|
3051
|
Crestview Partners III
New York
|
$275M
|
+$29.2M
|
+12%
|
|
|
4
|
|
|
|
3052
|
Cahill Financial Advisors
Edina,
Minnesota
|
$275M
|
+$18.1M
|
+7%
|
|
|
166
|
|
|
|
3053
|
XML Financial
Bethesda,
Maryland
|
$275M
|
–
|
–
|
|
|
178
|
|
|
|
3054
|
Schnieders Capital Management
Pasadena,
California
|
$275M
|
+$27M
|
+11%
|
|
|
175
|
|
|
|
3055
|
BCM Advisors
Lafayette,
Louisiana
|
$275M
|
+$42.7M
|
+18%
|
|
|
38
|
|
|
|
3056
|
Delta Investment Management
San Francisco,
California
|
$275M
|
+$83.3M
|
+44%
|
|
|
227
|
|
|
|
3057
|
KDI Capital Partners
Raleigh,
North Carolina
|
$275M
|
+$18.5M
|
+7%
|
|
|
32
|
|
|
|
3058
|
Brickley Wealth Management
San Mateo,
California
|
$274M
|
+$30.4M
|
+12%
|
|
|
51
|
|
|
|
3059
|
Kalos Management
Alpharetta,
Georgia
|
$274M
|
+$23.5M
|
+9%
|
|
|
231
|
|
|
|
3060
|
Rosenblum Silverman Sutton
San Francisco,
California
|
$274M
|
+$14.5M
|
+6%
|
|
|
58
|
|
|
|
3061
|
Stewardship Financial Advisors
Stockbridge,
Georgia
|
$274M
|
+$37.2M
|
+16%
|
|
|
93
|
|
|
|
3062
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$274M
|
+$18.1M
|
+7%
|
|
|
24
|
|
|
|
3063
|
Monetary Management Group
St Louis,
Missouri
|
$274M
|
+$9.48M
|
+4%
|
|
|
311
|
|
|
|
3064
|
EagleClaw Capital Management
Boston,
Massachusetts
|
$273M
|
+$28M
|
+11%
|
|
|
135
|
|
|
|
3065
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$273M
|
+$10M
|
+4%
|
|
|
311
|
|
|
|
3066
|
Pinz Capital Management
New York
|
$273M
|
–
|
–
|
|
|
313
|
|
|
|
3067
|
Systelligence LLC
Bloomington,
Minnesota
|
$273M
|
–
|
–
|
|
|
48
|
|
|
|
3068
|
9258 Wealth Management
Blue Ash,
Ohio
|
$273M
|
+$145M
|
+113%
|
|
|
323
|
|
|
|
3069
|
Nalanda India Fund
Moka,
Mauritius
|
$273M
|
+$30.5M
|
+13%
|
|
|
1
|
|
|
|
3070
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$273M
|
+$24.2M
|
+10%
|
|
|
136
|
|
|
|
3071
|
Sargent Investment Group
Bethesda,
Maryland
|
$273M
|
+$49.9M
|
+22%
|
|
|
160
|
|
|
|
3072
|
Partnervest Advisory Services
Santa Barbara,
California
|
$273M
|
-$6.52M
|
-2%
|
|
|
277
|
|
|
|
3073
|
|
$272M
|
+$17.9M
|
+7%
|
|
|
72
|
|
|
|
3074
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$272M
|
+$42.3M
|
+18%
|
|
|
189
|
|
|
|
3075
|
Cadence Bank NA
Houston,
Texas
|
$272M
|
+$16.4M
|
+6%
|
|
|
183
|
|
|