|
5051
|
Range Financial Group
Tigard,
Oregon
|
$277M
|
+$22.7M
|
+9%
|
13.9%
|
188%
|
219
|
21%
|
|
|
5052
|
|
$277M
|
+$52.7M
|
+24%
|
9.53%
|
–
|
84
|
71.43%
|
|
|
5053
|
Sunpointe
St. Louis,
Missouri
|
$277M
|
+$24.9M
|
+10%
|
10.2%
|
–
|
269
|
17.1%
|
|
|
5054
|
Index Venture Growth Associates III
St. Helier, Channel Islands,
Jersey
|
$277M
|
+$78.5M
|
+40%
|
51.5%
|
740%
|
3
|
33.33%
|
|
|
5055
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$277M
|
+$24.9M
|
+10%
|
6.8%
|
56.5%
|
201
|
3.48%
|
|
|
5056
|
Stableford Capital II
Scottsdale,
Arizona
|
$277M
|
+$11.3M
|
+4%
|
4.07%
|
59.3%
|
142
|
11.27%
|
|
|
5057
|
Long Path Partners
Stamford,
Connecticut
|
$277M
|
-$18M
|
-6%
|
4.78%
|
9.18%
|
7
|
14.29%
|
|
|
5058
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$277M
|
+$17M
|
+7%
|
6.18%
|
58.3%
|
597
|
7.2%
|
|
|
5059
|
Sims Investment Management
Cincinnati,
Ohio
|
$276M
|
+$27.7M
|
+11%
|
7.17%
|
–
|
44
|
6.82%
|
|
|
5060
|
Weinberger Asset Management
Los Angeles,
California
|
$276M
|
+$17.2M
|
+7%
|
6.63%
|
80%
|
88
|
7.95%
|
|
|
5061
|
Quartz Partners
Saratoga Springs,
New York
|
$276M
|
+$57.6M
|
+26%
|
10.4%
|
–
|
196
|
20.92%
|
|
|
5062
|
Access Financial Services
Minneapolis,
Minnesota
|
$276M
|
+$11.5M
|
+4%
|
4.74%
|
44.8%
|
109
|
17.43%
|
|
|
5063
|
|
$276M
|
+$19.8M
|
+8%
|
4.62%
|
56%
|
282
|
22.7%
|
|
|
5064
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$276M
|
+$20.1M
|
+8%
|
8.49%
|
66.8%
|
113
|
7.96%
|
|
|
5065
|
Excalibur Management
Waltham,
Massachusetts
|
$276M
|
+$9.06M
|
+3%
|
5.83%
|
81.7%
|
168
|
2.98%
|
|
|
5066
|
Malaga Cove Capital
Pv Estates,
California
|
$276M
|
+$21M
|
+8%
|
5.15%
|
88.1%
|
189
|
22.22%
|
|
|
5067
|
Orion Resource Partners
New York
|
$275M
|
-$264M
|
-49%
|
31%
|
–
|
35
|
54.29%
|
|
|
5068
|
Amiral Gestion
Paris,
France
|
$275M
|
+$43.3M
|
+19%
|
1.21%
|
–
|
29
|
34.48%
|
|
|
5069
|
Osprey Private Wealth
New York
|
$275M
|
+$91.5M
|
+50%
|
8.32%
|
–
|
66
|
25.76%
|
|
|
5070
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
$275M
|
+$16.2M
|
+6%
|
6.62%
|
–
|
90
|
24.44%
|
|
|
5071
|
Sittner & Nelson
Eugene,
Oregon
|
$275M
|
+$26.5M
|
+11%
|
9.42%
|
88.1%
|
515
|
7.57%
|
|
|
5072
|
Buckhead Capital Management
Atlanta,
Georgia
|
$275M
|
+$16.5M
|
+6%
|
6.9%
|
67.6%
|
136
|
12.5%
|
|
|
5073
|
Gallatin Point Capital
Greenwich,
Connecticut
|
$275M
|
-$171M
|
-38%
|
25.3%
|
–
|
2
|
0%
|
|
|
5074
|
Sonoma Allocations
Santa Rosa,
California
|
$275M
|
–
|
–
|
6.94%
|
–
|
137
|
–
|
|
|
5075
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$275M
|
+$23.3M
|
+9%
|
5.94%
|
52%
|
98
|
7.14%
|
|