|
3101
|
Samsara BioCapital
Palo Alto,
California
|
$520M
|
+$42.5M
|
+9%
|
8.32%
|
1,814%
|
43
|
9.3%
|
|
|
3102
|
Opes Wealth Management
Menlo Park,
California
|
$520M
|
+$40.9M
|
+9%
|
7.68%
|
54.1%
|
141
|
6.38%
|
|
|
3103
|
Oakmont Corp
Los Angeles,
California
|
$520M
|
+$65.5M
|
+14%
|
5.18%
|
75.2%
|
33
|
6.06%
|
|
|
3104
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$520M
|
+$11.5M
|
+2%
|
5.61%
|
34.4%
|
108
|
49.07%
|
|
|
3105
|
Bourgeon Capital Management
Darien,
Connecticut
|
$520M
|
+$9.57M
|
+2%
|
4.44%
|
117%
|
119
|
20.17%
|
|
|
3106
|
Summit Wealth Partners
Orlando,
Florida
|
$519M
|
+$37.6M
|
+8%
|
5.89%
|
35.5%
|
247
|
14.17%
|
|
|
3107
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$519M
|
+$67M
|
+15%
|
5.84%
|
70.4%
|
223
|
7.17%
|
|
|
3108
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$519M
|
+$37M
|
+8%
|
5.3%
|
46.5%
|
116
|
9.48%
|
|
|
3109
|
Sentry LLC
Memphis,
Tennessee
|
$519M
|
-$24.1M
|
-4%
|
2.26%
|
55%
|
129
|
3.88%
|
|
|
3110
|
West Financial Advisors
Des Moines,
Iowa
|
$519M
|
+$36.9M
|
+8%
|
5.53%
|
45.1%
|
195
|
21.54%
|
|
|
3111
|
Blue Owl Capital Holdings
New York
|
$518M
|
+$159M
|
+44%
|
13.9%
|
113%
|
140
|
72.14%
|
|
|
3112
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$517M
|
+$17.1M
|
+3%
|
8%
|
57.5%
|
367
|
2.72%
|
|
|
3113
|
Genesis Investment Management
London,
United Kingdom
|
$517M
|
+$8.59M
|
+2%
|
6.3%
|
47.4%
|
15
|
0%
|
|
|
3114
|
Affinity Capital Advisors
Berkeley,
California
|
$516M
|
+$40.1M
|
+8%
|
5.79%
|
62%
|
152
|
5.26%
|
|
|
3115
|
Regatta Capital Group
El Segundo,
California
|
$515M
|
+$51M
|
+11%
|
7.12%
|
63%
|
193
|
7.25%
|
|
|
3116
|
Stanley Capital Management
Houston,
Texas
|
$515M
|
+$25.5M
|
+5%
|
7.27%
|
101%
|
38
|
2.63%
|
|
|
3117
|
Financial Enhancement Group
Anderson,
Indiana
|
$515M
|
-$106M
|
-17%
|
4.53%
|
57.5%
|
150
|
46.67%
|
|
|
3118
|
Ashton Thomas Securities
Rochester,
New York
|
$515M
|
+$99.7M
|
+24%
|
6.22%
|
–
|
1,243
|
77.07%
|
|
|
3119
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$514M
|
+$61.1M
|
+13%
|
7.78%
|
104%
|
737
|
16.69%
|
|
|
3120
|
Avanda Investment Management
Singapore
|
$514M
|
-$148M
|
-22%
|
9.1%
|
–
|
49
|
4.08%
|
|
|
3121
|
|
$514M
|
+$35M
|
+7%
|
7.31%
|
11.7%
|
1
|
0%
|
|
|
3122
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$514M
|
+$58.7M
|
+13%
|
5.51%
|
42.9%
|
49
|
8.16%
|
|
|
3123
|
Austin Asset Management
Austin,
Texas
|
$514M
|
+$24.6M
|
+5%
|
5.87%
|
71.4%
|
68
|
4.41%
|
|
|
3124
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$513M
|
+$40.5M
|
+9%
|
7.35%
|
51%
|
250
|
12%
|
|
|
3125
|
Shah Capital Management
Raleigh,
North Carolina
|
$513M
|
+$50.7M
|
+11%
|
19%
|
225%
|
19
|
10.53%
|
|