|
4801
|
Alteri Wealth
Westlake Village,
California
|
$309M
|
+$17.5M
|
+6%
|
4.07%
|
–
|
294
|
6.8%
|
|
|
4802
|
Great Point Partners
Greenwich,
Connecticut
|
$308M
|
+$65.9M
|
+27%
|
21.4%
|
554%
|
42
|
59.52%
|
|
|
4803
|
Evelyn Partners Investment Management (Europe)
Dublin,
|
$308M
|
+$19.7M
|
+7%
|
3.02%
|
–
|
188
|
6.38%
|
|
|
4804
|
Rakuten Securities
Tokyo,
Japan
|
$308M
|
+$37.2M
|
+14%
|
5%
|
–
|
987
|
17.93%
|
|
|
4805
|
Cederberg Capital
London,
United Kingdom
|
$308M
|
-$42.3M
|
-12%
|
6.63%
|
103%
|
10
|
10%
|
|
|
4806
|
California First Leasing Corp
Newport Beach,
California
|
$308M
|
+$34.8M
|
+13%
|
15.3%
|
161%
|
46
|
6.52%
|
|
|
4807
|
Concord Investment Counsel
Irvine,
California
|
$308M
|
-$7.1M
|
-2%
|
3.04%
|
–
|
40
|
2.5%
|
|
|
4808
|
Crestmont Private Wealth
Houston,
Texas
|
$308M
|
+$5.06M
|
+2%
|
1.64%
|
45.8%
|
104
|
17.31%
|
|
|
4809
|
Tred Avon Family Wealth
Easton,
Maryland
|
$307M
|
+$16.3M
|
+6%
|
2.32%
|
–
|
267
|
14.98%
|
|
|
4810
|
Lifestyle Asset Management
Friendswood,
Texas
|
$307M
|
+$14.5M
|
+5%
|
2.16%
|
82.6%
|
150
|
18%
|
|
|
4811
|
JVL Associates
Wyoming,
Michigan
|
$307M
|
+$5.09M
|
+2%
|
2.51%
|
73.3%
|
67
|
10.45%
|
|
|
4812
|
JW Asset Management
Miami Beach,
Florida
|
$307M
|
+$98.8M
|
+47%
|
58.9%
|
126%
|
22
|
40.91%
|
|
|
4813
|
Argentarii
Cincinnati,
Ohio
|
$307M
|
+$56.4M
|
+22%
|
3.42%
|
–
|
209
|
24.88%
|
|
|
4814
|
Canopy Partners
Cincinnati,
Ohio
|
$307M
|
+$7.6M
|
+3%
|
3.62%
|
–
|
259
|
11.58%
|
|
|
4815
|
Goepper Burkhardt
Greenville,
South Carolina
|
$307M
|
+$13.5M
|
+5%
|
1.71%
|
43.8%
|
109
|
11.93%
|
|
|
4816
|
Fairfield Financial Advisors
Wellesley,
Massachusetts
|
$307M
|
+$9.89M
|
+3%
|
4.69%
|
–
|
73
|
4.11%
|
|
|
4817
|
Resolute Advisors
San Francisco,
California
|
$307M
|
-$82.8M
|
-21%
|
2.17%
|
38.3%
|
80
|
15%
|
|
|
4818
|
TTP Investments
San Jose,
California
|
$307M
|
-$38.4M
|
-11%
|
2.74%
|
197%
|
49
|
26.53%
|
|
|
4819
|
Your Advocates Ltd
Houston,
Texas
|
$306M
|
+$7.97M
|
+3%
|
2.86%
|
42.5%
|
248
|
14.52%
|
|
|
4820
|
Family Capital Trust
Peabody,
Massachusetts
|
$306M
|
+$7.39M
|
+2%
|
3.79%
|
32.3%
|
92
|
7.61%
|
|
|
4821
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$306M
|
+$11.1M
|
+4%
|
3.94%
|
86.7%
|
127
|
9.45%
|
|
|
4822
|
|
$306M
|
-$42.5M
|
-12%
|
5.95%
|
26.1%
|
77
|
57.14%
|
|
|
4823
|
Act Wealth Management
Plano,
Texas
|
$306M
|
+$20.4M
|
+7%
|
2.44%
|
66.7%
|
65
|
18.46%
|
|
|
4824
|
Realta Investment Advisors
Wilmington,
Delaware
|
$306M
|
+$6.43M
|
+2%
|
3.6%
|
126%
|
379
|
21.9%
|
|
|
4825
|
Sandler Capital Management
New York
|
$305M
|
-$35.2M
|
-10%
|
8.92%
|
288%
|
201
|
58.21%
|
|