|
4751
|
West Oak Capital
Westlake Village,
California
|
$235M
|
+$21.3M
|
+10%
|
11.2%
|
110%
|
333
|
8.71%
|
|
|
4752
|
Benson Investment Management Company
Roanoke,
Virginia
|
$235M
|
+$39.6M
|
+20%
|
14.3%
|
91.6%
|
57
|
38.6%
|
|
|
4753
|
Patient Square Capital
Menlo Park,
California
|
$235M
|
+$51.9M
|
+28%
|
6.83%
|
328%
|
3
|
66.67%
|
|
|
4754
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$235M
|
+$40.1M
|
+21%
|
4.55%
|
33.4%
|
124
|
12.1%
|
|
|
4755
|
Seaside Wealth Management
Carlsbad,
California
|
$234M
|
+$15.8M
|
+7%
|
5.34%
|
42.9%
|
56
|
8.93%
|
|
|
4756
|
First Bankers Trust
Louisville,
Kentucky
|
$234M
|
+$18.9M
|
+9%
|
8.68%
|
78.9%
|
130
|
13.08%
|
|
|
4757
|
Narus Financial Partners
Salt Lake City,
Utah
|
$234M
|
+$26.7M
|
+13%
|
9.67%
|
89.8%
|
146
|
10.27%
|
|
|
4758
|
Robinswood Financial
Kirkland,
Washington
|
$234M
|
+$2.91M
|
+1%
|
4.78%
|
38.8%
|
258
|
6.2%
|
|
|
4759
|
GP Brinson Investments
Chicago,
Illinois
|
$234M
|
+$23.8M
|
+11%
|
5.07%
|
45.5%
|
15
|
0%
|
|
|
4760
|
David Kennon
Sarasota,
Florida
|
$234M
|
+$10.7M
|
+5%
|
5.22%
|
46.9%
|
34
|
20.59%
|
|
|
4761
|
BNC Wealth Management
Beaverton,
Oregon
|
$234M
|
+$22.2M
|
+10%
|
15%
|
193%
|
107
|
15.89%
|
|
|
4762
|
NewGen Asset Management
Toronto,
Ontario, Canada
|
$234M
|
+$38.8M
|
+20%
|
11.2%
|
391%
|
42
|
64.29%
|
|
|
4763
|
Elmwood Wealth Management
Berkeley,
California
|
$234M
|
+$91.1M
|
+64%
|
2.77%
|
37.6%
|
124
|
17.74%
|
|
|
4764
|
Vishria Bird Financial Group
Memphis,
Tennessee
|
$234M
|
+$22.1M
|
+10%
|
5.53%
|
74.3%
|
64
|
7.81%
|
|
|
4765
|
Bell & Brown Wealth Advisors
Newport Beach,
California
|
$234M
|
+$18.2M
|
+8%
|
13.3%
|
–
|
74
|
8.11%
|
|
|
4766
|
Altitude Crest Partners
Stamford,
Connecticut
|
$234M
|
+$84.1M
|
+56%
|
28.9%
|
–
|
34
|
76.47%
|
|
|
4767
|
Jessup Wealth Management
Dayton,
Ohio
|
$234M
|
+$33.4M
|
+17%
|
15%
|
116%
|
68
|
36.76%
|
|
|
4768
|
Strategic Vision Investment
Hong Kong
|
$233M
|
+$124M
|
+113%
|
52.3%
|
95.6%
|
26
|
76.92%
|
|
|
4769
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$233M
|
+$7.39M
|
+3%
|
6.5%
|
56.5%
|
108
|
22.22%
|
|
|
4770
|
Hoertkorn Richard Charles
|
$233M
|
+$11.1M
|
+5%
|
7.38%
|
172%
|
83
|
1.2%
|
|
|
4771
|
Precedent Wealth Partners
Houston,
Texas
|
$233M
|
+$36M
|
+18%
|
7.07%
|
–
|
144
|
16.67%
|
|
|
4772
|
Global Financial Private Client
Sarasota,
Florida
|
$233M
|
+$18.9M
|
+9%
|
8.4%
|
90.4%
|
723
|
7.88%
|
|
|
4773
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$233M
|
+$13.8M
|
+6%
|
7.3%
|
56.7%
|
82
|
12.2%
|
|
|
4774
|
Brooklyn Investment Group
Brooklyn,
New York
|
$232M
|
+$22.7M
|
+11%
|
14.1%
|
–
|
239
|
12.55%
|
|
|
4775
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$232M
|
+$12.1M
|
+6%
|
6.7%
|
71.5%
|
129
|
34.11%
|
|