|
3401
|
TRV GP III
Boston,
Massachusetts
|
$226M
|
+$50M
|
+28%
|
|
|
4
|
|
|
|
3402
|
Financial Consulate
Hunt Valley,
Maryland
|
$226M
|
-$3.19M
|
-1%
|
|
|
111
|
|
|
|
3403
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$226M
|
+$25M
|
+12%
|
|
|
181
|
|
|
|
3404
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$226M
|
–
|
–
|
|
|
155
|
|
|
|
3405
|
|
$226M
|
+$19.1M
|
+9%
|
|
|
49
|
|
|
|
3406
|
Inscription Capital
Houston,
Texas
|
$226M
|
+$43.9M
|
+24%
|
|
|
156
|
|
|
|
3407
|
Wellington Shields & Co
New York
|
$226M
|
+$161M
|
+248%
|
|
|
235
|
|
|
|
3408
|
|
$226M
|
-$5.96M
|
-3%
|
|
|
27
|
|
|
|
3409
|
Harvey Capital Management
Palm Beach,
Florida
|
$225M
|
+$24M
|
+12%
|
|
|
81
|
|
|
|
3410
|
Stone Run Capital
New York
|
$225M
|
+$15.2M
|
+7%
|
|
|
60
|
|
|
|
3411
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$225M
|
+$112M
|
+99%
|
|
|
61
|
|
|
|
3412
|
|
$225M
|
+$12.1M
|
+6%
|
|
|
102
|
|
|
|
3413
|
Birmingham Capital Management
Birmingham,
Alabama
|
$225M
|
+$7.72M
|
+4%
|
|
|
101
|
|
|
|
3414
|
LifePlan Financial Group
Dayton,
Ohio
|
$225M
|
+$12.3M
|
+6%
|
|
|
593
|
|
|
|
3415
|
Physician Wealth Advisors
Midvale,
Utah
|
$225M
|
+$20M
|
+10%
|
|
|
120
|
|
|
|
3416
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$225M
|
+$59.1M
|
+36%
|
|
|
130
|
|
|
|
3417
|
Wall Capital Group
Phoenix,
Arizona
|
$225M
|
+$13.6M
|
+6%
|
|
|
24
|
|
|
|
3418
|
One Day In July LLC
Burlington,
Vermont
|
$224M
|
+$31M
|
+16%
|
|
|
35
|
|
|
|
3419
|
Security National Bank
Omaha,
Nebraska
|
$224M
|
+$12.4M
|
+6%
|
|
|
76
|
|
|
|
3420
|
TIFF Advisory Services
Radnor,
Pennsylvania
|
$224M
|
+$93.3M
|
+71%
|
|
|
17
|
|
|
|
3421
|
Peavine Capital
Reno,
Nevada
|
$224M
|
-$6.01M
|
-3%
|
|
|
15
|
|
|
|
3422
|
Pacifica Capital Investments
Leander,
Texas
|
$224M
|
+$16M
|
+8%
|
|
|
21
|
|
|
|
3423
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$224M
|
+$16.2M
|
+8%
|
|
|
60
|
|
|
|
3424
|
Keystone Financial Planning
Cleveland,
Ohio
|
$224M
|
+$14.6M
|
+7%
|
|
|
46
|
|
|
|
3425
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$224M
|
+$16.5M
|
+8%
|
|
|
31
|
|
|