|
4701
|
Burrus Financial Services
Salt Lake City,
Utah
|
$162M
|
-$11.9M
|
-7%
|
5.82%
|
30.2%
|
10
|
20%
|
|
|
4702
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$162M
|
-$3.11M
|
-2%
|
3.84%
|
54.4%
|
164
|
6.1%
|
|
|
4703
|
NIA Impact Advisors
Berkeley,
California
|
$162M
|
-$4.4M
|
-3%
|
0.24%
|
–
|
67
|
10.45%
|
|
|
4704
|
Chelsea Counsel Company
Los Angeles,
California
|
$162M
|
-$32.5M
|
-17%
|
6.16%
|
106%
|
101
|
22.77%
|
|
|
4705
|
Whetstone Capital Advisors
Shawnee Mission,
Kansas
|
$162M
|
-$8.47M
|
-5%
|
1.63%
|
282%
|
29
|
41.38%
|
|
|
4706
|
Professional Financial Advisors
North Platte,
Nebraska
|
$162M
|
-$17M
|
-9%
|
5.1%
|
52.8%
|
522
|
9.2%
|
|
|
4707
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$162M
|
-$2.07M
|
-1%
|
4.06%
|
36.2%
|
106
|
12.26%
|
|
|
4708
|
Horan Securities
Cincinnati,
United States
|
$162M
|
-$4.09M
|
-2%
|
5.47%
|
50.1%
|
837
|
33.33%
|
|
|
4709
|
Eagle Bay Advisors
New York
|
$162M
|
-$3.34M
|
-2%
|
3.73%
|
78.4%
|
1,155
|
19.31%
|
|
|
4710
|
Bell & Brown Wealth Advisors
Newport Beach,
California
|
$162M
|
-$25.1M
|
-13%
|
3.71%
|
–
|
74
|
13.51%
|
|
|
4711
|
1623 Capital
Alexandria,
Virginia
|
$162M
|
+$1.51M
|
+0.9%
|
2.64%
|
11.9%
|
51
|
23.53%
|
|
|
4712
|
Madrona Financial Services
Everett,
Washington
|
$162M
|
-$8.82M
|
-5%
|
3.87%
|
75.4%
|
78
|
7.69%
|
|
|
4713
|
Advanced Research Investment Solutions
Los Angeles,
California
|
$162M
|
-$18.1M
|
-10%
|
10.7%
|
13.1%
|
188
|
42.02%
|
|
|
4714
|
Heron Financial Group
New York
|
$162M
|
-$3.01M
|
-2%
|
4.3%
|
47.5%
|
141
|
8.51%
|
|
|
4715
|
Cribstone Capital Management
Augusta,
Maine
|
$162M
|
-$903K
|
-0.6%
|
4.71%
|
22.4%
|
551
|
21.23%
|
|
|
4716
|
Addison Capital
Conshohocken,
Pennsylvania
|
$162M
|
-$9.27M
|
-5%
|
1.29%
|
59.7%
|
133
|
7.52%
|
|
|
4717
|
EPIQ Partners
Minneapolis,
Minnesota
|
$162M
|
-$1.59M
|
-1%
|
1.58%
|
44.3%
|
85
|
7.06%
|
|
|
4718
|
Manhattan West Asset Management
Los Angeles,
California
|
$162M
|
-$3.86M
|
-2%
|
3.98%
|
65.6%
|
109
|
14.68%
|
|
|
4719
|
True Wind Capital Management
San Francisco,
California
|
$161M
|
-$38.4M
|
-19%
|
18.9%
|
119%
|
3
|
0%
|
|
|
4720
|
Addison Advisors
Middlebury,
Vermont
|
$161M
|
-$3.73M
|
-2%
|
5.02%
|
50.2%
|
791
|
10.11%
|
|
|
4721
|
TL Private Wealth
Southlake,
Texas
|
$161M
|
-$10.5M
|
-6%
|
4.41%
|
46%
|
42
|
4.76%
|
|
|
4722
|
West Branch Capital
Amherst,
Massachusetts
|
$161M
|
-$12M
|
-7%
|
5.85%
|
139%
|
486
|
10.29%
|
|
|
4723
|
Client 1st Advisory Group
Dunedin,
Florida
|
$161M
|
-$7.26M
|
-4%
|
6.08%
|
57.4%
|
83
|
15.66%
|
|
|
4724
|
Forager Capital Management
Birmingham,
Alabama
|
$161M
|
-$48.6M
|
-23%
|
18.5%
|
52.6%
|
14
|
14.29%
|
|
|
4725
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
$161M
|
+$14.7M
|
+10%
|
5.21%
|
31.6%
|
107
|
35.51%
|
|