|
5076
|
Ted Buchan & Co
San Diego,
California
|
$252M
|
+$40.1M
|
+19%
|
7.67%
|
61%
|
97
|
16.49%
|
|
|
5077
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$252M
|
+$13.3M
|
+6%
|
6.56%
|
41.8%
|
106
|
25.47%
|
|
|
5078
|
REDW Wealth
Albuquerque,
New Mexico
|
$251M
|
-$17.2M
|
-6%
|
7.56%
|
44.4%
|
109
|
8.26%
|
|
|
5079
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$251M
|
-$34.9M
|
-12%
|
8.33%
|
46.4%
|
95
|
24.21%
|
|
|
5080
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$251M
|
+$35.7M
|
+17%
|
13.4%
|
93.9%
|
201
|
15.42%
|
|
|
5081
|
Howard Hughes Medical Institute
Chevy Chase,
Maryland
|
$251M
|
+$48.7M
|
+24%
|
10.6%
|
59.3%
|
502
|
99.8%
|
|
|
5082
|
Ranmore Fund Management
Cobham,
United Kingdom
|
$251M
|
+$83.5M
|
+50%
|
5.2%
|
–
|
19
|
47.37%
|
|
|
5083
|
University of Illinois Foundation
Champaign,
Illinois
|
$251M
|
-$67.5M
|
-21%
|
11%
|
–
|
17
|
76.47%
|
|
|
5084
|
Palidye Holdings (Caymans)
Grand Cayman,
Cayman Islands
|
$251M
|
-$40.6M
|
-14%
|
43%
|
–
|
4
|
100%
|
|
|
5085
|
Essential Partners
Rancho Santa Fe,
California
|
$250M
|
–
|
–
|
13.2%
|
–
|
2,273
|
–
|
|
|
5086
|
Sonata Capital Group
Seattle,
Washington
|
$250M
|
+$20.5M
|
+9%
|
8.55%
|
57.4%
|
123
|
10.57%
|
|
|
5087
|
LFL Advisers
Evanston,
Illinois
|
$250M
|
+$21.6M
|
+9%
|
7.73%
|
63.5%
|
8
|
0%
|
|
|
5088
|
Stone Run Capital
New York
|
$250M
|
+$12.8M
|
+5%
|
8.22%
|
77.8%
|
72
|
13.89%
|
|
|
5089
|
Cura Wealth Advisors
Chicago,
Illinois
|
$250M
|
+$2.96M
|
+1%
|
1.3%
|
–
|
133
|
33.83%
|
|
|
5090
|
Codex Capital Asset Management
Dallas,
Texas
|
$250M
|
+$37.8M
|
+18%
|
21.1%
|
–
|
34
|
5.88%
|
|
|
5091
|
IMZ Advisory
Boca Raton,
Florida
|
$250M
|
+$29.4M
|
+13%
|
10.4%
|
–
|
42
|
7.14%
|
|
|
5092
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin,
Ohio
|
$250M
|
+$28.1M
|
+13%
|
9.77%
|
–
|
77
|
7.79%
|
|
|
5093
|
Family Wealth Partners
Matthews,
North Carolina
|
$250M
|
+$30.8M
|
+14%
|
8.83%
|
–
|
62
|
17.74%
|
|
|
5094
|
TPG Financial Advisors
Portland,
Oregon
|
$250M
|
+$23.6M
|
+10%
|
6.72%
|
–
|
72
|
18.06%
|
|
|
5095
|
I.G.Y. Ltd
London,
United Kingdom
|
$250M
|
+$12.5M
|
+5%
|
6.08%
|
81.2%
|
3
|
0%
|
|
|
5096
|
Elevation Capital Advisory
Bend,
Oregon
|
$249M
|
+$20.2M
|
+9%
|
10.9%
|
–
|
82
|
60.98%
|
|
|
5097
|
Wind River Trust Company
Jackson,
Wyoming
|
$249M
|
+$16.3M
|
+7%
|
9.6%
|
51%
|
9
|
0%
|
|
|
5098
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw,
|
$249M
|
+$37.4M
|
+18%
|
22%
|
183%
|
222
|
26.58%
|
|
|
5099
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$249M
|
+$10.1M
|
+4%
|
6.01%
|
41.1%
|
96
|
11.46%
|
|
|
5100
|
Jessup Wealth Management
Dayton,
Ohio
|
$249M
|
+$11.3M
|
+5%
|
12.3%
|
116%
|
81
|
16.05%
|
|