|
4401
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$286M
|
-$557K
|
-0.2%
|
2.41%
|
33.4%
|
148
|
9.46%
|
|
|
4402
|
Maytus Capital Management
New York
|
$286M
|
+$1.79M
|
+0.6%
|
11%
|
267%
|
77
|
71.43%
|
|
|
4403
|
TTP Investments
San Jose,
California
|
$286M
|
-$4.82M
|
-2%
|
5.89%
|
197%
|
37
|
13.51%
|
|
|
4404
|
Auour Investments
Woburn,
Massachusetts
|
$286M
|
+$6.07M
|
+2%
|
1.61%
|
35.5%
|
86
|
10.47%
|
|
|
4405
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$286M
|
-$934K
|
-0.3%
|
0.48%
|
47%
|
114
|
11.4%
|
|
|
4406
|
Custos Family Office
Austin,
Texas
|
$286M
|
+$9.78M
|
+4%
|
1.68%
|
56.2%
|
71
|
23.94%
|
|
|
4407
|
Three Bridge Wealth Advisors
Los Altos,
California
|
$286M
|
+$14.5M
|
+5%
|
4.13%
|
169%
|
97
|
14.43%
|
|
|
4408
|
Centerpoint Advisors
Needham,
Massachusetts
|
$286M
|
-$2.06M
|
-0.7%
|
1.62%
|
61.2%
|
498
|
10.04%
|
|
|
4409
|
Vishria Bird Financial Group
Memphis,
Tennessee
|
$285M
|
+$21.7M
|
+8%
|
5.55%
|
74.3%
|
83
|
6.02%
|
|
|
4410
|
FFG Partners
Fort Lauderdale,
Florida
|
$285M
|
-$3.51M
|
-1%
|
6.13%
|
–
|
33
|
18.18%
|
|
|
4411
|
Anthracite Investment Company
Fort Worth,
Texas
|
$285M
|
+$59.8M
|
+26%
|
7.3%
|
–
|
111
|
42.34%
|
|
|
4412
|
Phraction Management
Colchester,
Connecticut
|
$285M
|
+$2.45M
|
+0.9%
|
0.57%
|
89.7%
|
75
|
13.33%
|
|
|
4413
|
Hendley & Co
Zanesville,
Ohio
|
$285M
|
-$1.76M
|
-0.6%
|
1.79%
|
54.8%
|
59
|
11.86%
|
|
|
4414
|
Bonness Enterprises
Washington,
District of Columbia
|
$285M
|
-$15.8M
|
-5%
|
4.41%
|
94.6%
|
38
|
2.63%
|
|
|
4415
|
Palo Alto Wealth Advisors
Palo Alto,
California
|
$285M
|
+$43.4M
|
+18%
|
7.45%
|
108%
|
54
|
12.96%
|
|
|
4416
|
Old Point Trust & Financial Services N A
Newport News,
Virginia
|
$285M
|
+$6.55M
|
+2%
|
2.65%
|
72.6%
|
400
|
33.25%
|
|
|
4417
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$285M
|
-$1.64M
|
-0.6%
|
0.99%
|
56.9%
|
453
|
16.11%
|
|
|
4418
|
GCQ Funds Management
Sydney,
Australia
|
$285M
|
–
|
–
|
10.7%
|
–
|
10
|
–
|
|
|
4419
|
OLIO Financial Planning
Mclean,
Virginia
|
$285M
|
+$47M
|
+20%
|
2.26%
|
47.8%
|
67
|
34.33%
|
|
|
4420
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$284M
|
+$2.67M
|
+0.9%
|
1.41%
|
81.8%
|
186
|
10.75%
|
|
|
4421
|
Concentrum Wealth Management
San Jose,
California
|
$284M
|
+$27.3M
|
+11%
|
5.4%
|
145%
|
85
|
20%
|
|
|
4422
|
Field & Main Bank
Henderson,
Kentucky
|
$284M
|
+$3.64M
|
+1%
|
2.68%
|
86.2%
|
258
|
7.75%
|
|
|
4423
|
Anchorage Capital Group
New York
|
$284M
|
-$97.8M
|
-26%
|
2%
|
18.9%
|
7
|
0%
|
|
|
4424
|
Passive Capital Management
Baltimore,
Maryland
|
$284M
|
-$2.34M
|
-0.8%
|
2.92%
|
28.1%
|
66
|
3.03%
|
|
|
4425
|
Performa Ltd (US)
Charleston,
South Carolina
|
$284M
|
+$14.8M
|
+5%
|
0%
|
46.2%
|
59
|
22.03%
|
|