|
4401
|
Briaud Financial Planning
College Station,
Texas
|
$138M
|
+$7.37M
|
+6%
|
4.83%
|
81.6%
|
21
|
28.57%
|
|
|
4402
|
Fortem Financial Group
Palm Desert,
California
|
$138M
|
+$8.7M
|
+7%
|
9.26%
|
179%
|
167
|
37.72%
|
|
|
4403
|
Salem Capital Management
Woburn,
Massachusetts
|
$138M
|
-$1.49M
|
-1%
|
7.89%
|
32.3%
|
65
|
12.31%
|
|
|
4404
|
American Trust Investment Advisors
Lebanon,
New Hampshire
|
$138M
|
+$14.5M
|
+12%
|
11%
|
81.1%
|
72
|
15.28%
|
|
|
4405
|
New England Research & Management
Chicago,
Illinois
|
$138M
|
-$1.65M
|
-1%
|
8.39%
|
56.4%
|
168
|
36.9%
|
|
|
4406
|
Institutional Venture Management XIV
Menlo Park,
California
|
$138M
|
-$25.4M
|
-16%
|
5.49%
|
18.1%
|
4
|
0%
|
|
|
4407
|
Seafarer Capital Partners
Larkspur,
California
|
$138M
|
-$5.44M
|
-4%
|
15.1%
|
76.2%
|
5
|
60%
|
|
|
4408
|
1776 Wealth
Atlanta,
Georgia
|
$138M
|
-$7.89M
|
-5%
|
10.9%
|
87.4%
|
342
|
68.42%
|
|
|
4409
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$138M
|
+$18.3M
|
+15%
|
5.75%
|
36.3%
|
26
|
34.62%
|
|
|
4410
|
AllSquare Wealth Management
Albany,
New York
|
$138M
|
+$4.85M
|
+4%
|
5.87%
|
62.4%
|
496
|
7.06%
|
|
|
4411
|
C-J Advisory
San Jose,
California
|
$138M
|
+$5.07M
|
+4%
|
5.1%
|
39.2%
|
31
|
3.23%
|
|
|
4412
|
Alpha Windward
Westwood,
Massachusetts
|
$137M
|
+$7.15M
|
+5%
|
8.09%
|
33.6%
|
442
|
16.06%
|
|
|
4413
|
HighVista Strategies
Boston,
Massachusetts
|
$137M
|
+$16.5M
|
+14%
|
18.9%
|
518%
|
147
|
55.1%
|
|
|
4414
|
Weil Company
San Diego,
California
|
$137M
|
+$18.9M
|
+16%
|
12.7%
|
51.9%
|
117
|
18.8%
|
|
|
4415
|
Adalta Capital Management
New York
|
$137M
|
+$11.5M
|
+9%
|
11.1%
|
66.3%
|
76
|
22.37%
|
|
|
4416
|
Detalus Advisors
St. Louis,
Missouri
|
$137M
|
+$7.56M
|
+6%
|
6.56%
|
67.9%
|
95
|
8.42%
|
|
|
4417
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$137M
|
+$17.1M
|
+14%
|
11.5%
|
93.3%
|
49
|
12.24%
|
|
|
4418
|
Investment Counsel
Petoskey,
Michigan
|
$137M
|
+$2.94M
|
+2%
|
7.47%
|
50.1%
|
56
|
5.36%
|
|
|
4419
|
SOF Ltd
George Town,
Cayman Islands
|
$137M
|
+$19.9M
|
+17%
|
17%
|
63.6%
|
1
|
0%
|
|
|
4420
|
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
|
$137M
|
+$1.14M
|
+0.8%
|
6.69%
|
61.7%
|
135
|
8.89%
|
|
|
4421
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
$137M
|
+$8.89M
|
+7%
|
8.23%
|
73.9%
|
59
|
23.73%
|
|
|
4422
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$137M
|
+$26.8M
|
+24%
|
5.94%
|
57.8%
|
86
|
12.79%
|
|
|
4423
|
S.E.E.D. Planning Group
Binghamton,
New York
|
$136M
|
+$8.5M
|
+7%
|
5.77%
|
50.4%
|
60
|
10%
|
|
|
4424
|
Ayrshire Capital Management
Westport,
Connecticut
|
$136M
|
+$16.7M
|
+14%
|
10.6%
|
78.4%
|
63
|
9.52%
|
|
|
4425
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$136M
|
+$26.6M
|
+24%
|
5.12%
|
60.2%
|
116
|
13.79%
|
|