|
4326
|
Independent Family Office
Albany,
New York
|
$203M
|
-$103M
|
-34%
|
11.2%
|
68.4%
|
74
|
20.27%
|
|
|
4327
|
BetterWealth
San Jose,
California
|
$203M
|
+$128M
|
+171%
|
13.4%
|
55.7%
|
49
|
51.02%
|
|
|
4328
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$203M
|
-$32M
|
-14%
|
13.9%
|
67.1%
|
70
|
15.71%
|
|
|
4329
|
WT Wealth Management
Scottsdale,
Arizona
|
$203M
|
-$57.9M
|
-22%
|
12%
|
66.6%
|
128
|
27.34%
|
|
|
4330
|
SimpliFi Inc
San Diego,
California
|
$203M
|
-$17.5M
|
-8%
|
7.73%
|
26.7%
|
34
|
8.82%
|
|
|
4331
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$203M
|
-$52.3M
|
-21%
|
9.34%
|
62.9%
|
116
|
25.86%
|
|
|
4332
|
Weybosset Research & Management
Province,
Rhode Island
|
$202M
|
–
|
–
|
13.4%
|
73.4%
|
48
|
–
|
|
|
4333
|
Meditor Group
Hamilton,
Bermuda
|
$202M
|
-$37.5M
|
-16%
|
2.22%
|
41.1%
|
4
|
0%
|
|
|
4334
|
Fiduciary Planning
Englewood,
Florida
|
$202M
|
+$20M
|
+11%
|
10.5%
|
65.5%
|
40
|
7.5%
|
|
|
4335
|
Auxano Advisors
Bellevue,
Washington
|
$202M
|
-$32.8M
|
-14%
|
15.3%
|
85.4%
|
88
|
18.18%
|
|
|
4336
|
PCJ Investment Counsel
Toronto,
Ontario, Canada
|
$202M
|
-$71.5M
|
-26%
|
13.9%
|
164%
|
85
|
36.47%
|
|
|
4337
|
Keeler Thomas Management
Orem,
Utah
|
$202M
|
-$6.34M
|
-3%
|
12.4%
|
46.1%
|
79
|
32.91%
|
|
|
4338
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$202M
|
-$35.9M
|
-15%
|
12%
|
54.3%
|
368
|
8.7%
|
|
|
4339
|
|
$202M
|
-$17.1M
|
-8%
|
4.69%
|
187%
|
355
|
95.49%
|
|
|
4340
|
Palouse Capital Management
Spokane,
Washington
|
$202M
|
-$25.5M
|
-11%
|
12.5%
|
67.8%
|
105
|
27.62%
|
|
|
4341
|
Springhouse Capital Management
Westport,
Connecticut
|
$202M
|
+$44.4M
|
+28%
|
5.2%
|
52%
|
64
|
40.63%
|
|
|
4342
|
Tealwood Asset Management
Minneapolis,
Minnesota
|
$202M
|
-$34.3M
|
-15%
|
10.3%
|
121%
|
135
|
6.67%
|
|
|
4343
|
Nikulski Financial
Bettendorf,
Iowa
|
$202M
|
-$34.9M
|
-15%
|
14.1%
|
95.8%
|
134
|
14.18%
|
|
|
4344
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$201M
|
-$54.7M
|
-21%
|
12.6%
|
70.6%
|
194
|
16.49%
|
|
|
4345
|
Sanchez Wealth Management Group
Jacksonville,
Florida
|
$201M
|
-$36.6M
|
-15%
|
15.6%
|
56.9%
|
34
|
2.94%
|
|
|
4346
|
Pettee Investors
Rowayton,
Connecticut
|
$201M
|
-$26.4M
|
-12%
|
9.68%
|
96.1%
|
122
|
4.92%
|
|
|
4347
|
AH Equity Partners LSV III
Menlo Park,
California
|
$201M
|
-$172M
|
-46%
|
44.9%
|
–
|
3
|
0%
|
|
|
4348
|
Bishop & Co Investment Management
Erie,
Pennsylvania
|
$201M
|
-$30.9M
|
-13%
|
14.5%
|
47.6%
|
25
|
16%
|
|
|
4349
|
Paragon Advisors
College Station,
Texas
|
$201M
|
-$38.2M
|
-16%
|
25%
|
109%
|
86
|
44.19%
|
|
|
4350
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$201M
|
-$42.1M
|
-17%
|
15.6%
|
61.9%
|
89
|
14.61%
|
|