|
4426
|
Fountainhead AM
Warren,
New Jersey
|
$230M
|
+$23.6M
|
+11%
|
6.81%
|
50%
|
82
|
20.73%
|
|
|
4427
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$230M
|
-$45.5M
|
-17%
|
6.42%
|
62.3%
|
559
|
70.66%
|
|
|
4428
|
Eads & Heald Wealth Management
Atlanta,
Georgia
|
$230M
|
+$23M
|
+11%
|
13.2%
|
70.2%
|
148
|
5.41%
|
|
|
4429
|
Wells Trecaso Financial Group
Akron,
Ohio
|
$230M
|
+$20.4M
|
+10%
|
12.6%
|
108%
|
97
|
6.19%
|
|
|
4430
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$230M
|
+$24.3M
|
+12%
|
9.06%
|
66.9%
|
174
|
20.69%
|
|
|
4431
|
HMS Capital Management
Nashville,
Tennessee
|
$230M
|
+$17.2M
|
+8%
|
9.74%
|
130%
|
124
|
10.48%
|
|
|
4432
|
Stagwell Group
Miami Beach,
Florida
|
$230M
|
–
|
–
|
13%
|
8.47%
|
1
|
–
|
|
|
4433
|
Moerus Capital Management
New York
|
$230M
|
+$14.2M
|
+7%
|
5.22%
|
248%
|
13
|
0%
|
|
|
4434
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
$230M
|
+$18.9M
|
+9%
|
11.4%
|
58.8%
|
71
|
11.27%
|
|
|
4435
|
TFG Advisers
Auburn Hills,
Michigan
|
$229M
|
+$22.9M
|
+11%
|
11.6%
|
61.8%
|
206
|
5.34%
|
|
|
4436
|
AlphaCore Capital
La Jolla,
California
|
$229M
|
+$32.1M
|
+16%
|
8.08%
|
68.3%
|
142
|
38.73%
|
|
|
4437
|
Lapides Asset Management
Greenwich,
Connecticut
|
$229M
|
-$11.9M
|
-5%
|
1.94%
|
63%
|
86
|
22.09%
|
|
|
4438
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$229M
|
+$16.9M
|
+8%
|
3.16%
|
25.4%
|
53
|
5.66%
|
|
|
4439
|
Portland Investment Counsel
Burlington,
Ontario, Canada
|
$229M
|
+$9.84M
|
+4%
|
2.64%
|
104%
|
39
|
10.26%
|
|
|
4440
|
Kercheville Advisors
San Antonio,
Texas
|
$229M
|
+$18.1M
|
+9%
|
9.46%
|
209%
|
127
|
18.9%
|
|
|
4441
|
Atlas Venture Associates IX
Boston,
Massachusetts
|
$229M
|
-$71.8M
|
-24%
|
23.2%
|
89.8%
|
7
|
0%
|
|
|
4442
|
Retirement Group
San Diego,
California
|
$229M
|
+$11.6M
|
+5%
|
7.6%
|
33.7%
|
780
|
18.33%
|
|
|
4443
|
Turim 21 Investimentos
Rio De Janeiro,
Brazil
|
$229M
|
+$12.7M
|
+6%
|
3.67%
|
62%
|
117
|
35.04%
|
|
|
4444
|
SimpliFi Inc
San Diego,
California
|
$229M
|
+$6.26M
|
+3%
|
3.55%
|
26.7%
|
33
|
24.24%
|
|
|
4445
|
Lake Point Wealth Management
Rockwall,
Texas
|
$229M
|
+$11.9M
|
+5%
|
5.85%
|
–
|
507
|
17.16%
|
|
|
4446
|
Guinness Atkinson Asset Management
Pasadena,
California
|
$229M
|
+$13.7M
|
+6%
|
12.7%
|
132%
|
95
|
0%
|
|
|
4447
|
Kopp Family Office
Bloomington,
Minnesota
|
$229M
|
-$23.2M
|
-9%
|
10.9%
|
34%
|
14
|
0%
|
|
|
4448
|
VisionPoint Advisory Group
Dallas,
Texas
|
$229M
|
+$4.5M
|
+2%
|
5.97%
|
74.2%
|
111
|
22.52%
|
|
|
4449
|
Snow Phipps Group
New York
|
$229M
|
+$100M
|
+78%
|
4.37%
|
89.2%
|
2
|
0%
|
|
|
4450
|
GSI Capital Advisors
Newport Beach,
California
|
$229M
|
+$28.1M
|
+14%
|
16.4%
|
25.4%
|
40
|
45%
|
|