|
7451
|
Variant Private Wealth
Tysons,
Virginia
|
$108M
|
+$11.9M
|
+12%
|
13.4%
|
–
|
38
|
2.63%
|
|
|
7452
|
Stonehaven Wealth & Tax Solutions
Appleton,
Wisconsin
|
$108M
|
+$5.75M
|
+6%
|
5.71%
|
–
|
85
|
11.76%
|
|
|
7453
|
Northstar Financial Companies
Conshohocken,
Pennsylvania
|
$108M
|
+$11.9M
|
+12%
|
8.32%
|
–
|
112
|
21.43%
|
|
|
7454
|
Delphi Management
Brookline,
Massachusetts
|
$108M
|
+$4.3M
|
+4%
|
7.49%
|
78%
|
85
|
10.59%
|
|
|
7455
|
Divco West Real Estate Services
San Francisco,
California
|
$108M
|
+$12.5M
|
+13%
|
13.8%
|
9.7%
|
4
|
0%
|
|
|
7456
|
Yorktown Energy Partners X
New York
|
$107M
|
+$52.1M
|
+94%
|
132%
|
150%
|
3
|
0%
|
|
|
7457
|
Raffles Associates
New York
|
$107M
|
+$11.4M
|
+12%
|
17.7%
|
44.7%
|
55
|
23.64%
|
|
|
7458
|
New Covenant Trust Company
Jeffersonville,
Indiana
|
$107M
|
-$4.52M
|
-4%
|
8.05%
|
–
|
88
|
6.82%
|
|
|
7459
|
Measured Risk Portfolios
San Diego,
California
|
$107M
|
+$3.77M
|
+4%
|
0.82%
|
–
|
69
|
17.39%
|
|
|
7460
|
SALT Holding Corp
Wilmington,
Delaware
|
$107M
|
+$41.9M
|
+64%
|
4.74%
|
–
|
18
|
66.67%
|
|
|
7461
|
New Vernon Investment Management
Highland Park,
Illinois
|
$107M
|
+$21.2M
|
+25%
|
3.94%
|
75.5%
|
42
|
21.43%
|
|
|
7462
|
Verus Wealth Management
De Pere,
Wisconsin
|
$107M
|
+$7.69M
|
+8%
|
5.42%
|
–
|
57
|
5.26%
|
|
|
7463
|
Virtus Family Office
El Paso,
Texas
|
$107M
|
+$28.8M
|
+37%
|
11.2%
|
36.9%
|
54
|
24.07%
|
|
|
7464
|
RD Lewis Holdings
Maitland,
Florida
|
$107M
|
+$7.62M
|
+8%
|
6.43%
|
–
|
85
|
8.24%
|
|
|
7465
|
Curat Global
Springfield,
New Hampshire
|
$107M
|
+$1.83M
|
+2%
|
7.37%
|
–
|
297
|
0.67%
|
|
|
7466
|
Velan Capital Investment Management
Alpharetta,
Georgia
|
$106M
|
+$5.23M
|
+5%
|
105%
|
2,525%
|
61
|
37.7%
|
|
|
7467
|
PrairieView Wealth Partners
Orland Park,
Illinois
|
$106M
|
+$10.1M
|
+10%
|
5.27%
|
–
|
29
|
3.45%
|
|
|
7468
|
Carl Stuart Investment Advisor
Austin,
Texas
|
$106M
|
-$89M
|
-46%
|
11.2%
|
78.6%
|
19
|
15.79%
|
|
|
7469
|
American National Bank of Texas
Richardson,
Texas
|
$106M
|
–
|
–
|
5.6%
|
–
|
58
|
–
|
|
|
7470
|
Wasserstein Debt Opportunities Management
New York
|
$106M
|
+$14.5M
|
+16%
|
15.8%
|
–
|
1
|
0%
|
|
|
7471
|
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
|
$106M
|
+$13.8M
|
+15%
|
8.84%
|
60.7%
|
53
|
13.21%
|
|
|
7472
|
Kitching Partners
Conshohocken,
Pennsylvania
|
$106M
|
+$7.31M
|
+7%
|
5.87%
|
–
|
43
|
27.91%
|
|
|
7473
|
Conquis Financial
Milbrae,
California
|
$106M
|
+$2.59M
|
+3%
|
5.87%
|
–
|
57
|
14.04%
|
|
|
7474
|
Fiscal Wisdom Wealth Management
Canton,
Connecticut
|
$106M
|
–
|
–
|
26.9%
|
–
|
82
|
–
|
|
|
7475
|
BXM Wealth
Englewood,
Colorado
|
$106M
|
+$21.4M
|
+25%
|
11.7%
|
–
|
139
|
29.5%
|
|