|
4776
|
Lountzis Asset Management
Wyomissing,
Pennsylvania
|
$306M
|
+$22.3M
|
+8%
|
10.2%
|
124%
|
54
|
3.7%
|
3.3
|
|
|
4777
|
Verity Asset Management
Durham,
North Carolina
|
$306M
|
+$96.9M
|
+46%
|
7.62%
|
87%
|
252
|
32.54%
|
2.6
|
|
|
4778
|
Seneca Financial Advisors
Rochester,
New York
|
$306M
|
+$46.8M
|
+18%
|
5.71%
|
50.9%
|
64
|
6.25%
|
3
|
|
|
4779
|
Starr Indemnity & Liability Company
New York
|
$306M
|
+$33.1M
|
+12%
|
12.4%
|
–
|
4
|
0%
|
0.4
|
|
|
4780
|
|
$306M
|
+$3.64M
|
+1%
|
5.9%
|
105%
|
117
|
7.69%
|
8.6
|
|
|
4781
|
Briaud Financial Planning
College Station,
Texas
|
$306M
|
+$52.5M
|
+21%
|
11.5%
|
113%
|
366
|
90.44%
|
1.7
|
|
|
4782
|
Transatlantique Private Wealth
New York
|
$306M
|
+$33.7M
|
+12%
|
8.82%
|
88.6%
|
234
|
17.95%
|
2.1
|
|
|
4783
|
Index Venture Growth Associates IV
St. Helier,
Jersey
|
$306M
|
+$122M
|
+67%
|
27.3%
|
–
|
2
|
50%
|
0.4
|
|
|
4784
|
Silchester International Investors
London,
United Kingdom
|
$306M
|
-$160M
|
-34%
|
0.82%
|
53.9%
|
3
|
0%
|
1.7
|
|
|
4785
|
Bell & Brown Wealth Advisors
Newport Beach,
California
|
$305M
|
+$25.8M
|
+9%
|
11%
|
125%
|
74
|
8.11%
|
5.5
|
|
|
4786
|
Timonier Family Office
Winston Salem,
North Carolina
|
$305M
|
+$37.8M
|
+14%
|
6.4%
|
–
|
58
|
6.9%
|
0.7
|
|
|
4787
|
First American Financial Corporation
Santa Ana,
California
|
$305M
|
+$11.5M
|
+4%
|
31.8%
|
–
|
3
|
0%
|
1.8
|
|
|
4788
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$305M
|
+$54M
|
+22%
|
8.78%
|
104%
|
219
|
15.53%
|
1.8
|
|
|
4789
|
Oxford Asset Management
Oxford,
United Kingdom
|
$305M
|
-$100K
|
-0%
|
10.8%
|
–
|
798
|
82.46%
|
0.1
|
|
|
4790
|
Yukon Wealth Management
Overland Park,
Kansas
|
$305M
|
+$25.5M
|
+9%
|
9.68%
|
–
|
134
|
17.16%
|
0.4
|
|
|
4791
|
Boone Capital Management
Atlanta,
Georgia
|
$305M
|
+$71.8M
|
+31%
|
59.3%
|
278%
|
19
|
57.89%
|
0.4
|
|
|
4792
|
Sava Pension Fund (Sava Penzisko Drushtvo)
Skopje,
|
$305M
|
–
|
–
|
9.72%
|
–
|
24
|
–
|
0
|
|
|
4793
|
Bonness Enterprises
Washington,
District of Columbia
|
$305M
|
-$548K
|
-0.2%
|
1.91%
|
98.6%
|
38
|
0%
|
11.5
|
|
|
4794
|
Highland Peak Capital
Old Greenwich,
Connecticut
|
$305M
|
+$37.2M
|
+14%
|
17%
|
260%
|
20
|
60%
|
0.3
|
|
|
4795
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$305M
|
-$1.9M
|
-0.6%
|
5.28%
|
62.6%
|
150
|
10.67%
|
2.4
|
|
|
4796
|
Consilio Wealth Advisors
Bellevue,
Washington
|
$304M
|
+$24M
|
+9%
|
6.8%
|
66.4%
|
99
|
16.16%
|
1.6
|
|
|
4797
|
|
$304M
|
-$58.4M
|
-16%
|
2.86%
|
12.7%
|
37
|
2.7%
|
5
|
|
|
4798
|
Tilson Financial Group
New Providence,
New Jersey
|
$304M
|
+$39.2M
|
+15%
|
5.08%
|
39.3%
|
79
|
7.59%
|
1.5
|
|
|
4799
|
One Fin Capital Management
San Francisco,
California
|
$304M
|
+$8.23M
|
+3%
|
16.7%
|
92%
|
31
|
77.42%
|
0.3
|
|
|
4800
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$304M
|
+$23.8M
|
+9%
|
5.52%
|
53.9%
|
234
|
11.11%
|
2.7
|
|