|
8276
|
Plus Group Wealth Advisors
Belgium,
Wisconsin
|
$106M
|
+$15.4M
|
+17%
|
12%
|
–
|
48
|
14.58%
|
1.7
|
|
|
8277
|
Wallace Advisory Group
Lafayette,
California
|
$106M
|
+$12.7M
|
+14%
|
9.69%
|
50.9%
|
146
|
23.97%
|
8.6
|
|
|
8278
|
Calder Financial
Downingtown,
Pennsylvania
|
$106M
|
+$5.41M
|
+5%
|
12.2%
|
–
|
45
|
15.56%
|
1.7
|
|
|
8279
|
Expressive Wealth
Chicago,
Illinois
|
$106M
|
+$984K
|
+0.9%
|
17.1%
|
–
|
147
|
21.09%
|
1.5
|
|
|
8280
|
Regatta Research & Money Management
Metairie,
Louisiana
|
$106M
|
–
|
–
|
14.7%
|
–
|
495
|
–
|
0
|
|
|
8281
|
Elevated Private Wealth
Brookfield,
Wisconsin
|
$106M
|
–
|
–
|
28.8%
|
–
|
76
|
–
|
1.9
|
|
|
8282
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
$106M
|
+$5.65M
|
+6%
|
17.5%
|
–
|
178
|
47.19%
|
2.9
|
|
|
8283
|
Hyposwiss Advisors
Geneva,
|
$106M
|
+$4.39M
|
+4%
|
14.4%
|
–
|
114
|
10.53%
|
1.9
|
|
|
8284
|
Board of the Pension Protection Fund
Croydon,
United Kingdom
|
$105M
|
-$3.31M
|
-3%
|
8.1%
|
–
|
201
|
67.66%
|
2
|
|
|
8285
|
Villanova Investment Management
Wayne,
Pennsylvania
|
$105M
|
+$7.79M
|
+8%
|
9.8%
|
–
|
59
|
10.17%
|
6
|
|
|
8286
|
Generations Wealth LLC
Mason,
Ohio
|
$105M
|
+$2.33M
|
+2%
|
12.1%
|
–
|
37
|
24.32%
|
1.5
|
|
|
8287
|
Succession Financial
Mckinney,
Texas
|
$105M
|
–
|
–
|
29%
|
–
|
50
|
–
|
0
|
|
|
8288
|
Cogent Strategic Wealth
Chicago,
Illinois
|
$105M
|
+$7.59M
|
+8%
|
13.8%
|
–
|
61
|
13.11%
|
1.7
|
|
|
8289
|
22NW LP
Seattle,
Washington
|
$105M
|
-$41.2M
|
-28%
|
27.5%
|
138%
|
17
|
23.53%
|
6.6
|
|
|
8290
|
IDG China Venture Capital Fund V Associates
Hong Kong
|
$105M
|
-$21.1M
|
-17%
|
13.6%
|
7.34%
|
1
|
0%
|
18
|
|
|
8291
|
Indie Asset Partners
Carmel,
Indiana
|
$104M
|
+$16.7M
|
+19%
|
12.8%
|
119%
|
90
|
12.22%
|
10.5
|
|
|
8292
|
Verdad Advisers
Boston,
Massachusetts
|
$104M
|
+$15.6M
|
+18%
|
21.1%
|
–
|
276
|
59.06%
|
1
|
|
|
8293
|
|
$104M
|
+$3.96M
|
+4%
|
12.5%
|
–
|
48
|
12.5%
|
0.9
|
|
|
8294
|
Strategic Financial Group
Grand Haven,
Michigan
|
$104M
|
+$7.23M
|
+7%
|
8%
|
–
|
19
|
5.26%
|
0.9
|
|
|
8295
|
TOP Private Wealth
Glastonbury,
Connecticut
|
$104M
|
–
|
–
|
13.6%
|
–
|
139
|
–
|
0
|
|
|
8296
|
AIHC Capital Management
Central,
|
$104M
|
-$15.4M
|
-13%
|
43.6%
|
–
|
5
|
20%
|
1.8
|
|
|
8297
|
Trustees of The University of Pennsylvania
Philaldelphia,
Pennsylvania
|
$104M
|
-$193M
|
-65%
|
26.9%
|
–
|
6
|
50%
|
2.8
|
|
|
8298
|
Xena Financial Planning
Portland,
Oregon
|
$104M
|
+$15.6M
|
+18%
|
11.1%
|
–
|
38
|
13.16%
|
1.7
|
|
|
8299
|
Kachkovsky & Fisher Inc
San Diego,
California
|
$104M
|
–
|
–
|
20.1%
|
–
|
64
|
–
|
0
|
|
|
8300
|
Gritstone Asset Management
Bethesda,
Maryland
|
$104M
|
+$10.3M
|
+11%
|
3.35%
|
–
|
208
|
42.31%
|
2.1
|
|