|
4251
|
Post Oak Energy Holdings
Houston,
Texas
|
$303M
|
+$16.2M
|
+6%
|
5.66%
|
113%
|
1
|
0%
|
|
|
4252
|
Financial Sense Advisors
San Diego,
California
|
$303M
|
-$65.8M
|
-18%
|
9.6%
|
149%
|
138
|
29.71%
|
|
|
4253
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$302M
|
+$37.6M
|
+14%
|
0.63%
|
–
|
168
|
14.88%
|
|
|
4254
|
|
$302M
|
+$58.3M
|
+24%
|
0.54%
|
66.5%
|
226
|
65.04%
|
|
|
4255
|
SailingStone Capital Partners
Houston,
Texas
|
$301M
|
-$16.7M
|
-5%
|
8.77%
|
161%
|
14
|
21.43%
|
|
|
4256
|
RFG Holdings
Argyle,
Texas
|
$301M
|
+$17.6M
|
+6%
|
2.76%
|
72.3%
|
59
|
13.56%
|
|
|
4257
|
Financial Advisory Partners
Winter Park,
Florida
|
$301M
|
-$23K
|
-0%
|
0.01%
|
46.7%
|
67
|
1.49%
|
|
|
4258
|
Neumann Capital Management
Foster City,
California
|
$301M
|
+$398K
|
+0.1%
|
0.3%
|
79.4%
|
103
|
3.88%
|
|
|
4259
|
Flagstone Financial Management
Lincoln,
Nebraska
|
$301M
|
+$2.72M
|
+0.9%
|
1.82%
|
43.9%
|
56
|
8.93%
|
|
|
4260
|
Kaydan Wealth Management
Fenton,
Michigan
|
$301M
|
-$38M
|
-11%
|
2.07%
|
57.8%
|
111
|
7.21%
|
|
|
4261
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$301M
|
-$4.21M
|
-1%
|
0.08%
|
–
|
241
|
12.03%
|
|
|
4262
|
|
$301M
|
+$16.7M
|
+6%
|
0.56%
|
42.9%
|
64
|
9.38%
|
|
|
4263
|
Trust Company of Tennessee
Knoxville,
Tennessee
|
$300M
|
+$652K
|
+0.2%
|
0.4%
|
–
|
6
|
0%
|
|
|
4264
|
|
$300M
|
-$13.7M
|
-4%
|
8.88%
|
110%
|
34
|
0%
|
|
|
4265
|
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
|
$300M
|
-$138M
|
-32%
|
20.3%
|
67.3%
|
10
|
10%
|
|
|
4266
|
EnRich Financial Partners
Madison,
Wisconsin
|
$300M
|
+$919K
|
+0.3%
|
2.18%
|
–
|
230
|
6.96%
|
|
|
4267
|
Chiron Investment Management
New York
|
$300M
|
+$15.9M
|
+6%
|
7.88%
|
104%
|
122
|
54.92%
|
|
|
4268
|
Stolper & Co
Tulsa,
Oklahoma
|
$300M
|
-$5.46M
|
-2%
|
1.16%
|
70.5%
|
91
|
5.49%
|
|
|
4269
|
WP Advisors
San Francisco,
California
|
$300M
|
+$26.5M
|
+10%
|
4.2%
|
95.5%
|
106
|
9.43%
|
|
|
4270
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$300M
|
-$372K
|
-0.1%
|
1.15%
|
36.6%
|
64
|
7.81%
|
|
|
4271
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$300M
|
+$1.5M
|
+0.5%
|
2.16%
|
50.6%
|
78
|
11.54%
|
|
|
4272
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$300M
|
+$17.3M
|
+6%
|
5.08%
|
69.6%
|
115
|
13.04%
|
|
|
4273
|
Provident Wealth Management
Brentwood,
Tennessee
|
$300M
|
+$6.65M
|
+2%
|
0.37%
|
43.3%
|
137
|
17.52%
|
|
|
4274
|
American Assets Capital Advisers
San Diego,
California
|
$300M
|
-$26.1M
|
-8%
|
4.88%
|
73.5%
|
40
|
7.5%
|
|
|
4275
|
TrueWealth Advisors
Birmingham,
Alabama
|
$300M
|
+$289K
|
+0.1%
|
0.41%
|
58.5%
|
246
|
18.7%
|
|