|
4901
|
Libra Wealth
Los Gatos,
California
|
$181M
|
-$2.51M
|
-1%
|
3.58%
|
58.2%
|
52
|
3.85%
|
|
|
4902
|
7G Capital Management
New York
|
$181M
|
-$13.4M
|
-7%
|
6.46%
|
137%
|
9
|
0%
|
|
|
4903
|
Essential Planning
Portsmouth,
New Hampshire
|
$181M
|
+$5.18M
|
+3%
|
2.77%
|
38.1%
|
64
|
15.63%
|
|
|
4904
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$180M
|
-$3.66M
|
-2%
|
3.54%
|
21.8%
|
489
|
12.07%
|
|
|
4905
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$180M
|
+$5.09M
|
+3%
|
3.63%
|
58.2%
|
149
|
16.78%
|
|
|
4906
|
Savoir Faire Capital Management
Norwalk,
Connecticut
|
$180M
|
–
|
–
|
9.22%
|
1.22%
|
48
|
–
|
|
|
4907
|
Nucleo Capital
Sao Paulo, Sp,
Brazil
|
$180M
|
-$28.6M
|
-14%
|
14.8%
|
116%
|
3
|
0%
|
|
|
4908
|
NKCFO LLC
Geneva,
Illinois
|
$180M
|
-$36.9M
|
-17%
|
0.5%
|
211%
|
98
|
31.63%
|
|
|
4909
|
Nixon Capital
Austin,
Texas
|
$180M
|
-$12.4M
|
-6%
|
2.23%
|
118%
|
28
|
46.43%
|
|
|
4910
|
Orin Green Financial
San Diego,
California
|
$180M
|
-$11.2M
|
-6%
|
4.28%
|
53.3%
|
80
|
13.75%
|
|
|
4911
|
Foresite Capital Management IV
Larkspur,
California
|
$180M
|
-$23.4M
|
-11%
|
6.79%
|
151%
|
7
|
0%
|
|
|
4912
|
Wilshire Advisors
Santa Monica,
California
|
$180M
|
-$8.65M
|
-5%
|
3.87%
|
118%
|
10
|
10%
|
|
|
4913
|
Westshore Wealth
Newport Beach,
California
|
$180M
|
-$16M
|
-8%
|
5.28%
|
58.8%
|
111
|
18.02%
|
|
|
4914
|
Soundmark Wealth Management
Kirkland,
Washington
|
$180M
|
+$655K
|
+0.4%
|
3.5%
|
17.2%
|
65
|
12.31%
|
|
|
4915
|
Taylor Frigon Capital Management
Scottsdale,
Arizona
|
$180M
|
-$24.9M
|
-12%
|
8.03%
|
131%
|
92
|
9.78%
|
|
|
4916
|
3G Capital Partners
New York
|
$180M
|
+$80.9M
|
+82%
|
9.73%
|
351%
|
16
|
43.75%
|
|
|
4917
|
O'Donnell Financial Services
San Rafael,
California
|
$180M
|
+$14.3M
|
+9%
|
1.1%
|
61%
|
31
|
29.03%
|
|
|
4918
|
Guinness Atkinson Asset Management
Pasadena,
California
|
$180M
|
-$9.05M
|
-5%
|
1.87%
|
132%
|
109
|
7.34%
|
|
|
4919
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$180M
|
-$4.49M
|
-2%
|
3.2%
|
53.9%
|
162
|
6.79%
|
|
|
4920
|
Foresight Global Investors
Purchase,
New York
|
$180M
|
-$5.62M
|
-3%
|
3.34%
|
72.8%
|
47
|
27.66%
|
|
|
4921
|
Maytus Capital Management
New York
|
$180M
|
-$23.5M
|
-12%
|
0.21%
|
442%
|
60
|
60%
|
|
|
4922
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$180M
|
+$6.11M
|
+4%
|
3.25%
|
117%
|
239
|
20.5%
|
|
|
4923
|
Accel Wealth Management
Waverly,
Iowa
|
$180M
|
-$2.14M
|
-1%
|
2.77%
|
77.4%
|
183
|
15.3%
|
|
|
4924
|
Bullseye Asset Management
Denver,
Colorado
|
$179M
|
-$19.7M
|
-10%
|
6.29%
|
81%
|
76
|
11.84%
|
|
|
4925
|
Sea Otter Advisors
Miami,
Florida
|
$179M
|
-$1.19M
|
-0.7%
|
6.97%
|
–
|
319
|
36.05%
|
|