|
4226
|
Weaver Consulting Group
Huntington Beach,
California
|
$325M
|
+$10.4M
|
+3%
|
0.71%
|
50.5%
|
235
|
11.49%
|
|
|
4227
|
Bridge Creek Capital Management
West Barnstable,
Massachusetts
|
$325M
|
-$6.7M
|
-2%
|
0.11%
|
76.5%
|
112
|
9.82%
|
|
|
4228
|
Ballast Advisors
Woodbury,
Minnesota
|
$325M
|
+$941K
|
+0.3%
|
0.96%
|
66.7%
|
167
|
5.99%
|
|
|
4229
|
Covenant Partners
Nashville,
Tennessee
|
$324M
|
-$19.1M
|
-6%
|
0.23%
|
70.3%
|
184
|
20.11%
|
|
|
4230
|
ORG Wealth Partners
Dallas,
Texas
|
$324M
|
+$23.2M
|
+8%
|
10.3%
|
–
|
563
|
24.51%
|
|
|
4231
|
Whitcomb & Hess
Ashland,
Ohio
|
$324M
|
-$12.4M
|
-4%
|
3.61%
|
49%
|
60
|
13.33%
|
|
|
4232
|
Ayalon Insurance Company
Ramat Gan,
Israel
|
$324M
|
+$2.73M
|
+0.8%
|
1.05%
|
89.3%
|
63
|
1.59%
|
|
|
4233
|
Steamboat Capital Partners
Rye,
New York
|
$324M
|
+$6.53M
|
+2%
|
6.36%
|
280%
|
61
|
27.87%
|
|
|
4234
|
Montis Financial
Waltham,
Massachusetts
|
$324M
|
+$42.3M
|
+15%
|
1.48%
|
46%
|
139
|
25.9%
|
|
|
4235
|
O'Keefe Stevens Advisory
Rochester,
New York
|
$323M
|
-$7.19M
|
-2%
|
2.09%
|
216%
|
75
|
6.67%
|
|
|
4236
|
American Assets Inc
San Diego,
California
|
$323M
|
+$18.6M
|
+6%
|
7.34%
|
63.2%
|
25
|
52%
|
|
|
4237
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$323M
|
-$5.39M
|
-2%
|
1.25%
|
–
|
518
|
10.42%
|
|
|
4238
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$323M
|
+$9.83M
|
+3%
|
0.13%
|
67.6%
|
76
|
11.84%
|
|
|
4239
|
Princeton Capital Management
Red Bank,
New Jersey
|
$323M
|
+$5.56M
|
+2%
|
6.78%
|
180%
|
129
|
13.95%
|
|
|
4240
|
Permanent Capital Management
Chicago,
Illinois
|
$323M
|
–
|
–
|
1.29%
|
–
|
74
|
–
|
|
|
4241
|
Redwood Grove Capital
Palo Alto,
California
|
$323M
|
-$45.3M
|
-12%
|
8.26%
|
79.8%
|
24
|
12.5%
|
|
|
4242
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$323M
|
+$4.37M
|
+1%
|
1.17%
|
54.1%
|
51
|
11.76%
|
|
|
4243
|
Sarissa Capital Management
Greenwich,
Connecticut
|
$323M
|
-$79.5M
|
-20%
|
1.47%
|
80%
|
10
|
20%
|
|
|
4244
|
Snider Financial Group
Bellevue,
Washington
|
$323M
|
+$49.6M
|
+18%
|
1.23%
|
73.7%
|
115
|
50.43%
|
|
|
4245
|
Regents of the University of California
Oakland,
California
|
$323M
|
+$167M
|
+107%
|
13.5%
|
86.1%
|
6
|
83.33%
|
|
|
4246
|
Nixon Capital
Austin,
Texas
|
$323M
|
+$37.9M
|
+13%
|
8.21%
|
118%
|
44
|
56.82%
|
|
|
4247
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$322M
|
+$68M
|
+27%
|
1.18%
|
61.9%
|
295
|
33.56%
|
|
|
4248
|
Keystone Financial Planning
Cleveland,
Ohio
|
$322M
|
-$8.04M
|
-2%
|
3.19%
|
34.1%
|
47
|
2.13%
|
|
|
4249
|
Carr Financial Group
Worcester,
Massachusetts
|
$322M
|
-$18.8M
|
-6%
|
0.03%
|
66.1%
|
207
|
16.43%
|
|
|
4250
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$322M
|
-$9.99M
|
-3%
|
4.96%
|
31.1%
|
45
|
2.22%
|
|