|
5026
|
Theory Financial
Fort Collins,
Colorado
|
$297M
|
+$13.2M
|
+5%
|
1.23%
|
54.5%
|
102
|
12.75%
|
|
|
5027
|
Borer Denton & Associates
Blue Bell,
Pennsylvania
|
$297M
|
-$6.18M
|
-2%
|
0.96%
|
44.2%
|
66
|
9.09%
|
|
|
5028
|
Diana Davis Spencer Foundation
Bethesda,
Maryland
|
$296M
|
-$879K
|
-0.3%
|
0.28%
|
13.4%
|
4
|
0%
|
|
|
5029
|
J.H. Whitney Equity Partners VII
New Canaan,
Connecticut
|
$296M
|
-$111M
|
-27%
|
7.89%
|
407%
|
1
|
0%
|
|
|
5030
|
Pinnacle Holdings
Tulsa,
Oklahoma
|
$296M
|
+$9.14M
|
+3%
|
3.12%
|
79.6%
|
273
|
18.32%
|
|
|
5031
|
CRCM LP
San Francisco,
California
|
$296M
|
-$49.7M
|
-14%
|
28.7%
|
–
|
13
|
38.46%
|
|
|
5032
|
WrapManager Inc
Mill Valley,
California
|
$296M
|
-$29.1M
|
-9%
|
2.24%
|
64.6%
|
159
|
16.98%
|
|
|
5033
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$296M
|
+$3.89M
|
+1%
|
4.83%
|
17.7%
|
122
|
27.05%
|
|
|
5034
|
Campbell Capital Management
Miami,
Florida
|
$295M
|
+$35.8M
|
+14%
|
5.12%
|
–
|
59
|
45.76%
|
|
|
5035
|
Maryland Capital Advisors
Chester,
Maryland
|
$295M
|
+$16.1M
|
+6%
|
1.78%
|
–
|
277
|
10.47%
|
|
|
5036
|
Post Oak Energy Holdings
Houston,
Texas
|
$295M
|
+$25.9M
|
+10%
|
9.61%
|
64.6%
|
1
|
0%
|
|
|
5037
|
Tounjian Advisory Partners
Fort Myers,
Florida
|
$295M
|
-$3.52M
|
-1%
|
2.91%
|
–
|
170
|
24.12%
|
|
|
5038
|
Union Heritage Capital
Bloomfield Hills,
Michigan
|
$295M
|
-$13.1M
|
-4%
|
2.43%
|
82.1%
|
63
|
4.76%
|
|
|
5039
|
RBA Wealth Management
Newport Beach,
California
|
$295M
|
+$5.34M
|
+2%
|
2.77%
|
77.7%
|
97
|
7.22%
|
|
|
5040
|
Acorn Capital Advisors
New York
|
$295M
|
+$98.1M
|
+50%
|
116%
|
–
|
21
|
4.76%
|
|
|
5041
|
Sand Grove Capital Management
London,
United Kingdom
|
$295M
|
+$90.3M
|
+44%
|
37.9%
|
410%
|
21
|
85.71%
|
|
|
5042
|
Groupe des Assurances du Credit Mutuel
Strasbourg,
France
|
$295M
|
-$13.8M
|
-4%
|
0.89%
|
–
|
8
|
75%
|
|
|
5043
|
United Bank (Georgia)
Zebulon,
Georgia
|
$295M
|
+$7.18M
|
+2%
|
2.55%
|
81.2%
|
128
|
10.16%
|
|
|
5044
|
Strategic Equity Management
Tucson,
Arizona
|
$295M
|
+$25M
|
+9%
|
1.91%
|
70.3%
|
74
|
20.27%
|
|
|
5045
|
|
$294M
|
-$10M
|
-3%
|
0.18%
|
12.7%
|
39
|
25.64%
|
|
|
5046
|
Norris Financial Group
Greenville,
South Carolina
|
$294M
|
+$20.3M
|
+7%
|
6.96%
|
142%
|
108
|
19.44%
|
|
|
5047
|
Greenbush Financial Group
Albany,
New York
|
$294M
|
+$33.5M
|
+13%
|
2.2%
|
–
|
35
|
11.43%
|
|
|
5048
|
Aspiring Ventures
Cincinnati,
Ohio
|
$294M
|
+$542K
|
+0.2%
|
1.95%
|
–
|
80
|
20%
|
|
|
5049
|
Encompass Wealth Advisors
Portland,
Oregon
|
$294M
|
+$153K
|
+0.1%
|
3.02%
|
63.2%
|
111
|
10.81%
|
|
|
5050
|
Forum Private Client Group
Fishers,
Indiana
|
$293M
|
+$12.7M
|
+5%
|
1.78%
|
47.9%
|
82
|
3.66%
|
|