|
2701
|
Personal CFO Solutions
Chester,
New Jersey
|
$578M
|
+$71.6M
|
+14%
|
10.7%
|
91.4%
|
553
|
25.32%
|
|
|
2702
|
Bain Capital Credit
Boston,
Massachusetts
|
$577M
|
-$37.7M
|
-6%
|
3.5%
|
14.4%
|
9
|
33.33%
|
|
|
2703
|
Insight Wealth Partners
Plano,
Texas
|
$577M
|
+$60.1M
|
+12%
|
4.68%
|
63.2%
|
79
|
15.19%
|
|
|
2704
|
Clarity Financial
Houston,
Texas
|
$577M
|
-$18.6M
|
-3%
|
7.13%
|
56.8%
|
129
|
23.26%
|
|
|
2705
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$577M
|
+$44.7M
|
+8%
|
11.7%
|
85.7%
|
134
|
8.21%
|
|
|
2706
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$576M
|
-$7.53B
|
-93%
|
4.38%
|
–
|
1,250
|
51.12%
|
|
|
2707
|
Private Advisory Group
Redmond,
Washington
|
$576M
|
+$70.1M
|
+14%
|
16.2%
|
177%
|
240
|
40%
|
|
|
2708
|
De Burlo Group
Boston,
Massachusetts
|
$576M
|
$0
|
0%
|
13.7%
|
147%
|
81
|
0%
|
|
|
2709
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$575M
|
-$21.9M
|
-4%
|
10.6%
|
116%
|
319
|
12.54%
|
|
|
2710
|
Slow Capital
Greenbrae,
California
|
$575M
|
+$30.1M
|
+6%
|
12.7%
|
124%
|
127
|
7.09%
|
|
|
2711
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$575M
|
+$62.8M
|
+12%
|
11.1%
|
62.3%
|
834
|
16.43%
|
|
|
2712
|
Murchinson
Toronto,
Ontario, Canada
|
$574M
|
-$205M
|
-26%
|
10.6%
|
107%
|
77
|
79.22%
|
|
|
2713
|
Montag & Caldwell
Atlanta,
Georgia
|
$573M
|
-$206M
|
-26%
|
15%
|
91.3%
|
89
|
11.24%
|
|
|
2714
|
Falcon Wealth Planning
Ontario,
California
|
$572M
|
+$111M
|
+24%
|
10.2%
|
52.7%
|
134
|
19.4%
|
|
|
2715
|
USA Financial Formulas
Ada,
Michigan
|
$572M
|
+$505M
|
+754%
|
11.7%
|
98.9%
|
570
|
54.91%
|
|
|
2716
|
Cullen Investment Group
Lafayette,
Louisiana
|
$571M
|
–
|
–
|
9.55%
|
–
|
172
|
–
|
|
|
2717
|
Planning Alternatives
Birmingham,
Michigan
|
$571M
|
+$55M
|
+11%
|
10.8%
|
69.6%
|
51
|
13.73%
|
|
|
2718
|
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
$571M
|
+$73.3M
|
+15%
|
11.7%
|
153%
|
236
|
16.1%
|
|
|
2719
|
Prescott Group Capital Management
Tulsa,
Oklahoma
|
$571M
|
+$120M
|
+26%
|
15.9%
|
148%
|
193
|
30.57%
|
|
|
2720
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$571M
|
+$10.5M
|
+2%
|
11.2%
|
96.9%
|
257
|
11.67%
|
|
|
2721
|
Lee Financial
Dallas,
Texas
|
$570M
|
+$33.2M
|
+6%
|
9.28%
|
69.7%
|
945
|
20.53%
|
|
|
2722
|
Grace & White Inc
Ny,
New York
|
$570M
|
+$33.5M
|
+6%
|
9.03%
|
61.5%
|
145
|
2.76%
|
|
|
2723
|
FengHe Fund Management
Singapore
|
$570M
|
+$149M
|
+35%
|
29.4%
|
902%
|
25
|
60%
|
|
|
2724
|
McIlrath & Eck
Arlington,
Washington
|
$569M
|
+$71.6M
|
+14%
|
10.2%
|
44%
|
958
|
11.27%
|
|
|
2725
|
Atlas Venture Advisors
Boston,
Massachusetts
|
$569M
|
+$98.3M
|
+21%
|
21.1%
|
29.2%
|
5
|
0%
|
|