|
4626
|
UG Investment Advisers
Taipei,
Taiwan
|
$266M
|
-$28.8M
|
-10%
|
9.41%
|
172%
|
11
|
9.09%
|
|
|
4627
|
Cabot-Wellington
Boston,
Massachusetts
|
$266M
|
+$10.7M
|
+4%
|
6.26%
|
65%
|
4
|
0%
|
|
|
4628
|
Bouvel Investment Partners
Phoenixville,
Pennsylvania
|
$266M
|
+$7.4M
|
+3%
|
5.3%
|
187%
|
81
|
9.88%
|
|
|
4629
|
Gordian Capital (Singapore)
Singapore
|
$266M
|
+$90.3M
|
+51%
|
2.15%
|
249%
|
213
|
26.29%
|
|
|
4630
|
Peachtree Investment Partners
Indian River Shores,,
Florida
|
$266M
|
+$10.9M
|
+4%
|
4.92%
|
82.6%
|
115
|
17.39%
|
|
|
4631
|
Mediatel Partners
Fort Worth,
Texas
|
$266M
|
+$18.1M
|
+7%
|
7.35%
|
22.9%
|
3
|
0%
|
|
|
4632
|
Verity Asset Management
Durham,
North Carolina
|
$266M
|
+$10.6M
|
+4%
|
7.18%
|
68.4%
|
238
|
28.99%
|
|
|
4633
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$265M
|
+$18.4M
|
+7%
|
6.07%
|
42.4%
|
177
|
5.08%
|
|
|
4634
|
Shaker Financial Services
Arlington,
Virginia
|
$265M
|
+$18M
|
+7%
|
4.98%
|
13.1%
|
177
|
22.6%
|
|
|
4635
|
Ceera Investments
Bellaire,
Texas
|
$265M
|
+$28.9M
|
+12%
|
8.9%
|
47.9%
|
104
|
13.46%
|
|
|
4636
|
Leeward Financial Partners
Bellevue,
Washington
|
$265M
|
+$18.8M
|
+8%
|
4.6%
|
69.5%
|
89
|
10.11%
|
|
|
4637
|
Bandera Partners
New York
|
$265M
|
-$10.9M
|
-4%
|
1.3%
|
27.6%
|
20
|
15%
|
|
|
4638
|
Mystic Asset Management
Warwick,
Rhode Island
|
$265M
|
+$17.3M
|
+7%
|
7.36%
|
86.7%
|
178
|
6.74%
|
|
|
4639
|
Pure Portfolios Holdings
Lake Oswego,
Oregon
|
$265M
|
–
|
–
|
7.36%
|
–
|
105
|
–
|
|
|
4640
|
Financial Life Advisors
San Antonio,
Texas
|
$265M
|
+$18.4M
|
+7%
|
4.8%
|
42.7%
|
57
|
15.79%
|
|
|
4641
|
One Fin Capital Management
San Francisco,
California
|
$265M
|
-$14M
|
-5%
|
3.71%
|
75.5%
|
27
|
59.26%
|
|
|
4642
|
Seaside Wealth Management
Carlsbad,
California
|
$265M
|
+$23.3M
|
+10%
|
6.23%
|
42.9%
|
61
|
8.2%
|
|
|
4643
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$265M
|
+$3.01M
|
+1%
|
5.11%
|
–
|
150
|
1.33%
|
|
|
4644
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$264M
|
+$33.4M
|
+14%
|
5.77%
|
53.3%
|
96
|
16.67%
|
|
|
4645
|
Multicoin Capital Management
Austin,
Texas
|
$264M
|
-$43.6M
|
-14%
|
13.1%
|
–
|
4
|
50%
|
|
|
4646
|
Pineridge Advisors
St. Charles,
Missouri
|
$264M
|
-$28.8M
|
-10%
|
5.71%
|
–
|
684
|
18.71%
|
|
|
4647
|
Vance Wealth
Santa Clarita,
California
|
$264M
|
+$20.6M
|
+8%
|
7.19%
|
55.3%
|
101
|
11.88%
|
|
|
4648
|
Silverlake Wealth Management
Williston,
Vermont
|
$264M
|
+$20.2M
|
+8%
|
7.21%
|
54.9%
|
302
|
14.9%
|
|
|
4649
|
Howard Bailey Securities
Fort Wayne,
Indiana
|
$264M
|
–
|
–
|
5.3%
|
–
|
164
|
–
|
|
|
4650
|
Omega Financial Group
Santa Barbara,
California
|
$264M
|
+$16.8M
|
+7%
|
7.65%
|
45.2%
|
86
|
10.47%
|
|