|
4301
|
HighVista Strategies
Boston,
Massachusetts
|
$362M
|
-$26.1M
|
-7%
|
12.7%
|
622%
|
180
|
32.78%
|
|
|
4302
|
Revisor Wealth Management
Akron,
Ohio
|
$362M
|
-$11.4M
|
-3%
|
1.58%
|
62.8%
|
360
|
17.5%
|
|
|
4303
|
Advanced Asset Management Advisors
Dublin,
Ohio
|
$362M
|
-$4.22M
|
-1%
|
3.68%
|
82.5%
|
83
|
7.23%
|
|
|
4304
|
Safeguard Investment Advisory Group
Corona,
California
|
$362M
|
-$28.9M
|
-7%
|
1.97%
|
84.3%
|
158
|
15.82%
|
|
|
4305
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$362M
|
-$157K
|
-0%
|
1.44%
|
67.8%
|
241
|
7.05%
|
|
|
4306
|
Cordoba Advisory Partners
New York
|
$362M
|
-$42.8M
|
-11%
|
1.57%
|
–
|
156
|
31.41%
|
|
|
4307
|
Wood Tarver Financial Group
Boise,
Idaho
|
$362M
|
+$5.79M
|
+2%
|
0.57%
|
–
|
159
|
7.55%
|
|
|
4308
|
|
$362M
|
-$72.3M
|
-17%
|
12%
|
–
|
2
|
0%
|
|
|
4309
|
Elmwood Wealth Management
Berkeley,
California
|
$362M
|
+$45M
|
+14%
|
1.24%
|
37.6%
|
191
|
17.28%
|
|
|
4310
|
Xcel Wealth Management
Holly Hill,
Florida
|
$362M
|
-$31.6M
|
-8%
|
5.08%
|
93.7%
|
149
|
14.09%
|
|
|
4311
|
Donoghue Forlines
Boston,
Massachusetts
|
$361M
|
+$38M
|
+12%
|
8.86%
|
199%
|
161
|
56.52%
|
|
|
4312
|
Daybright Advisory Services
Miami,
Florida
|
$361M
|
-$13.5M
|
-4%
|
3.63%
|
–
|
141
|
11.35%
|
|
|
4313
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$361M
|
+$12.7M
|
+4%
|
1.18%
|
70.6%
|
142
|
17.61%
|
|
|
4314
|
Pennant Investors
Summit,
New Jersey
|
$361M
|
-$56.9M
|
-14%
|
10.1%
|
372%
|
18
|
11.11%
|
|
|
4315
|
OLIO Financial Planning
Mclean,
Virginia
|
$361M
|
+$4.47M
|
+1%
|
0.04%
|
47.8%
|
73
|
4.11%
|
|
|
4316
|
Bridge City Capital
Lake Oswego,
Oregon
|
$361M
|
+$20.6M
|
+6%
|
7.84%
|
120%
|
114
|
10.53%
|
|
|
4317
|
Peak Planning Group
Centennial,
Colorado
|
$361M
|
+$4.15M
|
+1%
|
1.91%
|
105%
|
123
|
4.88%
|
|
|
4318
|
VCI Wealth Management
St Louis,
Missouri
|
$361M
|
+$1.03M
|
+0.3%
|
1.06%
|
–
|
137
|
30.66%
|
|
|
4319
|
PYA Waltman Capital
Knoxville,
Tennessee
|
$361M
|
-$11.5M
|
-3%
|
5.41%
|
60.6%
|
75
|
10.67%
|
|
|
4320
|
Duncan Williams Asset Management
Memphis,
Tennessee
|
$361M
|
-$41.8M
|
-10%
|
1.57%
|
–
|
176
|
15.91%
|
|
|
4321
|
Monimus Capital Management
Woodbridge,
New Jersey
|
$361M
|
+$209M
|
+138%
|
11.2%
|
–
|
71
|
42.25%
|
|
|
4322
|
Proathlete Wealth Management
Boca Raton,
Florida
|
$361M
|
-$6.2M
|
-2%
|
3.17%
|
–
|
320
|
9.06%
|
|
|
4323
|
SK Wealth Management
Providence,
Rhode Island
|
$360M
|
+$1.79M
|
+0.5%
|
2.11%
|
–
|
80
|
5%
|
|
|
4324
|
RR Advisors
Dallas,
Texas
|
$360M
|
+$40.6M
|
+13%
|
27.2%
|
115%
|
29
|
10.34%
|
|
|
4325
|
True Wealth Design
Akron,
Ohio
|
$360M
|
+$19.3M
|
+6%
|
1.34%
|
53%
|
2,839
|
14.93%
|
|