|
4401
|
MTC Wealth Management
Tampa,
Florida
|
$177M
|
-$10.6M
|
-6%
|
5.86%
|
23%
|
14
|
14.29%
|
|
|
4402
|
22NW LP
Seattle,
Washington
|
$177M
|
-$11.6M
|
-6%
|
7.9%
|
131%
|
20
|
0%
|
|
|
4403
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$177M
|
+$1.66M
|
+0.9%
|
4.96%
|
50.7%
|
91
|
14.29%
|
|
|
4404
|
|
$177M
|
+$28.3M
|
+19%
|
20.9%
|
390%
|
55
|
65.45%
|
|
|
4405
|
Capital Planning
Bellevue,
Washington
|
$177M
|
-$8.81M
|
-5%
|
5.5%
|
68.9%
|
65
|
7.69%
|
|
|
4406
|
VELA Investment Management
New Albany,
Ohio
|
$176M
|
+$1.74M
|
+1%
|
4.09%
|
54.6%
|
146
|
14.38%
|
|
|
4407
|
AH Equity Partners LSV III
Menlo Park,
California
|
$176M
|
-$24.5M
|
-12%
|
10.5%
|
–
|
3
|
0%
|
|
|
4408
|
Eads & Heald Wealth Management
Atlanta,
Georgia
|
$176M
|
-$9.43M
|
-5%
|
3.72%
|
70.2%
|
152
|
8.55%
|
|
|
4409
|
Hollow Brook Wealth Management
Katonah,
New York
|
$176M
|
-$5.69M
|
-3%
|
5.02%
|
104%
|
80
|
18.75%
|
|
|
4410
|
MTM Investment Management
Spartanburg,
South Carolina
|
$176M
|
-$9.01M
|
-5%
|
3.84%
|
71.7%
|
279
|
9.32%
|
|
|
4411
|
Oracle Investment Management
Greenwich,
Connecticut
|
$176M
|
-$153M
|
-47%
|
8.98%
|
865%
|
34
|
50%
|
|
|
4412
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$176M
|
-$5.93M
|
-3%
|
3.49%
|
64.1%
|
109
|
6.42%
|
|
|
4413
|
Palouse Capital Management
Spokane,
Washington
|
$176M
|
-$25.8M
|
-13%
|
7.88%
|
67.8%
|
88
|
19.32%
|
|
|
4414
|
WC Walker & Associates
Fullerton,
California
|
$176M
|
+$5.73M
|
+3%
|
5.17%
|
–
|
77
|
12.99%
|
|
|
4415
|
Trellis Advisors
Ellensburg,
Washington
|
$176M
|
-$6.74M
|
-4%
|
5.21%
|
23.3%
|
77
|
9.09%
|
|
|
4416
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$176M
|
+$18M
|
+11%
|
5.96%
|
53.8%
|
161
|
34.78%
|
|
|
4417
|
Drake & Associates
Waukesha,
Wisconsin
|
$176M
|
-$1.16M
|
-0.7%
|
4.97%
|
42.3%
|
71
|
18.31%
|
|
|
4418
|
Founders Circle Capital
Campbell,
California
|
$176M
|
+$11M
|
+7%
|
11.7%
|
28%
|
12
|
8.33%
|
|
|
4419
|
EdgeRock Capital
Denver,
Colorado
|
$176M
|
+$29.5M
|
+20%
|
4.14%
|
71.3%
|
428
|
87.85%
|
|
|
4420
|
Lapides Asset Management
Greenwich,
Connecticut
|
$176M
|
-$24.9M
|
-12%
|
4.54%
|
63%
|
62
|
17.74%
|
|
|
4421
|
East Coast Asset Management
Essex,
Massachusetts
|
$176M
|
-$35.5M
|
-17%
|
7.63%
|
142%
|
60
|
5%
|
|
|
4422
|
Platform Technology Partners
New York
|
$175M
|
-$7.7M
|
-4%
|
4.53%
|
–
|
215
|
16.28%
|
|
|
4423
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$175M
|
-$12.8M
|
-7%
|
5.39%
|
13%
|
46
|
17.39%
|
|
|
4424
|
Malaga Cove Capital
Pv Estates,
California
|
$175M
|
-$3.72M
|
-2%
|
1.36%
|
88.1%
|
174
|
16.09%
|
|
|
4425
|
HighVista Strategies
Boston,
Massachusetts
|
$175M
|
+$9.44M
|
+6%
|
7.61%
|
518%
|
129
|
27.13%
|
|