|
4601
|
Team Hewins
Redwood City,
California
|
$231M
|
-$205M
|
-47%
|
10.3%
|
60.5%
|
50
|
84%
|
|
|
4602
|
GoodHaven Capital Management
Millburn,
New Jersey
|
$231M
|
+$39.9M
|
+21%
|
15%
|
87.7%
|
28
|
10.71%
|
|
|
4603
|
Vance Wealth
Santa Clarita,
California
|
$230M
|
+$16.7M
|
+8%
|
10.5%
|
55.3%
|
85
|
8.24%
|
|
|
4604
|
Nvidia Corp
Santa Clara,
California
|
$230M
|
–
|
–
|
34.9%
|
–
|
5
|
–
|
|
|
4605
|
Performa Ltd (US)
Charleston,
South Carolina
|
$230M
|
+$19.9M
|
+9%
|
10.9%
|
46.2%
|
77
|
33.77%
|
|
|
4606
|
Savoir Faire Capital Management
Norwalk,
Connecticut
|
$230M
|
+$50M
|
+28%
|
7.43%
|
1.22%
|
51
|
7.84%
|
|
|
4607
|
Grey Fox Wealth Advisors
Rockland,
Delaware
|
$230M
|
+$30.7M
|
+15%
|
8.58%
|
41.9%
|
112
|
14.29%
|
|
|
4608
|
Allred Capital Management
Dallas,
Texas
|
$230M
|
+$29.3M
|
+15%
|
8.25%
|
58.6%
|
169
|
11.83%
|
|
|
4609
|
WJ Wealth Management
Glendale,
Arizona
|
$230M
|
+$24.2M
|
+12%
|
9.39%
|
73.3%
|
72
|
12.5%
|
|
|
4610
|
LFL Advisers
Evanston,
Illinois
|
$230M
|
+$25.4M
|
+12%
|
13.4%
|
63.5%
|
11
|
0%
|
|
|
4611
|
Highland Financial Advisors
Wayne,
New Jersey
|
$230M
|
+$36.9M
|
+19%
|
10.4%
|
63.3%
|
57
|
28.07%
|
|
|
4612
|
Retireful LLC
Haslett,
Michigan
|
$230M
|
+$20.2M
|
+10%
|
13.2%
|
382%
|
129
|
75.97%
|
|
|
4613
|
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
$230M
|
+$26.7M
|
+13%
|
8.41%
|
55.8%
|
86
|
8.14%
|
|
|
4614
|
|
$230M
|
+$46.7M
|
+26%
|
26.4%
|
878%
|
3
|
0%
|
|
|
4615
|
Smart Money Group
Eastland,
Texas
|
$230M
|
+$19.1M
|
+9%
|
7.92%
|
58.9%
|
85
|
17.65%
|
|
|
4616
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$229M
|
+$33M
|
+17%
|
14%
|
45.9%
|
631
|
24.88%
|
|
|
4617
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$229M
|
+$26.6M
|
+13%
|
9.64%
|
58.7%
|
74
|
13.51%
|
|
|
4618
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$229M
|
+$29.5M
|
+15%
|
9.83%
|
59.3%
|
136
|
30.88%
|
|
|
4619
|
RBA Wealth Management
Newport Beach,
California
|
$229M
|
+$21.3M
|
+10%
|
10.6%
|
77.7%
|
91
|
6.59%
|
|
|
4620
|
Rogco LP
Claremore,
Oklahoma
|
$229M
|
+$26.2M
|
+13%
|
8.67%
|
53.3%
|
275
|
12.36%
|
|
|
4621
|
Aquamarine Zurich
Zurich,
Switzerland
|
$229M
|
+$25.9M
|
+13%
|
13.8%
|
74.8%
|
12
|
0%
|
|
|
4622
|
Iron Horse Wealth Management
Johston,
Iowa
|
$229M
|
+$25M
|
+12%
|
8.45%
|
29.1%
|
526
|
10.46%
|
|
|
4623
|
Fiduciary Family Office
Boca Raton,
Florida
|
$229M
|
–
|
–
|
12.2%
|
–
|
215
|
–
|
|
|
4624
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$228M
|
+$32.6M
|
+17%
|
9.34%
|
50%
|
292
|
40.75%
|
|
|
4625
|
Argent Advisors
Monroe,
Louisiana
|
$228M
|
+$9.45M
|
+4%
|
9.28%
|
51.7%
|
140
|
9.29%
|
|