|
4901
|
Theory Financial
Fort Collins,
Colorado
|
$239M
|
+$12.2M
|
+5%
|
0.17%
|
40.5%
|
77
|
18.18%
|
|
|
4902
|
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
|
$239M
|
+$129M
|
+117%
|
7.31%
|
105%
|
111
|
28.83%
|
|
|
4903
|
O'Donnell Financial Services
San Rafael,
California
|
$239M
|
-$7.18M
|
-3%
|
0.31%
|
47.9%
|
44
|
15.91%
|
|
|
4904
|
Shaker Investments
Cleveland,
Ohio
|
$239M
|
-$1.15M
|
-0.5%
|
7.03%
|
205%
|
102
|
24.51%
|
|
|
4905
|
Forager Capital Management
Birmingham,
Alabama
|
$239M
|
-$15.5M
|
-6%
|
1.34%
|
30.6%
|
14
|
14.29%
|
|
|
4906
|
KFA Private Wealth Group
Tysons,
Virginia
|
$239M
|
+$29.3M
|
+14%
|
1.34%
|
57.5%
|
92
|
13.04%
|
|
|
4907
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$239M
|
+$7.61M
|
+3%
|
1.37%
|
41.8%
|
105
|
12.38%
|
|
|
4908
|
Thomas Story & Son
Culver,
Indiana
|
$239M
|
-$6.47M
|
-3%
|
0.8%
|
91.8%
|
53
|
5.66%
|
|
|
4909
|
Nightview Capital
Austin,
Texas
|
$239M
|
+$110M
|
+86%
|
47.9%
|
142%
|
9
|
66.67%
|
|
|
4910
|
Hanover Advisors
Seneca,
South Carolina
|
$238M
|
+$202K
|
+0.1%
|
0.7%
|
–
|
97
|
10.31%
|
|
|
4911
|
EntryPoint Capital
New York
|
$238M
|
+$62.2M
|
+35%
|
0.51%
|
–
|
1,009
|
72.35%
|
|
|
4912
|
Machina Capital
Paris,
France
|
$238M
|
-$13.8M
|
-5%
|
1.92%
|
26.2%
|
376
|
56.91%
|
|
|
4913
|
Strategic Equity Management
Tucson,
Arizona
|
$237M
|
+$26.5M
|
+13%
|
1.26%
|
54.6%
|
59
|
20.34%
|
|
|
4914
|
Eos Management LP
New York
|
$237M
|
-$48.5M
|
-17%
|
12%
|
152%
|
45
|
15.56%
|
|
|
4915
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$237M
|
+$281K
|
+0.1%
|
0.86%
|
53.9%
|
108
|
6.48%
|
|
|
4916
|
Davis Investment Partners
Charlotte,
North Carolina
|
$237M
|
-$1.49M
|
-0.6%
|
0.53%
|
64.6%
|
133
|
18.8%
|
|
|
4917
|
Gold Investment Management
Edmonton,
Alberta, Canada
|
$237M
|
-$1.75M
|
-0.7%
|
1.01%
|
–
|
215
|
3.26%
|
|
|
4918
|
Barrett & Company
Providence,
Rhode Island
|
$237M
|
+$6.21M
|
+3%
|
1.11%
|
74.8%
|
625
|
9.92%
|
|
|
4919
|
Palisades Investment Partners
Santa Monica,
California
|
$237M
|
+$7.26M
|
+3%
|
10.4%
|
–
|
46
|
23.91%
|
|
|
4920
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$237M
|
+$19.9M
|
+9%
|
3.75%
|
–
|
147
|
15.65%
|
|
|
4921
|
United Bank (Georgia)
Zebulon,
Georgia
|
$237M
|
+$19.9M
|
+9%
|
0.38%
|
64.5%
|
112
|
11.61%
|
|
|
4922
|
Elevation Wealth Partners
Santa Rosa,
California
|
$237M
|
+$3.71M
|
+2%
|
0.06%
|
63.7%
|
534
|
16.85%
|
|
|
4923
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$237M
|
+$3.16M
|
+1%
|
3.54%
|
64.1%
|
132
|
11.36%
|
|
|
4924
|
GPM Growth Investors
Bloomfield Hills,
Michigan
|
$237M
|
-$3.69M
|
-2%
|
0.8%
|
–
|
46
|
8.7%
|
|
|
4925
|
Teramo Advisors
Naples,
Florida
|
$237M
|
-$71.3M
|
-23%
|
3.04%
|
62.5%
|
7
|
0%
|
|