|
4726
|
TriaGen Wealth Management
Calabasas,
California
|
$203M
|
+$18.7M
|
+10%
|
12.3%
|
113%
|
207
|
28.02%
|
|
|
4727
|
|
$203M
|
+$40.7M
|
+25%
|
19.7%
|
14.8%
|
11
|
36.36%
|
|
|
4728
|
Wela Strategies
Atlanta,
Georgia
|
$202M
|
+$10.6M
|
+6%
|
5.43%
|
51.3%
|
45
|
4.44%
|
|
|
4729
|
ASB Consultores
Aventura,
Florida
|
$202M
|
–
|
–
|
8.19%
|
65.1%
|
224
|
–
|
|
|
4730
|
Strategic Wealth Management
Kirkland,
Washington
|
$202M
|
+$9.92M
|
+5%
|
4.98%
|
52.8%
|
72
|
5.56%
|
|
|
4731
|
|
$202M
|
+$12.2M
|
+6%
|
0.54%
|
23.3%
|
36
|
16.67%
|
|
|
4732
|
Ironwood Investment Management
Boston,
Massachusetts
|
$202M
|
+$9.23M
|
+5%
|
6.01%
|
149%
|
184
|
8.7%
|
|
|
4733
|
WC Walker & Associates
Fullerton,
California
|
$202M
|
+$15.5M
|
+8%
|
8.92%
|
–
|
75
|
14.67%
|
|
|
4734
|
Karani Asset Management
New York
|
$202M
|
-$3.91M
|
-2%
|
8.18%
|
–
|
51
|
37.25%
|
|
|
4735
|
Asset Management Corp
Northbrook,
Illinois
|
$202M
|
+$2.56M
|
+1%
|
9.18%
|
57.1%
|
212
|
26.42%
|
|
|
4736
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$202M
|
+$29.1M
|
+17%
|
9.91%
|
92.2%
|
166
|
18.07%
|
|
|
4737
|
Monterey Private Wealth
Monterey,
California
|
$202M
|
+$23.8M
|
+13%
|
8.56%
|
29.8%
|
110
|
14.55%
|
|
|
4738
|
Worth Venture Partners
Fort Lee,
New Jersey
|
$202M
|
-$20.4M
|
-9%
|
5.78%
|
102%
|
161
|
35.4%
|
|
|
4739
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$202M
|
+$9.91M
|
+5%
|
4.85%
|
63.8%
|
54
|
9.26%
|
|
|
4740
|
Innealta Capital
Austin,
Texas
|
$202M
|
+$23M
|
+13%
|
3.85%
|
52.1%
|
71
|
18.31%
|
|
|
4741
|
California First Leasing Corp
Newport Beach,
California
|
$201M
|
–
|
–
|
14.4%
|
161%
|
39
|
–
|
|
|
4742
|
Menlo Advisors
Menlo Park,
California
|
$201M
|
+$12M
|
+6%
|
10.1%
|
81.9%
|
46
|
10.87%
|
|
|
4743
|
KFA Private Wealth Group
Tysons,
Virginia
|
$201M
|
+$18.4M
|
+10%
|
7.73%
|
57.5%
|
73
|
8.22%
|
|
|
4744
|
Oakwell Private Wealth Management
Austin,
Texas
|
$201M
|
+$16M
|
+9%
|
5.92%
|
50.1%
|
63
|
9.52%
|
|
|
4745
|
American Trust Investment Advisors
Lebanon,
New Hampshire
|
$201M
|
+$23.2M
|
+13%
|
11%
|
81.1%
|
97
|
17.53%
|
|
|
4746
|
GPM Growth Investors
Bloomfield Hills,
Michigan
|
$201M
|
+$11.2M
|
+6%
|
11.2%
|
–
|
41
|
14.63%
|
|
|
4747
|
Gray Wealth Management
Bangor,
Maine
|
$201M
|
+$22M
|
+12%
|
8.52%
|
22.1%
|
133
|
13.53%
|
|
|
4748
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$201M
|
+$18.4M
|
+10%
|
5.21%
|
36.3%
|
31
|
0%
|
|
|
4749
|
G&S Capital
Denver,
Colorado
|
$201M
|
+$18.9M
|
+10%
|
10.2%
|
77.2%
|
124
|
33.06%
|
|
|
4750
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$200M
|
+$21.9M
|
+12%
|
8.8%
|
57.8%
|
106
|
11.32%
|
|