|
4051
|
Elm Advisors
Burlingame,
California
|
$159M
|
+$11.7M
|
+8%
|
|
|
90
|
|
|
|
4052
|
Wunderlich Capital Managemnt
Memphis,
Tennessee
|
$159M
|
+$13.2M
|
+9%
|
|
|
89
|
|
|
|
4053
|
Avidity Partners Management
Dallas,
Texas
|
$159M
|
–
|
–
|
|
|
33
|
|
|
|
4054
|
KPCB XVI Associates
Menlo Park,
California
|
$159M
|
–
|
–
|
|
|
1
|
|
|
|
4055
|
PDS Planning
Dublin,
Ohio
|
$158M
|
+$14.4M
|
+10%
|
|
|
108
|
|
|
|
4056
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$158M
|
+$7.36M
|
+5%
|
|
|
84
|
|
|
|
4057
|
Dalton Investments
Las Vegas,
Nevada
|
$158M
|
+$3.44M
|
+2%
|
|
|
43
|
|
|
|
4058
|
Laidlaw Wealth Management
New York City,
New York
|
$158M
|
–
|
–
|
|
|
169
|
|
|
|
4059
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$158M
|
+$20.6M
|
+15%
|
|
|
65
|
|
|
|
4060
|
CCG Wealth Management
San Diego,
California
|
$158M
|
+$11.3M
|
+8%
|
|
|
105
|
|
|
|
4061
|
|
$158M
|
+$16M
|
+11%
|
|
|
48
|
|
|
|
4062
|
United Capital Management of KS
Salina,
Kansas
|
$158M
|
+$21.2M
|
+15%
|
|
|
113
|
|
|
|
4063
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$158M
|
–
|
–
|
|
|
64
|
|
|
|
4064
|
Avalon Advisory Group
Wexford,
Pennsylvania
|
$158M
|
–
|
–
|
|
|
8
|
|
|
|
4065
|
Soundwatch Capital
Rowayton,
Connecticut
|
$158M
|
–
|
–
|
|
|
11
|
|
|
|
4066
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$158M
|
+$23.9M
|
+18%
|
|
|
139
|
|
|
|
4067
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$157M
|
+$24.9M
|
+19%
|
|
|
103
|
|
|
|
4068
|
Soapstone Management
Bethesda,
Maryland
|
$157M
|
-$26.2M
|
-14%
|
|
|
19
|
|
|
|
4069
|
Kopp Family Office
Bloomington,
Minnesota
|
$157M
|
–
|
–
|
|
|
5
|
|
|
|
4070
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$157M
|
+$6.08M
|
+4%
|
|
|
322
|
|
|
|
4071
|
Asset Planning Services Inc
Covington,
Louisiana
|
$157M
|
+$2.81M
|
+2%
|
|
|
40
|
|
|
|
4072
|
Alpha Windward
Westwood,
Massachusetts
|
$157M
|
+$9.07M
|
+6%
|
|
|
470
|
|
|
|
4073
|
Pecaut & Co
Sioux City,
Iowa
|
$157M
|
+$13.3M
|
+9%
|
|
|
73
|
|
|
|
4074
|
Winning Points Advisors
Boca Raton,
Florida
|
$157M
|
+$18.2M
|
+13%
|
|
|
77
|
|
|
|
4075
|
Ebor Charitable Trust
Jackson,
Wyoming
|
$157M
|
–
|
–
|
|
|
3
|
|
|