|
4926
|
Osprey Private Wealth
New York
|
$275M
|
+$91.5M
|
+50%
|
|
|
66
|
|
|
|
4927
|
Sittner & Nelson
Eugene,
Oregon
|
$275M
|
+$26.5M
|
+11%
|
|
|
515
|
|
|
|
4928
|
Buckhead Capital Management
Atlanta,
Georgia
|
$275M
|
+$16.5M
|
+6%
|
|
|
136
|
|
|
|
4929
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
$275M
|
+$16.1M
|
+6%
|
|
|
89
|
|
|
|
4930
|
Gallatin Point Capital
Greenwich,
Connecticut
|
$275M
|
-$171M
|
-38%
|
|
|
2
|
|
|
|
4931
|
Sonoma Allocations
Santa Rosa,
California
|
$275M
|
–
|
–
|
|
|
137
|
|
|
|
4932
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$275M
|
+$23.3M
|
+9%
|
|
|
98
|
|
|
|
4933
|
Power Wealth Management
Alpharetta,
Georgia
|
$275M
|
+$14.5M
|
+6%
|
|
|
96
|
|
|
|
4934
|
ICW Investment Advisors
Scottsdale,
Arizona
|
$274M
|
+$21.3M
|
+8%
|
|
|
145
|
|
|
|
4935
|
Fortress Private Ledger
Raleigh,
North Carolina
|
$274M
|
+$54.1M
|
+25%
|
|
|
205
|
|
|
|
4936
|
Multicoin Capital Management
Austin,
Texas
|
$274M
|
+$150M
|
+120%
|
|
|
3
|
|
|
|
4937
|
Arkfeld Wealth Strategies
Omaha,
Nebraska
|
$274M
|
+$20.9M
|
+8%
|
|
|
115
|
|
|
|
4938
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$274M
|
+$17.8M
|
+7%
|
|
|
404
|
|
|
|
4939
|
TRV GP IV
Boston,
Massachusetts
|
$274M
|
+$111M
|
+68%
|
|
|
3
|
|
|
|
4940
|
Empower Annuity Insurance Company
Hartford,
Connecticut
|
$274M
|
+$4.57M
|
+2%
|
|
|
1
|
|
|
|
4941
|
Geneva Partners
Lake Geneva,
Wisconsin
|
$274M
|
+$21.6M
|
+9%
|
|
|
80
|
|
|
|
4942
|
FSA Wealth Management
Needham,
Massachusetts
|
$273M
|
+$17.1M
|
+7%
|
|
|
593
|
|
|
|
4943
|
Square Wave Capital
Brooklyn,
New York
|
$273M
|
+$169M
|
+162%
|
|
|
8
|
|
|
|
4944
|
California First Leasing Corp
Newport Beach,
California
|
$273M
|
+$32.6M
|
+14%
|
|
|
45
|
|
|
|
4945
|
InvesTrust
Oklahoma City,
Oklahoma
|
$273M
|
+$13.9M
|
+5%
|
|
|
95
|
|
|
|
4946
|
5AM Venture Management
San Francisco,
California
|
$273M
|
+$12.9M
|
+5%
|
|
|
29
|
|
|
|
4947
|
Boothe Investment Group
Dover,
Delaware
|
$273M
|
+$10.6M
|
+4%
|
|
|
39
|
|
|
|
4948
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin,
Ohio
|
$273M
|
+$22.9M
|
+9%
|
|
|
80
|
|
|
|
4949
|
True Wind Capital Management
San Francisco,
California
|
$273M
|
+$36.4M
|
+15%
|
|
|
2
|
|
|
|
4950
|
Stance Capital
Boston,
Massachusetts
|
$273M
|
+$6.75M
|
+3%
|
|
|
313
|
|
|