|
4626
|
Reston Wealth Management
Reston,
Virginia
|
$168M
|
-$11.6M
|
-6%
|
6.14%
|
60.7%
|
58
|
17.24%
|
|
|
4627
|
Clear Sky Carbon Solutions Investment Management
Bellaire,
Texas
|
$168M
|
+$55.5M
|
+49%
|
10.8%
|
–
|
74
|
39.19%
|
|
|
4628
|
LPWM LLC
Minneapolis,
Minnesota
|
$168M
|
-$11.6M
|
-6%
|
5.89%
|
54.3%
|
63
|
11.11%
|
|
|
4629
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$168M
|
-$9.71M
|
-5%
|
5.42%
|
130%
|
123
|
11.38%
|
|
|
4630
|
Bigelow Investment Advisors
Portland,
Maine
|
$168M
|
-$14.3M
|
-8%
|
5.46%
|
67.1%
|
144
|
6.25%
|
|
|
4631
|
Investment Advisory Services
The Woodlands,
Texas
|
$167M
|
-$5.78M
|
-3%
|
4.98%
|
65.4%
|
99
|
8.08%
|
|
|
4632
|
Delphi Financial Group
Wilmington,
Delaware
|
$167M
|
-$46.1M
|
-22%
|
1.58%
|
66.3%
|
32
|
15.63%
|
|
|
4633
|
HM Capital Management
Clayton,
Missouri
|
$167M
|
-$12.4M
|
-7%
|
4.19%
|
29.6%
|
59
|
8.47%
|
|
|
4634
|
|
$167M
|
-$18.5M
|
-10%
|
6.72%
|
97.6%
|
78
|
7.69%
|
|
|
4635
|
Monterey Private Wealth
Monterey,
California
|
$167M
|
-$8.09M
|
-5%
|
5.5%
|
29.8%
|
107
|
14.02%
|
|
|
4636
|
Detalus Advisors
St. Louis,
Missouri
|
$167M
|
-$3.31M
|
-2%
|
6.21%
|
67.9%
|
135
|
15.56%
|
|
|
4637
|
Valley Financial Management
New York
|
$167M
|
–
|
–
|
5.02%
|
–
|
37
|
–
|
|
|
4638
|
Miura Global Management
New York
|
$167M
|
+$21M
|
+14%
|
16.5%
|
375%
|
20
|
30%
|
|
|
4639
|
Your Advocates Ltd
Houston,
Texas
|
$167M
|
-$2.12M
|
-1%
|
6.47%
|
50%
|
231
|
12.55%
|
|
|
4640
|
Security Asset Management
New York
|
$167M
|
-$15.5M
|
-9%
|
5.61%
|
67.4%
|
77
|
7.79%
|
|
|
4641
|
Asset Management Corp
Northbrook,
Illinois
|
$167M
|
+$11.9M
|
+8%
|
5.21%
|
57.1%
|
172
|
17.44%
|
|
|
4642
|
Wealth CMT
Cherry Hill,
New Jersey
|
$167M
|
-$5.06M
|
-3%
|
6.12%
|
25%
|
28
|
10.71%
|
|
|
4643
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$167M
|
-$224K
|
-0.1%
|
5.71%
|
51.6%
|
135
|
11.85%
|
|
|
4644
|
Greenhaven Road Investment Management
Greenwich,
Connecticut
|
$166M
|
-$28.3M
|
-15%
|
14.3%
|
70.2%
|
53
|
26.42%
|
|
|
4645
|
Ferguson Shapiro
Decatur,
Georgia
|
$166M
|
+$6.54M
|
+4%
|
5.41%
|
39.6%
|
51
|
29.41%
|
|
|
4646
|
Visa Foundation
San Francisco,
California
|
$166M
|
-$16.3M
|
-9%
|
5.26%
|
48.5%
|
1
|
0%
|
|
|
4647
|
Cambridge Financial Group
Columbus,
Ohio
|
$166M
|
–
|
–
|
2.28%
|
–
|
31
|
–
|
|
|
4648
|
Perseverance Asset Management International
George Town,
Cayman Islands
|
$166M
|
-$76.1M
|
-31%
|
2.2%
|
120%
|
17
|
23.53%
|
|
|
4649
|
Clarity Wealth Advisors
San Jose,
California
|
$166M
|
-$8.86M
|
-5%
|
4.46%
|
85.1%
|
72
|
15.28%
|
|
|
4650
|
Towerpoint Wealth
Sacramento,
California
|
$166M
|
-$1.51M
|
-0.9%
|
4.99%
|
62.4%
|
88
|
6.82%
|
|