|
4926
|
Seven Post Investment Office
San Francisco,
California
|
$265M
|
+$3.64M
|
+1%
|
1.51%
|
52.6%
|
41
|
36.59%
|
|
|
4927
|
Stableford Capital II
Scottsdale,
Arizona
|
$265M
|
+$29M
|
+12%
|
7.77%
|
59.3%
|
136
|
21.32%
|
|
|
4928
|
Penbrook Management
New York
|
$265M
|
+$133M
|
+101%
|
10.7%
|
103%
|
111
|
3.6%
|
|
|
4929
|
Leisure Capital Management
Costa Mesa,
California
|
$265M
|
+$21.6M
|
+9%
|
10.3%
|
98%
|
142
|
9.15%
|
|
|
4930
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
$265M
|
+$27.7M
|
+12%
|
9.97%
|
–
|
406
|
15.52%
|
|
|
4931
|
Helix Partners Management
New York
|
$265M
|
-$71.5M
|
-21%
|
86.8%
|
–
|
14
|
14.29%
|
|
|
4932
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$265M
|
+$23.6M
|
+10%
|
8.77%
|
43.8%
|
160
|
8.13%
|
|
|
4933
|
Wealth Advisors of Tampa Bay
Tampa,
Florida
|
$265M
|
+$19.2M
|
+8%
|
10.1%
|
73.5%
|
151
|
41.06%
|
|
|
4934
|
Beacon Wealthcare LLC
Raleigh,
North Carolina
|
$265M
|
+$19.3M
|
+8%
|
7.34%
|
42%
|
26
|
19.23%
|
|
|
4935
|
Tilson Financial Group
New Providence,
New Jersey
|
$265M
|
+$12.4M
|
+5%
|
6.5%
|
39.3%
|
78
|
11.54%
|
|
|
4936
|
Eaton-Cambridge
Phoenix,
Arizona
|
$265M
|
+$32.2M
|
+14%
|
7.09%
|
–
|
39
|
15.38%
|
|
|
4937
|
AMS Capital
Sao Paulo,
Brazil
|
$265M
|
+$22.1M
|
+9%
|
21.5%
|
59.8%
|
19
|
31.58%
|
|
|
4938
|
Formula Growth
Montreal,
Quebec, Canada
|
$265M
|
+$18.1M
|
+7%
|
15.5%
|
65.6%
|
141
|
31.91%
|
|
|
4939
|
DLK Investment Management
Solana Beach,
California
|
$265M
|
+$25.8M
|
+11%
|
7.86%
|
–
|
100
|
23%
|
|
|
4940
|
Access Financial Services
Minneapolis,
Minnesota
|
$265M
|
+$15.9M
|
+6%
|
5.22%
|
44.8%
|
105
|
16.19%
|
|
|
4941
|
Spider Management Company
Richmond,
Virginia
|
$264M
|
+$32.1M
|
+14%
|
9.14%
|
–
|
4
|
50%
|
|
|
4942
|
AGUR Provident & Training Funds Management
Tel Aviv,
Israel
|
$264M
|
+$14.6M
|
+6%
|
13.6%
|
72.4%
|
23
|
13.04%
|
|
|
4943
|
Palo Alto Wealth Advisors
Palo Alto,
California
|
$264M
|
+$7.94M
|
+3%
|
13.8%
|
108%
|
57
|
12.28%
|
|
|
4944
|
Investment Partners
New Philadelphia,
Ohio
|
$264M
|
+$23M
|
+10%
|
9.6%
|
58.7%
|
160
|
8.75%
|
|
|
4945
|
Doma Perpetual Capital Management
Miami,
Florida
|
$264M
|
+$9.59M
|
+4%
|
6.98%
|
–
|
10
|
0%
|
|
|
4946
|
Benson Investment Management Company
Roanoke,
Virginia
|
$264M
|
+$34.2M
|
+15%
|
13.3%
|
91.6%
|
63
|
41.27%
|
|
|
4947
|
Sensible Money
Scottsdale,
Arizona
|
$264M
|
+$30.4M
|
+13%
|
8.96%
|
65%
|
90
|
11.11%
|
|
|
4948
|
Theory Financial
Fort Collins,
Colorado
|
$264M
|
+$26.5M
|
+11%
|
7.2%
|
40.5%
|
94
|
24.47%
|
|
|
4949
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$264M
|
+$23.6M
|
+10%
|
8.47%
|
57.8%
|
88
|
3.41%
|
|
|
4950
|
Retirement Guys Formula
Maumee,
Ohio
|
$263M
|
+$62M
|
+31%
|
7.83%
|
70.2%
|
155
|
18.06%
|
|