|
4851
|
Marshall & Sullivan
Seattle,
Washington
|
$180M
|
+$14.5M
|
+9%
|
7.93%
|
82%
|
39
|
2.56%
|
|
|
4852
|
Chapman Investment Management
San Anselmo,
California
|
$180M
|
+$21.6M
|
+14%
|
10.8%
|
44%
|
41
|
4.88%
|
|
|
4853
|
Alphadyne Asset Management
New York
|
$180M
|
+$58M
|
+47%
|
6.93%
|
158%
|
8
|
75%
|
|
|
4854
|
TLW Wealth Management
Indian Rocks Beach,
Florida
|
$180M
|
+$15.4M
|
+9%
|
12.5%
|
82.9%
|
18
|
5.56%
|
|
|
4855
|
Ponoi Management
San Francisco,
California
|
$180M
|
+$9.96M
|
+6%
|
18.1%
|
–
|
5
|
0%
|
|
|
4856
|
Legacy Wealth Partners (California)
Calabasas,
California
|
$180M
|
+$9.1M
|
+5%
|
7.85%
|
–
|
103
|
31.07%
|
|
|
4857
|
Avory & Company
Miami,
Florida
|
$180M
|
+$6.29M
|
+4%
|
9.04%
|
61.6%
|
13
|
7.69%
|
|
|
4858
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$180M
|
+$17.5M
|
+11%
|
8.54%
|
131%
|
233
|
6.87%
|
|
|
4859
|
WD Rutherford
Portland,
Oregon
|
$180M
|
+$19M
|
+12%
|
14.2%
|
170%
|
126
|
6.35%
|
|
|
4860
|
Wealth Advisors of Tampa Bay
Tampa,
Florida
|
$180M
|
+$10.6M
|
+6%
|
5.52%
|
86.2%
|
82
|
2.44%
|
|
|
4861
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$180M
|
+$9.61M
|
+6%
|
3.88%
|
–
|
77
|
7.79%
|
|
|
4862
|
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
|
$179M
|
+$1.62M
|
+0.9%
|
7.03%
|
13.1%
|
87
|
18.39%
|
|
|
4863
|
Diversified
Wilmington,
Delaware
|
$179M
|
+$49.6M
|
+38%
|
7.08%
|
34.4%
|
106
|
14.15%
|
|
|
4864
|
Leisure Capital Management
Costa Mesa,
California
|
$179M
|
+$14M
|
+8%
|
6.93%
|
98%
|
154
|
14.29%
|
|
|
4865
|
Harbert Fund Advisors
Birmingham,
Alabama
|
$179M
|
-$32.8M
|
-15%
|
4.7%
|
70.8%
|
44
|
68.18%
|
|
|
4866
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$179M
|
+$5.12M
|
+3%
|
6.35%
|
69.7%
|
836
|
77.15%
|
|
|
4867
|
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
|
$179M
|
+$7.45M
|
+4%
|
4.65%
|
61.7%
|
147
|
5.44%
|
|
|
4868
|
Global Financial Private Client
Sarasota,
Florida
|
$179M
|
+$39.6M
|
+28%
|
5.84%
|
90.4%
|
614
|
8.14%
|
|
|
4869
|
Ma Investment Partnership
Hillsborough,
California
|
$179M
|
+$30.4M
|
+20%
|
23.3%
|
–
|
12
|
0%
|
|
|
4870
|
VELT Partners Investimentos
Sao Paolo,
Brazil
|
$179M
|
+$10.2M
|
+6%
|
8.55%
|
19.4%
|
4
|
0%
|
|
|
4871
|
Key Financial Inc
West Chester,
Pennsylvania
|
$179M
|
+$27.3M
|
+18%
|
5.5%
|
55.5%
|
908
|
13.66%
|
|
|
4872
|
SIB LLC
New York,
New York
|
$179M
|
+$8.59M
|
+5%
|
4.94%
|
29.2%
|
21
|
4.76%
|
|
|
4873
|
Landaas & Company
Milwaukee,
Wisconsin
|
$179M
|
+$11.5M
|
+7%
|
6.14%
|
60.3%
|
77
|
5.19%
|
|
|
4874
|
IDG-Accel China Capital GP II Associates
Hong Kong
|
$179M
|
-$27.3M
|
-13%
|
13.2%
|
–
|
2
|
0%
|
|
|
4875
|
Harborview Advisors
Portland,
Maine
|
$179M
|
+$13.2M
|
+8%
|
4.66%
|
27.1%
|
105
|
9.52%
|
|