|
5476
|
|
$256M
|
-$296M
|
-54%
|
3.4%
|
69%
|
237
|
70.46%
|
|
|
5477
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$256M
|
+$9.98M
|
+4%
|
2.58%
|
57.2%
|
44
|
13.64%
|
|
|
5478
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$256M
|
+$9.41M
|
+4%
|
4.47%
|
92%
|
80
|
8.75%
|
|
|
5479
|
Pavaki Capital Management
Pueblo,
Colorado
|
$255M
|
–
|
–
|
12.3%
|
–
|
131
|
–
|
|
|
5480
|
NVP Associates
Menlo Park,
California
|
$255M
|
+$89.2M
|
+54%
|
33.3%
|
953%
|
6
|
16.67%
|
|
|
5481
|
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
|
$255M
|
+$38.6M
|
+18%
|
1.81%
|
58.5%
|
36
|
11.11%
|
|
|
5482
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
$255M
|
+$3.08M
|
+1%
|
1.35%
|
58.8%
|
99
|
31.31%
|
|
|
5483
|
TRV GP IV
Boston,
Massachusetts
|
$255M
|
-$18.8M
|
-7%
|
44.9%
|
1,102%
|
2
|
0%
|
|
|
5484
|
Wealth Analytics Partners
San Diego,
California
|
$255M
|
–
|
–
|
1.79%
|
–
|
47
|
–
|
|
|
5485
|
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
|
$255M
|
+$67.3M
|
+36%
|
3.64%
|
39.2%
|
9
|
55.56%
|
|
|
5486
|
Bain Capital Venture Investors
Boston,
Massachusetts
|
$255M
|
+$141M
|
+124%
|
14.5%
|
34.2%
|
4
|
75%
|
|
|
5487
|
Spreng Capital Management
Bucyrus,
Ohio
|
$255M
|
+$3.94M
|
+2%
|
2.02%
|
72.5%
|
81
|
14.81%
|
|
|
5488
|
Urban Financial Advisory Corp
Chicago,
Illinois
|
$255M
|
+$40M
|
+19%
|
1.24%
|
–
|
54
|
3.7%
|
|
|
5489
|
SFG Wealth Management
Towson,
Maryland
|
$255M
|
+$23.7M
|
+10%
|
3.06%
|
82.1%
|
145
|
21.38%
|
|
|
5490
|
Cane Capital Partners
Saint Francisville,
Louisiana
|
$254M
|
–
|
–
|
3.01%
|
–
|
144
|
–
|
|
|
5491
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$254M
|
+$5.54M
|
+2%
|
2.38%
|
62.7%
|
119
|
11.76%
|
|
|
5492
|
Aubrey Capital Management
Edinburgh,
United Kingdom
|
$254M
|
-$63.1M
|
-20%
|
2.2%
|
296%
|
67
|
43.28%
|
|
|
5493
|
Ruggaard & Associates
Hudson,
Ohio
|
$254M
|
-$13.3M
|
-5%
|
1.63%
|
47.6%
|
128
|
11.72%
|
|
|
5494
|
Ransom Advisory
Providence,
Rhode Island
|
$254M
|
+$31.9M
|
+14%
|
4.92%
|
–
|
442
|
33.94%
|
|
|
5495
|
Shrier Wealth Management
Los Angeles,
California
|
$254M
|
–
|
–
|
3.69%
|
–
|
126
|
–
|
|
|
5496
|
Howard Bailey Securities
Fort Wayne,
Indiana
|
$254M
|
-$97.5M
|
-28%
|
1.77%
|
–
|
163
|
25.15%
|
|
|
5497
|
Evergreen Private Wealth
Greenwood Village,
Colorado
|
$254M
|
+$7M
|
+3%
|
2.58%
|
–
|
238
|
61.76%
|
|
|
5498
|
ACT Advisors
Asheville,
North Carolina
|
$254M
|
+$5.95M
|
+2%
|
2.14%
|
69.8%
|
77
|
20.78%
|
|
|
5499
|
Mills Wealth Advisors
Southlake,
Texas
|
$254M
|
+$7.76M
|
+3%
|
2.29%
|
37.4%
|
75
|
12%
|
|
|
5500
|
FMB Wealth Management
Westlake Village,
California
|
$253M
|
+$17.3M
|
+7%
|
3.64%
|
71.1%
|
96
|
12.5%
|
|