|
7026
|
Legacy Advisory Services
Exton,
Pennsylvania
|
$117M
|
+$900K
|
+0.8%
|
|
|
52
|
|
|
|
7027
|
Elm3 Financial Group
Alpharetta,
Georgia
|
$117M
|
–
|
–
|
|
|
90
|
|
|
|
7028
|
Prodigy Asset Management
Omaha,
Nebraska
|
$117M
|
–
|
–
|
|
|
23
|
|
|
|
7029
|
Kore Advisors
Boynton Beach,
Florida
|
$117M
|
-$10.9M
|
-9%
|
|
|
23
|
|
|
|
7030
|
Yorktown Energy Partners XI
New York
|
$117M
|
+$1.77M
|
+2%
|
|
|
3
|
|
|
|
7031
|
Redwood Park Advisors
Redwood City,
California
|
$117M
|
–
|
–
|
|
|
347
|
|
|
|
7032
|
Integras Partners
Alpharetta,
Georgia
|
$117M
|
–
|
–
|
|
|
62
|
|
|
|
7033
|
Heritage Wealth Management (California)
San Diego,
California
|
$117M
|
+$6.29M
|
+6%
|
|
|
98
|
|
|
|
7034
|
Revolution Growth Management Company
Washington,
District of Columbia
|
$117M
|
-$90.1M
|
-44%
|
|
|
1
|
|
|
|
7035
|
Ipsen Advisor Group
Little Rock,
Arkansas
|
$117M
|
–
|
–
|
|
|
93
|
|
|
|
7036
|
Clear Point Advisors
Melville,
New York
|
$117M
|
-$12.4M
|
-10%
|
|
|
574
|
|
|
|
7037
|
Upper Left Wealth Management
Tampa,
Florida
|
$117M
|
+$2.81M
|
+2%
|
|
|
59
|
|
|
|
7038
|
Nan Fung Group Holdings
Kai Tak,
Hong Kong
|
$117M
|
+$850K
|
+0.7%
|
|
|
41
|
|
|
|
7039
|
TRV GP VI
Boston,
Massachusetts
|
$117M
|
–
|
–
|
|
|
4
|
|
|
|
7040
|
Alethea Capital Management
Mercer Island,
Washington
|
$117M
|
-$21.6M
|
-16%
|
|
|
51
|
|
|
|
7041
|
Persistent Asset Partners
Hong Kong
|
$117M
|
–
|
–
|
|
|
124
|
|
|
|
7042
|
SpringVest Wealth Management
Dallas,
Texas
|
$117M
|
–
|
–
|
|
|
53
|
|
|
|
7043
|
Generation Capital Management
Pittsford,
New York
|
$117M
|
–
|
–
|
|
|
77
|
|
|
|
7044
|
Two West Capital Advisors
Overland Park,
Kansas
|
$117M
|
-$6.74M
|
-5%
|
|
|
77
|
|
|
|
7045
|
Ally Bridge Group
New York
|
$117M
|
-$70.2M
|
-38%
|
|
|
38
|
|
|
|
7046
|
Argyle Capital Partners
Los Angeles,
California
|
$117M
|
–
|
–
|
|
|
141
|
|
|
|
7047
|
Barden Capital Management
Austin,
Texas
|
$117M
|
+$2.81M
|
+2%
|
|
|
66
|
|
|
|
7048
|
QSM Asset Management
London,
United Kingdom
|
$116M
|
–
|
–
|
|
|
17
|
|
|
|
7049
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$116M
|
-$1.34M
|
-1%
|
|
|
350
|
|
|
|
7050
|
Brucke Financial
Indianapolis,
Indiana
|
$116M
|
–
|
–
|
|
|
138
|
|
|