|
4926
|
Davis Investment Partners
Charlotte,
North Carolina
|
$239M
|
-$4.55M
|
-2%
|
5.92%
|
64.6%
|
126
|
14.29%
|
|
|
4927
|
Hassell Wealth Management
Houma,
Louisiana
|
$239M
|
+$15.4M
|
+7%
|
5.51%
|
46.3%
|
27
|
0%
|
|
|
4928
|
Commonwealth Retirement Investments
Richmond,
Virginia
|
$238M
|
+$20.1M
|
+9%
|
7.69%
|
70.1%
|
94
|
5.32%
|
|
|
4929
|
G&S Capital
Denver,
Colorado
|
$238M
|
+$8.41M
|
+4%
|
6.85%
|
77.2%
|
132
|
19.7%
|
|
|
4930
|
Wills Financial Group
Richmond,
Virginia
|
$238M
|
+$21.3M
|
+10%
|
9.11%
|
51.7%
|
66
|
6.06%
|
|
|
4931
|
Kings Path Partners
Sugar Land,
Texas
|
$238M
|
+$26.1M
|
+12%
|
5.96%
|
–
|
312
|
13.78%
|
|
|
4932
|
Hanover Advisors
Seneca,
South Carolina
|
$238M
|
+$13.1M
|
+6%
|
5.13%
|
–
|
95
|
6.32%
|
|
|
4933
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$238M
|
+$12.9M
|
+6%
|
7.37%
|
94.5%
|
499
|
12.63%
|
|
|
4934
|
WIM Investment Management
Hong Kong
|
$238M
|
–
|
–
|
9.09%
|
–
|
14
|
–
|
|
|
4935
|
Bennett Selby Investments
Falmouth,
Maine
|
$238M
|
+$15.1M
|
+7%
|
6.61%
|
69.8%
|
76
|
7.89%
|
|
|
4936
|
Lynch Asset Management
Yardley,
Pennsylvania
|
$238M
|
+$3.49M
|
+1%
|
2.07%
|
156%
|
43
|
2.33%
|
|
|
4937
|
OLIO Financial Planning
Mclean,
Virginia
|
$238M
|
+$551K
|
+0.2%
|
6.48%
|
47.8%
|
52
|
0%
|
|
|
4938
|
WorthPointe
La Jolla,
California
|
$238M
|
+$18.3M
|
+8%
|
6.52%
|
51%
|
85
|
23.53%
|
|
|
4939
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$238M
|
+$13.8M
|
+6%
|
6.54%
|
86.7%
|
106
|
12.26%
|
|
|
4940
|
Seneca House Advisors
Richmond,
Virginia
|
$237M
|
+$6.85M
|
+3%
|
6.5%
|
58.2%
|
89
|
11.24%
|
|
|
4941
|
One Degree Advisors
San Diego,
California
|
$237M
|
+$29.9M
|
+14%
|
5.76%
|
–
|
65
|
24.62%
|
|
|
4942
|
Castellan Group
Louisville,
Kentucky
|
$237M
|
+$27.2M
|
+13%
|
13.7%
|
196%
|
67
|
23.88%
|
|
|
4943
|
Unique Wealth Strategies
Burr Ridge,
Illinois
|
$237M
|
+$23.8M
|
+11%
|
7.47%
|
–
|
704
|
76.28%
|
|
|
4944
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$237M
|
+$19.4M
|
+9%
|
7.53%
|
53.9%
|
105
|
14.29%
|
|
|
4945
|
Kercheville Advisors
San Antonio,
Texas
|
$237M
|
+$6.61M
|
+3%
|
5.2%
|
240%
|
93
|
18.28%
|
|
|
4946
|
Infusive Asset Management
New York
|
$237M
|
-$10.8M
|
-4%
|
5.57%
|
40.1%
|
41
|
24.39%
|
|
|
4947
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$237M
|
+$11.3M
|
+5%
|
6.13%
|
88.6%
|
219
|
10.96%
|
|
|
4948
|
Clarus Group
Houston,
Texas
|
$237M
|
+$10.4M
|
+5%
|
4.23%
|
65.5%
|
126
|
20.63%
|
|
|
4949
|
Brightline Capital Management
Miami,
Florida
|
$237M
|
+$35.3M
|
+18%
|
21.4%
|
778%
|
25
|
44%
|
|
|
4950
|
Sonata Capital Group
Seattle,
Washington
|
$237M
|
+$41.8M
|
+21%
|
5.63%
|
57.4%
|
117
|
24.79%
|
|