|
7401
|
Themes Management Co
Greenwich,
Connecticut
|
$151M
|
-$11.2M
|
-7%
|
19.4%
|
–
|
161
|
31.68%
|
|
|
7402
|
Signal Tree Financial Partners
Copley,
Ohio
|
$151M
|
+$18.4M
|
+14%
|
10.2%
|
–
|
54
|
14.81%
|
|
|
7403
|
Hamrick Investment Counsel
Seattle,
Washington
|
$151M
|
-$29.7M
|
-16%
|
7.25%
|
–
|
364
|
51.37%
|
|
|
7404
|
A4 Wealth Advisors
Huntersville,
North Carolina
|
$151M
|
+$28.4M
|
+23%
|
14.9%
|
–
|
119
|
37.82%
|
|
|
7405
|
Adelphi Trust
Saint Petersburg,
Florida
|
$151M
|
+$27.8M
|
+23%
|
14.4%
|
–
|
125
|
24.8%
|
|
|
7406
|
Paladin Advisory Group
Clive,
Iowa
|
$151M
|
+$19.1M
|
+15%
|
17.9%
|
71.9%
|
245
|
2.45%
|
|
|
7407
|
Slocum, Gordon & Co
Newport,
Rhode Island
|
$151M
|
+$3.57M
|
+2%
|
3.15%
|
55.2%
|
75
|
21.33%
|
|
|
7408
|
Stonebridge Financial Group (Missouri)
St. Louis,
Missouri
|
$151M
|
+$31.9M
|
+27%
|
22.9%
|
–
|
183
|
16.39%
|
|
|
7409
|
Chapman Financial Group
Kailua,
Hawaii
|
$150M
|
+$10.7M
|
+8%
|
11.6%
|
–
|
270
|
5.56%
|
|
|
7410
|
Richard Young Associates
Augusta,
Georgia
|
$150M
|
+$18.8M
|
+14%
|
13.2%
|
–
|
31
|
25.81%
|
|
|
7411
|
Leibman Financial Services
Louisville,
Nebraska
|
$150M
|
+$14.2M
|
+10%
|
10.7%
|
–
|
53
|
20.75%
|
|
|
7412
|
Quattro Advisors
Pittsburgh,
Pennsylvania
|
$150M
|
+$34.9M
|
+30%
|
24.1%
|
–
|
60
|
18.33%
|
|
|
7413
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
$150M
|
+$15.1M
|
+11%
|
19.5%
|
–
|
88
|
36.36%
|
|
|
7414
|
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
|
$150M
|
-$6.42M
|
-4%
|
12.6%
|
–
|
60
|
11.67%
|
|
|
7415
|
PB Investment Partners
Burlingame,
California
|
$150M
|
+$23.2M
|
+18%
|
15.7%
|
81.1%
|
10
|
10%
|
|
|
7416
|
Index Venture Growth Associates III
St. Helier, Channel Islands,
Jersey
|
$150M
|
+$32.2M
|
+27%
|
45.2%
|
740%
|
2
|
0%
|
|
|
7417
|
Nicholson Meyer Capital Management
Kansas City,
Missouri
|
$150M
|
+$19.8M
|
+15%
|
15.4%
|
–
|
46
|
8.7%
|
|
|
7418
|
Bridger Management
New York
|
$150M
|
+$22.1M
|
+17%
|
21.8%
|
103%
|
29
|
34.48%
|
|
|
7419
|
Kennondale Capital Management
Richmond,
Virginia
|
$150M
|
+$11.4M
|
+8%
|
12.1%
|
–
|
80
|
2.5%
|
|
|
7420
|
Turn8 Private Wealth
Pointe Claire,
|
$150M
|
-$10.2M
|
-6%
|
10.5%
|
–
|
61
|
27.87%
|
|
|
7421
|
PW Advisors
Tallahassee,
Florida
|
$150M
|
+$16.3M
|
+12%
|
9.08%
|
–
|
37
|
8.11%
|
|
|
7422
|
Sankala Group
Lyons,
Colorado
|
$150M
|
+$27.4M
|
+22%
|
8.8%
|
–
|
655
|
18.93%
|
|
|
7423
|
Sovereign's Capital Management
Atlanta,
Georgia
|
$150M
|
+$13.9M
|
+10%
|
17.5%
|
–
|
76
|
7.89%
|
|
|
7424
|
PlanVest Financial
Gaithersburg,
Maryland
|
$150M
|
+$18.2M
|
+14%
|
13.2%
|
–
|
606
|
8.75%
|
|
|
7425
|
Safe Harbor Family Capital
Chapel Hill,
North Carolina
|
$150M
|
+$21.8M
|
+17%
|
8.91%
|
–
|
63
|
22.22%
|
|