|
3476
|
Clearfield Capital Management
New York
|
$227M
|
+$64.9M
|
+40%
|
5.42%
|
177%
|
15
|
66.67%
|
|
|
3477
|
TRV GP III
Boston,
Massachusetts
|
$226M
|
+$50M
|
+28%
|
76%
|
170%
|
4
|
0%
|
|
|
3478
|
Financial Consulate
Hunt Valley,
Maryland
|
$226M
|
-$3.19M
|
-1%
|
7.54%
|
53.3%
|
111
|
17.12%
|
|
|
3479
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$226M
|
+$25M
|
+12%
|
9.15%
|
36%
|
181
|
11.6%
|
|
|
3480
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$226M
|
–
|
–
|
6.92%
|
111%
|
155
|
–
|
|
|
3481
|
|
$226M
|
+$19.1M
|
+9%
|
5.62%
|
41.4%
|
49
|
6.12%
|
|
|
3482
|
Inscription Capital
Houston,
Texas
|
$226M
|
+$43.9M
|
+24%
|
6.44%
|
–
|
156
|
17.31%
|
|
|
3483
|
Wellington Shields & Co
New York
|
$226M
|
+$161M
|
+248%
|
8.69%
|
75.6%
|
235
|
85.53%
|
|
|
3484
|
|
$226M
|
-$5.96M
|
-3%
|
3.91%
|
7.55%
|
27
|
3.7%
|
|
|
3485
|
Harvey Capital Management
Palm Beach,
Florida
|
$225M
|
+$24M
|
+12%
|
11.9%
|
141%
|
81
|
13.58%
|
|
|
3486
|
Kapitalo Investimentos
Sao Paulo,
Brazil
|
$225M
|
+$31.1M
|
+16%
|
16.5%
|
58.1%
|
30
|
66.67%
|
|
|
3487
|
Stone Run Capital
New York
|
$225M
|
+$15.2M
|
+7%
|
7.95%
|
77.8%
|
60
|
5%
|
|
|
3488
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$225M
|
+$112M
|
+99%
|
4.29%
|
63.3%
|
61
|
52.46%
|
|
|
3489
|
|
$225M
|
+$12.1M
|
+6%
|
8.05%
|
65.2%
|
102
|
3.92%
|
|
|
3490
|
Birmingham Capital Management
Birmingham,
Alabama
|
$225M
|
+$7.72M
|
+4%
|
6.25%
|
77.6%
|
101
|
3.96%
|
|
|
3491
|
LifePlan Financial Group
Dayton,
Ohio
|
$225M
|
+$12.3M
|
+6%
|
4.87%
|
20.2%
|
589
|
7.81%
|
|
|
3492
|
Physician Wealth Advisors
Midvale,
Utah
|
$225M
|
+$20M
|
+10%
|
7.59%
|
71.3%
|
120
|
10.83%
|
|
|
3493
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$225M
|
+$59.1M
|
+36%
|
6.22%
|
67.6%
|
130
|
13.85%
|
|
|
3494
|
Wall Capital Group
Phoenix,
Arizona
|
$225M
|
+$13.6M
|
+6%
|
7.07%
|
–
|
24
|
8.33%
|
|
|
3495
|
One Day In July LLC
Burlington,
Vermont
|
$224M
|
+$31M
|
+16%
|
3.33%
|
33.3%
|
35
|
0%
|
|
|
3496
|
Security National Bank
Omaha,
Nebraska
|
$224M
|
+$12.4M
|
+6%
|
11.4%
|
113%
|
76
|
9.21%
|
|
|
3497
|
TIFF Advisory Services
Radnor,
Pennsylvania
|
$224M
|
+$93.3M
|
+71%
|
7.47%
|
85.9%
|
17
|
82.35%
|
|
|
3498
|
Peavine Capital
Reno,
Nevada
|
$224M
|
-$6.01M
|
-3%
|
4.56%
|
27.7%
|
15
|
13.33%
|
|
|
3499
|
Pacifica Capital Investments
Leander,
Texas
|
$224M
|
+$16M
|
+8%
|
4.55%
|
83.4%
|
21
|
9.52%
|
|
|
3500
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$224M
|
+$16.2M
|
+8%
|
4.39%
|
–
|
60
|
10%
|
|