|
3951
|
DDFG Inc
Thousand Oaks,
California
|
$350M
|
+$26.3M
|
+8%
|
6.29%
|
50.9%
|
83
|
9.64%
|
|
|
3952
|
Trium Capital
London,
United Kingdom
|
$350M
|
-$441M
|
-56%
|
13.7%
|
189%
|
97
|
44.33%
|
|
|
3953
|
High Note Wealth
Deephaven,
Minnesota
|
$350M
|
+$22.5M
|
+7%
|
6.16%
|
73%
|
102
|
7.84%
|
|
|
3954
|
Prism Advisors
Studio City,
California
|
$350M
|
+$19.8M
|
+6%
|
6.4%
|
49.9%
|
69
|
10.14%
|
|
|
3955
|
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
|
$350M
|
+$18.3M
|
+6%
|
9.41%
|
17.8%
|
1
|
0%
|
|
|
3956
|
Home Federal Bank of Tennessee
Knoxville,
Tennessee
|
$350M
|
+$21M
|
+6%
|
6.79%
|
65.2%
|
81
|
6.17%
|
|
|
3957
|
Seafarer Capital Partners
Larkspur,
California
|
$350M
|
+$56.6M
|
+19%
|
12.3%
|
43%
|
7
|
14.29%
|
|
|
3958
|
Haverford Financial Services
Radnor,
Pennsylvania
|
$349M
|
+$15.8M
|
+5%
|
9.12%
|
57.9%
|
41
|
0%
|
|
|
3959
|
AMJ Financial Wealth Management
Leesburg,
Virginia
|
$349M
|
+$26.2M
|
+8%
|
8.25%
|
167%
|
93
|
30.11%
|
|
|
3960
|
Wiser Wealth Management
Marietta,
Georgia
|
$349M
|
+$25.9M
|
+8%
|
5.13%
|
46.7%
|
49
|
28.57%
|
|
|
3961
|
Apeiron RIA
Dallas,
Texas
|
$349M
|
+$22.4M
|
+7%
|
5.84%
|
63.7%
|
214
|
8.88%
|
|
|
3962
|
Little House Capital
Braintree,
Massachusetts
|
$349M
|
+$28.9M
|
+9%
|
6.03%
|
108%
|
123
|
15.45%
|
|
|
3963
|
Aristotle Pacific Capital
Newport Beach,
California
|
$348M
|
+$45.2M
|
+15%
|
2.43%
|
1.84%
|
6
|
0%
|
|
|
3964
|
Birinyi Associates
Westport,
Connecticut
|
$348M
|
+$14.4M
|
+4%
|
5.25%
|
113%
|
61
|
11.48%
|
|
|
3965
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$348M
|
+$27.8M
|
+9%
|
4.7%
|
70%
|
273
|
13.19%
|
|
|
3966
|
Kore Advisors
Boynton Beach,
Florida
|
$348M
|
+$1.56M
|
+0.4%
|
10.1%
|
–
|
22
|
27.27%
|
|
|
3967
|
NFC Investments
Memphis,
Tennessee
|
$348M
|
-$482K
|
-0.1%
|
5.21%
|
–
|
36
|
2.78%
|
|
|
3968
|
Gavilan Investment Partners
Burlingame,
California
|
$348M
|
+$33M
|
+10%
|
11.9%
|
109%
|
14
|
14.29%
|
|
|
3969
|
Park Place Capital
Homewood,
Alabama
|
$348M
|
+$34.7M
|
+11%
|
6.89%
|
60%
|
905
|
11.05%
|
|
|
3970
|
GoalVest Advisory
New York
|
$348M
|
+$34.9M
|
+11%
|
6.4%
|
86.8%
|
387
|
22.48%
|
|
|
3971
|
Oakwell Private Wealth Management
Austin,
Texas
|
$348M
|
-$6.49M
|
-2%
|
5.87%
|
63%
|
67
|
11.94%
|
|
|
3972
|
EPIQ Capital Group
San Francisco,
California
|
$348M
|
+$63.4M
|
+22%
|
9.38%
|
6.25%
|
76
|
17.11%
|
|
|
3973
|
Continental General Insurance Company
Austin,
Texas
|
$347M
|
+$91.7M
|
+36%
|
17.4%
|
188%
|
7
|
28.57%
|
|
|
3974
|
Firetrail Investments
Sydney, NSW,
Australia
|
$347M
|
+$17.5M
|
+5%
|
6.34%
|
–
|
31
|
25.81%
|
|
|
3975
|
Alta Fundamental Advisers
New York
|
$347M
|
+$31.5M
|
+10%
|
6.4%
|
340%
|
33
|
24.24%
|
|