|
3926
|
Square Wave Capital
Brooklyn,
New York
|
$430M
|
+$157M
|
+57%
|
4.05%
|
–
|
10
|
30%
|
|
|
3927
|
Cornerstone Wealth Advisors
Edina,
Minnesota
|
$430M
|
+$16.9M
|
+4%
|
1.29%
|
42.6%
|
52
|
3.85%
|
|
|
3928
|
Fortitude Family Office
Scottsdale,
Arizona
|
$430M
|
+$57.9M
|
+16%
|
3.61%
|
–
|
2,173
|
20.8%
|
|
|
3929
|
NatWest Group
Edinburgh, Scotland,
United Kingdom
|
$430M
|
+$25M
|
+6%
|
5.68%
|
186%
|
43
|
18.6%
|
|
|
3930
|
RV Capital
Schindellegi,
Switzerland
|
$430M
|
-$117M
|
-21%
|
0.69%
|
278%
|
13
|
7.69%
|
|
|
3931
|
Slotnik Capital
Dallas,
Texas
|
$429M
|
+$109M
|
+34%
|
31.2%
|
–
|
49
|
79.59%
|
|
|
3932
|
TRV GP V
Boston,
Massachusetts
|
$429M
|
+$75.7M
|
+21%
|
26%
|
–
|
3
|
0%
|
|
|
3933
|
Operose Advisors
Milwaukee,
Wisconsin
|
$429M
|
+$28M
|
+7%
|
2.42%
|
53.3%
|
501
|
17.17%
|
|
|
3934
|
Winthrop Capital Management
Carmel,
Indiana
|
$429M
|
+$15.6M
|
+4%
|
3.47%
|
–
|
399
|
24.31%
|
|
|
3935
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$429M
|
+$16.2M
|
+4%
|
3.82%
|
55.5%
|
150
|
16%
|
|
|
3936
|
Elevated Capital Advisors
Sandy,
Utah
|
$429M
|
+$26.9M
|
+7%
|
1.39%
|
37.3%
|
833
|
69.51%
|
|
|
3937
|
Diversified Management
Milwaukee,
Wisconsin
|
$428M
|
–
|
–
|
3.12%
|
–
|
177
|
–
|
|
|
3938
|
Summit Wealth Group
White River Junction,
Vermont
|
$428M
|
+$14.8M
|
+4%
|
1.68%
|
38.4%
|
121
|
9.92%
|
|
|
3939
|
Mattson Financial Services
Kentwood,
Michigan
|
$428M
|
+$10M
|
+2%
|
1.19%
|
–
|
202
|
18.32%
|
|
|
3940
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
$428M
|
+$181M
|
+73%
|
5.5%
|
–
|
744
|
60.48%
|
|
|
3941
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$428M
|
+$19.7M
|
+5%
|
1.64%
|
51.6%
|
140
|
7.86%
|
|
|
3942
|
Medina Value Partners
Los Angeles,
California
|
$428M
|
-$24K
|
-0%
|
6.83%
|
78.1%
|
35
|
51.43%
|
|
|
3943
|
Triune Financial Partners
Overland Park,
Kansas
|
$428M
|
+$30.8M
|
+8%
|
3.36%
|
50.6%
|
50
|
8%
|
|
|
3944
|
|
$427M
|
–
|
–
|
61.7%
|
–
|
38
|
–
|
|
|
3945
|
Ballast Inc
Lexington,
Kentucky
|
$427M
|
+$14.6M
|
+4%
|
2.76%
|
66%
|
142
|
11.97%
|
|
|
3946
|
Peak Retirement Planning
Columbus,
Ohio
|
$427M
|
+$72M
|
+20%
|
1.28%
|
–
|
156
|
26.28%
|
|
|
3947
|
Abound Wealth Management
Franklin,
Tennessee
|
$427M
|
+$27.5M
|
+7%
|
1.89%
|
58.6%
|
1,506
|
14.67%
|
|
|
3948
|
|
$427M
|
-$69.4M
|
-14%
|
2.13%
|
42.3%
|
14
|
42.86%
|
|
|
3949
|
Windmill Hill Asset Management
Waddesdon,
United Kingdom
|
$427M
|
+$45.5M
|
+12%
|
2.77%
|
86.6%
|
28
|
21.43%
|
|
|
3950
|
Chapin Davis
Baltimore,
Maryland
|
$427M
|
+$19.4M
|
+5%
|
10.4%
|
323%
|
263
|
13.31%
|
|