|
4851
|
Lynch Asset Management
Yardley,
Pennsylvania
|
$238M
|
+$3.49M
|
+1%
|
|
|
43
|
|
|
|
4852
|
OLIO Financial Planning
Mclean,
Virginia
|
$238M
|
+$551K
|
+0.2%
|
|
|
52
|
|
|
|
4853
|
WorthPointe
La Jolla,
California
|
$238M
|
+$18.3M
|
+8%
|
|
|
85
|
|
|
|
4854
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$238M
|
+$13.8M
|
+6%
|
|
|
106
|
|
|
|
4855
|
Seneca House Advisors
Richmond,
Virginia
|
$237M
|
+$6.85M
|
+3%
|
|
|
89
|
|
|
|
4856
|
One Degree Advisors
San Diego,
California
|
$237M
|
+$29.9M
|
+14%
|
|
|
65
|
|
|
|
4857
|
Castellan Group
Louisville,
Kentucky
|
$237M
|
+$27.2M
|
+13%
|
|
|
67
|
|
|
|
4858
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$237M
|
+$19.4M
|
+9%
|
|
|
105
|
|
|
|
4859
|
Kercheville Advisors
San Antonio,
Texas
|
$237M
|
+$6.61M
|
+3%
|
|
|
93
|
|
|
|
4860
|
Infusive Asset Management
New York
|
$237M
|
-$10.8M
|
-4%
|
|
|
41
|
|
|
|
4861
|
Arvin Capital Management
Austin,
Texas
|
$237M
|
+$4.43M
|
+2%
|
|
|
30
|
|
|
|
4862
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$237M
|
+$11.3M
|
+5%
|
|
|
220
|
|
|
|
4863
|
Clarus Group
Houston,
Texas
|
$237M
|
+$10.4M
|
+5%
|
|
|
126
|
|
|
|
4864
|
Brightline Capital Management
Miami,
Florida
|
$237M
|
+$35.3M
|
+18%
|
|
|
25
|
|
|
|
4865
|
Sonata Capital Group
Seattle,
Washington
|
$237M
|
+$41.8M
|
+21%
|
|
|
117
|
|
|
|
4866
|
Holistic Planning
Nacogdoches,
Texas
|
$236M
|
+$106M
|
+82%
|
|
|
168
|
|
|
|
4867
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$236M
|
+$20.2M
|
+9%
|
|
|
105
|
|
|
|
4868
|
Ovata Capital Management
Hong Kong
|
$236M
|
+$52.2M
|
+28%
|
|
|
47
|
|
|
|
4869
|
Visa Foundation
San Francisco,
California
|
$236M
|
+$1.69M
|
+0.7%
|
|
|
2
|
|
|
|
4870
|
|
$236M
|
-$1.91M
|
-0.8%
|
|
|
14
|
|
|
|
4871
|
Purus Wealth Management
Newport Beach,
California
|
$236M
|
+$9.67M
|
+4%
|
|
|
121
|
|
|
|
4872
|
Prairiewood Capital
Fargo,
North Dakota
|
$236M
|
+$25.4M
|
+12%
|
|
|
81
|
|
|
|
4873
|
Gunderson Capital Management
Mt. Pleasant,
South Carolina
|
$236M
|
+$3.1M
|
+1%
|
|
|
49
|
|
|
|
4874
|
Perry Creek Capital
New York
|
$236M
|
+$24.5M
|
+12%
|
|
|
14
|
|
|
|
4875
|
Berkshire Capital Holdings
San Jose,
California
|
$236M
|
-$11.6M
|
-5%
|
|
|
91
|
|
|