|
5526
|
Elevation Capital Advisory
Bend,
Oregon
|
$235M
|
-$9.89M
|
-4%
|
1.09%
|
–
|
89
|
55.06%
|
|
|
5527
|
Elemental Capital Partners
San Francisco,
California
|
$235M
|
+$46.9M
|
+25%
|
32.3%
|
–
|
13
|
61.54%
|
|
|
5528
|
Rubicon Global Capital
London,
United Kingdom
|
$235M
|
-$143M
|
-38%
|
31.3%
|
–
|
11
|
9.09%
|
|
|
5529
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$235M
|
-$6.71M
|
-3%
|
2.2%
|
–
|
101
|
27.72%
|
|
|
5530
|
Midwest Financial Group
Overland Park,
Kansas
|
$234M
|
+$8.14M
|
+4%
|
1.45%
|
94%
|
129
|
6.98%
|
|
|
5531
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
$234M
|
-$3.27M
|
-1%
|
0.52%
|
97.3%
|
145
|
4.14%
|
|
|
5532
|
Matisse Capital
Portland,
Oregon
|
$234M
|
+$10.1M
|
+4%
|
0.75%
|
52.1%
|
178
|
14.04%
|
|
|
5533
|
Bernard Wealth Management
Royal Oak,
Michigan
|
$234M
|
-$12.1M
|
-5%
|
3.46%
|
–
|
378
|
10.58%
|
|
|
5534
|
Compass Wealth Management (Georgia)
Atlanta,
Georgia
|
$234M
|
-$8.73M
|
-4%
|
2.13%
|
–
|
76
|
18.42%
|
|
|
5535
|
Heritage Wealth Management (Texas)
Houston,
Texas
|
$234M
|
+$3.56M
|
+2%
|
0.39%
|
52.3%
|
41
|
7.32%
|
|
|
5536
|
|
$234M
|
-$22M
|
-9%
|
7%
|
62.5%
|
111
|
37.84%
|
|
|
5537
|
Investmark Advisory Group
Shelton,
Connecticut
|
$234M
|
-$1.12M
|
-0.5%
|
0.21%
|
65.1%
|
148
|
12.84%
|
|
|
5538
|
Accel Leaders 3 Associates
Palo Alto,
California
|
$234M
|
+$45.2M
|
+24%
|
24%
|
–
|
1
|
0%
|
|
|
5539
|
Ardent Capital Management
Cincinnati,
Ohio
|
$234M
|
-$19.1M
|
-8%
|
1.39%
|
77.5%
|
50
|
6%
|
|
|
5540
|
J.H. Whitney Equity Partners VII
New Canaan,
Connecticut
|
$233M
|
-$62.7M
|
-21%
|
21.2%
|
407%
|
1
|
0%
|
|
|
5541
|
Eastover Investment Advisors
Charlotte,
North Carolina
|
$233M
|
+$5.99M
|
+3%
|
1.76%
|
102%
|
52
|
13.46%
|
|
|
5542
|
Burk Holdings
Tulsa,
Oklahoma
|
$233M
|
+$23.7M
|
+11%
|
1.87%
|
–
|
676
|
88.46%
|
|
|
5543
|
Christensen King & Associates Investment Services
Richland,
Washington
|
$233M
|
-$1.26M
|
-0.5%
|
0.8%
|
–
|
108
|
4.63%
|
|
|
5544
|
Napean Trading & Investment Company
Singapore
|
$233M
|
-$281M
|
-55%
|
15.6%
|
–
|
37
|
56.76%
|
|
|
5545
|
Eos Management LP
New York
|
$233M
|
-$24M
|
-9%
|
3.1%
|
152%
|
47
|
23.4%
|
|
|
5546
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
$233M
|
-$111M
|
-32%
|
2.11%
|
–
|
417
|
21.82%
|
|
|
5547
|
Lakeridge Wealth Management
Mentor,
Ohio
|
$233M
|
+$12.6M
|
+6%
|
0.09%
|
–
|
171
|
9.94%
|
|
|
5548
|
Tree Line Advisors
Central,
Hong Kong
|
$233M
|
-$206M
|
-47%
|
6.11%
|
277%
|
6
|
50%
|
|
|
5549
|
Northbridge Financial Group
Tampa,
Florida
|
$232M
|
+$9.63M
|
+4%
|
4.59%
|
–
|
173
|
10.4%
|
|
|
5550
|
Oxford Asset Management
Oxford,
United Kingdom
|
$232M
|
-$41.6M
|
-15%
|
1.28%
|
–
|
768
|
80.6%
|
|