|
4801
|
NKCFO LLC
Geneva,
Illinois
|
$180M
|
-$36.9M
|
-17%
|
0.5%
|
202%
|
98
|
31.63%
|
|
|
4802
|
Nixon Capital
Austin,
Texas
|
$180M
|
-$12.4M
|
-6%
|
2.23%
|
102%
|
28
|
46.43%
|
|
|
4803
|
Orin Green Financial
San Diego,
California
|
$180M
|
-$11.2M
|
-6%
|
4.28%
|
53.3%
|
80
|
13.75%
|
|
|
4804
|
Foresite Capital Management IV
Larkspur,
California
|
$180M
|
-$23.4M
|
-11%
|
6.79%
|
149%
|
7
|
0%
|
|
|
4805
|
Wilshire Advisors
Santa Monica,
California
|
$180M
|
-$8.65M
|
-5%
|
3.87%
|
110%
|
10
|
10%
|
|
|
4806
|
Westshore Wealth
Newport Beach,
California
|
$180M
|
-$16M
|
-8%
|
5.28%
|
44.5%
|
111
|
18.02%
|
|
|
4807
|
Soundmark Wealth Management
Kirkland,
Washington
|
$180M
|
+$655K
|
+0.4%
|
3.5%
|
17.2%
|
65
|
12.31%
|
|
|
4808
|
Taylor Frigon Capital Management
Scottsdale,
Arizona
|
$180M
|
-$24.9M
|
-12%
|
8.03%
|
131%
|
92
|
9.78%
|
|
|
4809
|
3G Capital Partners
New York
|
$180M
|
+$80.9M
|
+82%
|
9.73%
|
190%
|
16
|
43.75%
|
|
|
4810
|
O'Donnell Financial Services
San Rafael,
California
|
$180M
|
+$14.3M
|
+9%
|
1.1%
|
47.9%
|
31
|
29.03%
|
|
|
4811
|
Guinness Atkinson Asset Management
Pasadena,
California
|
$180M
|
-$9.05M
|
-5%
|
1.87%
|
97%
|
109
|
7.34%
|
|
|
4812
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$180M
|
-$4.49M
|
-2%
|
3.2%
|
43.1%
|
162
|
6.79%
|
|
|
4813
|
Foresight Global Investors
Purchase,
New York
|
$180M
|
-$5.62M
|
-3%
|
3.34%
|
62.9%
|
47
|
27.66%
|
|
|
4814
|
Maytus Capital Management
New York
|
$180M
|
-$23.5M
|
-12%
|
0.21%
|
267%
|
60
|
60%
|
|
|
4815
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$180M
|
+$6.11M
|
+4%
|
3.25%
|
90.1%
|
239
|
20.5%
|
|
|
4816
|
Accel Wealth Management
Waverly,
Iowa
|
$180M
|
-$2.14M
|
-1%
|
2.77%
|
77.4%
|
183
|
15.3%
|
|
|
4817
|
Bullseye Asset Management
Denver,
Colorado
|
$179M
|
-$19.7M
|
-10%
|
6.29%
|
55%
|
76
|
11.84%
|
|
|
4818
|
Sea Otter Advisors
Miami,
Florida
|
$179M
|
-$1.19M
|
-0.7%
|
6.97%
|
–
|
319
|
36.05%
|
|
|
4819
|
Deane Retirement Strategies
New Orleans,
Louisiana
|
$179M
|
-$3.2M
|
-2%
|
1.08%
|
64.7%
|
75
|
40%
|
|
|
4820
|
Providence First Trust
Scottsdale,
Arizona
|
$179M
|
-$2.57M
|
-1%
|
3.27%
|
64.1%
|
94
|
11.7%
|
|
|
4821
|
Brown Miller Wealth Management
Mclean,
Virginia
|
$179M
|
-$6.22M
|
-3%
|
4.43%
|
102%
|
127
|
11.81%
|
|
|
4822
|
Lountzis Asset Management
Wyomissing,
Pennsylvania
|
$179M
|
-$2.11M
|
-1%
|
2.57%
|
103%
|
45
|
2.22%
|
|
|
4823
|
Stone House Capital Management
Bay Harbor Islands,
Florida
|
$179M
|
-$20.4M
|
-10%
|
6.68%
|
238%
|
4
|
25%
|
|
|
4824
|
Steph & Co
Marinette,
Wisconsin
|
$179M
|
-$4.08M
|
-2%
|
3.4%
|
56.8%
|
298
|
21.14%
|
|
|
4825
|
Level Financial Advisors
East Amherst,
New York
|
$179M
|
-$230K
|
-0.1%
|
2.79%
|
41.5%
|
301
|
11.3%
|
|