|
6076
|
Castleview Partners
Dallas,
Texas
|
$195M
|
-$6.73M
|
-3%
|
1.34%
|
54.5%
|
225
|
23.56%
|
|
|
6077
|
W Advisors LLC
Germantown,
Tennessee
|
$195M
|
-$3.75M
|
-2%
|
0.1%
|
61.1%
|
149
|
10.74%
|
|
|
6078
|
Crestview Partners III
New York
|
$195M
|
-$8.52M
|
-4%
|
0.47%
|
5.73%
|
2
|
0%
|
|
|
6079
|
Lantern Wealth Advisors
Melville,
New York
|
$195M
|
+$6.82M
|
+4%
|
0.74%
|
–
|
190
|
22.63%
|
|
|
6080
|
Alethea Capital Management
Mercer Island,
Washington
|
$195M
|
-$11M
|
-5%
|
6.06%
|
200%
|
17
|
41.18%
|
|
|
6081
|
WestCap Management
San Francisco,
California
|
$195M
|
-$265M
|
-58%
|
53.9%
|
–
|
2
|
0%
|
|
|
6082
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$195M
|
-$7.45M
|
-4%
|
1.51%
|
132%
|
208
|
17.31%
|
|
|
6083
|
Symphony Financial Services
Akron,
Ohio
|
$195M
|
-$271K
|
-0.1%
|
0.78%
|
–
|
107
|
12.15%
|
|
|
6084
|
Wynn Capital
Augusta,
Georgia
|
$195M
|
-$11.2M
|
-5%
|
4.06%
|
–
|
109
|
1.83%
|
|
|
6085
|
Next Level Wealth Planning
Meridian,
Idaho
|
$195M
|
+$6.79M
|
+4%
|
1.07%
|
–
|
73
|
9.59%
|
|
|
6086
|
Clayton Financial Group
St. Louis,
Missouri
|
$195M
|
-$1.45M
|
-0.7%
|
0.7%
|
–
|
641
|
10.61%
|
|
|
6087
|
Exit Wealth Advisors
Atlanta,
Georgia
|
$195M
|
+$25.4M
|
+15%
|
1.36%
|
–
|
166
|
45.78%
|
|
|
6088
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$194M
|
+$9.64M
|
+5%
|
0.67%
|
45.8%
|
67
|
5.97%
|
|
|
6089
|
Kane Investment Management
Los Gatos,
California
|
$194M
|
-$11.7M
|
-6%
|
1.54%
|
–
|
107
|
19.63%
|
|
|
6090
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$194M
|
+$6M
|
+3%
|
0.93%
|
26.9%
|
50
|
12%
|
|
|
6091
|
Pettee Investors
Rowayton,
Connecticut
|
$194M
|
+$15.9M
|
+9%
|
0.29%
|
66.9%
|
119
|
10.08%
|
|
|
6092
|
17 Capital Partners
Pheonix,
Arizona
|
$194M
|
+$139K
|
+0.1%
|
3.6%
|
–
|
183
|
18.03%
|
|
|
6093
|
OEP Capital Advisors
New York
|
$194M
|
+$56.5M
|
+41%
|
19.5%
|
16.9%
|
1
|
0%
|
|
|
6094
|
IFS Advisors
Overland Park,
Kansas
|
$194M
|
+$1.57M
|
+0.8%
|
0.92%
|
47.6%
|
220
|
14.09%
|
|
|
6095
|
True Vision MN
Woodbury,
Minnesota
|
$194M
|
-$2.87M
|
-1%
|
1.07%
|
–
|
129
|
37.98%
|
|
|
6096
|
Omni 360 Wealth
Plainsboro,
New Jersey
|
$194M
|
-$1.48M
|
-0.8%
|
1.14%
|
–
|
131
|
8.4%
|
|
|
6097
|
Evergreen Wealth Management
Williamston,
Michigan
|
$194M
|
-$4.85M
|
-2%
|
3.27%
|
57%
|
58
|
13.79%
|
|
|
6098
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Warsaw,
Poland
|
$194M
|
-$11.8M
|
-6%
|
8.01%
|
105%
|
146
|
3.42%
|
|
|
6099
|
Sea Cliff Partners Management
San Francisco,
California
|
$194M
|
-$43.6M
|
-18%
|
2.07%
|
–
|
14
|
14.29%
|
|
|
6100
|
Rainwater Charitable Foundation
Fort Worth,
Texas
|
$194M
|
+$24.2M
|
+14%
|
2.7%
|
40.2%
|
4
|
0%
|
|