|
3976
|
AllGen Financial Advisors
Orlando,
Florida
|
$407M
|
+$34.7M
|
+9%
|
5.71%
|
39.7%
|
45
|
13.33%
|
|
|
3977
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$407M
|
+$34.3M
|
+9%
|
8.86%
|
67.6%
|
108
|
8.33%
|
|
|
3978
|
J.H. Whitney Equity Partners VII
New Canaan,
Connecticut
|
$407M
|
+$166M
|
+69%
|
69.6%
|
519%
|
1
|
0%
|
|
|
3979
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$406M
|
+$34.2M
|
+9%
|
6.81%
|
43.4%
|
50
|
8%
|
|
|
3980
|
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
|
$406M
|
-$61.9M
|
-13%
|
8.77%
|
81.2%
|
68
|
14.71%
|
|
|
3981
|
Hilltop National Bank
Casper,
Wyoming
|
$406M
|
+$22.8M
|
+6%
|
7.79%
|
–
|
816
|
5.27%
|
|
|
3982
|
New York Life Insurance Company
New York
|
$406M
|
+$54.7M
|
+16%
|
6.36%
|
51.3%
|
6
|
33.33%
|
|
|
3983
|
Prentice Wealth Management
Rochester,
New York
|
$406M
|
+$25M
|
+7%
|
4.95%
|
44.2%
|
116
|
9.48%
|
|
|
3984
|
RDA Financial Network
Akron,
Iowa
|
$405M
|
+$35.3M
|
+10%
|
7.41%
|
82.1%
|
278
|
15.47%
|
|
|
3985
|
Aspire Capital Advisors
Seattle,
Washington
|
$405M
|
+$43.3M
|
+12%
|
6.78%
|
52.8%
|
119
|
16.81%
|
|
|
3986
|
Peterson Wealth Services
South Ogden,
Utah
|
$405M
|
+$40.2M
|
+11%
|
13.6%
|
153%
|
235
|
14.47%
|
|
|
3987
|
Groupe Bruxelles Lambert
Brussels,
Belgium
|
$405M
|
-$58.8M
|
-13%
|
12.7%
|
–
|
1
|
0%
|
|
|
3988
|
Meridian Investment Counsel
Lafayette,
California
|
$405M
|
+$37.4M
|
+10%
|
10.4%
|
103%
|
239
|
8.79%
|
|
|
3989
|
Balance Wealth
Delaware,
Ohio
|
$405M
|
+$234M
|
+137%
|
5.88%
|
–
|
135
|
26.67%
|
|
|
3990
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$405M
|
+$34.7M
|
+9%
|
7.93%
|
56.8%
|
261
|
6.9%
|
|
|
3991
|
DAFNA Capital Management
Los Angeles,
California
|
$405M
|
+$42.5M
|
+12%
|
36.7%
|
240%
|
83
|
18.07%
|
|
|
3992
|
NatWest Group
Edinburgh, Scotland,
United Kingdom
|
$405M
|
+$66.4M
|
+20%
|
10.8%
|
186%
|
41
|
26.83%
|
|
|
3993
|
Soros Capital Management
New York
|
$405M
|
+$54.6M
|
+16%
|
26.6%
|
422%
|
68
|
36.76%
|
|
|
3994
|
Wilson Asset Management
Sydney,
Australia
|
$404M
|
-$2.53M
|
-0.6%
|
2.96%
|
59.3%
|
44
|
34.09%
|
|
|
3995
|
Cisco Systems
San Jose,
California
|
$404M
|
-$40.4M
|
-9%
|
0.78%
|
212%
|
4
|
25%
|
|
|
3996
|
Dodds Wealth
Greenwood Village,
Colorado
|
$404M
|
+$30.9M
|
+8%
|
4.56%
|
–
|
60
|
6.67%
|
|
|
3997
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
$404M
|
+$29.9M
|
+8%
|
7.65%
|
73.3%
|
123
|
5.69%
|
|
|
3998
|
H/2 Credit Manager
Stamford,
Connecticut
|
$403M
|
+$38.9M
|
+11%
|
7.49%
|
54.9%
|
17
|
5.88%
|
|
|
3999
|
Sector Gamma AS
Oslo,
Norway
|
$403M
|
+$97.4M
|
+32%
|
7.68%
|
28.7%
|
44
|
20.45%
|
|
|
4000
|
Safeguard Investment Advisory Group
Corona,
California
|
$403M
|
+$2.46M
|
+0.6%
|
8.47%
|
62.9%
|
160
|
16.25%
|
|