|
4201
|
Accel Leaders 4 Associates
Palo Alto,
California
|
$383M
|
-$131M
|
-25%
|
25.4%
|
–
|
1
|
0%
|
|
|
4202
|
Bluescape Energy Partners
Dallas,
Texas
|
$383M
|
-$47.4M
|
-11%
|
4.28%
|
51.1%
|
6
|
16.67%
|
|
|
4203
|
Roberts Wealth Advisors
Palo Alto,
California
|
$383M
|
+$7.14M
|
+2%
|
4.48%
|
73.2%
|
104
|
10.58%
|
|
|
4204
|
Sherborne Investors Management
New York
|
$383M
|
-$4.42M
|
-1%
|
1.14%
|
54.2%
|
1
|
0%
|
|
|
4205
|
EnCap Partners
Houston,
Texas
|
$383M
|
-$139M
|
-27%
|
4.48%
|
–
|
2
|
0%
|
|
|
4206
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$383M
|
+$12.6M
|
+3%
|
1.6%
|
47.9%
|
1,353
|
7.46%
|
|
|
4207
|
Naria Inc
Nassau,
Bahamas
|
$383M
|
-$32.9M
|
-8%
|
7.92%
|
–
|
1
|
0%
|
|
|
4208
|
|
$383M
|
-$127M
|
-25%
|
15.1%
|
–
|
1
|
0%
|
|
|
4209
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
$383M
|
+$10.9M
|
+3%
|
2.92%
|
67.3%
|
62
|
11.29%
|
|
|
4210
|
Vista Investment Partners
Oklahoma City,
Oklahoma
|
$383M
|
+$24.3M
|
+7%
|
2.16%
|
–
|
178
|
20.22%
|
|
|
4211
|
SimplyRich
Carlsbad,
California
|
$382M
|
+$11.8M
|
+3%
|
6.12%
|
71.7%
|
210
|
10%
|
|
|
4212
|
Bain Capital Credit
Boston,
Massachusetts
|
$382M
|
+$65.2M
|
+21%
|
1.01%
|
14.7%
|
6
|
0%
|
|
|
4213
|
Prosperity Planning
Kansas City,
Missouri
|
$382M
|
+$11.6M
|
+3%
|
1.43%
|
40.5%
|
109
|
0.92%
|
|
|
4214
|
BankPlus Trust Department
Jackson,
Mississippi
|
$382M
|
+$8.74M
|
+2%
|
2.59%
|
–
|
474
|
8.02%
|
|
|
4215
|
Stevens Capital Partners
Omaha,
Nebraska
|
$382M
|
+$47.1M
|
+14%
|
1.82%
|
57.8%
|
105
|
13.33%
|
|
|
4216
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$382M
|
+$13.4M
|
+4%
|
5.28%
|
88.6%
|
254
|
4.72%
|
|
|
4217
|
Kercheville Advisors
San Antonio,
Texas
|
$382M
|
+$50.7M
|
+15%
|
5.17%
|
240%
|
133
|
32.33%
|
|
|
4218
|
Ruedi Wealth Management
Champaign,
Illinois
|
$382M
|
+$24.4M
|
+7%
|
1.89%
|
44.9%
|
58
|
8.62%
|
|
|
4219
|
Next Level Private
Harrison,
New York
|
$382M
|
+$36.6M
|
+11%
|
3.59%
|
92.4%
|
170
|
13.53%
|
|
|
4220
|
Mindset Wealth Management
Indianapolis,
Indiana
|
$381M
|
+$14.5M
|
+4%
|
4.36%
|
–
|
195
|
15.38%
|
|
|
4221
|
Terril Brothers
St. Louis,
Missouri
|
$381M
|
+$51.3M
|
+16%
|
8.17%
|
94.4%
|
83
|
19.28%
|
|
|
4222
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$381M
|
+$16.7M
|
+5%
|
2.33%
|
58.7%
|
98
|
10.2%
|
|
|
4223
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$381M
|
+$8.64M
|
+2%
|
3.44%
|
109%
|
284
|
17.25%
|
|
|
4224
|
Soros Capital Management
New York
|
$381M
|
-$23.4M
|
-6%
|
8.92%
|
422%
|
73
|
39.73%
|
|
|
4225
|
Northern Right Capital Management
Darien,
Connecticut
|
$381M
|
+$57.7M
|
+18%
|
11.4%
|
150%
|
30
|
30%
|
|