|
3701
|
Aspire Private Capital
Cornelius,
North Carolina
|
$455M
|
+$24.7M
|
+6%
|
5.89%
|
49.6%
|
189
|
13.23%
|
|
|
3702
|
Kickstand Ventures
Pittsford,
New York
|
$454M
|
+$26.6M
|
+6%
|
6.15%
|
51.4%
|
127
|
11.81%
|
|
|
3703
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$454M
|
+$21M
|
+5%
|
9.97%
|
93.3%
|
81
|
8.64%
|
|
|
3704
|
Precedent Wealth Partners
Houston,
Texas
|
$454M
|
+$45.9M
|
+11%
|
6.18%
|
–
|
179
|
10.61%
|
|
|
3705
|
Clarity Wealth Advisors
San Jose,
California
|
$454M
|
+$48.5M
|
+12%
|
10.1%
|
85.1%
|
102
|
6.86%
|
|
|
3706
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$454M
|
+$23M
|
+5%
|
4.84%
|
40%
|
488
|
11.07%
|
|
|
3707
|
Noble Family Wealth
Clearwater,
Florida
|
$453M
|
+$44.2M
|
+11%
|
6.05%
|
44.2%
|
86
|
22.09%
|
|
|
3708
|
Boston Research & Management
Manchester,
Massachusetts
|
$453M
|
+$35M
|
+8%
|
7.93%
|
48.2%
|
121
|
5.79%
|
|
|
3709
|
Madrona Financial Services
Everett,
Washington
|
$453M
|
+$36.2M
|
+9%
|
8.49%
|
75.4%
|
125
|
12%
|
|
|
3710
|
Financial & Tax Architects
St Louis,
Missouri
|
$453M
|
+$41.5M
|
+10%
|
5.46%
|
46.1%
|
122
|
38.52%
|
|
|
3711
|
Apis Capital Advisors
New York
|
$453M
|
+$171M
|
+61%
|
86%
|
1,035%
|
66
|
62.12%
|
|
|
3712
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$452M
|
+$24.5M
|
+6%
|
6.95%
|
105%
|
261
|
8.43%
|
|
|
3713
|
Rubicon Global Capital
London,
United Kingdom
|
$452M
|
-$179M
|
-28%
|
21.4%
|
–
|
10
|
0%
|
|
|
3714
|
Technology Crossover Management VIII
Menlo Park,
California
|
$452M
|
-$7.42M
|
-2%
|
0.39%
|
59.7%
|
5
|
0%
|
|
|
3715
|
Ashford Advisors
Pittsford,
New York
|
$452M
|
+$20.6M
|
+5%
|
7.7%
|
57.3%
|
21
|
14.29%
|
|
|
3716
|
First National Bank of Mount Dora
Mount Dora,
Florida
|
$452M
|
+$8.54M
|
+2%
|
5.65%
|
84.5%
|
133
|
7.52%
|
|
|
3717
|
Lantz Financial
Naperville,
Illinois
|
$452M
|
+$50.7M
|
+13%
|
6.24%
|
67.1%
|
251
|
10.36%
|
|
|
3718
|
Verde Capital Management
Clarkston,
Michigan
|
$451M
|
+$46.1M
|
+11%
|
8.23%
|
58.5%
|
73
|
17.81%
|
|
|
3719
|
Hunter Perkins Capital Management
Lombard,
Illinois
|
$451M
|
+$28.4M
|
+7%
|
6.19%
|
58%
|
117
|
7.69%
|
|
|
3720
|
Once Capital Management
New York
|
$451M
|
+$86.6M
|
+24%
|
11.4%
|
570%
|
28
|
39.29%
|
|
|
3721
|
Miramar Capital
Northbrook,
Illinois
|
$451M
|
+$28M
|
+7%
|
8.06%
|
47.3%
|
62
|
9.68%
|
|
|
3722
|
JSF Financial
Los Angeles,
California
|
$451M
|
+$30M
|
+7%
|
8.41%
|
79%
|
139
|
15.83%
|
|
|
3723
|
Isthmus Partners
Madison,
Wisconsin
|
$451M
|
-$405M
|
-47%
|
5.12%
|
61.1%
|
228
|
27.63%
|
|
|
3724
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$450M
|
+$271M
|
+150%
|
10%
|
82.7%
|
739
|
47.77%
|
|
|
3725
|
Helen Stephens Group
Fort Worth,
Texas
|
$450M
|
+$47.3M
|
+12%
|
6.12%
|
49.5%
|
108
|
19.44%
|
|