|
5226
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
$242M
|
+$21.6M
|
+10%
|
8.65%
|
58.8%
|
86
|
15.12%
|
|
|
5227
|
Denver Wealth Management
Denver,
Colorado
|
$242M
|
+$22.5M
|
+10%
|
9.18%
|
64.4%
|
93
|
12.9%
|
|
|
5228
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$241M
|
-$187K
|
-0.1%
|
8.99%
|
80.7%
|
102
|
23.53%
|
|
|
5229
|
Turiya Advisors Asia
Hong Kong
|
$241M
|
+$176M
|
+271%
|
12.8%
|
247%
|
4
|
75%
|
|
|
5230
|
Houlihan Financial Resource Group
Ashburn,
Virginia
|
$241M
|
+$18.6M
|
+8%
|
6.74%
|
50.6%
|
110
|
9.09%
|
|
|
5231
|
Acorn Creek Capital
Fort Collins,
Colorado
|
$241M
|
+$40.5M
|
+20%
|
8.05%
|
–
|
82
|
13.41%
|
|
|
5232
|
TL Private Wealth
Southlake,
Texas
|
$241M
|
+$39M
|
+19%
|
7.77%
|
46%
|
45
|
8.89%
|
|
|
5233
|
Hanwha Asset Management
Seoul,
South Korea
|
$241M
|
+$22M
|
+10%
|
11%
|
–
|
1
|
0%
|
|
|
5234
|
California First Leasing Corp
Newport Beach,
California
|
$241M
|
+$13.9M
|
+6%
|
16.9%
|
377%
|
47
|
17.02%
|
|
|
5235
|
Unique Wealth Strategies
Burr Ridge,
Illinois
|
$240M
|
+$20.1M
|
+9%
|
11.4%
|
–
|
243
|
41.98%
|
|
|
5236
|
J.H. Whitney Equity Partners VII
New Canaan,
Connecticut
|
$240M
|
-$22.8M
|
-9%
|
3.51%
|
407%
|
1
|
0%
|
|
|
5237
|
Wealthedge Investment Advisors
New York
|
$240M
|
+$18.3M
|
+8%
|
8.27%
|
–
|
207
|
44.44%
|
|
|
5238
|
DC Investments Management
Mclean,
Virginia
|
$240M
|
+$45.4M
|
+23%
|
12.3%
|
56.3%
|
115
|
12.17%
|
|
|
5239
|
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
|
$240M
|
-$554K
|
-0.2%
|
0.07%
|
52.1%
|
161
|
19.88%
|
|
|
5240
|
Beach Point Capital Management
Santa Monica,
California
|
$240M
|
-$44.2M
|
-16%
|
18.2%
|
110%
|
20
|
15%
|
|
|
5241
|
NKCFO LLC
Geneva,
Illinois
|
$240M
|
+$24.6M
|
+11%
|
13.7%
|
211%
|
121
|
56.2%
|
|
|
5242
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$240M
|
+$20.5M
|
+9%
|
9.82%
|
67.2%
|
168
|
5.95%
|
|
|
5243
|
Adaptive Financial Consulting
Beachwood,
Ohio
|
$239M
|
+$5.96M
|
+3%
|
5.29%
|
33.4%
|
22
|
13.64%
|
|
|
5244
|
Meritech Capital Associates V
Palo Alto,
California
|
$239M
|
+$83.5M
|
+54%
|
56.7%
|
133%
|
2
|
0%
|
|
|
5245
|
Ascension Capital Advisors
Houston,
Texas
|
$239M
|
+$20.5M
|
+9%
|
10.9%
|
59.3%
|
42
|
21.43%
|
|
|
5246
|
Gunderson Capital Management
Mt. Pleasant,
South Carolina
|
$239M
|
+$83.9M
|
+54%
|
35.7%
|
947%
|
54
|
59.26%
|
|
|
5247
|
Trueblood Wealth Management
Lima,
Ohio
|
$239M
|
+$23.6M
|
+11%
|
8.43%
|
–
|
251
|
7.17%
|
|
|
5248
|
Lightspeed Management Company
Menlo Park,
California
|
$239M
|
+$102M
|
+75%
|
17.2%
|
–
|
10
|
50%
|
|
|
5249
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$239M
|
+$9.29M
|
+4%
|
8.2%
|
60.1%
|
131
|
9.92%
|
|
|
5250
|
Evergreen Private Wealth
Greenwood Village,
Colorado
|
$239M
|
+$24.7M
|
+12%
|
8.79%
|
–
|
295
|
37.97%
|
|