|
3926
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$239M
|
+$4.32M
|
+2%
|
5.08%
|
115%
|
154
|
25.32%
|
|
|
3927
|
Astoria Strategic Wealth
Conroe,
Texas
|
$239M
|
+$20M
|
+9%
|
5.44%
|
42.1%
|
33
|
9.09%
|
|
|
3928
|
Ignite Planners
San Clemente,
California
|
$239M
|
+$114M
|
+91%
|
7.62%
|
73.8%
|
257
|
38.13%
|
|
|
3929
|
MPM Asset Management
Boston,
Massachusetts
|
$239M
|
-$23.5M
|
-9%
|
4.92%
|
5.89%
|
9
|
0%
|
|
|
3930
|
|
$239M
|
+$22.5M
|
+10%
|
13.8%
|
25.6%
|
8
|
37.5%
|
|
|
3931
|
Investment Management Associates
Greenwood Village,
Colorado
|
$239M
|
+$26.2M
|
+12%
|
8.05%
|
49.5%
|
45
|
11.11%
|
|
|
3932
|
BCS Wealth Management
Johnson City,
Tennessee
|
$239M
|
+$26.4M
|
+12%
|
7.01%
|
46.7%
|
197
|
12.69%
|
|
|
3933
|
High Note Wealth
Deephaven,
Minnesota
|
$239M
|
-$11.5M
|
-5%
|
7.6%
|
73%
|
100
|
12%
|
|
|
3934
|
Harvey Capital Management
Palm Beach,
Florida
|
$239M
|
+$7.89M
|
+3%
|
4.74%
|
141%
|
82
|
10.98%
|
|
|
3935
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$239M
|
–
|
–
|
6.65%
|
55.1%
|
1,561
|
–
|
|
|
3936
|
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
$239M
|
-$22.5M
|
-9%
|
7.63%
|
8.87%
|
61
|
9.84%
|
|
|
3937
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$239M
|
+$26M
|
+12%
|
7.23%
|
93.3%
|
74
|
9.46%
|
|
|
3938
|
FountainVest China Capital Partners GP3
Grand Cayman,
Cayman Islands
|
$239M
|
+$88.3M
|
+59%
|
58.8%
|
88.9%
|
1
|
0%
|
|
|
3939
|
Denali Advisors
San Diego,
California
|
$239M
|
+$27M
|
+13%
|
13.2%
|
85.8%
|
465
|
33.98%
|
|
|
3940
|
Somerset Trust
Somerset,
Pennsylvania
|
$238M
|
+$23.7M
|
+11%
|
12.1%
|
69.7%
|
153
|
9.8%
|
|
|
3941
|
Compton Financial Group
Towson,
Maryland
|
$238M
|
+$21M
|
+10%
|
6.35%
|
29.1%
|
36
|
16.67%
|
|
|
3942
|
Sovereign Investment Advisors
Phoenix,
Arizona
|
$238M
|
+$14.9M
|
+7%
|
5.59%
|
34.5%
|
33
|
6.06%
|
|
|
3943
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$238M
|
–
|
–
|
7.32%
|
41.7%
|
48
|
–
|
|
|
3944
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$238M
|
+$12.9M
|
+6%
|
8.33%
|
44.7%
|
81
|
4.94%
|
|
|
3945
|
Medicxi Ventures Management
St. Helier,
Jersey
|
$238M
|
-$2.1M
|
-0.9%
|
16%
|
788%
|
6
|
16.67%
|
|
|
3946
|
Athyrium Capital Management
New York
|
$238M
|
-$29.1M
|
-11%
|
4.37%
|
25.1%
|
11
|
0%
|
|
|
3947
|
ETF Portfolio Partners
Leawood,
Kansas
|
$238M
|
+$11.5M
|
+5%
|
5.62%
|
44.3%
|
51
|
7.84%
|
|
|
3948
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$238M
|
+$17.2M
|
+8%
|
9.93%
|
77.2%
|
215
|
14.42%
|
|
|
3949
|
Stonepine Capital Management
Bend,
Oregon
|
$238M
|
+$15.3M
|
+7%
|
17.7%
|
199%
|
25
|
48%
|
|
|
3950
|
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
|
$238M
|
+$20M
|
+9%
|
10.5%
|
110%
|
39
|
5.13%
|
|