|
4301
|
Full18 Capital
Westport,
Connecticut
|
$205M
|
-$22.7M
|
-10%
|
10.1%
|
–
|
119
|
49.58%
|
|
|
4302
|
Nellore Capital Management
Redwood City,
California
|
$205M
|
+$88.1M
|
+75%
|
0.33%
|
79.3%
|
31
|
29.03%
|
|
|
4303
|
Tillar-Wenstrup Advisors
Centerville,
Ohio
|
$205M
|
+$11.9M
|
+6%
|
6.56%
|
27.4%
|
37
|
13.51%
|
|
|
4304
|
Collective Family Office
York,
Pennsylvania
|
$205M
|
+$25M
|
+14%
|
6.39%
|
50.1%
|
176
|
20.45%
|
|
|
4305
|
Ceeto Capital Group
Coral Gables,
Florida
|
$205M
|
+$6.55M
|
+3%
|
3.61%
|
81.6%
|
147
|
10.88%
|
|
|
4306
|
Liberty Wealth Management
Oakland,
California
|
$205M
|
+$429K
|
+0.2%
|
3.15%
|
55.5%
|
1,072
|
5.6%
|
|
|
4307
|
Professional Planning
Thousand Oaks,
California
|
$205M
|
-$42.8M
|
-17%
|
0.65%
|
99.9%
|
145
|
27.59%
|
|
|
4308
|
Falcon Wealth Planning
Ontario,
California
|
$205M
|
+$26.3M
|
+15%
|
5.37%
|
52.7%
|
56
|
8.93%
|
|
|
4309
|
Blue Water Life Science Advisors
Larkspur,
California
|
$205M
|
+$34.3M
|
+20%
|
39.6%
|
243%
|
26
|
26.92%
|
|
|
4310
|
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
|
$205M
|
+$13.4M
|
+7%
|
8.06%
|
92.5%
|
35
|
2.86%
|
|
|
4311
|
Reliant Investment Management
Memphis,
Tennessee
|
$204M
|
+$17.4M
|
+9%
|
5.69%
|
122%
|
70
|
31.43%
|
|
|
4312
|
AIMZ Investment Advisors
Los Altos,
California
|
$204M
|
+$13.4M
|
+7%
|
6.86%
|
63.9%
|
111
|
4.5%
|
|
|
4313
|
Avalon Advisory Group
Wexford,
Pennsylvania
|
$204M
|
+$3.89M
|
+2%
|
1.49%
|
41.4%
|
10
|
0%
|
|
|
4314
|
PRW Wealth Management
Quincy,
Massachusetts
|
$204M
|
+$26.3M
|
+15%
|
10.2%
|
42.3%
|
102
|
20.59%
|
|
|
4315
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$204M
|
+$1.63M
|
+0.8%
|
7.78%
|
59.2%
|
105
|
20.95%
|
|
|
4316
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$204M
|
+$32.2M
|
+19%
|
3.04%
|
51.4%
|
4
|
0%
|
|
|
4317
|
Axiom Financial Strategies
New Albany,
Indiana
|
$204M
|
+$37.1M
|
+22%
|
6.27%
|
41.2%
|
87
|
27.59%
|
|
|
4318
|
ABG Innovation Capital Partners III
Central, Hong Kong,
Hong Kong
|
$204M
|
+$33.7M
|
+20%
|
5.97%
|
5.56%
|
8
|
25%
|
|
|
4319
|
Droms Strauss Advisors
St. Louis,
Missouri
|
$204M
|
+$30.9M
|
+18%
|
6.85%
|
56.1%
|
50
|
20%
|
|
|
4320
|
Acima Private Wealth
Richmond,
Virginia
|
$203M
|
+$10.4M
|
+5%
|
3.81%
|
45.2%
|
240
|
3.75%
|
|
|
4321
|
Providence First Trust
Scottsdale,
Arizona
|
$203M
|
+$5.34M
|
+3%
|
2.94%
|
64.1%
|
96
|
26.04%
|
|
|
4322
|
Arjuna Capital
Durham,
North Carolina
|
$203M
|
+$22.7M
|
+13%
|
8.54%
|
74.9%
|
109
|
22.02%
|
|
|
4323
|
LFL Advisers
Evanston,
Illinois
|
$203M
|
-$5.85M
|
-3%
|
12.4%
|
63.5%
|
12
|
8.33%
|
|
|
4324
|
Insight Wealth Partners
Plano,
Texas
|
$203M
|
+$39.7M
|
+24%
|
1.05%
|
38.9%
|
61
|
26.23%
|
|
|
4325
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$203M
|
+$26.2M
|
+15%
|
7.06%
|
72.5%
|
492
|
21.75%
|
|