|
7551
|
Mercato Partners Growth III GP
Cottonwood Heights,
Utah
|
$114M
|
–
|
–
|
|
|
1
|
|
|
|
7552
|
Capstone Wealth Management
Billings,
Montana
|
$114M
|
–
|
–
|
|
|
40
|
|
|
|
7553
|
RPM Capital Partners
New York
|
$114M
|
+$50.5M
|
+79%
|
|
|
2
|
|
|
|
7554
|
Ativo Capital Management
Chicago,
Illinois
|
$114M
|
-$4.43M
|
-4%
|
|
|
64
|
|
|
|
7555
|
Directional Asset Management
Arlington Heights,
Illinois
|
$114M
|
–
|
–
|
|
|
93
|
|
|
|
7556
|
Karani Asset Management
New York
|
$114M
|
-$3.09M
|
-3%
|
|
|
38
|
|
|
|
7557
|
CDC Financial
Chicago,
Illinois
|
$114M
|
–
|
–
|
|
|
36
|
|
|
|
7558
|
Financial Planning Fort Collins
Fort Collins,
Colorado
|
$114M
|
–
|
–
|
|
|
29
|
|
|
|
7559
|
Alan B. Lancz & Associates
Toledo,
Ohio
|
$114M
|
+$3.14M
|
+3%
|
|
|
139
|
|
|
|
7560
|
Legacy Solutions LLC
Kennett Square,
Pennsylvania
|
$114M
|
+$2.61M
|
+2%
|
|
|
83
|
|
|
|
7561
|
Safe Harbor Family Capital
Chapel Hill,
North Carolina
|
$114M
|
–
|
–
|
|
|
51
|
|
|
|
7562
|
Waycross Investment Management
Bellingham,
Washington
|
$114M
|
+$15.7M
|
+16%
|
|
|
50
|
|
|
|
7563
|
Keenan LLC
Boston,
Massachusetts
|
$114M
|
–
|
–
|
|
|
41
|
|
|
|
7564
|
Powerhouse Assets
Lincoln,
Massachusetts
|
$114M
|
–
|
–
|
|
|
54
|
|
|
|
7565
|
LWM Advisors
El Dorado Hills,
California
|
$114M
|
+$2.37M
|
+2%
|
|
|
30
|
|
|
|
7566
|
Cannon Capital Management
Salt Lake City,
Utah
|
$114M
|
–
|
–
|
|
|
27
|
|
|
|
7567
|
Clarity Retirement & Wealth
New Bedford,
Massachusetts
|
$114M
|
–
|
–
|
|
|
33
|
|
|
|
7568
|
CrossGen Wealth
Greenville,
North Carolina
|
$114M
|
–
|
–
|
|
|
198
|
|
|
|
7569
|
Broyhill Asset Management
Charlotte,
North Carolina
|
$114M
|
-$531K
|
-0.5%
|
|
|
86
|
|
|
|
7570
|
QP Wealth Management
Eatontown,
New Jersey
|
$113M
|
–
|
–
|
|
|
105
|
|
|
|
7571
|
Kane Co Wealth Management
Johnston,
Iowa
|
$113M
|
–
|
–
|
|
|
50
|
|
|
|
7572
|
LRT Capital Management
Austin,
Texas
|
$113M
|
-$37.5M
|
-25%
|
|
|
101
|
|
|
|
7573
|
Gallo Partners
Bloomfield,
New Jersey
|
$113M
|
-$19.7M
|
-15%
|
|
|
70
|
|
|
|
7574
|
Larry Mathis Financial Planning, LLC
Phoenix,
Arizona
|
$113M
|
–
|
–
|
|
|
157
|
|
|
|
7575
|
Carter Financial, LLC
La Jolla,
California
|
$113M
|
–
|
–
|
|
|
24
|
|
|