|
4201
|
Meritech Capital Associates V
Palo Alto,
California
|
$292M
|
-$7.4M
|
-2%
|
0.93%
|
37.3%
|
3
|
0%
|
|
|
4202
|
Detalus Advisors
St. Louis,
Missouri
|
$292M
|
+$11.1M
|
+4%
|
2.93%
|
67.9%
|
156
|
9.62%
|
|
|
4203
|
Madison Wealth Partners
Madison,
Wisconsin
|
$292M
|
+$15.1M
|
+5%
|
3.31%
|
55.3%
|
132
|
9.85%
|
|
|
4204
|
Investment Management Associates
Greenwood Village,
Colorado
|
$291M
|
+$1.29M
|
+0.4%
|
2.4%
|
49.5%
|
36
|
8.33%
|
|
|
4205
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$291M
|
+$8M
|
+3%
|
1.29%
|
47.2%
|
119
|
5.88%
|
|
|
4206
|
Yong Rong (HK) Asset Management
Sheung Wan,
Hong Kong
|
$291M
|
-$84.5M
|
-22%
|
16.6%
|
3,176%
|
26
|
57.69%
|
|
|
4207
|
Neumann Capital Management
Foster City,
California
|
$291M
|
+$10.5M
|
+4%
|
5.11%
|
79.4%
|
101
|
5.94%
|
|
|
4208
|
First International Bank & Trust
Watford City,
North Dakota
|
$291M
|
+$889K
|
+0.3%
|
0.28%
|
38.6%
|
76
|
15.79%
|
|
|
4209
|
Platform Technology Partners
New York
|
$291M
|
–
|
–
|
4.91%
|
–
|
227
|
–
|
|
|
4210
|
Regimen Wealth
Atlanta,
Georgia
|
$290M
|
+$2.11M
|
+0.7%
|
0.07%
|
28.5%
|
73
|
27.4%
|
|
|
4211
|
Strata Wealth Advisors
Dallas,
Texas
|
$290M
|
+$5.99M
|
+2%
|
2.2%
|
–
|
84
|
21.43%
|
|
|
4212
|
Atwater Malick
Lancaster,
Pennsylvania
|
$290M
|
+$6.5M
|
+2%
|
2.34%
|
79.1%
|
81
|
9.88%
|
|
|
4213
|
McElhenny Sheffield Capital Management
Dallas,
Texas
|
$290M
|
+$9.17M
|
+3%
|
4.27%
|
86.3%
|
103
|
18.45%
|
|
|
4214
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$290M
|
+$16.6M
|
+6%
|
3.77%
|
71.5%
|
285
|
23.51%
|
|
|
4215
|
TIFF Advisory Services
Radnor,
Pennsylvania
|
$290M
|
+$60.8M
|
+27%
|
5.82%
|
85.9%
|
27
|
29.63%
|
|
|
4216
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
$290M
|
-$1.19M
|
-0.4%
|
1.97%
|
78.3%
|
94
|
13.83%
|
|
|
4217
|
LPWM LLC
Minneapolis,
Minnesota
|
$290M
|
+$17.3M
|
+6%
|
1.84%
|
54.3%
|
79
|
11.39%
|
|
|
4218
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$290M
|
-$4.23M
|
-1%
|
1.18%
|
49.2%
|
89
|
8.99%
|
|
|
4219
|
Helen Stephens Group
Fort Worth,
Texas
|
$289M
|
+$30.2M
|
+12%
|
1.72%
|
49.5%
|
85
|
16.47%
|
|
|
4220
|
Wells Trecaso Financial Group
Akron,
Ohio
|
$289M
|
+$6.11M
|
+2%
|
3.36%
|
108%
|
94
|
5.32%
|
|
|
4221
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$289M
|
+$37.3M
|
+15%
|
3.03%
|
69.6%
|
197
|
19.8%
|
|
|
4222
|
Teramo Advisors
Naples,
Florida
|
$289M
|
+$31.4M
|
+12%
|
2.89%
|
62.5%
|
10
|
30%
|
|
|
4223
|
BCGM Wealth Management
Lafayette,
Indiana
|
$289M
|
+$10.1M
|
+4%
|
1.86%
|
47.4%
|
154
|
8.44%
|
|
|
4224
|
Kinsale Capital Group
Richmond,
Virginia
|
$289M
|
+$35.5M
|
+14%
|
2.22%
|
61.4%
|
36
|
8.33%
|
|
|
4225
|
Matthew 25 Management Corp
Ambler,
Pennsylvania
|
$288M
|
-$5.68M
|
-2%
|
5.95%
|
122%
|
24
|
25%
|
|