|
4701
|
HC Financial Advisors
Lafayette,
California
|
$156M
|
+$16.4M
|
+12%
|
12.5%
|
31.2%
|
420
|
18.57%
|
|
|
4702
|
Profit Investment Management
North Bethesda,
Maryland
|
$156M
|
-$5.83M
|
-4%
|
29.9%
|
101%
|
92
|
7.61%
|
|
|
4703
|
Harbor Island Capital
Topsfield,
Massachusetts
|
$156M
|
+$31.5M
|
+25%
|
25.3%
|
132%
|
15
|
0%
|
|
|
4704
|
Act Wealth Management
Plano,
Texas
|
$156M
|
–
|
–
|
13.5%
|
66.7%
|
30
|
–
|
|
|
4705
|
Madden Securities
Dallas,
Texas
|
$155M
|
+$20.8M
|
+15%
|
14.2%
|
92.2%
|
132
|
18.18%
|
|
|
4706
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$155M
|
-$61.4M
|
-28%
|
9.07%
|
53.8%
|
44
|
25%
|
|
|
4707
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$155M
|
+$12.7M
|
+9%
|
11.8%
|
59.3%
|
65
|
21.54%
|
|
|
4708
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$155M
|
–
|
–
|
25.9%
|
58.8%
|
122
|
–
|
|
|
4709
|
TLW Wealth Management
Indian Rocks Beach,
Florida
|
$155M
|
+$20.5M
|
+15%
|
16.8%
|
82.9%
|
19
|
0%
|
|
|
4710
|
Selective Wealth Management
Forest,
Virginia
|
$155M
|
+$27.4M
|
+21%
|
16.3%
|
62.6%
|
387
|
20.93%
|
|
|
4711
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$155M
|
+$27.8M
|
+22%
|
12.1%
|
64.9%
|
122
|
14.75%
|
|
|
4712
|
Ayrshire Capital Management
Westport,
Connecticut
|
$155M
|
+$18.3M
|
+13%
|
10.3%
|
78.4%
|
60
|
6.67%
|
|
|
4713
|
Oregon Health & Science University
Portland,
Oregon
|
$155M
|
–
|
–
|
13.5%
|
–
|
1
|
–
|
|
|
4714
|
Helikon Investments
London,
United Kingdom
|
$155M
|
–
|
–
|
29.9%
|
330%
|
4
|
–
|
|
|
4715
|
New World Advisors
Hingham,
Massachusetts
|
$155M
|
-$1.99M
|
-1%
|
20.8%
|
95.9%
|
30
|
3.33%
|
|
|
4716
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$154M
|
+$17.8M
|
+13%
|
6.99%
|
57.8%
|
90
|
12.22%
|
|
|
4717
|
Curated Wealth Partners
El Segundo,
California
|
$154M
|
–
|
–
|
35%
|
45.4%
|
134
|
–
|
|
|
4718
|
Woodward Diversified Capital
Bakersfield,
California
|
$154M
|
–
|
–
|
14.5%
|
107%
|
161
|
–
|
|
|
4719
|
Client 1st Advisory Group
Dunedin,
Florida
|
$154M
|
+$11.3M
|
+8%
|
8.26%
|
57.4%
|
59
|
6.78%
|
|
|
4720
|
AlpInvest Partners
Amsterdam,
Netherlands
|
$154M
|
+$91.7M
|
+147%
|
22.9%
|
97.5%
|
14
|
78.57%
|
|
|
4721
|
Acuitas Investments
Seattle,
Washington
|
$154M
|
+$11.2M
|
+8%
|
52.9%
|
180%
|
74
|
25.68%
|
|
|
4722
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$154M
|
+$38.8M
|
+34%
|
11.7%
|
53.5%
|
204
|
16.67%
|
|
|
4723
|
Centerpoint Advisors
Needham,
Massachusetts
|
$154M
|
+$20.9M
|
+16%
|
16.6%
|
61.2%
|
266
|
12.41%
|
|
|
4724
|
Chapman Investment Management
San Anselmo,
California
|
$154M
|
+$18.4M
|
+14%
|
13.3%
|
44%
|
39
|
10.26%
|
|
|
4725
|
LBJ Family Wealth Advisors
Austin,
Texas
|
$154M
|
+$21.5M
|
+16%
|
17.3%
|
59%
|
19
|
0%
|
|