|
4276
|
Delta Financial Advisors
New Orleans,
Louisiana
|
$385M
|
+$30.5M
|
+9%
|
3.96%
|
96%
|
153
|
7.84%
|
|
|
4277
|
Boltwood Capital Management
Walnut Creek,
California
|
$385M
|
+$8.88M
|
+2%
|
2.07%
|
56.3%
|
186
|
6.45%
|
|
|
4278
|
Alpine Investment Management
Hong Kong
|
$384M
|
+$89M
|
+30%
|
12.3%
|
33.7%
|
11
|
63.64%
|
|
|
4279
|
Truffle Hound Capital
Bethesda,
Maryland
|
$384M
|
+$26.4M
|
+7%
|
8.32%
|
–
|
57
|
21.05%
|
|
|
4280
|
WBI Investments
Red Bank,
New Jersey
|
$384M
|
-$7.57M
|
-2%
|
2.72%
|
97.3%
|
401
|
49.38%
|
|
|
4281
|
Premier Financial Group
Eureka,
California
|
$384M
|
+$9.31M
|
+2%
|
3.6%
|
–
|
84
|
59.52%
|
|
|
4282
|
Opal Wealth Advisors
Jericho,
New York
|
$384M
|
+$24.2M
|
+7%
|
2.42%
|
55.6%
|
222
|
19.37%
|
|
|
4283
|
Accel Leaders 4 Associates
Palo Alto,
California
|
$383M
|
-$131M
|
-25%
|
25.4%
|
–
|
1
|
0%
|
|
|
4284
|
Bluescape Energy Partners
Dallas,
Texas
|
$383M
|
-$47.4M
|
-11%
|
4.28%
|
57.9%
|
6
|
16.67%
|
|
|
4285
|
Roberts Wealth Advisors
Palo Alto,
California
|
$383M
|
+$7.14M
|
+2%
|
4.48%
|
73.2%
|
104
|
10.58%
|
|
|
4286
|
Sherborne Investors Management
New York
|
$383M
|
-$4.42M
|
-1%
|
1.14%
|
54.2%
|
1
|
0%
|
|
|
4287
|
EnCap Partners
Houston,
Texas
|
$383M
|
-$139M
|
-27%
|
4.48%
|
–
|
2
|
0%
|
|
|
4288
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$383M
|
+$12.6M
|
+3%
|
1.6%
|
47.9%
|
1,353
|
7.46%
|
|
|
4289
|
Naria Inc
Nassau,
Bahamas
|
$383M
|
-$32.9M
|
-8%
|
7.92%
|
–
|
1
|
0%
|
|
|
4290
|
|
$383M
|
-$127M
|
-25%
|
15.1%
|
–
|
1
|
0%
|
|
|
4291
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
$383M
|
+$10.9M
|
+3%
|
2.92%
|
67.3%
|
62
|
11.29%
|
|
|
4292
|
Vista Investment Partners
Oklahoma City,
Oklahoma
|
$383M
|
+$24.3M
|
+7%
|
2.16%
|
–
|
178
|
20.22%
|
|
|
4293
|
SimplyRich
Carlsbad,
California
|
$382M
|
+$11.8M
|
+3%
|
6.12%
|
98.3%
|
210
|
10%
|
|
|
4294
|
Bain Capital Credit
Boston,
Massachusetts
|
$382M
|
+$65.2M
|
+21%
|
1.01%
|
14.4%
|
6
|
0%
|
|
|
4295
|
Prosperity Planning
Kansas City,
Missouri
|
$382M
|
+$11.6M
|
+3%
|
1.43%
|
40.5%
|
109
|
0.92%
|
|
|
4296
|
BankPlus Trust Department
Jackson,
Mississippi
|
$382M
|
+$8.74M
|
+2%
|
2.59%
|
–
|
474
|
8.02%
|
|
|
4297
|
Stevens Capital Partners
Omaha,
Nebraska
|
$382M
|
+$47.1M
|
+14%
|
1.82%
|
68.8%
|
105
|
13.33%
|
|
|
4298
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$382M
|
+$13.4M
|
+4%
|
5.28%
|
88.6%
|
254
|
4.72%
|
|
|
4299
|
Kercheville Advisors
San Antonio,
Texas
|
$382M
|
+$50.7M
|
+15%
|
5.17%
|
240%
|
133
|
32.33%
|
|
|
4300
|
Ruedi Wealth Management
Champaign,
Illinois
|
$382M
|
+$24.4M
|
+7%
|
1.89%
|
44.9%
|
58
|
8.62%
|
|