|
4751
|
RAM Investment Partners
Bellevue,
Washington
|
$186M
|
+$23.2M
|
+14%
|
7.3%
|
53.4%
|
52
|
15.38%
|
|
|
4752
|
Sawyer & Company
Boston,
Massachusetts
|
$186M
|
-$17.4M
|
-9%
|
3.84%
|
97.4%
|
189
|
7.94%
|
|
|
4753
|
Mendel Money Management
Northbrook,
Illinois
|
$186M
|
+$9.88M
|
+6%
|
6.03%
|
75.4%
|
125
|
6.4%
|
|
|
4754
|
Consolidated Capital Management
Burbank,
California
|
$186M
|
+$18M
|
+11%
|
19%
|
159%
|
61
|
26.23%
|
|
|
4755
|
Wills Financial Group
Richmond,
Virginia
|
$186M
|
+$6.08M
|
+3%
|
4.55%
|
57.5%
|
68
|
20.59%
|
|
|
4756
|
Kopp Family Office
Bloomington,
Minnesota
|
$186M
|
+$19.4M
|
+12%
|
15.3%
|
34%
|
23
|
4.35%
|
|
|
4757
|
Fullen Financial Group
Columbus,
Ohio
|
$185M
|
+$9.37M
|
+5%
|
4.11%
|
28.4%
|
59
|
0%
|
|
|
4758
|
Evexia Wealth
Stevens Point,
Wisconsin
|
$185M
|
–
|
–
|
4.48%
|
92.5%
|
38
|
–
|
|
|
4759
|
Atlantic Investment Management
New York
|
$185M
|
+$587K
|
+0.3%
|
6.28%
|
28.8%
|
13
|
61.54%
|
|
|
4760
|
Verger Capital Management
Winston-Salem,
North Carolina
|
$185M
|
+$7.08M
|
+4%
|
4.55%
|
53.1%
|
35
|
11.43%
|
|
|
4761
|
NIA Impact Advisors
Berkeley,
California
|
$185M
|
+$13M
|
+8%
|
11.1%
|
–
|
64
|
15.63%
|
|
|
4762
|
Core Wealth Management
Jupiter,
Florida
|
$185M
|
+$8.13M
|
+5%
|
4.5%
|
41.1%
|
20
|
15%
|
|
|
4763
|
|
$185M
|
+$13.3M
|
+8%
|
18.8%
|
227%
|
15
|
40%
|
|
|
4764
|
Quantamental Technologies
White Plains,
New York
|
$185M
|
-$33.8M
|
-15%
|
7.2%
|
24.2%
|
667
|
73.91%
|
|
|
4765
|
Adaptive Financial Consulting
Beachwood,
Ohio
|
$185M
|
+$10.6M
|
+6%
|
4.08%
|
33.4%
|
16
|
0%
|
|
|
4766
|
NatWest Group
Edinburgh, Scotland,
United Kingdom
|
$185M
|
+$9.05M
|
+5%
|
10.3%
|
207%
|
57
|
22.81%
|
|
|
4767
|
Kooman & Associates
Altoona,
Pennsylvania
|
$185M
|
+$83.4M
|
+82%
|
5.23%
|
59.9%
|
43
|
11.63%
|
|
|
4768
|
Cota Capital Management
San Francisco,
California
|
$185M
|
-$577K
|
-0.3%
|
11.7%
|
46%
|
12
|
8.33%
|
|
|
4769
|
Sonata Capital Group
Seattle,
Washington
|
$185M
|
+$4.99M
|
+3%
|
5.86%
|
57.4%
|
111
|
11.71%
|
|
|
4770
|
Golden State Equity Partners
South Coast Metro,
California
|
$185M
|
–
|
–
|
4.77%
|
–
|
214
|
–
|
|
|
4771
|
Waterford Advisors
Orchard Park,
New York
|
$185M
|
+$13.1M
|
+8%
|
5.51%
|
50.5%
|
54
|
12.96%
|
|
|
4772
|
Orin Green Financial
San Diego,
California
|
$185M
|
+$14.4M
|
+8%
|
7.47%
|
53.3%
|
74
|
10.81%
|
|
|
4773
|
Quantum Private Wealth
Tampa,
Florida
|
$185M
|
+$26.9M
|
+17%
|
19.8%
|
219%
|
192
|
6.25%
|
|
|
4774
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$185M
|
+$7.38M
|
+4%
|
4.82%
|
104%
|
128
|
12.5%
|
|
|
4775
|
Narus Financial Partners
Salt Lake City,
Utah
|
$184M
|
+$11.2M
|
+6%
|
4.76%
|
88.9%
|
121
|
14.05%
|
|