|
4001
|
Pineridge Advisors
St. Charles,
Missouri
|
$302M
|
–
|
–
|
5.12%
|
–
|
815
|
–
|
|
|
4002
|
Bank of Stockton
Stockton,
California
|
$302M
|
+$34.3M
|
+13%
|
11.7%
|
92.3%
|
126
|
9.52%
|
|
|
4003
|
Searchlight Capital Partners
New York
|
$302M
|
+$29.6M
|
+11%
|
13.8%
|
38.5%
|
4
|
0%
|
|
|
4004
|
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
|
$302M
|
+$39.5M
|
+15%
|
15.1%
|
115%
|
39
|
5.13%
|
|
|
4005
|
Crestview Partners III
New York
|
$302M
|
-$145M
|
-32%
|
28.6%
|
51.2%
|
3
|
0%
|
|
|
4006
|
Winch Advisory Services
Appleton,
Wisconsin
|
$302M
|
+$28.9M
|
+11%
|
9.4%
|
80.8%
|
472
|
9.11%
|
|
|
4007
|
Strategic Planning Group
Bountiful,
Utah
|
$301M
|
–
|
–
|
12.1%
|
–
|
113
|
–
|
|
|
4008
|
Harvey Capital Management
Palm Beach,
Florida
|
$301M
|
+$17.2M
|
+6%
|
12.7%
|
147%
|
79
|
17.72%
|
|
|
4009
|
Howard Hughes Medical Institute
Chevy Chase,
Maryland
|
$301M
|
+$282M
|
+1,439%
|
10.8%
|
70.9%
|
3
|
66.67%
|
|
|
4010
|
Van Den Berg Management I
Austin,
Texas
|
$301M
|
+$15.8M
|
+6%
|
7.09%
|
187%
|
114
|
15.79%
|
|
|
4011
|
Old Port Advisors
Portland,
Maine
|
$301M
|
+$25.5M
|
+9%
|
9.28%
|
106%
|
223
|
9.87%
|
|
|
4012
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$301M
|
+$34.5M
|
+13%
|
13.5%
|
197%
|
331
|
29.91%
|
|
|
4013
|
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
|
$301M
|
+$25.6M
|
+9%
|
10.4%
|
72.2%
|
99
|
8.08%
|
|
|
4014
|
SoftVest Advisors
Abilene,
Texas
|
$300M
|
-$61.1M
|
-17%
|
18.2%
|
178%
|
6
|
16.67%
|
|
|
4015
|
Mirabaud & Cie
Geneva,
Switzerland
|
$300M
|
–
|
–
|
9.96%
|
–
|
59
|
–
|
|
|
4016
|
ASB Consultores
Aventura,
Florida
|
$300M
|
+$45.5M
|
+18%
|
10.5%
|
84.6%
|
164
|
45.12%
|
|
|
4017
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$300M
|
+$54.6M
|
+22%
|
8.47%
|
31.1%
|
46
|
4.35%
|
|
|
4018
|
Stonebrook Private
Northville,
Michigan
|
$299M
|
–
|
–
|
10.2%
|
–
|
209
|
–
|
|
|
4019
|
MYDA Advisors
Woodmere,
New York
|
$299M
|
-$10.5M
|
-3%
|
15.8%
|
232%
|
137
|
58.39%
|
|
|
4020
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$299M
|
+$21M
|
+8%
|
9.3%
|
125%
|
258
|
9.3%
|
|
|
4021
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$299M
|
+$21.9M
|
+8%
|
12.9%
|
106%
|
73
|
12.33%
|
|
|
4022
|
Holowesko Partners
Nassau,
Bahamas
|
$299M
|
+$61.6M
|
+26%
|
14.6%
|
51.1%
|
32
|
15.63%
|
|
|
4023
|
Harbourvest Partners
Boston,
Massachusetts
|
$299M
|
+$4.02M
|
+1%
|
20.6%
|
8.96%
|
60
|
15%
|
|
|
4024
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$299M
|
+$80.9M
|
+37%
|
10.6%
|
66.8%
|
205
|
29.76%
|
|
|
4025
|
Endeavour Capital Advisors
Greenwich,
Connecticut
|
$298M
|
+$49.5M
|
+20%
|
17.8%
|
105%
|
33
|
3.03%
|
|