|
6151
|
NewView Capital Partners I
Burlingame,
California
|
$121M
|
–
|
–
|
25.2%
|
20.8%
|
3
|
–
|
|
|
6152
|
Widmann Financial Services
Bowie,
Maryland
|
$121M
|
–
|
–
|
10.2%
|
75.2%
|
503
|
–
|
|
|
6153
|
Unison Asset Management
North Miami Beach,
Florida
|
$121M
|
+$8.94M
|
+8%
|
9.95%
|
81.4%
|
25
|
0%
|
|
|
6154
|
JD Financial Services
Carlisle,
Pennsylvania
|
$121M
|
+$11.7M
|
+11%
|
4.83%
|
–
|
40
|
17.5%
|
|
|
6155
|
Benchmark Investment Advisors
Chicago,
Illinois
|
$121M
|
–
|
–
|
9.68%
|
–
|
101
|
–
|
|
|
6156
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$121M
|
+$20.7M
|
+21%
|
10.1%
|
68.6%
|
116
|
8.62%
|
|
|
6157
|
Maryland Capital Advisors
Chester,
Maryland
|
$121M
|
–
|
–
|
3.26%
|
–
|
189
|
–
|
|
|
6158
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$121M
|
–
|
–
|
5.43%
|
95.1%
|
132
|
–
|
|
|
6159
|
Financial Advantage
Columbia,
Maryland
|
$121M
|
+$5.87M
|
+5%
|
5.03%
|
24.3%
|
135
|
11.85%
|
|
|
6160
|
First Community Trust
Dubuque,
Iowa
|
$121M
|
–
|
–
|
11%
|
111%
|
375
|
–
|
|
|
6161
|
Repertoire Partners
New York
|
$121M
|
–
|
–
|
6.56%
|
37.5%
|
36
|
–
|
|
|
6162
|
Cook & Bynum Capital Management
Birmingham,
Alabama
|
$121M
|
-$1.38M
|
-1%
|
0.9%
|
46.8%
|
5
|
0%
|
|
|
6163
|
Kopion Asset Management
Mckinney,
Texas
|
$121M
|
-$4.16M
|
-3%
|
0.13%
|
67.1%
|
19
|
10.53%
|
|
|
6164
|
Stephens Consulting
Flint,
Michigan
|
$121M
|
–
|
–
|
6.98%
|
50.1%
|
682
|
–
|
|
|
6165
|
Campion Asset Management
Falls Church,
Virginia
|
$121M
|
+$8.41M
|
+7%
|
8.61%
|
70.2%
|
102
|
11.76%
|
|
|
6166
|
G.F.W. Energy XII
Dallas,
Texas
|
$121M
|
+$23.9M
|
+25%
|
16.4%
|
68.9%
|
7
|
42.86%
|
|
|
6167
|
Finer Wealth Management
Salem,
Massachusetts
|
$120M
|
–
|
–
|
10.5%
|
149%
|
76
|
–
|
|
|
6168
|
Bluesphere Advisors
East Norriton,
Pennsylvania
|
$120M
|
+$16.3M
|
+16%
|
11.7%
|
93.4%
|
95
|
12.63%
|
|
|
6169
|
VERITY Wealth Advisors
Sausalito,
United States
|
$120M
|
+$8.58M
|
+8%
|
6.96%
|
59.9%
|
68
|
13.24%
|
|
|
6170
|
Alterna Wealth Management
Houston,
Texas
|
$120M
|
–
|
–
|
5.28%
|
48%
|
129
|
–
|
|
|
6171
|
Thompson Davis & Co
Richmond,
Virginia
|
$120M
|
–
|
–
|
100%
|
188%
|
124
|
–
|
|
|
6172
|
TAGStone Capital
Charlotte,
North Carolina
|
$120M
|
–
|
–
|
7.27%
|
58.3%
|
70
|
–
|
|
|
6173
|
Shore Point Advisors
Brielle,
New Jersey
|
$120M
|
–
|
–
|
3.47%
|
51.4%
|
214
|
–
|
|
|
6174
|
Dean Jacobson Financial Services
Fort Worth,
Texas
|
$120M
|
–
|
–
|
8.38%
|
55.7%
|
7
|
–
|
|
|
6175
|
Fort Henry Capital
Wheeling,
West Virginia
|
$120M
|
+$6.27M
|
+6%
|
5.13%
|
37%
|
13
|
0%
|
|