|
4301
|
KPCB XV Associates
Menlo Park,
California
|
$224M
|
-$8.11M
|
-3%
|
13.1%
|
–
|
4
|
0%
|
|
|
4302
|
Madison International Realty Holdings
New York
|
$224M
|
+$23.4M
|
+12%
|
12.7%
|
–
|
7
|
28.57%
|
|
|
4303
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$224M
|
+$13.7M
|
+7%
|
6.25%
|
53.9%
|
111
|
1.8%
|
|
|
4304
|
Union Square Park Capital Management
New York
|
$224M
|
-$80M
|
-26%
|
5.93%
|
47.3%
|
116
|
67.24%
|
|
|
4305
|
Hoertkorn Richard Charles
|
$223M
|
+$20.9M
|
+10%
|
9.33%
|
172%
|
83
|
4.82%
|
|
|
4306
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$223M
|
+$20.4M
|
+10%
|
7.44%
|
50.5%
|
208
|
6.73%
|
|
|
4307
|
AIMZ Investment Advisors
Los Altos,
California
|
$223M
|
+$18.7M
|
+9%
|
7.57%
|
63.9%
|
116
|
7.76%
|
|
|
4308
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$223M
|
+$51.4M
|
+30%
|
9.16%
|
115%
|
123
|
12.2%
|
|
|
4309
|
Rings Capital Management
Chicago,
Illinois
|
$223M
|
+$33.1M
|
+17%
|
17.6%
|
49.5%
|
8
|
0%
|
|
|
4310
|
Sander Capital Advisors
Seattle,
Washington
|
$223M
|
+$32.2M
|
+17%
|
16.3%
|
68.8%
|
19
|
31.58%
|
|
|
4311
|
Neumann Capital Management
Foster City,
California
|
$223M
|
+$12.3M
|
+6%
|
7.95%
|
79.4%
|
85
|
4.71%
|
|
|
4312
|
HMS Capital Management
Nashville,
Tennessee
|
$222M
|
-$13.8M
|
-6%
|
10.3%
|
130%
|
153
|
33.99%
|
|
|
4313
|
Tri-Star Advisors
Houston,
Texas
|
$222M
|
+$15.3M
|
+7%
|
4.48%
|
3.07%
|
47
|
17.02%
|
|
|
4314
|
Claro Advisors
Boston,
Massachusetts
|
$222M
|
+$24.8M
|
+13%
|
7.61%
|
72%
|
242
|
13.64%
|
|
|
4315
|
Ceeto Capital Group
Coral Gables,
Florida
|
$222M
|
+$17.2M
|
+8%
|
7.5%
|
81.6%
|
150
|
6%
|
|
|
4316
|
Sitrin Capital Management
Century City,
California
|
$222M
|
+$11.2M
|
+5%
|
11.3%
|
97%
|
39
|
10.26%
|
|
|
4317
|
Cedar Wealth Management
Walnut Creek,
California
|
$222M
|
+$20.9M
|
+10%
|
6.71%
|
53.2%
|
274
|
12.77%
|
|
|
4318
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$222M
|
-$29.7M
|
-12%
|
5.98%
|
49.2%
|
102
|
31.37%
|
|
|
4319
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$222M
|
+$13.1M
|
+6%
|
7.4%
|
26.6%
|
92
|
7.61%
|
|
|
4320
|
BigSur Wealth Management
Miami,
Florida
|
$222M
|
+$26.7M
|
+14%
|
8.06%
|
83.1%
|
140
|
21.43%
|
|
|
4321
|
Affinity Investment Advisors
Newport Beach,
California
|
$222M
|
-$51.5M
|
-19%
|
6.27%
|
120%
|
175
|
23.43%
|
|
|
4322
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$221M
|
+$15.2M
|
+7%
|
5.61%
|
64.7%
|
66
|
18.18%
|
|
|
4323
|
Cardinal Point Wealth Management
Irvine,
California
|
$221M
|
+$22.9M
|
+12%
|
4.21%
|
–
|
42
|
11.9%
|
|
|
4324
|
Tucker Asset Management
Littleton,
Colorado
|
$221M
|
+$31.7M
|
+17%
|
5.92%
|
54.4%
|
378
|
17.99%
|
|
|
4325
|
Bickling Financial Services
Lexington,
Massachusetts
|
$221M
|
+$22.5M
|
+11%
|
7.1%
|
–
|
142
|
23.94%
|
|