|
4376
|
Sequent Planning
Omaha,
Nebraska
|
$352M
|
+$36.7M
|
+12%
|
5.67%
|
–
|
205
|
22.93%
|
|
|
4377
|
Integrated Quantitative Investments
Bellevue,
Washington
|
$352M
|
+$11.4M
|
+3%
|
14.4%
|
–
|
471
|
49.68%
|
|
|
4378
|
Fiduciary Family Office
Boca Raton,
Florida
|
$351M
|
+$46.1M
|
+15%
|
13.1%
|
–
|
202
|
15.84%
|
|
|
4379
|
Leeward Financial Partners
Bellevue,
Washington
|
$351M
|
+$35.9M
|
+11%
|
8.17%
|
83%
|
104
|
6.73%
|
|
|
4380
|
EnRich Financial Partners
Madison,
Wisconsin
|
$351M
|
+$25.7M
|
+8%
|
5.98%
|
–
|
63
|
6.35%
|
|
|
4381
|
Catalys Pacific
Tokyo,
Japan
|
$351M
|
+$220M
|
+167%
|
174%
|
–
|
2
|
0%
|
|
|
4382
|
Gray Foundation
Cohoes,
New York
|
$351M
|
-$1.81M
|
-0.5%
|
3.96%
|
–
|
9
|
11.11%
|
|
|
4383
|
Howard Bailey Securities
Fort Wayne,
Indiana
|
$351M
|
+$26.9M
|
+8%
|
5.76%
|
–
|
171
|
28.07%
|
|
|
4384
|
Heights Capital Management
San Francisco,
California
|
$351M
|
-$23.7M
|
-6%
|
0.74%
|
–
|
234
|
52.99%
|
|
|
4385
|
McMill Wealth Management
Norfolk,
Nebraska
|
$351M
|
+$49.1M
|
+16%
|
5.64%
|
–
|
56
|
12.5%
|
|
|
4386
|
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
|
$351M
|
+$28.6M
|
+9%
|
15.5%
|
17.8%
|
1
|
0%
|
|
|
4387
|
Bank of Stockton
Stockton,
California
|
$351M
|
+$15M
|
+4%
|
7.69%
|
92.3%
|
144
|
4.86%
|
|
|
4388
|
Verde Servicos Internacionais
Sao Paulo,
Brazil
|
$351M
|
+$123M
|
+54%
|
8.76%
|
120%
|
60
|
66.67%
|
|
|
4389
|
Seafarer Capital Partners
Larkspur,
California
|
$351M
|
-$15.6M
|
-4%
|
0.5%
|
43%
|
7
|
0%
|
|
|
4390
|
Keating Investment Counselors
Delray Beach,
Florida
|
$350M
|
+$19.4M
|
+6%
|
10.4%
|
43.7%
|
65
|
12.31%
|
|
|
4391
|
Cederberg Capital
London,
United Kingdom
|
$350M
|
+$77.9M
|
+29%
|
19%
|
273%
|
11
|
36.36%
|
|
|
4392
|
KFA Private Wealth Group
Tysons,
Virginia
|
$350M
|
+$27.4M
|
+8%
|
7%
|
57.5%
|
143
|
11.89%
|
|
|
4393
|
Kaydan Wealth Management
Fenton,
Michigan
|
$350M
|
+$44.6M
|
+15%
|
7.52%
|
57.8%
|
119
|
10.92%
|
|
|
4394
|
Kaleidoscope Capital
Boston,
Massachusetts
|
$350M
|
+$98.1M
|
+39%
|
22.9%
|
–
|
11
|
18.18%
|
|
|
4395
|
Pineridge Advisors
St. Charles,
Missouri
|
$350M
|
+$73.9M
|
+27%
|
3.62%
|
–
|
597
|
28.98%
|
|
|
4396
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$350M
|
+$26.1M
|
+8%
|
6.78%
|
61.1%
|
705
|
8.37%
|
|
|
4397
|
Cypress Capital
Franklin,
Tennessee
|
$350M
|
+$5.23M
|
+2%
|
5.3%
|
39.8%
|
98
|
13.27%
|
|
|
4398
|
Siena Capital Partners
Chicago,
Illinois
|
$349M
|
+$7.31M
|
+2%
|
3.07%
|
44.2%
|
101
|
10.89%
|
|
|
4399
|
Redwood Grove Capital
Palo Alto,
California
|
$349M
|
+$47.9M
|
+16%
|
23.3%
|
79.8%
|
24
|
20.83%
|
|
|
4400
|
Virtus Investment Advisers
Hartford,
Connecticut
|
$349M
|
+$53.4M
|
+18%
|
9.85%
|
172%
|
478
|
16.11%
|
|