|
4701
|
Disciplined Investments
Tulsa,
Oklahoma
|
$170M
|
+$20.3M
|
+14%
|
5.99%
|
41.9%
|
424
|
26.89%
|
|
|
4702
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$170M
|
+$10.4M
|
+7%
|
2.92%
|
33.4%
|
94
|
31.91%
|
|
|
4703
|
Karani Asset Management
New York
|
$170M
|
+$690K
|
+0.4%
|
6.29%
|
–
|
52
|
21.15%
|
|
|
4704
|
PSI Advisors
Tampa,
Florida
|
$170M
|
+$24.7M
|
+17%
|
7.83%
|
47.5%
|
146
|
26.03%
|
|
|
4705
|
Wealth CMT
Cherry Hill,
New Jersey
|
$170M
|
+$9.44M
|
+6%
|
4.87%
|
25%
|
19
|
0%
|
|
|
4706
|
Employers Holdings
Reno,
Nevada
|
$170M
|
+$3.84M
|
+2%
|
6.62%
|
–
|
150
|
6.67%
|
|
|
4707
|
Detalus Advisors
St. Louis,
Missouri
|
$170M
|
+$10.5M
|
+7%
|
5.6%
|
67.9%
|
110
|
10.91%
|
|
|
4708
|
Pictet Bank & Trust
Nassau,
Bahamas
|
$170M
|
+$9.84M
|
+6%
|
4.61%
|
66.3%
|
63
|
7.94%
|
|
|
4709
|
Evolutionary Tree Capital Management
Alexandria,
Virginia
|
$169M
|
+$38M
|
+29%
|
3.43%
|
100%
|
45
|
20%
|
|
|
4710
|
Wealth Advisors of Tampa Bay
Tampa,
Florida
|
$169M
|
+$25.6M
|
+18%
|
8.58%
|
73.5%
|
82
|
12.2%
|
|
|
4711
|
Marlowe Partners
New York
|
$169M
|
-$17.5M
|
-9%
|
7.29%
|
16.3%
|
13
|
38.46%
|
|
|
4712
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$169M
|
+$40.8M
|
+32%
|
7%
|
39.6%
|
61
|
29.51%
|
|
|
4713
|
Turim 21 Investimentos
Rio De Janeiro,
Brazil
|
$169M
|
+$150M
|
+773%
|
3.98%
|
62%
|
184
|
100%
|
|
|
4714
|
Wealthsimple US
Brooklyn,
New York
|
$169M
|
-$14M
|
-8%
|
0.05%
|
–
|
26
|
19.23%
|
|
|
4715
|
VELT Partners Investimentos
Sao Paolo,
Brazil
|
$169M
|
-$16.7M
|
-9%
|
17.7%
|
19.4%
|
4
|
25%
|
|
|
4716
|
Strategic Financial Partners
Bend,
Oregon
|
$169M
|
+$15.8M
|
+10%
|
4.98%
|
43%
|
64
|
4.69%
|
|
|
4717
|
Nucleo Capital
Sao Paulo, Sp,
Brazil
|
$169M
|
-$184M
|
-52%
|
16.2%
|
116%
|
4
|
25%
|
|
|
4718
|
Genesee Capital Advisors
Auburn,
New York
|
$168M
|
+$15.8M
|
+10%
|
3.57%
|
71.5%
|
99
|
22.22%
|
|
|
4719
|
Birchview Capital
Burlington,
Vermont
|
$168M
|
-$5.13M
|
-3%
|
0.71%
|
233%
|
57
|
21.05%
|
|
|
4720
|
Alta Fundamental Advisers
New York
|
$168M
|
+$26.1M
|
+18%
|
24.7%
|
268%
|
28
|
50%
|
|
|
4721
|
General Equity Holdings
Brooklyn,
New York
|
$168M
|
-$23.7M
|
-12%
|
8.79%
|
1,293%
|
15
|
53.33%
|
|
|
4722
|
Emerson Wealth
Bloomfield Hills,
Michigan
|
$168M
|
-$1M
|
-0.6%
|
7.05%
|
18.1%
|
39
|
46.15%
|
|
|
4723
|
Heron Bay Capital Management
Bloomfield Hills,
Michigan
|
$168M
|
+$14.6M
|
+10%
|
9.99%
|
50.9%
|
75
|
16%
|
|
|
4724
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$168M
|
+$17.8M
|
+12%
|
5.38%
|
77.2%
|
145
|
10.34%
|
|
|
4725
|
Menlo Advisors
Menlo Park,
California
|
$168M
|
+$17.1M
|
+11%
|
7.96%
|
81.9%
|
42
|
16.67%
|
|