|
4676
|
Vance Wealth
Santa Clarita,
California
|
$186M
|
+$25.8M
|
+16%
|
7.42%
|
55.3%
|
78
|
11.54%
|
|
|
4677
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$186M
|
+$8.34M
|
+5%
|
4.04%
|
80.7%
|
79
|
20.25%
|
|
|
4678
|
Capital Performance Advisors
Walnut Creek,
California
|
$186M
|
+$11.9M
|
+7%
|
5.74%
|
61.5%
|
55
|
10.91%
|
|
|
4679
|
Old West Investment Management
Los Angeles,
California
|
$186M
|
+$26M
|
+16%
|
5.49%
|
235%
|
60
|
36.67%
|
|
|
4680
|
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
$186M
|
+$15.2M
|
+9%
|
3.18%
|
88%
|
55
|
20%
|
|
|
4681
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$186M
|
+$4.79M
|
+3%
|
5.29%
|
63.3%
|
367
|
7.08%
|
|
|
4682
|
Patriot Financial Partners
Radnor,
Pennsylvania
|
$186M
|
-$90.4M
|
-33%
|
22.1%
|
16.6%
|
11
|
9.09%
|
|
|
4683
|
RAM Investment Partners
Bellevue,
Washington
|
$186M
|
+$23.2M
|
+14%
|
7.3%
|
53.4%
|
52
|
15.38%
|
|
|
4684
|
Sawyer & Company
Boston,
Massachusetts
|
$186M
|
-$17.4M
|
-9%
|
3.84%
|
97.4%
|
189
|
7.94%
|
|
|
4685
|
Mendel Money Management
Northbrook,
Illinois
|
$186M
|
+$9.88M
|
+6%
|
6.03%
|
55.5%
|
125
|
6.4%
|
|
|
4686
|
Consolidated Capital Management
Burbank,
California
|
$186M
|
+$18M
|
+11%
|
19%
|
159%
|
61
|
26.23%
|
|
|
4687
|
Wills Financial Group
Richmond,
Virginia
|
$186M
|
+$6.08M
|
+3%
|
4.55%
|
51.7%
|
68
|
20.59%
|
|
|
4688
|
Kopp Family Office
Bloomington,
Minnesota
|
$186M
|
+$19.4M
|
+12%
|
15.3%
|
34%
|
23
|
4.35%
|
|
|
4689
|
Fullen Financial Group
Columbus,
Ohio
|
$185M
|
+$9.37M
|
+5%
|
4.11%
|
28.4%
|
59
|
0%
|
|
|
4690
|
Evexia Wealth
Stevens Point,
Wisconsin
|
$185M
|
–
|
–
|
4.48%
|
87.7%
|
38
|
–
|
|
|
4691
|
Atlantic Investment Management
New York
|
$185M
|
+$587K
|
+0.3%
|
6.28%
|
34%
|
13
|
61.54%
|
|
|
4692
|
Verger Capital Management
Winston-Salem,
North Carolina
|
$185M
|
+$7.08M
|
+4%
|
4.55%
|
53.1%
|
35
|
11.43%
|
|
|
4693
|
NIA Impact Advisors
Berkeley,
California
|
$185M
|
+$13M
|
+8%
|
11.1%
|
–
|
64
|
15.63%
|
|
|
4694
|
Core Wealth Management
Jupiter,
Florida
|
$185M
|
+$8.13M
|
+5%
|
4.5%
|
41.1%
|
20
|
15%
|
|
|
4695
|
|
$185M
|
+$13.3M
|
+8%
|
18.8%
|
169%
|
15
|
40%
|
|
|
4696
|
Quantamental Technologies
White Plains,
New York
|
$185M
|
-$33.8M
|
-15%
|
7.2%
|
24.2%
|
667
|
73.91%
|
|
|
4697
|
Adaptive Financial Consulting
Beachwood,
Ohio
|
$185M
|
+$10.6M
|
+6%
|
4.08%
|
26.8%
|
16
|
0%
|
|
|
4698
|
NatWest Group
Edinburgh, Scotland,
United Kingdom
|
$185M
|
+$9.05M
|
+5%
|
10.3%
|
186%
|
57
|
22.81%
|
|
|
4699
|
Kooman & Associates
Altoona,
Pennsylvania
|
$185M
|
+$83.4M
|
+82%
|
5.23%
|
59.9%
|
43
|
11.63%
|
|
|
4700
|
Cota Capital Management
San Francisco,
California
|
$185M
|
-$577K
|
-0.3%
|
11.7%
|
46%
|
12
|
8.33%
|
|