|
5301
|
Foresite Capital Management VI
Larkspur,
California
|
$224M
|
–
|
–
|
19.5%
|
–
|
14
|
–
|
|
|
5302
|
Meredith Wealth Planning
Maryville,
Illinois
|
$224M
|
+$14.8M
|
+7%
|
2.16%
|
66.3%
|
51
|
9.8%
|
|
|
5303
|
Eaton-Cambridge
Phoenix,
Arizona
|
$224M
|
+$13.3M
|
+6%
|
1.89%
|
–
|
36
|
19.44%
|
|
|
5304
|
Mendel Money Management
Northbrook,
Illinois
|
$224M
|
-$7.34M
|
-3%
|
1.43%
|
75.4%
|
140
|
6.43%
|
|
|
5305
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$224M
|
+$14M
|
+7%
|
1.62%
|
67.2%
|
165
|
7.88%
|
|
|
5306
|
Florida Financial Advisors
Tampa,
Florida
|
$224M
|
+$29.9M
|
+15%
|
3.06%
|
–
|
209
|
24.88%
|
|
|
5307
|
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
|
$224M
|
-$75.3M
|
-25%
|
3.55%
|
44.9%
|
56
|
5.36%
|
|
|
5308
|
Altus Wealth Management
Ft Mitchell,
Kentucky
|
$224M
|
+$10.4M
|
+5%
|
2.46%
|
68.8%
|
42
|
7.14%
|
|
|
5309
|
TL Private Wealth
Southlake,
Texas
|
$223M
|
-$106K
|
-0%
|
0.06%
|
46%
|
45
|
6.67%
|
|
|
5310
|
Meros Investment Management
Dallas,
Texas
|
$223M
|
+$2.32M
|
+1%
|
11.2%
|
102%
|
44
|
18.18%
|
|
|
5311
|
Asset Value Investors
London,
United Kingdom
|
$223M
|
–
|
–
|
4.11%
|
–
|
5
|
–
|
|
|
5312
|
Palmer Knight Company
Jacksonville,
Florida
|
$223M
|
-$4.32M
|
-2%
|
3.99%
|
78.9%
|
35
|
5.71%
|
|
|
5313
|
Azarias Capital Management
Berwyn,
Pennsylvania
|
$223M
|
-$1.71M
|
-0.8%
|
4.18%
|
93.1%
|
22
|
9.09%
|
|
|
5314
|
STF Management
Frisco,
Texas
|
$223M
|
+$3.09M
|
+1%
|
9.17%
|
208%
|
105
|
7.62%
|
|
|
5315
|
Balanced Wealth Group
Westlake,
Ohio
|
$223M
|
-$3.17M
|
-1%
|
0.39%
|
–
|
68
|
4.41%
|
|
|
5316
|
Mechanics Financial Corp
Mansfield,
Ohio
|
$223M
|
-$5.82M
|
-3%
|
0.4%
|
81.6%
|
256
|
16.8%
|
|
|
5317
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$223M
|
-$13.8M
|
-6%
|
0.21%
|
62.9%
|
107
|
16.82%
|
|
|
5318
|
Lifelong Wealth Advisors
Arden Hills,
Minnesota
|
$222M
|
–
|
–
|
1.47%
|
–
|
66
|
–
|
|
|
5319
|
Hidden Lake Asset Management
New York
|
$222M
|
+$40.5M
|
+22%
|
26%
|
850%
|
47
|
70.21%
|
|
|
5320
|
J.H. Whitney Equity Partners VII
New Canaan,
Connecticut
|
$222M
|
-$30.7M
|
-12%
|
12.1%
|
407%
|
1
|
0%
|
|
|
5321
|
Crestmont Private Wealth
Houston,
Texas
|
$222M
|
-$6.53M
|
-3%
|
0.27%
|
54.8%
|
122
|
40.98%
|
|
|
5322
|
AXQ Capital
Jersey City,
New Jersey
|
$222M
|
-$109M
|
-33%
|
0.83%
|
35.5%
|
660
|
75.15%
|
|
|
5323
|
Slagle Financial
Edwardsville,
Illinois
|
$222M
|
-$3.18M
|
-1%
|
1.16%
|
77.9%
|
117
|
11.11%
|
|
|
5324
|
Denver Wealth Management
Denver,
Colorado
|
$222M
|
+$6.07M
|
+3%
|
1.32%
|
64.4%
|
88
|
7.95%
|
|
|
5325
|
Fairway Wealth
Independence,
Ohio
|
$222M
|
+$25.2M
|
+13%
|
1.69%
|
–
|
239
|
60.67%
|
|