|
4801
|
University of Massachusetts Foundation
Newton,
Massachusetts
|
$239M
|
-$1.4M
|
-0.6%
|
2.72%
|
53.6%
|
4
|
0%
|
|
|
4802
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$239M
|
+$12.9M
|
+6%
|
1.68%
|
57.3%
|
139
|
4.32%
|
|
|
4803
|
Red Lighthouse Investment Management
New York
|
$239M
|
-$9.84M
|
-4%
|
1.97%
|
63.4%
|
107
|
7.48%
|
|
|
4804
|
Harmony Asset Management
Scottsdale,
Arizona
|
$239M
|
-$3.93M
|
-2%
|
6.72%
|
–
|
162
|
18.52%
|
|
|
4805
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$239M
|
+$6.24M
|
+3%
|
1.13%
|
71.5%
|
124
|
21.77%
|
|
|
4806
|
Hengistbury Investment Partners
London,
United Kingdom
|
$239M
|
+$10.8M
|
+5%
|
1.3%
|
108%
|
6
|
33.33%
|
|
|
4807
|
Waterford Advisors
Orchard Park,
New York
|
$239M
|
+$2.85M
|
+1%
|
1.58%
|
50.5%
|
57
|
8.77%
|
|
|
4808
|
Stelac Advisory Services
New York
|
$238M
|
+$25.5M
|
+12%
|
2.87%
|
84.9%
|
114
|
14.04%
|
|
|
4809
|
Delta Financial Group
Basking Ridge,
New Jersey
|
$238M
|
-$101M
|
-30%
|
11.1%
|
–
|
246
|
54.07%
|
|
|
4810
|
Windmill Hill Asset Management
Waddesdon,
United Kingdom
|
$238M
|
-$41M
|
-15%
|
4.25%
|
97%
|
29
|
13.79%
|
|
|
4811
|
Your Advocates Ltd
Houston,
Texas
|
$238M
|
+$1.25M
|
+0.5%
|
0.6%
|
50%
|
262
|
20.23%
|
|
|
4812
|
David Kennon
Sarasota,
Florida
|
$238M
|
+$4.19M
|
+2%
|
1.47%
|
46.9%
|
34
|
0%
|
|
|
4813
|
|
$238M
|
+$21.5M
|
+10%
|
15.7%
|
226%
|
13
|
7.69%
|
|
|
4814
|
Hi-Line Capital Management
Watertown,
South Dakota
|
$238M
|
-$43.7M
|
-16%
|
4.26%
|
57.5%
|
40
|
20%
|
|
|
4815
|
Unio Capital
Princeton,
New Jersey
|
$238M
|
+$10.8M
|
+5%
|
3.36%
|
97.8%
|
37
|
16.22%
|
|
|
4816
|
Vishria Bird Financial Group
Memphis,
Tennessee
|
$238M
|
+$4.4M
|
+2%
|
3.77%
|
74.3%
|
64
|
3.13%
|
|
|
4817
|
NWK Group
San Francisco,
California
|
$238M
|
+$24.6M
|
+12%
|
11.5%
|
268%
|
65
|
15.38%
|
|
|
4818
|
Milestones Administradora de Recursos
Jaragua Do Sul,
Brazil
|
$238M
|
+$51.7M
|
+28%
|
6.31%
|
114%
|
30
|
46.67%
|
|
|
4819
|
|
$238M
|
-$1.67B
|
-88%
|
27.7%
|
45.9%
|
65
|
96.92%
|
|
|
4820
|
Concentrum Wealth Management
San Jose,
California
|
$238M
|
+$21.2M
|
+10%
|
9.7%
|
174%
|
74
|
10.81%
|
|
|
4821
|
Kaye Capital Management
El Segundo,
California
|
$238M
|
+$8.21M
|
+4%
|
2.42%
|
–
|
39
|
17.95%
|
|
|
4822
|
Hixon Zuercher
Findlay,
Ohio
|
$237M
|
+$777K
|
+0.3%
|
2.1%
|
87.5%
|
64
|
4.69%
|
|
|
4823
|
STF Management
Frisco,
Texas
|
$237M
|
+$6.66M
|
+3%
|
9.68%
|
208%
|
102
|
1.96%
|
|
|
4824
|
Carmel Capital Partners
San Diego,
California
|
$237M
|
-$4.74M
|
-2%
|
1.95%
|
65.1%
|
171
|
12.28%
|
|
|
4825
|
Prospect Capital Advisors
Sausalito,
California
|
$237M
|
+$12.4M
|
+5%
|
3.04%
|
202%
|
25
|
24%
|
|