|
4926
|
Long Path Partners
Stamford,
Connecticut
|
$277M
|
-$18M
|
-6%
|
|
|
7
|
|
|
|
4927
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$277M
|
+$17M
|
+7%
|
|
|
597
|
|
|
|
4928
|
Sims Investment Management
Cincinnati,
Ohio
|
$276M
|
+$27.7M
|
+11%
|
|
|
44
|
|
|
|
4929
|
Weinberger Asset Management
Los Angeles,
California
|
$276M
|
+$17.2M
|
+7%
|
|
|
88
|
|
|
|
4930
|
Quartz Partners
Saratoga Springs,
New York
|
$276M
|
+$57.6M
|
+26%
|
|
|
196
|
|
|
|
4931
|
Access Financial Services
Minneapolis,
Minnesota
|
$276M
|
+$11.5M
|
+4%
|
|
|
109
|
|
|
|
4932
|
|
$276M
|
+$19.8M
|
+8%
|
|
|
282
|
|
|
|
4933
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$276M
|
+$20.1M
|
+8%
|
|
|
113
|
|
|
|
4934
|
Excalibur Management
Waltham,
Massachusetts
|
$276M
|
+$9.06M
|
+3%
|
|
|
168
|
|
|
|
4935
|
Malaga Cove Capital
Pv Estates,
California
|
$276M
|
+$21M
|
+8%
|
|
|
189
|
|
|
|
4936
|
Amiral Gestion
Paris,
France
|
$275M
|
+$43.3M
|
+19%
|
|
|
29
|
|
|
|
4937
|
Osprey Private Wealth
New York
|
$275M
|
+$91.5M
|
+50%
|
|
|
66
|
|
|
|
4938
|
Sittner & Nelson
Eugene,
Oregon
|
$275M
|
+$26.5M
|
+11%
|
|
|
515
|
|
|
|
4939
|
Buckhead Capital Management
Atlanta,
Georgia
|
$275M
|
+$16.5M
|
+6%
|
|
|
136
|
|
|
|
4940
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
$275M
|
+$16.1M
|
+6%
|
|
|
89
|
|
|
|
4941
|
Gallatin Point Capital
Greenwich,
Connecticut
|
$275M
|
-$171M
|
-38%
|
|
|
2
|
|
|
|
4942
|
Sonoma Allocations
Santa Rosa,
California
|
$275M
|
–
|
–
|
|
|
137
|
|
|
|
4943
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$275M
|
+$23.3M
|
+9%
|
|
|
98
|
|
|
|
4944
|
Power Wealth Management
Alpharetta,
Georgia
|
$275M
|
+$14.5M
|
+6%
|
|
|
96
|
|
|
|
4945
|
ICW Investment Advisors
Scottsdale,
Arizona
|
$274M
|
+$21.3M
|
+8%
|
|
|
145
|
|
|
|
4946
|
Fortress Private Ledger
Raleigh,
North Carolina
|
$274M
|
+$54.1M
|
+25%
|
|
|
205
|
|
|
|
4947
|
Multicoin Capital Management
Austin,
Texas
|
$274M
|
+$150M
|
+120%
|
|
|
3
|
|
|
|
4948
|
Arkfeld Wealth Strategies
Omaha,
Nebraska
|
$274M
|
+$20.9M
|
+8%
|
|
|
115
|
|
|
|
4949
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$274M
|
+$17.8M
|
+7%
|
|
|
404
|
|
|
|
4950
|
TRV GP IV
Boston,
Massachusetts
|
$274M
|
+$111M
|
+68%
|
|
|
3
|
|
|