|
4951
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$202M
|
+$29.1M
|
+17%
|
9.91%
|
90.2%
|
166
|
18.07%
|
|
|
4952
|
Monterey Private Wealth
Monterey,
California
|
$202M
|
+$23.8M
|
+13%
|
8.56%
|
29.8%
|
110
|
14.55%
|
|
|
4953
|
Worth Venture Partners
Fort Lee,
New Jersey
|
$202M
|
-$20.4M
|
-9%
|
5.78%
|
105%
|
161
|
35.4%
|
|
|
4954
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$202M
|
+$9.91M
|
+5%
|
4.85%
|
63.8%
|
54
|
9.26%
|
|
|
4955
|
Innealta Capital
Austin,
Texas
|
$202M
|
+$23M
|
+13%
|
3.85%
|
63.7%
|
71
|
18.31%
|
|
|
4956
|
California First Leasing Corp
Newport Beach,
California
|
$201M
|
–
|
–
|
14.4%
|
377%
|
39
|
–
|
|
|
4957
|
Menlo Advisors
Menlo Park,
California
|
$201M
|
+$12M
|
+6%
|
10.1%
|
81.9%
|
46
|
10.87%
|
|
|
4958
|
KFA Private Wealth Group
Tysons,
Virginia
|
$201M
|
+$18.4M
|
+10%
|
7.73%
|
57.5%
|
73
|
8.22%
|
|
|
4959
|
Oakwell Private Wealth Management
Austin,
Texas
|
$201M
|
+$16M
|
+9%
|
5.92%
|
63%
|
63
|
9.52%
|
|
|
4960
|
American Trust Investment Advisors
Lebanon,
New Hampshire
|
$201M
|
+$23.2M
|
+13%
|
11%
|
91%
|
97
|
17.53%
|
|
|
4961
|
GPM Growth Investors
Bloomfield Hills,
Michigan
|
$201M
|
+$11.2M
|
+6%
|
11.2%
|
–
|
41
|
14.63%
|
|
|
4962
|
Gray Wealth Management
Bangor,
Maine
|
$201M
|
+$22M
|
+12%
|
8.52%
|
22.1%
|
133
|
13.53%
|
|
|
4963
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$201M
|
+$18.4M
|
+10%
|
5.21%
|
44.1%
|
31
|
0%
|
|
|
4964
|
G&S Capital
Denver,
Colorado
|
$201M
|
+$18.9M
|
+10%
|
10.2%
|
77.2%
|
124
|
33.06%
|
|
|
4965
|
Sandbar Asset Management
London,
United Kingdom
|
$200M
|
-$719M
|
-78%
|
12.2%
|
128%
|
74
|
48.65%
|
|
|
4966
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$200M
|
+$21.9M
|
+12%
|
8.8%
|
57.8%
|
106
|
11.32%
|
|
|
4967
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$200M
|
–
|
–
|
8.69%
|
72.2%
|
452
|
–
|
|
|
4968
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$200M
|
+$801K
|
+0.4%
|
3.83%
|
26.4%
|
86
|
6.98%
|
|
|
4969
|
Agilis Partners
Waltham,
Massachusetts
|
$200M
|
-$1.29M
|
-0.6%
|
5.12%
|
8.47%
|
28
|
10.71%
|
|
|
4970
|
New England Guild Wealth Advisors
Avon,
Connecticut
|
$200M
|
+$11M
|
+6%
|
4.69%
|
6.04%
|
72
|
8.33%
|
|
|
4971
|
William Marsh Rice University
Houston,
Texas
|
$200M
|
-$41.2M
|
-17%
|
3.01%
|
4.44%
|
10
|
60%
|
|
|
4972
|
Key Financial Inc
West Chester,
Pennsylvania
|
$200M
|
+$22.9M
|
+13%
|
9%
|
55.5%
|
1,024
|
10.06%
|
|
|
4973
|
DCVC Opportunity Fund II
Palo Alto,
California
|
$200M
|
–
|
–
|
21%
|
–
|
4
|
–
|
|
|
4974
|
Half Sky Capital (UK)
London,
United Kingdom
|
$200M
|
-$70.4M
|
-26%
|
16.4%
|
13%
|
7
|
28.57%
|
|
|
4975
|
Round Hill Asset Management
Pasadena,
California
|
$199M
|
+$125K
|
+0.1%
|
2.9%
|
43.2%
|
58
|
3.45%
|
|