|
4626
|
Three Bridge Wealth Advisors
Los Altos,
California
|
$271M
|
+$18.7M
|
+7%
|
5.5%
|
169%
|
93
|
8.6%
|
|
|
4627
|
Alaethes Wealth
Glenbrook,
Nevada
|
$271M
|
+$29.2M
|
+12%
|
4.4%
|
96.4%
|
118
|
13.56%
|
|
|
4628
|
Union Heritage Capital
Bloomfield Hills,
Michigan
|
$271M
|
+$16.7M
|
+7%
|
6.59%
|
82.1%
|
59
|
0%
|
|
|
4629
|
Kooman & Associates
Altoona,
Pennsylvania
|
$271M
|
+$22.1M
|
+9%
|
5.9%
|
59.9%
|
48
|
12.5%
|
|
|
4630
|
Viola Ventures VC Management 4
Herzliya,
Israel
|
$271M
|
+$8.6M
|
+3%
|
2.36%
|
79.1%
|
5
|
0%
|
|
|
4631
|
360 Financial
Wayzata,
Minnesota
|
$271M
|
+$6.11M
|
+2%
|
6.71%
|
82.5%
|
96
|
14.58%
|
|
|
4632
|
Cypress Financial Planning
Haddon Heights,
New Jersey
|
$270M
|
+$28.8M
|
+12%
|
6.71%
|
37.9%
|
80
|
13.75%
|
|
|
4633
|
Sawyer & Company
Boston,
Massachusetts
|
$270M
|
+$18.6M
|
+7%
|
7.55%
|
97.4%
|
199
|
11.06%
|
|
|
4634
|
Rovin Capital
Mesa,
Arizona
|
$270M
|
+$30M
|
+12%
|
5.77%
|
63.8%
|
184
|
22.83%
|
|
|
4635
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$270M
|
+$21.7M
|
+9%
|
6.85%
|
168%
|
512
|
12.7%
|
|
|
4636
|
CEDRUS
Littleton,
Colorado
|
$270M
|
+$70M
|
+35%
|
5.94%
|
19.8%
|
192
|
25%
|
|
|
4637
|
Graybill Wealth Management
Elmhurst,
Illinois
|
$270M
|
+$23.4M
|
+10%
|
8.36%
|
–
|
60
|
5%
|
|
|
4638
|
Congress Park Capital
Saratoga Springs,
New York
|
$270M
|
+$20.8M
|
+8%
|
5.33%
|
95.6%
|
123
|
14.63%
|
|
|
4639
|
Monumental Financial Group
Rockville,
Maryland
|
$270M
|
+$40.2M
|
+18%
|
4.65%
|
18.2%
|
43
|
6.98%
|
|
|
4640
|
Townsend Asset Management
Raleigh,
North Carolina
|
$269M
|
+$11.4M
|
+4%
|
5.75%
|
77%
|
203
|
7.39%
|
|
|
4641
|
Patient Square Capital
Menlo Park,
California
|
$269M
|
+$54M
|
+25%
|
0.67%
|
329%
|
11
|
81.82%
|
|
|
4642
|
Performa Ltd (US)
Charleston,
South Carolina
|
$269M
|
+$26M
|
+11%
|
6.54%
|
55.8%
|
60
|
18.33%
|
|
|
4643
|
Argent Advisors
Monroe,
Louisiana
|
$269M
|
+$17.4M
|
+7%
|
7.91%
|
63.1%
|
140
|
5.71%
|
|
|
4644
|
Delta Financial Group
Basking Ridge,
New Jersey
|
$269M
|
+$30.6M
|
+13%
|
8.12%
|
–
|
140
|
13.57%
|
|
|
4645
|
Stoneridge Investment Partners
Radnor,
Pennsylvania
|
$269M
|
+$4.5M
|
+2%
|
1.21%
|
44.2%
|
149
|
34.23%
|
|
|
4646
|
Robinswood Financial
Kirkland,
Washington
|
$269M
|
+$21.8M
|
+9%
|
5.67%
|
38.8%
|
394
|
16.5%
|
|
|
4647
|
Siguler Guff Advisers
New York
|
$269M
|
+$35.4M
|
+15%
|
16.4%
|
37.7%
|
5
|
0%
|
|
|
4648
|
Northern Right Capital Management
Darien,
Connecticut
|
$269M
|
-$2.79M
|
-1%
|
10.6%
|
187%
|
37
|
48.65%
|
|
|
4649
|
Stone Run Capital
New York
|
$269M
|
+$18.2M
|
+7%
|
10.1%
|
77.8%
|
71
|
9.86%
|
|
|
4650
|
Northeast Financial Group
Tannersville,
Pennsylvania
|
$269M
|
+$35M
|
+15%
|
5.23%
|
31.6%
|
88
|
17.05%
|
|