|
4951
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$182M
|
–
|
–
|
0.5%
|
33.5%
|
107
|
–
|
|
|
4952
|
Wealth Advisors of Tampa Bay
Tampa,
Florida
|
$182M
|
+$7.68M
|
+4%
|
5.12%
|
86.2%
|
82
|
13.41%
|
|
|
4953
|
Deane Retirement Strategies
New Orleans,
Louisiana
|
$182M
|
+$976K
|
+0.5%
|
1.73%
|
64.7%
|
74
|
20.27%
|
|
|
4954
|
Alaethes Wealth
Glenbrook,
Nevada
|
$182M
|
+$11.6M
|
+7%
|
8.17%
|
96.4%
|
113
|
8.85%
|
|
|
4955
|
Bracebridge Capital LLC
Boston,
Massachusetts
|
$182M
|
-$193M
|
-51%
|
12.4%
|
156%
|
96
|
57.29%
|
|
|
4956
|
Sittner & Nelson
Eugene,
Oregon
|
$182M
|
+$7.8M
|
+4%
|
9.62%
|
88.1%
|
525
|
13.71%
|
|
|
4957
|
Sapphire Ventures
Austin,
Texas
|
$182M
|
-$57.1M
|
-24%
|
25.2%
|
27.9%
|
9
|
11.11%
|
|
|
4958
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$182M
|
+$9.73M
|
+6%
|
5.17%
|
56.3%
|
25
|
16%
|
|
|
4959
|
Burrus Financial Services
Salt Lake City,
Utah
|
$182M
|
+$6.76M
|
+4%
|
3.26%
|
30.2%
|
9
|
22.22%
|
|
|
4960
|
Providence First Trust
Scottsdale,
Arizona
|
$182M
|
+$8.04M
|
+5%
|
3.64%
|
64.1%
|
100
|
22%
|
|
|
4961
|
Consilio Wealth Advisors
Bellevue,
Washington
|
$182M
|
+$4.94M
|
+3%
|
6.92%
|
66.4%
|
53
|
20.75%
|
|
|
4962
|
Accel Wealth Management
Waverly,
Iowa
|
$182M
|
-$62.9M
|
-26%
|
3.44%
|
77.4%
|
970
|
83.4%
|
|
|
4963
|
Weinberger Asset Management
Los Angeles,
California
|
$182M
|
+$9.7M
|
+6%
|
6.15%
|
80%
|
78
|
3.85%
|
|
|
4964
|
Leisure Capital Management
Costa Mesa,
California
|
$182M
|
+$7.03M
|
+4%
|
7.45%
|
98%
|
135
|
2.96%
|
|
|
4965
|
NewGen Asset Management
Toronto,
Ontario, Canada
|
$182M
|
-$77.5M
|
-30%
|
2.45%
|
402%
|
38
|
68.42%
|
|
|
4966
|
Mountaineer Partners Management
New York
|
$181M
|
+$43.7M
|
+32%
|
13.3%
|
158%
|
15
|
20%
|
|
|
4967
|
Lountzis Asset Management
Wyomissing,
Pennsylvania
|
$181M
|
+$12.4M
|
+7%
|
10%
|
144%
|
53
|
24.53%
|
|
|
4968
|
Kestrel Investment Management
San Mateo,
California
|
$181M
|
+$3.23M
|
+2%
|
10.2%
|
89.2%
|
41
|
14.63%
|
|
|
4969
|
Harbor Group
Bedford,
New Hampshire
|
$181M
|
+$12.9M
|
+8%
|
6.76%
|
41.4%
|
70
|
15.71%
|
|
|
4970
|
25 LLC
St. Louis,
Missouri
|
$181M
|
+$18.8M
|
+12%
|
3.26%
|
44.2%
|
716
|
42.46%
|
|
|
4971
|
Cabot-Wellington
Boston,
Massachusetts
|
$181M
|
+$9.66M
|
+6%
|
5.64%
|
65%
|
4
|
0%
|
|
|
4972
|
Aquilo Capital Management
San Francisco,
California
|
$180M
|
-$60.8M
|
-25%
|
20.5%
|
6.84%
|
15
|
33.33%
|
|
|
4973
|
Sea Otter Advisors
Miami,
Florida
|
$180M
|
-$15.5M
|
-8%
|
0.72%
|
–
|
351
|
48.43%
|
|
|
4974
|
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
|
$180M
|
+$11.3M
|
+7%
|
6.39%
|
13.1%
|
97
|
11.34%
|
|
|
4975
|
|
$180M
|
-$1.41M
|
-0.8%
|
3.57%
|
506%
|
19
|
84.21%
|
|