|
4001
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$250M
|
-$11M
|
-4%
|
|
|
152
|
|
|
|
4002
|
High Net Worth Advisory Group
Naples,
Florida
|
$250M
|
-$8.2M
|
-3%
|
|
|
202
|
|
|
|
4003
|
Redwood Grove Capital
Palo Alto,
California
|
$249M
|
+$13.2M
|
+6%
|
|
|
28
|
|
|
|
4004
|
New Harbor Financial Group
Worcester,
Massachusetts
|
$249M
|
-$79.3M
|
-24%
|
|
|
49
|
|
|
|
4005
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$249M
|
-$14.3M
|
-5%
|
|
|
180
|
|
|
|
4006
|
White Pine Capital
Bloomington,
Minnesota
|
$249M
|
-$18.9M
|
-7%
|
|
|
213
|
|
|
|
4007
|
Jackson Square Capital
San Francisco,
California
|
$249M
|
+$94.4K
|
+0%
|
|
|
126
|
|
|
|
4008
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
$249M
|
-$15.6M
|
-6%
|
|
|
99
|
|
|
|
4009
|
Wildcat Capital Management
New York
|
$249M
|
-$13.8M
|
-5%
|
|
|
23
|
|
|
|
4010
|
Horizon Wealth Management
La Grange,
Illinois
|
$249M
|
-$4.66M
|
-2%
|
|
|
87
|
|
|
|
4011
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$249M
|
-$15.3M
|
-6%
|
|
|
70
|
|
|
|
4012
|
Endeavour Capital Advisors
Greenwich,
Connecticut
|
$249M
|
+$20.2M
|
+9%
|
|
|
47
|
|
|
|
4013
|
Buck Wealth Strategies
Denver,
Colorado
|
$249M
|
+$18.1M
|
+8%
|
|
|
401
|
|
|
|
4014
|
INCA Investments
Miami,
Florida
|
$249M
|
-$37.4M
|
-13%
|
|
|
12
|
|
|
|
4015
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$249M
|
-$14.6M
|
-6%
|
|
|
188
|
|
|
|
4016
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$249M
|
-$5.63M
|
-2%
|
|
|
60
|
|
|
|
4017
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$249M
|
-$7.42M
|
-3%
|
|
|
118
|
|
|
|
4018
|
Neumann Advisory (HK)
Central,
Hong Kong
|
$249M
|
-$13.4M
|
-5%
|
|
|
14
|
|
|
|
4019
|
Windham Capital Management
Boston,
Massachusetts
|
$249M
|
-$11.2M
|
-4%
|
|
|
89
|
|
|
|
4020
|
Diana Davis Spencer Foundation
Bethesda,
Maryland
|
$248M
|
-$12M
|
-5%
|
|
|
3
|
|
|
|
4021
|
BetterWealth
San Jose,
California
|
$248M
|
-$8.6M
|
-3%
|
|
|
50
|
|
|
|
4022
|
Steadview Capital Management
London,
United Kingdom
|
$248M
|
-$157M
|
-39%
|
|
|
9
|
|
|
|
4023
|
Dash Acquisitions
Woodland Hills,
California
|
$248M
|
-$3.97M
|
-2%
|
|
|
46
|
|
|
|
4024
|
Hendley & Co
Zanesville,
Ohio
|
$248M
|
+$6.94M
|
+3%
|
|
|
53
|
|
|
|
4025
|
True Wind Capital Management
San Francisco,
California
|
$248M
|
+$1.47M
|
+0.6%
|
|
|
3
|
|
|