|
4301
|
Centerpoint Advisors
Needham,
Massachusetts
|
$196M
|
-$22.4M
|
-10%
|
15.6%
|
61.2%
|
460
|
15.65%
|
|
|
4302
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$196M
|
-$21.3M
|
-10%
|
11.7%
|
105%
|
255
|
23.14%
|
|
|
4303
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$196M
|
-$60.2M
|
-24%
|
8.09%
|
105%
|
96
|
22.92%
|
|
|
4304
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$196M
|
-$4.95M
|
-2%
|
9.14%
|
36.8%
|
235
|
33.19%
|
|
|
4305
|
Prosperity Planning
Kansas City,
Missouri
|
$196M
|
-$8.57M
|
-4%
|
11%
|
40.5%
|
98
|
14.29%
|
|
|
4306
|
Ategra Capital Management
Vienna,
Virginia
|
$196M
|
-$32.5M
|
-14%
|
12.3%
|
91.1%
|
107
|
12.15%
|
|
|
4307
|
|
$196M
|
-$24.6M
|
-11%
|
13.3%
|
51.4%
|
37
|
8.11%
|
|
|
4308
|
Yorktown Energy Partners VIII
New York
|
$195M
|
-$85.4M
|
-30%
|
0.91%
|
15.2%
|
3
|
33.33%
|
|
|
4309
|
RS Crum Inc
Newport Beach,
California
|
$195M
|
+$18.4M
|
+10%
|
11.1%
|
37.8%
|
80
|
25%
|
|
|
4310
|
Rench Wealth Management
Denton,
Texas
|
$195M
|
-$24.7M
|
-11%
|
10.9%
|
86.4%
|
40
|
2.5%
|
|
|
4311
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$195M
|
-$40.2M
|
-17%
|
13.8%
|
70.6%
|
88
|
30.68%
|
|
|
4312
|
Fluent Financial
Dallas,
Texas
|
$195M
|
-$48.6M
|
-20%
|
16.1%
|
42.5%
|
70
|
11.43%
|
|
|
4313
|
Long Road Investment Counsel
Kalamazoo,
Michigan
|
$195M
|
-$27.5M
|
-12%
|
12.2%
|
50.3%
|
73
|
10.96%
|
|
|
4314
|
Innealta Capital
Austin,
Texas
|
$195M
|
+$23.3M
|
+14%
|
13.6%
|
52.1%
|
73
|
31.51%
|
|
|
4315
|
Greenhaven Road Investment Management
Greenwich,
Connecticut
|
$195M
|
-$112M
|
-36%
|
23.2%
|
76.8%
|
65
|
36.92%
|
|
|
4316
|
Chelsea Counsel Company
Los Angeles,
California
|
$195M
|
-$32.3M
|
-14%
|
10.9%
|
94.6%
|
110
|
19.09%
|
|
|
4317
|
Phase 2 Partners
San Francisco,
California
|
$194M
|
+$41.3M
|
+27%
|
20.2%
|
25.1%
|
31
|
54.84%
|
|
|
4318
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$194M
|
-$42.2M
|
-18%
|
14.9%
|
58.5%
|
201
|
26.87%
|
|
|
4319
|
Marvin & Palmer Associates
Wilmington,
Delaware
|
$194M
|
-$27.6M
|
-12%
|
6.87%
|
274%
|
35
|
40%
|
|
|
4320
|
|
$194M
|
-$26.5M
|
-12%
|
11.6%
|
66.5%
|
103
|
8.74%
|
|
|
4321
|
Windmill Hill Asset Management
Waddesdon,
United Kingdom
|
$194M
|
-$4.57M
|
-2%
|
17.3%
|
86.6%
|
28
|
64.29%
|
|
|
4322
|
Townsend Asset Management
Raleigh,
North Carolina
|
$194M
|
-$10.9M
|
-5%
|
13.1%
|
77%
|
231
|
19.91%
|
|
|
4323
|
Lexington Partners
New York
|
$194M
|
-$26.4M
|
-12%
|
10.9%
|
53.9%
|
7
|
14.29%
|
|
|
4324
|
Almitas Capital
Santa Monica,
California
|
$193M
|
+$25.8M
|
+15%
|
17.5%
|
85.9%
|
128
|
40.63%
|
|
|
4325
|
Tranquility Partners
Brentwood,
Tennessee
|
$193M
|
-$20.3M
|
-9%
|
14.8%
|
67.4%
|
237
|
19.41%
|
|