|
3226
|
New Leaf Venture Partners
New York
|
$390M
|
-$40.1M
|
-9%
|
7.32%
|
17.1%
|
19
|
5.26%
|
|
|
3227
|
SOA Wealth Advisors
New York
|
$389M
|
+$31.7M
|
+9%
|
8.36%
|
79.1%
|
1,000
|
10.3%
|
|
|
3228
|
AM Investment Strategies
Chattanooga,
Tennessee
|
$389M
|
+$29.9M
|
+8%
|
6.69%
|
121%
|
105
|
7.62%
|
|
|
3229
|
Cyrus Capital Partners
New York
|
$389M
|
-$21.1M
|
-5%
|
31.2%
|
174%
|
17
|
41.18%
|
|
|
3230
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$389M
|
+$104M
|
+37%
|
9.24%
|
–
|
126
|
1.59%
|
|
|
3231
|
Financial Management Professionals
Austin,
Texas
|
$388M
|
+$14.8M
|
+4%
|
4.94%
|
62.1%
|
992
|
38.31%
|
|
|
3232
|
Source Financial Advisors
New York
|
$388M
|
+$13.6M
|
+4%
|
5.83%
|
18.5%
|
115
|
13.04%
|
|
|
3233
|
Sanford Advisory Services
Portage,
Michigan
|
$388M
|
+$29.6M
|
+8%
|
6.84%
|
–
|
110
|
9.09%
|
|
|
3234
|
ATW SPAC Management
New York
|
$388M
|
–
|
–
|
2.58%
|
68.7%
|
129
|
–
|
|
|
3235
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$388M
|
+$35.8M
|
+10%
|
7.1%
|
70.7%
|
155
|
14.84%
|
|
|
3236
|
Martin Investment Management
Palm Beach Gardens,
Florida
|
$388M
|
+$34.2M
|
+10%
|
8.5%
|
44.7%
|
53
|
5.66%
|
|
|
3237
|
WrapManager Inc
Mill Valley,
California
|
$388M
|
+$27.8M
|
+8%
|
6.19%
|
51.7%
|
312
|
14.42%
|
|
|
3238
|
Steamboat Capital Partners
Rye,
New York
|
$388M
|
+$48.9M
|
+14%
|
10.5%
|
189%
|
52
|
15.38%
|
|
|
3239
|
Private Wealth Strategies
New Albany,
Ohio
|
$388M
|
+$26.7M
|
+7%
|
5.96%
|
18.8%
|
77
|
11.69%
|
|
|
3240
|
D'Orazio & Associates
Falls Church,
Virginia
|
$388M
|
+$29.9M
|
+8%
|
4.31%
|
61.2%
|
432
|
20.83%
|
|
|
3241
|
Laidlaw Wealth Management
New York City,
New York
|
$388M
|
+$95.1M
|
+32%
|
8.34%
|
116%
|
282
|
28.72%
|
|
|
3242
|
Oakwood Capital Management
Los Angeles,
California
|
$388M
|
+$48.3M
|
+14%
|
8.62%
|
72.7%
|
62
|
9.68%
|
|
|
3243
|
Swarthmore Group
Philadelphia,
Pennsylvania
|
$387M
|
+$21.4M
|
+6%
|
8.3%
|
44.2%
|
50
|
32%
|
|
|
3244
|
3G Capital Partners
New York
|
$387M
|
+$118M
|
+44%
|
19%
|
190%
|
19
|
31.58%
|
|
|
3245
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$387M
|
-$15.3M
|
-4%
|
5.92%
|
94.7%
|
384
|
74.74%
|
|
|
3246
|
Windsor Creek Advisors
Bethel,
Vermont
|
$387M
|
+$6.16M
|
+2%
|
6.05%
|
48.3%
|
211
|
39.34%
|
|
|
3247
|
EagleClaw Capital Management
Boston,
Massachusetts
|
$387M
|
+$38.7M
|
+11%
|
8.19%
|
96.5%
|
140
|
12.14%
|
|
|
3248
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$386M
|
-$23.1M
|
-6%
|
6.68%
|
43.5%
|
143
|
9.79%
|
|
|
3249
|
Elk River Wealth Management
Denver,
Colorado
|
$386M
|
+$34.9M
|
+10%
|
7.54%
|
68%
|
127
|
5.51%
|
|
|
3250
|
20/20 Capital Management
Costa Mesa,
California
|
$386M
|
+$40.7M
|
+12%
|
6.26%
|
–
|
171
|
12.28%
|
|