|
4126
|
Holistic Planning
Nacogdoches,
Texas
|
$381M
|
+$31.5M
|
+9%
|
5.9%
|
–
|
239
|
11.72%
|
|
|
4127
|
Astoria Portfolio Advisors
New York
|
$381M
|
+$25M
|
+7%
|
7.33%
|
75.4%
|
307
|
28.34%
|
|
|
4128
|
Parus Finance (UK)
London,
United Kingdom
|
$381M
|
+$31.1M
|
+9%
|
19.5%
|
199%
|
34
|
17.65%
|
|
|
4129
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$381M
|
+$31.6M
|
+9%
|
6.07%
|
–
|
44
|
20.45%
|
|
|
4130
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$381M
|
+$24.7M
|
+7%
|
3.99%
|
99.7%
|
171
|
5.85%
|
|
|
4131
|
Singapore Technologies Telemedia
Singapore
|
$381M
|
-$103M
|
-21%
|
26.6%
|
116%
|
1
|
0%
|
|
|
4132
|
West Virginia University Foundation
Morgantown,
West Virginia
|
$380M
|
+$48.7M
|
+15%
|
7.88%
|
–
|
2
|
0%
|
|
|
4133
|
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
|
$380M
|
+$25M
|
+7%
|
10.7%
|
147%
|
211
|
5.21%
|
|
|
4134
|
CM Wealth Advisors
Beachwood,
Ohio
|
$379M
|
+$39.4M
|
+12%
|
8.88%
|
55.8%
|
90
|
10%
|
|
|
4135
|
BOCHK Asset Management
Hong Kong
|
$379M
|
+$34.2M
|
+10%
|
11.2%
|
–
|
100
|
60%
|
|
|
4136
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$379M
|
+$118M
|
+45%
|
6.4%
|
–
|
156
|
41.67%
|
|
|
4137
|
Cadent Capital Advisors
Tulsa,
Oklahoma
|
$379M
|
+$68.2M
|
+22%
|
10.7%
|
106%
|
216
|
35.65%
|
|
|
4138
|
Navalign LLC
Encino,
California
|
$379M
|
+$16.4M
|
+5%
|
6.2%
|
50.7%
|
123
|
7.32%
|
|
|
4139
|
Flagstone Financial Management
Lincoln,
Nebraska
|
$379M
|
+$30.1M
|
+9%
|
5.63%
|
43.9%
|
63
|
7.94%
|
|
|
4140
|
Eleva Capital
Paris,
France
|
$379M
|
-$84.9M
|
-18%
|
29.7%
|
–
|
37
|
70.27%
|
|
|
4141
|
Strata Wealth Advisors
Dallas,
Texas
|
$379M
|
+$15.9M
|
+4%
|
6.88%
|
–
|
104
|
27.88%
|
|
|
4142
|
Rivermont Capital Management
New York
|
$379M
|
+$64.9M
|
+21%
|
24.7%
|
344%
|
23
|
43.48%
|
|
|
4143
|
Lead Edge Capital Management
New York
|
$378M
|
+$17.2M
|
+5%
|
7.77%
|
26.7%
|
9
|
11.11%
|
|
|
4144
|
Peak Financial Management
Wellesley,
Massachusetts
|
$378M
|
+$26.7M
|
+8%
|
6.62%
|
51.8%
|
106
|
15.09%
|
|
|
4145
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$378M
|
+$47.5M
|
+14%
|
9.4%
|
–
|
680
|
16.32%
|
|
|
4146
|
GSG Advisors
Mount Laurel,
New Jersey
|
$378M
|
+$32.9M
|
+10%
|
10.8%
|
–
|
129
|
10.08%
|
|
|
4147
|
Turiya Advisors Asia
Hong Kong
|
$378M
|
+$136M
|
+56%
|
10.5%
|
102%
|
6
|
66.67%
|
|
|
4148
|
Hartford Financial Management
Hartford,
Connecticut
|
$378M
|
+$11.9M
|
+3%
|
7.83%
|
79.6%
|
352
|
4.83%
|
|
|
4149
|
TMT General Partner
Hong Kong
|
$378M
|
+$68.4M
|
+22%
|
37.7%
|
–
|
3
|
0%
|
|
|
4150
|
Searle & Co
Greenwich,
Connecticut
|
$377M
|
+$23.5M
|
+7%
|
6.71%
|
93.8%
|
191
|
7.33%
|
|