|
5301
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$146M
|
+$14.2M
|
+11%
|
8.8%
|
57.3%
|
113
|
11.5%
|
|
|
5302
|
Alaethes Wealth
Glenbrook,
Nevada
|
$146M
|
+$9.47M
|
+7%
|
9.44%
|
96.4%
|
110
|
16.36%
|
|
|
5303
|
Saiph Capital
Wyckoff,
New Jersey
|
$145M
|
+$17.2M
|
+13%
|
3.76%
|
52.4%
|
43
|
23.26%
|
|
|
5304
|
Cora Capital Advisors
Marlton,
New Jersey
|
$145M
|
–
|
–
|
8.91%
|
70.5%
|
77
|
–
|
|
|
5305
|
Birch Capital Management
Dallas,
Texas
|
$145M
|
+$12.8M
|
+10%
|
9.65%
|
48.4%
|
110
|
6.36%
|
|
|
5306
|
Trail Ridge Investment Advisors
Fort Collins,
Colorado
|
$145M
|
-$6.11M
|
-4%
|
9.42%
|
76%
|
126
|
9.52%
|
|
|
5307
|
Shira Ridge Wealth Management
Larkspur,
California
|
$145M
|
–
|
–
|
7.26%
|
64.9%
|
58
|
–
|
|
|
5308
|
Highland Peak Capital
Old Greenwich,
Connecticut
|
$145M
|
–
|
–
|
12.3%
|
260%
|
21
|
–
|
|
|
5309
|
Nan Fung Group Holdings
Kai Tak,
Hong Kong
|
$145M
|
-$11.5M
|
-7%
|
3.58%
|
281%
|
47
|
27.66%
|
|
|
5310
|
Yorktown Energy Partners XI
New York
|
$145M
|
+$17M
|
+13%
|
17.7%
|
105%
|
4
|
25%
|
|
|
5311
|
Treynor Bancshares
Treynor,
Iowa
|
$145M
|
+$11.6M
|
+9%
|
6.24%
|
3.35%
|
74
|
4.05%
|
|
|
5312
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$145M
|
+$13.4M
|
+10%
|
10.1%
|
63.8%
|
103
|
9.71%
|
|
|
5313
|
Kercheville Advisors
San Antonio,
Texas
|
$145M
|
+$47.1M
|
+48%
|
9.74%
|
240%
|
99
|
31.31%
|
|
|
5314
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$145M
|
+$10.7M
|
+8%
|
12.1%
|
100%
|
157
|
11.46%
|
|
|
5315
|
Leeward Financial Partners
Bellevue,
Washington
|
$145M
|
+$5.28M
|
+4%
|
6.58%
|
83%
|
72
|
20.83%
|
|
|
5316
|
Aurora Investment Counsel
Atlanta,
Georgia
|
$145M
|
+$13M
|
+10%
|
13%
|
31.7%
|
126
|
21.43%
|
|
|
5317
|
Forum Private Client Group
Fishers,
Indiana
|
$145M
|
+$11M
|
+8%
|
6.54%
|
47.9%
|
68
|
7.35%
|
|
|
5318
|
Van Leeuwen & Company
Princeton,
New Jersey
|
$145M
|
+$19.1M
|
+15%
|
11.3%
|
75.4%
|
68
|
23.53%
|
|
|
5319
|
Quaero Capital
Geneve,
Switzerland
|
$145M
|
+$16.9M
|
+13%
|
5.85%
|
62.4%
|
98
|
27.55%
|
|
|
5320
|
FOCUS Wealth Advisors
Houston,
Texas
|
$145M
|
+$3.44M
|
+2%
|
4.81%
|
63.8%
|
49
|
6.12%
|
|
|
5321
|
Carmel Capital Partners
San Diego,
California
|
$145M
|
+$41.1M
|
+40%
|
8.66%
|
65.1%
|
135
|
17.78%
|
|
|
5322
|
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
|
$145M
|
+$4.7M
|
+3%
|
7.41%
|
75.2%
|
18
|
27.78%
|
|
|
5323
|
JNE Partners
London,
United Kingdom
|
$145M
|
-$28.3M
|
-16%
|
4.23%
|
100%
|
13
|
30.77%
|
|
|
5324
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$145M
|
+$7.83M
|
+6%
|
3.48%
|
69.6%
|
95
|
17.89%
|
|
|
5325
|
Five Oceans Advisors
Santa Monica,
California
|
$144M
|
+$17.9M
|
+14%
|
8.27%
|
78.8%
|
151
|
13.91%
|
|