|
4776
|
Evelyn Partners Investment Management (Europe)
Dublin,
|
$279M
|
+$11.4M
|
+4%
|
9.33%
|
–
|
189
|
3.17%
|
|
|
4777
|
Berkeley Inc
Boise,
Idaho
|
$279M
|
+$65.5M
|
+31%
|
5.44%
|
40.9%
|
75
|
13.33%
|
|
|
4778
|
JVL Associates
Wyoming,
Michigan
|
$278M
|
+$30.6M
|
+12%
|
10.2%
|
73.3%
|
67
|
16.42%
|
|
|
4779
|
Bishop & Co Investment Management
Erie,
Pennsylvania
|
$278M
|
+$19.8M
|
+8%
|
8.69%
|
47.6%
|
27
|
7.41%
|
|
|
4780
|
Your Advocates Ltd
Houston,
Texas
|
$278M
|
+$17.6M
|
+7%
|
6.87%
|
42.5%
|
217
|
9.68%
|
|
|
4781
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$278M
|
+$42.3M
|
+18%
|
9.23%
|
47.9%
|
158
|
6.96%
|
|
|
4782
|
X-Square Capital
Guaynabo,
Puerto Rico
|
$278M
|
+$45.4M
|
+20%
|
19.1%
|
112%
|
173
|
18.5%
|
|
|
4783
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$278M
|
+$16M
|
+6%
|
7.54%
|
62.3%
|
185
|
12.43%
|
|
|
4784
|
Burkett Financial Services
Rock Hill,
South Carolina
|
$278M
|
+$32.3M
|
+13%
|
7.39%
|
–
|
265
|
19.25%
|
|
|
4785
|
Roth Financial Partners
Kingwood,
Texas
|
$277M
|
+$24.2M
|
+10%
|
8.67%
|
54.3%
|
32
|
6.25%
|
|
|
4786
|
Patient Square Capital
Menlo Park,
California
|
$277M
|
+$35.7M
|
+15%
|
15.4%
|
328%
|
22
|
27.27%
|
|
|
4787
|
Team Hewins
Redwood City,
California
|
$277M
|
+$20M
|
+8%
|
5.98%
|
60.5%
|
38
|
15.79%
|
|
|
4788
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
$277M
|
+$31M
|
+13%
|
10.1%
|
66%
|
181
|
32.04%
|
|
|
4789
|
Revisor Wealth Management
Akron,
Ohio
|
$277M
|
+$52.5M
|
+23%
|
6.68%
|
62.8%
|
283
|
26.15%
|
|
|
4790
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$277M
|
+$20.9M
|
+8%
|
6.38%
|
28.8%
|
44
|
9.09%
|
|
|
4791
|
Long Corridor Asset Management
Hong Kong
|
$277M
|
+$141M
|
+103%
|
15.5%
|
58.7%
|
23
|
39.13%
|
|
|
4792
|
Pinnacle Holdings
Tulsa,
Oklahoma
|
$277M
|
+$14.1M
|
+5%
|
4.43%
|
65.3%
|
257
|
20.23%
|
|
|
4793
|
Rede Wealth
Charlottesville,
Virginia
|
$277M
|
-$6.09M
|
-2%
|
0.42%
|
80.5%
|
107
|
2.8%
|
|
|
4794
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$277M
|
+$28.6M
|
+12%
|
8.46%
|
56.7%
|
996
|
8.23%
|
|
|
4795
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
$277M
|
+$27.9M
|
+11%
|
9.03%
|
78%
|
134
|
12.69%
|
|
|
4796
|
Consolidated Capital Management
Burbank,
California
|
$277M
|
+$35.9M
|
+15%
|
12.1%
|
159%
|
50
|
14%
|
|
|
4797
|
Crestmont Private Wealth
Houston,
Texas
|
$277M
|
+$45.6M
|
+20%
|
6.93%
|
45.8%
|
88
|
18.18%
|
|
|
4798
|
Richard W. Paul & Associates
Novi,
Michigan
|
$277M
|
+$21.6M
|
+8%
|
9.88%
|
55.4%
|
357
|
11.48%
|
|
|
4799
|
Whelan Financial
Fresno,
California
|
$277M
|
+$19.4M
|
+8%
|
6.98%
|
57.9%
|
67
|
8.96%
|
|
|
4800
|
Forge First Asset Management
Toronto, Ontario,
Canada
|
$277M
|
+$46.8M
|
+20%
|
18.2%
|
112%
|
46
|
54.35%
|
|