|
7201
|
Institutional Venture Management XV
Menlo Park,
California
|
$131M
|
-$111M
|
-46%
|
8.8%
|
116%
|
4
|
25%
|
|
|
7202
|
PMG Wealth Management
Hawthorn Woods,
Illinois
|
$131M
|
+$10.1M
|
+8%
|
6.09%
|
–
|
55
|
3.64%
|
|
|
7203
|
TT Capital Management
Coto De Caza,
California
|
$131M
|
+$7.55M
|
+6%
|
0.98%
|
–
|
77
|
22.08%
|
|
|
7204
|
Pine Brook Road Advisors
Bedford,
New York
|
$131M
|
-$1.02M
|
-0.8%
|
9.47%
|
–
|
2
|
50%
|
|
|
7205
|
Hoese & Co
Glencoe,
Minnesota
|
$131M
|
+$6.85M
|
+6%
|
4.86%
|
46.3%
|
154
|
18.83%
|
|
|
7206
|
SIMA Wealth Partners
North Chesterfield,
Virginia
|
$131M
|
+$6.89M
|
+6%
|
5.51%
|
–
|
183
|
26.23%
|
|
|
7207
|
Kids Capital Management
Los Angeles,
California
|
$131M
|
+$8.7M
|
+7%
|
7.25%
|
–
|
13
|
7.69%
|
|
|
7208
|
Family Legacy Financial Solutions
Cary,
North Carolina
|
$131M
|
+$12.7M
|
+11%
|
4.08%
|
–
|
292
|
28.08%
|
|
|
7209
|
Kennondale Capital Management
Richmond,
Virginia
|
$131M
|
+$32.6M
|
+33%
|
17.2%
|
–
|
84
|
4.76%
|
|
|
7210
|
Hedges Asset Management
Reno,
Nevada
|
$131M
|
+$6.08M
|
+5%
|
11.6%
|
–
|
110
|
15.45%
|
|
|
7211
|
Phil A. Younker & Associates
Fairbanks,
Alaska
|
$131M
|
+$29.1M
|
+29%
|
3.9%
|
–
|
34
|
17.65%
|
|
|
7212
|
Fortress Financial Group
Rochester,
Minnesota
|
$130M
|
+$12.4M
|
+10%
|
7.72%
|
–
|
86
|
13.95%
|
|
|
7213
|
Magnolia Capital Management
Cold Spring,
New York
|
$130M
|
+$5.18M
|
+4%
|
8.72%
|
77.6%
|
75
|
6.67%
|
|
|
7214
|
Willner & Heller
Encino,
California
|
$130M
|
+$11.5M
|
+10%
|
9.87%
|
–
|
167
|
13.17%
|
|
|
7215
|
Bonfire Financial
Colorado Springs,
Colorado
|
$130M
|
+$8.28M
|
+7%
|
5.71%
|
–
|
56
|
5.36%
|
|
|
7216
|
Nicholson Meyer Capital Management
Kansas City,
Missouri
|
$130M
|
+$12M
|
+10%
|
8.21%
|
–
|
47
|
10.64%
|
|
|
7217
|
TB Capital Gestao de Recursos
Rio De Janeiro,
|
$130M
|
+$14.8M
|
+13%
|
6.84%
|
–
|
18
|
5.56%
|
|
|
7218
|
Williams & Novak
Westlake Village,
California
|
$130M
|
+$12.4M
|
+11%
|
7.04%
|
–
|
156
|
24.36%
|
|
|
7219
|
Tide Cove Capital Partners
San Diego,
California
|
$130M
|
+$3.65M
|
+3%
|
5.34%
|
–
|
11
|
9.09%
|
|
|
7220
|
Capstone Wealth Management (Alabama)
Tuscaloosa,
Alabama
|
$130M
|
+$15.8M
|
+14%
|
8.24%
|
–
|
51
|
7.84%
|
|
|
7221
|
PUREfi Wealth
Boston,
Massachusetts
|
$130M
|
+$4.84M
|
+4%
|
7.31%
|
–
|
174
|
15.52%
|
|
|
7222
|
Partnership Wealth Management
Towson,
Maryland
|
$130M
|
+$6.32M
|
+5%
|
5.07%
|
–
|
73
|
9.59%
|
|
|
7223
|
Williamson Legacy Group
Carmel,
Indiana
|
$129M
|
+$10.8M
|
+9%
|
28.1%
|
–
|
143
|
59.44%
|
|
|
7224
|
Mascagni Wealth Management
Clinton,
Mississippi
|
$129M
|
+$12M
|
+10%
|
7.93%
|
–
|
128
|
8.59%
|
|
|
7225
|
Atlantic Family Wealth
Coral Gables,
Florida
|
$129M
|
+$14.5M
|
+13%
|
6.81%
|
–
|
57
|
12.28%
|
|