|
3976
|
Montis Financial
Waltham,
Massachusetts
|
$340M
|
+$16.3M
|
+5%
|
0.66%
|
44%
|
149
|
12.75%
|
|
|
3977
|
Crestview Partners III
New York
|
$340M
|
-$20.7M
|
-6%
|
5.2%
|
5.73%
|
3
|
0%
|
|
|
3978
|
Meridian Investment Counsel
Lafayette,
California
|
$340M
|
+$4.65M
|
+1%
|
0.31%
|
103%
|
219
|
6.39%
|
|
|
3979
|
Horiko Capital Management
New York
|
$340M
|
-$6.64M
|
-2%
|
3.12%
|
158%
|
22
|
4.55%
|
|
|
3980
|
Monterey Private Wealth
Monterey,
California
|
$339M
|
+$36.2M
|
+12%
|
1.06%
|
29.8%
|
150
|
14%
|
|
|
3981
|
Fonville Wealth Management
Richmond,
Virginia
|
$339M
|
+$36.6M
|
+12%
|
0.64%
|
–
|
124
|
17.74%
|
|
|
3982
|
Charles-Lim Capital
Central,
Hong Kong
|
$339M
|
-$59.9M
|
-15%
|
9.55%
|
21.5%
|
8
|
37.5%
|
|
|
3983
|
NatWest Group
Edinburgh, Scotland,
United Kingdom
|
$339M
|
+$1.32M
|
+0.4%
|
1.32%
|
186%
|
37
|
18.92%
|
|
|
3984
|
Aristides Capital
Louisville,
Kentucky
|
$339M
|
-$149M
|
-31%
|
4.4%
|
110%
|
358
|
54.47%
|
|
|
3985
|
AMJ Financial Wealth Management
Leesburg,
Virginia
|
$339M
|
-$22.8M
|
-6%
|
0.97%
|
150%
|
106
|
41.51%
|
|
|
3986
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$338M
|
+$2.53M
|
+0.8%
|
1.57%
|
52.6%
|
108
|
6.48%
|
|
|
3987
|
US Financial Advisors
Braintree,
Massachusetts
|
$338M
|
+$13.2M
|
+4%
|
1.22%
|
12.6%
|
97
|
8.25%
|
|
|
3988
|
West Wealth Group
Irvine,
California
|
$338M
|
+$3.16M
|
+0.9%
|
2.73%
|
56.6%
|
105
|
20%
|
|
|
3989
|
Home Federal Bank of Tennessee
Knoxville,
Tennessee
|
$338M
|
+$120K
|
+0%
|
0.79%
|
65.2%
|
82
|
1.22%
|
|
|
3990
|
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
|
$338M
|
-$42.8M
|
-11%
|
3.96%
|
66.3%
|
62
|
12.9%
|
|
|
3991
|
Old Port Advisors
Portland,
Maine
|
$338M
|
-$9.95M
|
-3%
|
1.72%
|
106%
|
241
|
12.03%
|
|
|
3992
|
AllGen Financial Advisors
Orlando,
Florida
|
$338M
|
+$40M
|
+13%
|
1.09%
|
39.7%
|
44
|
29.55%
|
|
|
3993
|
Harrell Investment Partners
Austin,
Texas
|
$337M
|
-$20.7M
|
-6%
|
3.74%
|
105%
|
101
|
15.84%
|
|
|
3994
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$337M
|
-$639K
|
-0.2%
|
3.53%
|
66.9%
|
83
|
7.23%
|
|
|
3995
|
Ancient Art
Austin,
Texas
|
$337M
|
-$133M
|
-28%
|
3.56%
|
157%
|
15
|
26.67%
|
|
|
3996
|
Machina Capital
Paris,
France
|
$337M
|
+$99.6M
|
+42%
|
1.46%
|
26.2%
|
397
|
63.98%
|
|
|
3997
|
Helix Partners Management
New York
|
$337M
|
-$234M
|
-41%
|
18.8%
|
–
|
19
|
36.84%
|
|
|
3998
|
Siena Capital Partners
Chicago,
Illinois
|
$337M
|
-$25.7M
|
-7%
|
2.74%
|
35.8%
|
108
|
9.26%
|
|
|
3999
|
Kera Capital Partners
San Jose,
California
|
$336M
|
-$10.9M
|
-3%
|
5.08%
|
–
|
227
|
48.02%
|
|
|
4000
|
NFC Investments
Memphis,
Tennessee
|
$336M
|
-$26M
|
-7%
|
0.76%
|
–
|
38
|
7.89%
|
|