|
4801
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$300M
|
-$4.21M
|
-1%
|
0.5%
|
54.3%
|
400
|
1.75%
|
|
|
4802
|
Prodigy Asset Management
Omaha,
Nebraska
|
$300M
|
+$14.7M
|
+5%
|
3.12%
|
–
|
28
|
14.29%
|
|
|
4803
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$299M
|
+$138K
|
+0%
|
0.78%
|
58.2%
|
149
|
10.74%
|
|
|
4804
|
InterCapital
Austin,
Texas
|
$299M
|
+$15.4M
|
+5%
|
17.4%
|
–
|
144
|
61.11%
|
|
|
4805
|
Goepper Burkhardt
Greenville,
South Carolina
|
$299M
|
-$7.64M
|
-2%
|
2.83%
|
50.4%
|
106
|
11.32%
|
|
|
4806
|
Corundum Group
Colorado Springs,
Colorado
|
$299M
|
+$1.2M
|
+0.4%
|
0.15%
|
80.5%
|
122
|
18.85%
|
|
|
4807
|
BHK Investment Advisors
Birmingham,
Alabama
|
$299M
|
-$5.11M
|
-2%
|
0.81%
|
54.6%
|
79
|
8.86%
|
|
|
4808
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$299M
|
-$4.6M
|
-2%
|
0.65%
|
71.5%
|
146
|
17.12%
|
|
|
4809
|
Parkshore Wealth Management
Granite Bay,
California
|
$299M
|
+$32.8M
|
+12%
|
0.14%
|
–
|
71
|
5.63%
|
|
|
4810
|
Kaydan Wealth Management
Fenton,
Michigan
|
$299M
|
-$46.5M
|
-13%
|
0.7%
|
57.8%
|
117
|
11.11%
|
|
|
4811
|
Buttonwood Financial Advisors
Baltimore,
Maryland
|
$299M
|
-$1.13M
|
-0.4%
|
1.65%
|
66.3%
|
109
|
5.5%
|
|
|
4812
|
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
|
$299M
|
-$2.24M
|
-0.7%
|
1.94%
|
52%
|
107
|
14.02%
|
|
|
4813
|
Nepsis Inc
Minneapolis,
Minnesota
|
$299M
|
-$25.1M
|
-8%
|
3.45%
|
116%
|
32
|
15.63%
|
|
|
4814
|
Tieton Capital Management
Yakima,
Washington
|
$299M
|
+$6.22M
|
+2%
|
5.54%
|
172%
|
37
|
10.81%
|
|
|
4815
|
American Assets Inc
San Diego,
California
|
$298M
|
-$17.5M
|
-6%
|
8.03%
|
63.2%
|
33
|
36.36%
|
|
|
4816
|
Technology Crossover Management VIII
Menlo Park,
California
|
$298M
|
-$112M
|
-27%
|
25.2%
|
77.9%
|
5
|
0%
|
|
|
4817
|
MKT Advisors
Escondido,
California
|
$298M
|
+$5.22M
|
+2%
|
1.71%
|
49.2%
|
165
|
6.06%
|
|
|
4818
|
JVL Associates
Wyoming,
Michigan
|
$298M
|
-$8.97M
|
-3%
|
3.29%
|
73.3%
|
66
|
9.09%
|
|
|
4819
|
Congruence Capital
Los Angeles,
California
|
$298M
|
+$26.3M
|
+10%
|
9.38%
|
–
|
44
|
63.64%
|
|
|
4820
|
Lynch Asset Management
Yardley,
Pennsylvania
|
$298M
|
-$19.9M
|
-6%
|
6.14%
|
190%
|
53
|
5.66%
|
|
|
4821
|
CPA Asset Management
West Palm Beach,
Florida
|
$298M
|
+$13.2M
|
+5%
|
0.71%
|
48.8%
|
108
|
10.19%
|
|
|
4822
|
Berkeley Inc
Boise,
Idaho
|
$298M
|
-$16.4M
|
-5%
|
3.46%
|
40.9%
|
83
|
7.23%
|
|
|
4823
|
Hassell Wealth Management
Houma,
Louisiana
|
$298M
|
-$1.01M
|
-0.3%
|
0.33%
|
46.3%
|
29
|
13.79%
|
|
|
4824
|
Range Financial Group
Tigard,
Oregon
|
$298M
|
+$8.97M
|
+3%
|
6.81%
|
188%
|
216
|
21.76%
|
|
|
4825
|
Act Wealth Management
Plano,
Texas
|
$298M
|
-$7.91M
|
-3%
|
1.58%
|
66.7%
|
66
|
13.64%
|
|