|
6051
|
J.H. Whitney Equity Partners VII
New Canaan,
Connecticut
|
$232M
|
-$1.48M
|
-0.6%
|
33.1%
|
407%
|
1
|
0%
|
|
|
6052
|
|
$232M
|
+$23.5M
|
+11%
|
9.98%
|
93%
|
188
|
17.02%
|
|
|
6053
|
One Plus One Wealth Management
Jupiter,
Florida
|
$232M
|
-$5.36M
|
-2%
|
0.63%
|
69.2%
|
100
|
19%
|
|
|
6054
|
Wishbone Management
Chicago,
Illinois
|
$232M
|
+$96.1M
|
+71%
|
25.5%
|
58.7%
|
6
|
50%
|
|
|
6055
|
Steffes Financial
Overland Park,
Kansas
|
$232M
|
+$42.1M
|
+22%
|
15.1%
|
–
|
36
|
11.11%
|
|
|
6056
|
Accent Capital Management
Centerville,
Ohio
|
$231M
|
+$25.2M
|
+12%
|
21.2%
|
–
|
419
|
48.93%
|
|
|
6057
|
|
$231M
|
+$30.2M
|
+15%
|
24.2%
|
91.2%
|
73
|
9.59%
|
|
|
6058
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$231M
|
+$20.3M
|
+10%
|
19.6%
|
93%
|
278
|
3.96%
|
|
|
6059
|
Gray Private Wealth
Canton,
Massachusetts
|
$231M
|
+$32.6M
|
+16%
|
13.9%
|
–
|
61
|
22.95%
|
|
|
6060
|
Lifeyrissjodur Verzlunarmanna
Reykjavik,
|
$231M
|
+$27.3M
|
+13%
|
13.4%
|
–
|
1
|
0%
|
|
|
6061
|
N10 Assets
Greenwich,
Connecticut
|
$231M
|
–
|
–
|
48.3%
|
–
|
34
|
–
|
|
|
6062
|
Foundry Financial Group
Laconia,
New Hampshire
|
$231M
|
+$29.7M
|
+15%
|
13.3%
|
–
|
82
|
17.07%
|
|
|
6063
|
VVR Holdings
Bellingham,
Washington
|
$231M
|
+$37.7M
|
+19%
|
17.2%
|
–
|
45
|
28.89%
|
|
|
6064
|
Founders Capital Management (Texas)
Houston,
Texas
|
$231M
|
+$26.3M
|
+13%
|
24.1%
|
118%
|
427
|
10.3%
|
|
|
6065
|
Legacy Wealth Advisors
Miami,
Florida
|
$231M
|
+$35.1M
|
+18%
|
12.8%
|
–
|
155
|
34.19%
|
|
|
6066
|
PFG Private Wealth Management
Lutz,
Florida
|
$231M
|
-$5.05M
|
-2%
|
9.55%
|
48.3%
|
86
|
26.74%
|
|
|
6067
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$231M
|
+$28.4M
|
+14%
|
11.9%
|
51.7%
|
75
|
13.33%
|
|
|
6068
|
AGP Franklin
Franklin,
Tennessee
|
$231M
|
+$30.4M
|
+15%
|
24.1%
|
–
|
107
|
26.17%
|
|
|
6069
|
Cooper Capital Advisors
Encinitas,
California
|
$231M
|
+$87.7M
|
+61%
|
17.1%
|
–
|
44
|
27.27%
|
|
|
6070
|
Harold Davidson & Associates
Los Angeles,
California
|
$231M
|
+$24.7M
|
+12%
|
22.7%
|
–
|
66
|
19.7%
|
|
|
6071
|
Bullock Wealth Management
Bloomington,
Indiana
|
$231M
|
–
|
–
|
18%
|
–
|
608
|
–
|
|
|
6072
|
Note Advisors
Buffalo,
New York
|
$231M
|
+$30.5M
|
+15%
|
7.96%
|
–
|
88
|
5.68%
|
|
|
6073
|
Burrus Financial Services
Salt Lake City,
Utah
|
$230M
|
+$11.9M
|
+5%
|
6.76%
|
30.2%
|
11
|
0%
|
|
|
6074
|
Kensington Investment Counsel
Long Beach,
California
|
$230M
|
+$22.5M
|
+11%
|
21.1%
|
81.9%
|
93
|
19.35%
|
|
|
6075
|
Strive Financial Group
Carmel,
Indiana
|
$230M
|
+$41.6M
|
+22%
|
16.3%
|
–
|
944
|
29.45%
|
|