|
4326
|
Diversified
Wilmington,
Delaware
|
$246M
|
+$8.97M
|
+4%
|
6.01%
|
34.4%
|
123
|
13.82%
|
|
|
4327
|
Palantir Technologies
Aventura,
Florida
|
$245M
|
+$24.5M
|
+11%
|
0.75%
|
–
|
19
|
31.58%
|
|
|
4328
|
Atlas Brown
Louisville,
Kentucky
|
$245M
|
-$12.9M
|
-5%
|
3.07%
|
102%
|
197
|
6.6%
|
|
|
4329
|
Beech Hill Advisors
New York
|
$245M
|
-$18.1M
|
-7%
|
6.22%
|
105%
|
91
|
6.59%
|
|
|
4330
|
Foresite Capital Management V
Larkspur,
California
|
$245M
|
-$162M
|
-40%
|
28%
|
401%
|
17
|
5.88%
|
|
|
4331
|
Birch Grove Capital
New York
|
$245M
|
+$23.9M
|
+11%
|
1.29%
|
2.66%
|
47
|
25.53%
|
|
|
4332
|
|
$245M
|
+$30.6M
|
+14%
|
6.29%
|
31.5%
|
26
|
38.46%
|
|
|
4333
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$245M
|
-$12.1M
|
-5%
|
5.3%
|
43.5%
|
349
|
12.61%
|
|
|
4334
|
North Reef Capital Management
Laguna Beach,
California
|
$245M
|
+$27.6M
|
+13%
|
3.33%
|
81.9%
|
46
|
54.35%
|
|
|
4335
|
Humankind Investments
New York
|
$244M
|
-$3.78M
|
-2%
|
2.4%
|
62.5%
|
121
|
5.79%
|
|
|
4336
|
Old Point Trust & Financial Services N A
Newport News,
Virginia
|
$244M
|
-$4.54M
|
-2%
|
2.09%
|
72.6%
|
81
|
6.17%
|
|
|
4337
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$244M
|
-$27.1M
|
-10%
|
5.13%
|
63.5%
|
224
|
16.52%
|
|
|
4338
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$244M
|
+$6.86M
|
+3%
|
0.91%
|
58.2%
|
137
|
2.19%
|
|
|
4339
|
Affinity Investment Advisors
Newport Beach,
California
|
$244M
|
-$5.14M
|
-2%
|
0.23%
|
189%
|
213
|
21.13%
|
|
|
4340
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$244M
|
+$9.93M
|
+4%
|
5.01%
|
61.1%
|
279
|
19.35%
|
|
|
4341
|
Morton Capital Management
Calabasas,
California
|
$244M
|
-$3.41M
|
-1%
|
0.58%
|
65.8%
|
95
|
14.74%
|
|
|
4342
|
Fluent Financial
Dallas,
Texas
|
$244M
|
-$1.91M
|
-0.8%
|
6.76%
|
42.5%
|
88
|
55.68%
|
|
|
4343
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$243M
|
+$14.1M
|
+6%
|
3.88%
|
31.1%
|
56
|
8.93%
|
|
|
4344
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$243M
|
+$7.73M
|
+3%
|
4.39%
|
49.4%
|
82
|
18.29%
|
|
|
4345
|
AIMZ Investment Advisors
Los Altos,
California
|
$243M
|
-$13.7M
|
-5%
|
2.93%
|
81.3%
|
122
|
7.38%
|
|
|
4346
|
PSI Advisors
Tampa,
Florida
|
$243M
|
-$2.81M
|
-1%
|
3.21%
|
58.2%
|
836
|
12.8%
|
|
|
4347
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$243M
|
+$12.3M
|
+5%
|
2.53%
|
–
|
219
|
17.35%
|
|
|
4348
|
Wall Capital Group
Phoenix,
Arizona
|
$243M
|
-$44.3M
|
-15%
|
5.65%
|
–
|
28
|
25%
|
|
|
4349
|
WP Advisors
San Francisco,
California
|
$243M
|
+$2.79M
|
+1%
|
0.01%
|
95.5%
|
116
|
9.48%
|
|
|
4350
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$243M
|
+$16.6M
|
+7%
|
4.88%
|
61.9%
|
89
|
14.61%
|
|