|
4926
|
Rogco LP
Claremore,
Oklahoma
|
$285M
|
+$19.1M
|
+7%
|
6.92%
|
53.3%
|
211
|
14.69%
|
|
|
4927
|
Beacon Wealthcare LLC
Raleigh,
North Carolina
|
$285M
|
+$19.5M
|
+7%
|
5.63%
|
42%
|
25
|
4%
|
|
|
4928
|
Seldon Capital
San Francisco,
California
|
$285M
|
+$54.3M
|
+24%
|
23.9%
|
449%
|
78
|
24.36%
|
|
|
4929
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$284M
|
+$54.3M
|
+24%
|
6.46%
|
56.5%
|
112
|
14.29%
|
|
|
4930
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$284M
|
+$26M
|
+10%
|
5.47%
|
42.2%
|
30
|
10%
|
|
|
4931
|
Enzi Wealth
Austin,
Texas
|
$284M
|
+$11.3M
|
+4%
|
6.83%
|
72.1%
|
73
|
10.96%
|
|
|
4932
|
Retirement Guys Formula
Maumee,
Ohio
|
$284M
|
+$20.9M
|
+8%
|
7.34%
|
70.2%
|
175
|
20.57%
|
|
|
4933
|
Montgomery Investment Management
Rockville,
Maryland
|
$284M
|
+$25.8M
|
+10%
|
11.4%
|
98.4%
|
100
|
8%
|
|
|
4934
|
Powszechne Towarzystwo Emerytalne Allianz Polska
Warszawa,
Poland
|
$284M
|
+$39M
|
+16%
|
8.95%
|
–
|
13
|
7.69%
|
|
|
4935
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
$284M
|
+$25.3M
|
+10%
|
5.96%
|
30.8%
|
63
|
6.35%
|
|
|
4936
|
Investment Partners
New Philadelphia,
Ohio
|
$284M
|
+$19.8M
|
+7%
|
7.94%
|
58.7%
|
162
|
7.41%
|
|
|
4937
|
FullCircle Wealth
Dallas,
Texas
|
$284M
|
+$15.8M
|
+6%
|
5.49%
|
–
|
273
|
10.26%
|
|
|
4938
|
Theory Financial
Fort Collins,
Colorado
|
$284M
|
+$20.1M
|
+8%
|
5.6%
|
54.5%
|
93
|
12.9%
|
|
|
4939
|
Sculati Wealth Management
Bloomfield Hills,
Michigan
|
$284M
|
+$17.4M
|
+7%
|
7.86%
|
72.3%
|
129
|
7.75%
|
|
|
4940
|
Engle Capital Management
Greenwich,
Connecticut
|
$284M
|
-$48.1M
|
-15%
|
13.7%
|
289%
|
33
|
54.55%
|
|
|
4941
|
Future Fund LLC
Chicago,
Illinois
|
$283M
|
+$59.4M
|
+27%
|
8.42%
|
84.6%
|
175
|
5.71%
|
|
|
4942
|
University of Illinois Foundation
Champaign,
Illinois
|
$283M
|
+$32.5M
|
+13%
|
11.8%
|
–
|
20
|
70%
|
|
|
4943
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$283M
|
+$39M
|
+16%
|
9.31%
|
97.1%
|
935
|
16.9%
|
|
|
4944
|
Meritech Capital Associates V
Palo Alto,
California
|
$283M
|
+$43.5M
|
+18%
|
19.5%
|
37.3%
|
2
|
0%
|
|
|
4945
|
Members Advisory Group
Williamsville,
New York
|
$283M
|
+$16.7M
|
+6%
|
6.94%
|
70.6%
|
41
|
14.63%
|
|
|
4946
|
Bank OZK
Little Rock,
Arkansas
|
$283M
|
+$21.9M
|
+8%
|
7.61%
|
81.7%
|
152
|
7.24%
|
|
|
4947
|
Long Road Investment Counsel
Kalamazoo,
Michigan
|
$283M
|
+$14.7M
|
+5%
|
11%
|
50.3%
|
82
|
4.88%
|
|
|
4948
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$282M
|
+$16.6M
|
+6%
|
5.87%
|
50%
|
59
|
1.69%
|
|
|
4949
|
Consolidated Capital Management
Burbank,
California
|
$282M
|
+$5.61M
|
+2%
|
7.09%
|
159%
|
55
|
16.36%
|
|
|
4950
|
Elmwood Wealth Management
Berkeley,
California
|
$282M
|
+$30M
|
+12%
|
5.46%
|
37.6%
|
144
|
13.19%
|
|