|
3601
|
Summit X LLC
Chesterfield,
Missouri
|
$352M
|
+$36.5M
|
+12%
|
9.52%
|
62.9%
|
197
|
11.68%
|
|
|
3602
|
Progressive Investment Management
Lake Oswego,
Oregon
|
$351M
|
+$43.6M
|
+14%
|
15.6%
|
86.3%
|
66
|
16.67%
|
|
|
3603
|
Blankinship & Foster
Solana Beach,
California
|
$351M
|
+$48.9M
|
+16%
|
9.32%
|
60.4%
|
69
|
18.84%
|
|
|
3604
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$351M
|
+$36.8M
|
+12%
|
8.55%
|
41.7%
|
73
|
23.29%
|
|
|
3605
|
Nepsis Inc
Minneapolis,
Minnesota
|
$351M
|
+$24.7M
|
+8%
|
15.1%
|
116%
|
29
|
6.9%
|
|
|
3606
|
Rudius Management
New York
|
$351M
|
+$168M
|
+92%
|
0.69%
|
8.21%
|
7
|
0%
|
|
|
3607
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$351M
|
+$39.6M
|
+13%
|
10.8%
|
67.1%
|
81
|
9.88%
|
|
|
3608
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$350M
|
+$24.7M
|
+8%
|
8.15%
|
57.3%
|
109
|
9.17%
|
|
|
3609
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$350M
|
+$25M
|
+8%
|
4.35%
|
39.9%
|
82
|
17.07%
|
|
|
3610
|
Financial Strategies Group
Okemos,
Michigan
|
$350M
|
+$32.7M
|
+10%
|
8.89%
|
39.5%
|
82
|
14.63%
|
|
|
3611
|
Cliffwater
Marina Del Rey,
California
|
$350M
|
+$44.4M
|
+15%
|
7.22%
|
28.5%
|
27
|
18.52%
|
|
|
3612
|
Financial Services Advisory
Rockville,
Maryland
|
$350M
|
+$145M
|
+71%
|
10.2%
|
61.8%
|
72
|
59.72%
|
|
|
3613
|
RIT Capital Partners
London,
United Kingdom
|
$350M
|
-$49.7M
|
-12%
|
5.11%
|
75.8%
|
14
|
21.43%
|
|
|
3614
|
RB Capital Management
Reno,
Nevada
|
$349M
|
+$28.3M
|
+9%
|
11.9%
|
73.5%
|
180
|
8.33%
|
|
|
3615
|
GE Investment Management
Norwalk,
Connecticut
|
$349M
|
–
|
–
|
5.66%
|
–
|
3
|
–
|
|
|
3616
|
Charles-Lim Capital
Central,
Hong Kong
|
$349M
|
-$83.7M
|
-19%
|
8%
|
21.5%
|
8
|
37.5%
|
|
|
3617
|
Harbor Group
Bedford,
New Hampshire
|
$349M
|
+$171M
|
+97%
|
10.3%
|
41.4%
|
82
|
20.73%
|
|
|
3618
|
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
|
$349M
|
+$26.6M
|
+8%
|
9.16%
|
41.6%
|
52
|
7.69%
|
|
|
3619
|
REDW Wealth
Albuquerque,
New Mexico
|
$349M
|
+$24.3M
|
+7%
|
9.59%
|
54.1%
|
155
|
10.32%
|
|
|
3620
|
JFG Wealth Management
Denver,
Colorado
|
$348M
|
+$42.1M
|
+14%
|
8.68%
|
65.2%
|
82
|
59.76%
|
|
|
3621
|
|
$348M
|
+$9.56M
|
+3%
|
12%
|
59%
|
683
|
72.62%
|
|
|
3622
|
Arlington Partners
Birmingham,
Alabama
|
$348M
|
+$104M
|
+43%
|
8.21%
|
43.7%
|
405
|
57.04%
|
|
|
3623
|
Peak XV Partners Operations
Trianon,
Mauritius
|
$348M
|
–
|
–
|
18%
|
–
|
2
|
–
|
|
|
3624
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$348M
|
+$64.5M
|
+23%
|
10.5%
|
84.4%
|
181
|
50.28%
|
|
|
3625
|
Kickstand Ventures
Pittsford,
New York
|
$348M
|
+$24.6M
|
+8%
|
7.75%
|
51.4%
|
112
|
28.57%
|
|