|
4501
|
TRV GP IV
Boston,
Massachusetts
|
$246M
|
-$19.3M
|
-7%
|
5.37%
|
1,102%
|
3
|
0%
|
|
|
4502
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$246M
|
–
|
–
|
10.5%
|
–
|
468
|
–
|
|
|
4503
|
Kaydan Wealth Management
Fenton,
Michigan
|
$246M
|
-$4.53M
|
-2%
|
6.97%
|
57.8%
|
101
|
10.89%
|
|
|
4504
|
Weaver Consulting Group
Huntington Beach,
California
|
$246M
|
+$24.6M
|
+11%
|
7.95%
|
50.5%
|
199
|
8.04%
|
|
|
4505
|
McElhenny Sheffield Capital Management
Dallas,
Texas
|
$246M
|
+$49.1M
|
+25%
|
12.7%
|
86.3%
|
104
|
26.92%
|
|
|
4506
|
BCGM Wealth Management
Lafayette,
Indiana
|
$246M
|
+$27.9M
|
+13%
|
8.73%
|
54.9%
|
137
|
14.6%
|
|
|
4507
|
Martin Capital Partners
Eugene,
Oregon
|
$245M
|
+$7.67M
|
+3%
|
6.84%
|
35.2%
|
73
|
5.48%
|
|
|
4508
|
Nicollet Investment Management
Minneapolis,
Minnesota
|
$245M
|
+$21.8M
|
+10%
|
12.1%
|
83.3%
|
66
|
7.58%
|
|
|
4509
|
Rovida Advisors
Fort Lauderdale,
Florida
|
$245M
|
-$17.9M
|
-7%
|
12.3%
|
24.8%
|
21
|
33.33%
|
|
|
4510
|
Handelsinvest Investeringsforvaltning
Herning,
Denmark
|
$245M
|
-$43M
|
-15%
|
14.2%
|
37.9%
|
369
|
85.09%
|
|
|
4511
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$245M
|
+$26.7M
|
+12%
|
9.48%
|
58.3%
|
844
|
21.8%
|
|
|
4512
|
Westmount Partners
Los Angeles,
California
|
$245M
|
+$17.9M
|
+8%
|
12%
|
101%
|
214
|
14.49%
|
|
|
4513
|
East Coast Asset Management
Essex,
Massachusetts
|
$245M
|
+$23.8M
|
+11%
|
12.8%
|
147%
|
64
|
3.13%
|
|
|
4514
|
Rivermont Capital Management
New York
|
$245M
|
+$21.2M
|
+9%
|
17.3%
|
555%
|
26
|
42.31%
|
|
|
4515
|
Forager Capital Management
Birmingham,
Alabama
|
$245M
|
+$11.8M
|
+5%
|
12%
|
52.6%
|
14
|
7.14%
|
|
|
4516
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
$244M
|
+$35.9M
|
+17%
|
11.3%
|
31.6%
|
127
|
25.2%
|
|
|
4517
|
Alfreton Capital
Radlett, Hertfordshire,
United Kingdom
|
$244M
|
+$33.8M
|
+16%
|
16.2%
|
22.2%
|
5
|
20%
|
|
|
4518
|
RFP Financial Group
Atlanta,
Georgia
|
$244M
|
+$16.9M
|
+7%
|
9.28%
|
53.2%
|
1,044
|
27.97%
|
|
|
4519
|
Drake & Associates
Waukesha,
Wisconsin
|
$244M
|
+$23.5M
|
+11%
|
8.63%
|
47.9%
|
83
|
26.51%
|
|
|
4520
|
Lion Street Advisors
Austin,
Texas
|
$244M
|
-$62.2M
|
-20%
|
8.32%
|
38%
|
273
|
19.05%
|
|
|
4521
|
Flagstone Financial Management
Lincoln,
Nebraska
|
$244M
|
+$25.5M
|
+12%
|
8.29%
|
43.9%
|
44
|
15.91%
|
|
|
4522
|
Argonautica Private Wealth Management
Wellesley,
Massachusetts
|
$244M
|
+$21.4M
|
+10%
|
12%
|
158%
|
182
|
1.65%
|
|
|
4523
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$244M
|
+$36.2M
|
+17%
|
8.68%
|
69.7%
|
257
|
25.29%
|
|
|
4524
|
Peachtree Investment Partners
Indian River Shores,,
Florida
|
$244M
|
+$47.8M
|
+24%
|
12.4%
|
92.2%
|
107
|
8.41%
|
|
|
4525
|
Shaker Financial Services
Arlington,
Virginia
|
$244M
|
+$29M
|
+14%
|
5.82%
|
13.1%
|
175
|
24.57%
|
|