|
4326
|
Gradient Capital Advisors
San Diego,
California
|
$240M
|
+$22.1M
|
+10%
|
8.2%
|
71%
|
125
|
5.6%
|
|
|
4327
|
One Fin Capital Management
San Francisco,
California
|
$240M
|
+$24.2M
|
+11%
|
14.5%
|
75.5%
|
31
|
67.74%
|
|
|
4328
|
WP Advisors
San Francisco,
California
|
$240M
|
-$3.84M
|
-2%
|
8.6%
|
95.5%
|
111
|
9.01%
|
|
|
4329
|
Autumn Glory Partners
Dallas,
Texas
|
$240M
|
–
|
–
|
9.02%
|
61.5%
|
218
|
–
|
|
|
4330
|
Affiance Financial
St. Louis Park,
Minnesota
|
$240M
|
+$9.64M
|
+4%
|
7%
|
50.1%
|
157
|
8.28%
|
|
|
4331
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$240M
|
+$39.9M
|
+20%
|
5.3%
|
43.1%
|
536
|
80.78%
|
|
|
4332
|
DFPG Investments
Sandy,
Utah
|
$239M
|
-$24.8M
|
-9%
|
6.53%
|
38.2%
|
199
|
19.1%
|
|
|
4333
|
Ceeto Capital Group
Coral Gables,
Florida
|
$239M
|
+$25.6M
|
+12%
|
12.6%
|
81.6%
|
159
|
7.55%
|
|
|
4334
|
FC Advisory
West Chester,
Pennsylvania
|
$239M
|
+$15.2M
|
+7%
|
4.16%
|
42.9%
|
69
|
7.25%
|
|
|
4335
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$239M
|
+$28.9M
|
+14%
|
6.85%
|
70.6%
|
80
|
20%
|
|
|
4336
|
Aprio Wealth Management
Atlanta,
Georgia
|
$239M
|
+$19.8M
|
+9%
|
5%
|
60.6%
|
82
|
20.73%
|
|
|
4337
|
Pivotal bioVenture Partners Investment Advisor
San Francisco,
California
|
$239M
|
-$43.8M
|
-15%
|
12.2%
|
731%
|
10
|
10%
|
|
|
4338
|
JRM Investment Counsel
Omaha,
Nebraska
|
$239M
|
+$41.6M
|
+21%
|
6.95%
|
61.2%
|
19
|
15.79%
|
|
|
4339
|
|
$239M
|
+$24.6M
|
+11%
|
9.4%
|
208%
|
5
|
20%
|
|
|
4340
|
Pettee Investors
Rowayton,
Connecticut
|
$239M
|
+$24M
|
+11%
|
11.7%
|
66.9%
|
126
|
4.76%
|
|
|
4341
|
Sonata Capital Group
Seattle,
Washington
|
$239M
|
+$15.7M
|
+7%
|
6.83%
|
57.4%
|
131
|
10.69%
|
|
|
4342
|
Ashburton (Jersey)
St Helier,
Jersey
|
$239M
|
+$12.1M
|
+5%
|
9.83%
|
–
|
48
|
12.5%
|
|
|
4343
|
Nikulski Financial
Bettendorf,
Iowa
|
$239M
|
+$22.3M
|
+10%
|
9.65%
|
95.8%
|
130
|
12.31%
|
|
|
4344
|
Tri-Star Advisors
Houston,
Texas
|
$239M
|
+$10.9M
|
+5%
|
3.68%
|
3.07%
|
55
|
12.73%
|
|
|
4345
|
|
$238M
|
+$5.66M
|
+2%
|
5.32%
|
21.3%
|
138
|
5.8%
|
|
|
4346
|
Peachtree Investment Partners
Indian River Shores,,
Florida
|
$238M
|
+$33.9M
|
+17%
|
15.7%
|
82.6%
|
114
|
23.68%
|
|
|
4347
|
Pinnacle Holdings
Tulsa,
Oklahoma
|
$238M
|
+$10.1M
|
+4%
|
5.09%
|
65.3%
|
274
|
23.72%
|
|
|
4348
|
Acuta Capital Partners
Redwood City,
California
|
$238M
|
-$45.5M
|
-16%
|
0.23%
|
7,472%
|
58
|
56.9%
|
|
|
4349
|
First Bank & Trust
Brookings,
South Dakota
|
$238M
|
+$18.9M
|
+9%
|
7.71%
|
78.5%
|
546
|
22.53%
|
|
|
4350
|
T Ventures Management Company
Sydney,
Australia
|
$238M
|
+$99.4M
|
+72%
|
19.8%
|
–
|
2
|
50%
|
|