|
4301
|
Bontempo Ohly Capital Management
Bethesda,
Maryland
|
$147M
|
+$5.53M
|
+4%
|
4.55%
|
41.5%
|
34
|
5.88%
|
|
|
4302
|
AH Equity Partners IV (Parallel)
Menlo Park,
California
|
$147M
|
–
|
–
|
30.9%
|
–
|
1
|
–
|
|
|
4303
|
Stableford Capital II
Scottsdale,
Arizona
|
$147M
|
+$13.2M
|
+10%
|
2.59%
|
59.3%
|
72
|
29.17%
|
|
|
4304
|
Yong Rong (HK) Asset Management
Sheung Wan,
Hong Kong
|
$147M
|
+$32.8M
|
+29%
|
23.4%
|
3,176%
|
18
|
66.67%
|
|
|
4305
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$147M
|
-$360K
|
-0.2%
|
7.94%
|
51.4%
|
6
|
33.33%
|
|
|
4306
|
Bull Street Advisors
Savannah,
Georgia
|
$146M
|
+$16.6M
|
+13%
|
6.6%
|
38.6%
|
90
|
2.22%
|
|
|
4307
|
Asset Planning Services Inc
Covington,
Louisiana
|
$146M
|
+$7.54M
|
+5%
|
5.62%
|
113%
|
41
|
21.95%
|
|
|
4308
|
Argent Advisors
Monroe,
Louisiana
|
$146M
|
+$15.3M
|
+12%
|
5.08%
|
51.7%
|
151
|
19.87%
|
|
|
4309
|
Ferguson Shapiro
Decatur,
Georgia
|
$146M
|
+$700K
|
+0.5%
|
3.4%
|
39.6%
|
42
|
69.05%
|
|
|
4310
|
Secure Asset Management
Troy,
Michigan
|
$146M
|
+$4.11M
|
+3%
|
9.1%
|
86.5%
|
172
|
29.65%
|
|
|
4311
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$146M
|
+$1.36M
|
+0.9%
|
4.25%
|
60.3%
|
36
|
13.89%
|
|
|
4312
|
Spectrum Financial Alliance
Nicholasville,
Kentucky
|
$146M
|
+$11.6M
|
+9%
|
6.2%
|
185%
|
17
|
35.29%
|
|
|
4313
|
Wealth Advisors of Iowa
West Des Moines,
Iowa
|
$146M
|
+$12.9M
|
+10%
|
5.29%
|
54%
|
35
|
28.57%
|
|
|
4314
|
Peachtree Investment Partners
Indian River Shores,,
Florida
|
$145M
|
+$23.4M
|
+19%
|
11.1%
|
82.6%
|
82
|
23.17%
|
|
|
4315
|
Elm Advisors
Burlingame,
California
|
$145M
|
+$3.46M
|
+2%
|
8.52%
|
50.5%
|
86
|
10.47%
|
|
|
4316
|
JRM Investment Counsel
Omaha,
Nebraska
|
$145M
|
+$1.28M
|
+0.9%
|
7.57%
|
61.2%
|
18
|
5.56%
|
|
|
4317
|
ION Crossover Partners
Herzliya Pituach,
Israel
|
$145M
|
–
|
–
|
84.9%
|
–
|
2
|
–
|
|
|
4318
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$145M
|
+$59.1M
|
+69%
|
6.08%
|
47.8%
|
47
|
61.7%
|
|
|
4319
|
Tuttle Capital Management
Riverside,
Connecticut
|
$145M
|
+$4.85M
|
+3%
|
0.65%
|
44.5%
|
208
|
85.58%
|
|
|
4320
|
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
|
$145M
|
+$14.1M
|
+11%
|
8.91%
|
89.1%
|
103
|
13.59%
|
|
|
4321
|
One Wealth Advisors
San Francisco,
California
|
$145M
|
+$19.1M
|
+15%
|
9.86%
|
54.5%
|
104
|
31.73%
|
|
|
4322
|
Blue Square Asset Management
New York
|
$145M
|
-$271K
|
-0.2%
|
9.68%
|
104%
|
194
|
62.89%
|
|
|
4323
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$145M
|
+$12.2M
|
+9%
|
5.4%
|
71.5%
|
110
|
17.27%
|
|
|
4324
|
Brick & Kyle Associates
Newtown,
Pennsylvania
|
$145M
|
+$10.6M
|
+8%
|
10.6%
|
82.3%
|
63
|
19.05%
|
|
|
4325
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$144M
|
+$24.6M
|
+21%
|
7.01%
|
28.1%
|
907
|
14%
|
|