|
4026
|
Innealta Capital
Austin,
Texas
|
$255M
|
+$18.5M
|
+8%
|
|
|
77
|
|
|
|
4027
|
Physicians Financial Services
Raleigh,
North Carolina
|
$255M
|
+$18.2M
|
+8%
|
|
|
108
|
|
|
|
4028
|
Warwick Investment Management
Bryan,
Texas
|
$255M
|
+$18.9M
|
+8%
|
|
|
70
|
|
|
|
4029
|
My Legacy Advisors
Bend,
Oregon
|
$254M
|
+$21.2M
|
+9%
|
|
|
223
|
|
|
|
4030
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$254M
|
-$13.2M
|
-5%
|
|
|
109
|
|
|
|
4031
|
Institutional Venture Management XV
Menlo Park,
California
|
$254M
|
-$87.5M
|
-26%
|
|
|
6
|
|
|
|
4032
|
Affinity Asset Advisors
New York
|
$254M
|
-$6.12M
|
-2%
|
|
|
90
|
|
|
|
4033
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$254M
|
+$53.8M
|
+27%
|
|
|
520
|
|
|
|
4034
|
Borer Denton & Associates
Blue Bell,
Pennsylvania
|
$254M
|
+$13.1M
|
+5%
|
|
|
63
|
|
|
|
4035
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$254M
|
+$13.9M
|
+6%
|
|
|
161
|
|
|
|
4036
|
Susquehanna Foundation
Bala Cynwyd,
Pennsylvania
|
$254M
|
+$33.3M
|
+15%
|
|
|
4
|
|
|
|
4037
|
Beck Capital Management
Austin,
Texas
|
$254M
|
+$18.6M
|
+8%
|
|
|
132
|
|
|
|
4038
|
Horizon Wealth Management
La Grange,
Illinois
|
$254M
|
+$120M
|
+90%
|
|
|
86
|
|
|
|
4039
|
|
$253M
|
+$13.2M
|
+6%
|
|
|
10
|
|
|
|
4040
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$253M
|
–
|
–
|
|
|
1,569
|
|
|
|
4041
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$253M
|
+$18.2M
|
+8%
|
|
|
25
|
|
|
|
4042
|
Vesey Street Capital Partners
New York
|
$253M
|
+$105M
|
+71%
|
|
|
1
|
|
|
|
4043
|
Roanoke Asset Management
Jersey City,
New Jersey
|
$253M
|
+$18.3M
|
+8%
|
|
|
107
|
|
|
|
4044
|
Wade Financial Advisory
Campbell,
California
|
$252M
|
+$14.3M
|
+6%
|
|
|
78
|
|
|
|
4045
|
Stephens Consulting
Flint,
Michigan
|
$252M
|
+$86.4M
|
+52%
|
|
|
537
|
|
|
|
4046
|
Dash Acquisitions
Woodland Hills,
California
|
$252M
|
+$36.4M
|
+17%
|
|
|
51
|
|
|
|
4047
|
|
$252M
|
+$17.5M
|
+7%
|
|
|
275
|
|
|
|
4048
|
Quattro Financial Advisors
The Woodlands,
Texas
|
$252M
|
+$7.95M
|
+3%
|
|
|
102
|
|
|
|
4049
|
Columbus Macro
New Castle,
Pennsylvania
|
$252M
|
-$17.4M
|
-6%
|
|
|
186
|
|
|
|
4050
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$252M
|
+$2.11M
|
+0.8%
|
|
|
101
|
|
|