|
4901
|
Evelyn Partners Investment Management (Europe)
Dublin,
|
$308M
|
+$19.7M
|
+7%
|
3.02%
|
–
|
188
|
6.38%
|
|
|
4902
|
Rakuten Securities
Tokyo,
Japan
|
$308M
|
+$37.2M
|
+14%
|
5%
|
–
|
987
|
17.93%
|
|
|
4903
|
Index Venture Growth Associates V
St. Helier,
Jersey
|
$308M
|
–
|
–
|
20.6%
|
–
|
3
|
–
|
|
|
4904
|
Cederberg Capital
London,
United Kingdom
|
$308M
|
-$42.3M
|
-12%
|
6.63%
|
273%
|
10
|
10%
|
|
|
4905
|
California First Leasing Corp
Newport Beach,
California
|
$308M
|
+$34.8M
|
+13%
|
15.3%
|
377%
|
46
|
6.52%
|
|
|
4906
|
Concord Investment Counsel
Irvine,
California
|
$308M
|
-$7.1M
|
-2%
|
3.04%
|
–
|
40
|
2.5%
|
|
|
4907
|
Crestmont Private Wealth
Houston,
Texas
|
$308M
|
+$5.06M
|
+2%
|
1.64%
|
54.8%
|
104
|
17.31%
|
|
|
4908
|
Tred Avon Family Wealth
Easton,
Maryland
|
$307M
|
+$16.3M
|
+6%
|
2.32%
|
–
|
267
|
14.98%
|
|
|
4909
|
Lifestyle Asset Management
Friendswood,
Texas
|
$307M
|
+$14.5M
|
+5%
|
2.16%
|
82.6%
|
150
|
18%
|
|
|
4910
|
|
$307M
|
–
|
–
|
1.58%
|
–
|
122
|
–
|
|
|
4911
|
JVL Associates
Wyoming,
Michigan
|
$307M
|
+$5.09M
|
+2%
|
2.51%
|
73.3%
|
67
|
10.45%
|
|
|
4912
|
JW Asset Management
Miami Beach,
Florida
|
$307M
|
+$98.8M
|
+47%
|
58.9%
|
251%
|
22
|
40.91%
|
|
|
4913
|
Argentarii
Cincinnati,
Ohio
|
$307M
|
+$56.4M
|
+22%
|
3.42%
|
–
|
209
|
24.88%
|
|
|
4914
|
Canopy Partners
Cincinnati,
Ohio
|
$307M
|
+$7.6M
|
+3%
|
3.62%
|
–
|
259
|
11.58%
|
|
|
4915
|
Goepper Burkhardt
Greenville,
South Carolina
|
$307M
|
+$13.5M
|
+5%
|
1.71%
|
50.4%
|
109
|
11.93%
|
|
|
4916
|
Fairfield Financial Advisors
Wellesley,
Massachusetts
|
$307M
|
+$9.89M
|
+3%
|
4.69%
|
–
|
73
|
4.11%
|
|
|
4917
|
Resolute Advisors
San Francisco,
California
|
$307M
|
-$82.8M
|
-21%
|
2.17%
|
36.7%
|
80
|
15%
|
|
|
4918
|
TTP Investments
San Jose,
California
|
$307M
|
-$38.4M
|
-11%
|
2.74%
|
197%
|
49
|
26.53%
|
|
|
4919
|
Your Advocates Ltd
Houston,
Texas
|
$306M
|
+$7.97M
|
+3%
|
2.86%
|
50%
|
248
|
14.52%
|
|
|
4920
|
Family Capital Trust
Peabody,
Massachusetts
|
$306M
|
+$7.39M
|
+2%
|
3.79%
|
32.3%
|
92
|
7.61%
|
|
|
4921
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$306M
|
+$11.1M
|
+4%
|
3.94%
|
86.7%
|
127
|
9.45%
|
|
|
4922
|
|
$306M
|
-$42.5M
|
-12%
|
5.95%
|
25.4%
|
77
|
57.14%
|
|
|
4923
|
Act Wealth Management
Plano,
Texas
|
$306M
|
+$20.4M
|
+7%
|
2.44%
|
66.7%
|
65
|
18.46%
|
|
|
4924
|
Realta Investment Advisors
Wilmington,
Delaware
|
$306M
|
+$6.43M
|
+2%
|
3.6%
|
126%
|
379
|
21.9%
|
|
|
4925
|
Sandler Capital Management
New York
|
$305M
|
-$35.2M
|
-10%
|
8.92%
|
325%
|
201
|
58.21%
|
|