|
5526
|
New Potomac Partners
Bethesda,
Maryland
|
$180M
|
+$12M
|
+7%
|
9.2%
|
37.2%
|
88
|
4.55%
|
|
|
5527
|
Vesey Street Capital Partners
New York
|
$180M
|
-$39.9M
|
-18%
|
18%
|
47.8%
|
1
|
0%
|
|
|
5528
|
Vida Ventures Advisors
Boston,
Massachusetts
|
$180M
|
+$96M
|
+114%
|
8.74%
|
154%
|
8
|
50%
|
|
|
5529
|
Ally Bridge Group
New York
|
$180M
|
+$12.1M
|
+7%
|
56.7%
|
826%
|
34
|
70.59%
|
|
|
5530
|
Ascension Capital Advisors
Houston,
Texas
|
$180M
|
+$25M
|
+16%
|
7.54%
|
59.3%
|
33
|
24.24%
|
|
|
5531
|
1492 Capital Management
Milwaukee,
Wisconsin
|
$180M
|
+$3.7M
|
+2%
|
7.27%
|
332%
|
110
|
26.36%
|
|
|
5532
|
Nierenberg Investment Management Company
Camas,
Washington
|
$180M
|
+$12.8M
|
+8%
|
9.04%
|
135%
|
46
|
4.35%
|
|
|
5533
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$180M
|
+$54.5M
|
+44%
|
9.5%
|
–
|
86
|
20.93%
|
|
|
5534
|
Moser Wealth Advisors
Bellevue,
Washington
|
$179M
|
+$22.8M
|
+15%
|
11.4%
|
–
|
152
|
8.55%
|
|
|
5535
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$179M
|
+$9.27M
|
+5%
|
6.46%
|
71.7%
|
126
|
7.14%
|
|
|
5536
|
IRON Financial
Northbrook,
Illinois
|
$179M
|
+$3.19M
|
+2%
|
4.39%
|
51.4%
|
117
|
32.48%
|
|
|
5537
|
TKG Advisors
Valparaiso,
Indiana
|
$179M
|
+$11.7M
|
+7%
|
10.2%
|
104%
|
114
|
33.33%
|
|
|
5538
|
Blue Barn Wealth
Orem,
Utah
|
$179M
|
+$11M
|
+7%
|
5.51%
|
46.4%
|
149
|
22.15%
|
|
|
5539
|
Verity Asset Management
Durham,
North Carolina
|
$179M
|
+$22.5M
|
+14%
|
8.56%
|
79.7%
|
224
|
25.45%
|
|
|
5540
|
Tidemark
San Diego,
California
|
$179M
|
+$19.5M
|
+12%
|
5.59%
|
–
|
735
|
11.29%
|
|
|
5541
|
Meredith Wealth Planning
Maryville,
Illinois
|
$179M
|
+$18.4M
|
+11%
|
7.5%
|
66.3%
|
45
|
13.33%
|
|
|
5542
|
Laidlaw Wealth Management
New York City,
New York
|
$179M
|
-$96M
|
-35%
|
9.64%
|
150%
|
250
|
35.6%
|
|
|
5543
|
Soapstone Management
Bethesda,
Maryland
|
$179M
|
-$3.69M
|
-2%
|
12%
|
30.3%
|
20
|
25%
|
|
|
5544
|
Alexander Labrunerie & Co
Columbia,
Missouri
|
$179M
|
–
|
–
|
10.1%
|
–
|
92
|
–
|
|
|
5545
|
Castleview Partners
Dallas,
Texas
|
$179M
|
+$36.4M
|
+25%
|
6.32%
|
54.5%
|
955
|
15.92%
|
|
|
5546
|
Inspire Trust Company
Reno,
Nevada
|
$179M
|
+$82.1M
|
+85%
|
6.32%
|
–
|
110
|
20%
|
|
|
5547
|
Red Tortoise LLC
Atlanta,
Georgia
|
$179M
|
+$2.31M
|
+1%
|
5.72%
|
43.7%
|
575
|
11.83%
|
|
|
5548
|
Wealth Quarterback
Toms River,
New Jersey
|
$179M
|
+$15.2M
|
+9%
|
9.43%
|
96.7%
|
126
|
12.7%
|
|
|
5549
|
Strait & Sound Wealth Management
San Francisco,
California
|
$179M
|
+$18.7M
|
+12%
|
8.09%
|
74%
|
131
|
5.34%
|
|
|
5550
|
Lion Point Capital
New York
|
$179M
|
-$20.9M
|
-10%
|
4.39%
|
319%
|
38
|
36.84%
|
|