|
4401
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$233M
|
-$102M
|
-30%
|
|
|
62
|
|
|
|
4402
|
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
|
$233M
|
+$26M
|
+13%
|
|
|
68
|
|
|
|
4403
|
|
$233M
|
+$31.2M
|
+16%
|
|
|
4
|
|
|
|
4404
|
Acima Private Wealth
Richmond,
Virginia
|
$232M
|
+$14.8M
|
+7%
|
|
|
244
|
|
|
|
4405
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$232M
|
+$168M
|
+262%
|
|
|
174
|
|
|
|
4406
|
Catalyst Private Wealth
San Mateo,
California
|
$232M
|
-$1.13M
|
-0.5%
|
|
|
82
|
|
|
|
4407
|
Greencape Capital
Melbourne,
Australia
|
$232M
|
+$81.6M
|
+54%
|
|
|
3
|
|
|
|
4408
|
Shaker Investments
Cleveland,
Ohio
|
$232M
|
+$5.44M
|
+2%
|
|
|
97
|
|
|
|
4409
|
Polianta Ltd
St Helier,
Jersey
|
$232M
|
+$16.4M
|
+8%
|
|
|
104
|
|
|
|
4410
|
Appian Way Asset Management
New York
|
$232M
|
-$3.79M
|
-2%
|
|
|
55
|
|
|
|
4411
|
Gainplan
Bloomfield Hills,
Michigan
|
$232M
|
+$5.15M
|
+2%
|
|
|
73
|
|
|
|
4412
|
Sawyer & Company
Boston,
Massachusetts
|
$232M
|
+$19.7M
|
+9%
|
|
|
190
|
|
|
|
4413
|
Schusterman Interests
Tulsa,
Oklahoma
|
$232M
|
–
|
–
|
|
|
15
|
|
|
|
4414
|
MV Management XI
Menlo Park,
California
|
$231M
|
–
|
–
|
|
|
4
|
|
|
|
4415
|
Aire Advisors
Beverly Hills,
California
|
$231M
|
–
|
–
|
|
|
109
|
|
|
|
4416
|
Barbara Oil Co
Chicago,
Illinois
|
$231M
|
+$18M
|
+8%
|
|
|
89
|
|
|
|
4417
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$231M
|
+$18.7M
|
+9%
|
|
|
67
|
|
|
|
4418
|
Professional Financial Advisors
North Platte,
Nebraska
|
$231M
|
+$56.7M
|
+32%
|
|
|
494
|
|
|
|
4419
|
Zoom Communications
San Jose,
California
|
$231M
|
–
|
–
|
|
|
2
|
|
|
|
4420
|
Keeler Thomas Management
Orem,
Utah
|
$231M
|
+$21M
|
+10%
|
|
|
75
|
|
|
|
4421
|
Triumph Capital Management
Denver,
Colorado
|
$231M
|
+$17.5M
|
+8%
|
|
|
239
|
|
|
|
4422
|
Chelsea Counsel Company
Los Angeles,
California
|
$231M
|
+$11.1M
|
+5%
|
|
|
103
|
|
|
|
4423
|
Holowesko Partners
Nassau,
Bahamas
|
$231M
|
-$22.1M
|
-9%
|
|
|
32
|
|
|
|
4424
|
Dash Acquisitions
Woodland Hills,
California
|
$231M
|
+$38.8M
|
+20%
|
|
|
40
|
|
|
|
4425
|
Cardinal Point Wealth Management Partners
Irvine,
California
|
$231M
|
–
|
–
|
|
|
49
|
|
|