|
4901
|
Next Level Private
Harrison,
New York
|
$244M
|
+$25.4M
|
+12%
|
7.36%
|
92.4%
|
144
|
8.33%
|
|
|
4902
|
All-Stars Investment
Hong Kong
|
$244M
|
-$36.1M
|
-13%
|
11.1%
|
41.7%
|
4
|
25%
|
|
|
4903
|
Silver Lake Advisory
Cottonwood Heights,
Utah
|
$244M
|
+$22.2M
|
+10%
|
9.14%
|
70.9%
|
99
|
5.05%
|
|
|
4904
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$244M
|
+$22.5M
|
+10%
|
6.52%
|
53.9%
|
206
|
11.17%
|
|
|
4905
|
Hengistbury Investment Partners
London,
United Kingdom
|
$244M
|
+$5.45M
|
+2%
|
9.04%
|
108%
|
6
|
33.33%
|
|
|
4906
|
Beddow Capital Management
Jackson,
Wyoming
|
$244M
|
+$15.3M
|
+7%
|
6.46%
|
50.7%
|
60
|
3.33%
|
|
|
4907
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$244M
|
+$842K
|
+0.3%
|
3.34%
|
–
|
108
|
12.04%
|
|
|
4908
|
Tidemark
San Diego,
California
|
$244M
|
+$26.3M
|
+12%
|
5.48%
|
–
|
650
|
8%
|
|
|
4909
|
Essential Planning
Portsmouth,
New Hampshire
|
$244M
|
+$16.5M
|
+7%
|
4.85%
|
38.1%
|
83
|
14.46%
|
|
|
4910
|
True Wind Capital Management
San Francisco,
California
|
$244M
|
+$41.6M
|
+21%
|
35%
|
119%
|
2
|
0%
|
|
|
4911
|
|
$244M
|
+$18.2M
|
+8%
|
7.03%
|
66.5%
|
226
|
6.19%
|
|
|
4912
|
Bare Financial Services
Gap,
Pennsylvania
|
$243M
|
+$53.3M
|
+28%
|
6.5%
|
–
|
155
|
4.52%
|
|
|
4913
|
Biltmore Wealth Management
Tempe,
Arizona
|
$243M
|
+$12.6M
|
+5%
|
6.79%
|
55.6%
|
56
|
5.36%
|
|
|
4914
|
Fosse Capital Partners
London,
United Kingdom
|
$243M
|
-$43.5M
|
-15%
|
4.19%
|
80%
|
3
|
0%
|
|
|
4915
|
Dorval Corp
Maple Grove,
Minnesota
|
$243M
|
+$16.5M
|
+7%
|
6.14%
|
–
|
30
|
13.33%
|
|
|
4916
|
|
$243M
|
+$123M
|
+102%
|
6.3%
|
24.5%
|
32
|
31.25%
|
|
|
4917
|
Brown Financial Advisors
Milford,
Ohio
|
$243M
|
+$19.1M
|
+9%
|
5.49%
|
–
|
229
|
49.78%
|
|
|
4918
|
Skyline Advisors
Bellingham,
Washington
|
$243M
|
+$12.9M
|
+6%
|
4.79%
|
–
|
92
|
13.04%
|
|
|
4919
|
Whelan Financial
Fresno,
California
|
$243M
|
+$19M
|
+8%
|
6.91%
|
57.9%
|
43
|
6.98%
|
|
|
4920
|
HGC Investment Management
Toronto,
Ontario, Canada
|
$243M
|
+$25.4M
|
+12%
|
3.48%
|
33.2%
|
127
|
35.43%
|
|
|
4921
|
Proathlete Wealth Management
Boca Raton,
Florida
|
$243M
|
+$31.5M
|
+15%
|
5.92%
|
–
|
59
|
3.39%
|
|
|
4922
|
Blue Investment Partners
Alamo,
California
|
$243M
|
+$22M
|
+10%
|
4.31%
|
–
|
52
|
21.15%
|
|
|
4923
|
Elmwood Wealth Management
Berkeley,
California
|
$243M
|
+$18M
|
+8%
|
4.42%
|
37.6%
|
132
|
11.36%
|
|
|
4924
|
Goepper Burkhardt
Greenville,
South Carolina
|
$242M
|
+$21.6M
|
+10%
|
6.4%
|
50.4%
|
84
|
8.33%
|
|
|
4925
|
Consilio Wealth Advisors
Bellevue,
Washington
|
$242M
|
+$19.5M
|
+9%
|
5.02%
|
66.4%
|
76
|
19.74%
|
|