|
4301
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$258M
|
+$26.1M
|
+11%
|
9.37%
|
36.6%
|
59
|
5.08%
|
|
|
4302
|
Zenyatta Capital Management
Dover,
Delaware
|
$258M
|
+$74M
|
+40%
|
14.2%
|
–
|
40
|
57.5%
|
|
|
4303
|
Bridge City Capital
Lake Oswego,
Oregon
|
$258M
|
+$60.3M
|
+30%
|
12.1%
|
76.9%
|
113
|
16.81%
|
|
|
4304
|
Glenorchy Capital
Boorolite,
Australia
|
$258M
|
–
|
–
|
6.86%
|
–
|
73
|
–
|
|
|
4305
|
Hi-Line Capital Management
Watertown,
South Dakota
|
$258M
|
-$13.4M
|
-5%
|
9.27%
|
57.5%
|
39
|
2.56%
|
|
|
4306
|
TrueWealth Advisors
Birmingham,
Alabama
|
$258M
|
+$20.9M
|
+9%
|
9.34%
|
58.5%
|
210
|
12.86%
|
|
|
4307
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$258M
|
+$28.9M
|
+13%
|
11.2%
|
72.5%
|
498
|
6.02%
|
|
|
4308
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$258M
|
+$34.3M
|
+15%
|
10.1%
|
50.6%
|
70
|
15.71%
|
|
|
4309
|
Kendall Capital Management
Rockville,
Maryland
|
$257M
|
+$31.9M
|
+14%
|
11.6%
|
84.4%
|
210
|
10.95%
|
|
|
4310
|
Platform Technology Partners
New York
|
$257M
|
+$43.7M
|
+20%
|
10.4%
|
–
|
229
|
20.09%
|
|
|
4311
|
Droms Strauss Advisors
St. Louis,
Missouri
|
$257M
|
+$25M
|
+11%
|
10.6%
|
56.1%
|
68
|
10.29%
|
|
|
4312
|
Ledge Wealth Management
Sartell,
Minnesota
|
$257M
|
+$34.4M
|
+15%
|
9.75%
|
–
|
66
|
15.15%
|
|
|
4313
|
Metavasi Capital
Larchmont,
New York
|
$257M
|
+$79.6M
|
+45%
|
18.6%
|
656%
|
42
|
64.29%
|
|
|
4314
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$257M
|
+$45.1M
|
+21%
|
11.8%
|
109%
|
219
|
22.37%
|
|
|
4315
|
Hendley & Co
Zanesville,
Ohio
|
$257M
|
+$8.71M
|
+4%
|
6.23%
|
54.8%
|
55
|
7.27%
|
|
|
4316
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$257M
|
+$128M
|
+100%
|
11.5%
|
58.5%
|
144
|
60.42%
|
|
|
4317
|
Addison Advisors
Middlebury,
Vermont
|
$257M
|
+$41.8M
|
+19%
|
9.36%
|
42.3%
|
736
|
11.68%
|
|
|
4318
|
Prentice Wealth Management
Rochester,
New York
|
$257M
|
+$35.2M
|
+16%
|
8.83%
|
44.2%
|
104
|
8.65%
|
|
|
4319
|
Sea Cliff Partners Management
San Francisco,
California
|
$256M
|
–
|
–
|
18.5%
|
–
|
14
|
–
|
|
|
4320
|
Alpha DNA Investment Management
Columbia,
Maryland
|
$256M
|
+$12.2M
|
+5%
|
14.3%
|
134%
|
248
|
58.06%
|
|
|
4321
|
Ariose Capital Management
Central, Hong Kong,
Hong Kong
|
$256M
|
+$79.7M
|
+45%
|
6.66%
|
1,745%
|
19
|
63.16%
|
|
|
4322
|
Private Wealth Advisors (California)
Fresno,
California
|
$256M
|
+$20M
|
+8%
|
7.65%
|
55%
|
86
|
27.91%
|
|
|
4323
|
Continental Advisors
Park City,
Utah
|
$256M
|
+$68.6M
|
+37%
|
13.5%
|
69%
|
52
|
9.62%
|
|
|
4324
|
Bernzott Capital Advisors
Camarillo,
California
|
$256M
|
-$34.2M
|
-12%
|
10.4%
|
46.6%
|
47
|
12.77%
|
|
|
4325
|
Acima Private Wealth
Richmond,
Virginia
|
$256M
|
+$31.4M
|
+14%
|
8.63%
|
45.2%
|
260
|
12.69%
|
|