|
4801
|
Pacific Wealth Management
San Diego,
California
|
$157M
|
–
|
–
|
6.9%
|
68.9%
|
11
|
–
|
|
|
4802
|
Performa Ltd (US)
Charleston,
South Carolina
|
$157M
|
+$39.6M
|
+34%
|
13.1%
|
55.8%
|
39
|
87.18%
|
|
|
4803
|
Soundmark Wealth Management
Kirkland,
Washington
|
$157M
|
–
|
–
|
16.8%
|
17.2%
|
60
|
–
|
|
|
4804
|
|
$157M
|
+$38M
|
+32%
|
206%
|
190%
|
33
|
21.21%
|
|
|
4805
|
Consolidated Capital Management
Burbank,
California
|
$157M
|
-$34.5M
|
-18%
|
12.9%
|
159%
|
33
|
3.03%
|
|
|
4806
|
HighVista Strategies
Boston,
Massachusetts
|
$157M
|
+$19.3M
|
+14%
|
16.5%
|
622%
|
147
|
43.54%
|
|
|
4807
|
Briaud Financial Planning
College Station,
Texas
|
$157M
|
+$18.3M
|
+13%
|
2.66%
|
93.1%
|
25
|
44%
|
|
|
4808
|
Filbrandt Wealth Management
Middleton,
Wisconsin
|
$156M
|
+$28.7M
|
+22%
|
19%
|
–
|
195
|
32.31%
|
|
|
4809
|
Baymount Management
Miami,
Florida
|
$156M
|
+$84.8M
|
+118%
|
31.6%
|
–
|
14
|
92.86%
|
|
|
4810
|
First City Capital Management
Savannah,
Georgia
|
$156M
|
-$113M
|
-42%
|
10.6%
|
76.5%
|
203
|
26.11%
|
|
|
4811
|
Eagle Health Investments
Greenwich,
Connecticut
|
$156M
|
–
|
–
|
11.8%
|
241%
|
24
|
–
|
|
|
4812
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$156M
|
–
|
–
|
27.3%
|
194%
|
93
|
–
|
|
|
4813
|
AREX Capital Management
New York
|
$156M
|
+$555K
|
+0.4%
|
30.1%
|
36.2%
|
12
|
41.67%
|
|
|
4814
|
Asset Planning Services Inc
Covington,
Louisiana
|
$156M
|
+$10.1M
|
+7%
|
8.99%
|
117%
|
41
|
12.2%
|
|
|
4815
|
Michael & Susan Dell Foundation
New York
|
$156M
|
-$345M
|
-69%
|
5.64%
|
238%
|
6
|
83.33%
|
|
|
4816
|
HC Financial Advisors
Lafayette,
California
|
$156M
|
+$16.4M
|
+12%
|
12.5%
|
31.2%
|
420
|
18.57%
|
|
|
4817
|
Profit Investment Management
North Bethesda,
Maryland
|
$156M
|
-$5.83M
|
-4%
|
29.9%
|
101%
|
92
|
7.61%
|
|
|
4818
|
Harbor Island Capital
Topsfield,
Massachusetts
|
$156M
|
+$31.5M
|
+25%
|
25.3%
|
231%
|
15
|
0%
|
|
|
4819
|
Act Wealth Management
Plano,
Texas
|
$156M
|
–
|
–
|
13.5%
|
66.7%
|
30
|
–
|
|
|
4820
|
Madden Securities
Dallas,
Texas
|
$155M
|
+$20.8M
|
+15%
|
14.2%
|
92.2%
|
132
|
18.18%
|
|
|
4821
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$155M
|
-$61.4M
|
-28%
|
9.07%
|
53.8%
|
44
|
25%
|
|
|
4822
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$155M
|
+$12.7M
|
+9%
|
11.8%
|
59.3%
|
65
|
21.54%
|
|
|
4823
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$155M
|
–
|
–
|
25.9%
|
58.8%
|
122
|
–
|
|
|
4824
|
TLW Wealth Management
Indian Rocks Beach,
Florida
|
$155M
|
+$20.5M
|
+15%
|
16.8%
|
82.9%
|
19
|
0%
|
|
|
4825
|
Selective Wealth Management
Forest,
Virginia
|
$155M
|
+$27.4M
|
+21%
|
16.3%
|
62.6%
|
387
|
20.93%
|
|