
|
+12%
|
10.1%
|
66.8%
|
331
|
12.08%
|
|
|
4250
|
Qalhat Capital
Tortola,
British Virgin Islands
|
$221M
|
-$109M
|
-33%
|
8.15%
|
90.3%
|
17
|
23.53%
|
|