|
3926
|
BCS Wealth Management
Johnson City,
Tennessee
|
$239M
|
+$26.4M
|
+12%
|
|
|
197
|
|
|
|
3927
|
High Note Wealth
Deephaven,
Minnesota
|
$239M
|
-$11.5M
|
-5%
|
|
|
100
|
|
|
|
3928
|
Harvey Capital Management
Palm Beach,
Florida
|
$239M
|
+$7.89M
|
+3%
|
|
|
82
|
|
|
|
3929
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$239M
|
–
|
–
|
|
|
1,561
|
|
|
|
3930
|
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
$239M
|
-$22.5M
|
-9%
|
|
|
61
|
|
|
|
3931
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$239M
|
+$26M
|
+12%
|
|
|
74
|
|
|
|
3932
|
Varde Management
Minneapolis,
Minnesota
|
$239M
|
-$103M
|
-30%
|
|
|
18
|
|
|
|
3933
|
FountainVest China Capital Partners GP3
Grand Cayman,
Cayman Islands
|
$239M
|
+$88.3M
|
+59%
|
|
|
1
|
|
|
|
3934
|
Denali Advisors
San Diego,
California
|
$239M
|
+$27M
|
+13%
|
|
|
465
|
|
|
|
3935
|
Somerset Trust
Somerset,
Pennsylvania
|
$238M
|
+$23.7M
|
+11%
|
|
|
153
|
|
|
|
3936
|
Compton Financial Group
Towson,
Maryland
|
$238M
|
+$21M
|
+10%
|
|
|
36
|
|
|
|
3937
|
Sovereign Investment Advisors
Phoenix,
Arizona
|
$238M
|
+$14.9M
|
+7%
|
|
|
33
|
|
|
|
3938
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$238M
|
–
|
–
|
|
|
48
|
|
|
|
3939
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$238M
|
+$12.9M
|
+6%
|
|
|
81
|
|
|
|
3940
|
Medicxi Ventures Management
St. Helier,
Jersey
|
$238M
|
-$2.1M
|
-0.9%
|
|
|
7
|
|
|
|
3941
|
Athyrium Capital Management
New York
|
$238M
|
-$29.1M
|
-11%
|
|
|
11
|
|
|
|
3942
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$238M
|
+$17.9M
|
+8%
|
|
|
85
|
|
|
|
3943
|
ETF Portfolio Partners
Leawood,
Kansas
|
$238M
|
+$11.5M
|
+5%
|
|
|
51
|
|
|
|
3944
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$238M
|
+$17.2M
|
+8%
|
|
|
215
|
|
|
|
3945
|
Stonepine Capital Management
Bend,
Oregon
|
$238M
|
+$15.3M
|
+7%
|
|
|
25
|
|
|
|
3946
|
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
|
$238M
|
+$20M
|
+9%
|
|
|
39
|
|
|
|
3947
|
Beck Capital Management
Austin,
Texas
|
$238M
|
+$4.08M
|
+2%
|
|
|
153
|
|
|
|
3948
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$237M
|
+$42.3M
|
+22%
|
|
|
105
|
|
|
|
3949
|
Arlington Financial Advisors
Santa Barbara,
California
|
$237M
|
+$40.8M
|
+21%
|
|
|
68
|
|
|
|
3950
|
Soapstone Management
Bethesda,
Maryland
|
$237M
|
-$11.3M
|
-5%
|
|
|
21
|
|
|