|
4076
|
Covenant Partners
Nashville,
Tennessee
|
$254M
|
-$10.6M
|
-4%
|
0.38%
|
70.3%
|
206
|
8.25%
|
|
|
4077
|
TRH Financial
North Liberty,
Iowa
|
$254M
|
+$23M
|
+10%
|
0.53%
|
–
|
73
|
10.96%
|
|
|
4078
|
Van Strum & Towne
San Francisco,
California
|
$254M
|
+$45M
|
+22%
|
0.65%
|
62.2%
|
107
|
12.15%
|
|
|
4079
|
Hobart Private Capital
Charlotte,
North Carolina
|
$253M
|
+$10.5M
|
+4%
|
0.69%
|
52.5%
|
134
|
35.82%
|
|
|
4080
|
MONECO Advisors
Fairfield,
Connecticut
|
$253M
|
+$36.2M
|
+17%
|
0.56%
|
70.5%
|
266
|
18.8%
|
|
|
4081
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
$253M
|
+$50K
|
+0%
|
1.16%
|
65.9%
|
100
|
6%
|
|
|
4082
|
Norman Fields Gottscho Capital Management
New York
|
$253M
|
+$2.83M
|
+1%
|
0.52%
|
94%
|
72
|
5.56%
|
|
|
4083
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$253M
|
+$10.5M
|
+4%
|
0.88%
|
62.2%
|
90
|
16.67%
|
|
|
4084
|
Matthew Hamilton Rosenberg
|
$253M
|
+$61M
|
+32%
|
0.88%
|
48.3%
|
699
|
18.45%
|
|
|
4085
|
Banco BTG Pactual
Rio De Janeiro,
Brazil
|
$253M
|
+$101M
|
+67%
|
4.42%
|
134%
|
137
|
54.01%
|
|
|
4086
|
Roberts Wealth Advisors
Palo Alto,
California
|
$253M
|
–
|
–
|
0.07%
|
73.2%
|
91
|
–
|
|
|
4087
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$252M
|
+$24.8M
|
+11%
|
0.68%
|
39.6%
|
71
|
9.86%
|
|
|
4088
|
Capital Impact Advisors
Boston,
Massachusetts
|
$252M
|
-$57.6M
|
-19%
|
0.4%
|
–
|
137
|
18.25%
|
|
|
4089
|
Richard P. Slaughter Associates
Austin,
Texas
|
$252M
|
-$6.43M
|
-2%
|
2.72%
|
51%
|
129
|
14.73%
|
|
|
4090
|
|
$252M
|
-$11M
|
-4%
|
5.11%
|
129%
|
39
|
28.21%
|
|
|
4091
|
NWK Group
San Francisco,
California
|
$252M
|
+$1.38M
|
+0.6%
|
1.95%
|
268%
|
102
|
24.51%
|
|
|
4092
|
Kopp Family Office
Bloomington,
Minnesota
|
$252M
|
+$10.3M
|
+4%
|
5.44%
|
34%
|
14
|
7.14%
|
|
|
4093
|
Investment Security Group
Denver,
Colorado
|
$252M
|
-$1.08M
|
-0.4%
|
0.79%
|
–
|
18
|
0%
|
|
|
4094
|
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
|
$252M
|
-$386K
|
-0.2%
|
1.9%
|
72.2%
|
98
|
7.14%
|
|
|
4095
|
Yorktown Energy Partners VIII
New York
|
$252M
|
+$77.7M
|
+45%
|
15.2%
|
15.2%
|
3
|
33.33%
|
|
|
4096
|
Tri Locum Partners
New York
|
$252M
|
-$53.9M
|
-18%
|
21%
|
357%
|
44
|
70.45%
|
|
|
4097
|
Fourthstone LLC
St Louis,
Missouri
|
$252M
|
+$16.3M
|
+7%
|
5.22%
|
104%
|
70
|
31.43%
|
|
|
4098
|
SW Investment Management
Telluride,
Colorado
|
$251M
|
-$10.1M
|
-4%
|
1.78%
|
143%
|
10
|
0%
|
|
|
4099
|
Farmers National Bank
Danville,
Kentucky
|
$251M
|
–
|
–
|
0.89%
|
–
|
142
|
–
|
|
|
4100
|
Miramar Capital
Northbrook,
Illinois
|
$251M
|
+$2.99M
|
+1%
|
1.32%
|
47.3%
|
54
|
9.26%
|
|