|
4976
|
FIDELIS iM
Medford,
Oregon
|
$153M
|
+$9.83M
|
+7%
|
6.58%
|
40.1%
|
23
|
8.7%
|
|
|
4977
|
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
$153M
|
+$28.9M
|
+23%
|
6.06%
|
41.9%
|
71
|
26.76%
|
|
|
4978
|
Hunting Hill Global Capital
New York
|
$153M
|
-$15.3M
|
-9%
|
2.02%
|
132%
|
132
|
61.36%
|
|
|
4979
|
Abacus FCF Advisors
Orlando,
Florida
|
$153M
|
+$8.14M
|
+6%
|
11.7%
|
142%
|
159
|
24.53%
|
|
|
4980
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$153M
|
+$14.9M
|
+11%
|
10.8%
|
90.1%
|
238
|
15.13%
|
|
|
4981
|
Garnet Equity Capital Holdings
New York
|
$153M
|
+$111M
|
+266%
|
14.7%
|
230%
|
40
|
55%
|
|
|
4982
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$153M
|
+$23.8M
|
+18%
|
9.7%
|
53.3%
|
52
|
13.46%
|
|
|
4983
|
Equinox Partners Investment Management
Stamford,
Connecticut
|
$153M
|
+$28.7M
|
+23%
|
22.7%
|
284%
|
11
|
9.09%
|
|
|
4984
|
Tactive Advisors
Jacksonville,
Florida
|
$153M
|
–
|
–
|
8.16%
|
–
|
41
|
–
|
|
|
4985
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$153M
|
+$3.08M
|
+2%
|
8.74%
|
84.9%
|
135
|
12.59%
|
|
|
4986
|
John W. Brooker & Co
Oakland,
California
|
$153M
|
-$2.69M
|
-2%
|
5.47%
|
38.4%
|
200
|
70.5%
|
|
|
4987
|
DGS Capital Management
Jersey City,
New Jersey
|
$153M
|
+$3.23M
|
+2%
|
5.07%
|
177%
|
240
|
22.5%
|
|
|
4988
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$153M
|
+$5.14M
|
+3%
|
7.73%
|
43.2%
|
121
|
14.05%
|
|
|
4989
|
Otter Creek Advisors
Palm Beach Gardens,
Florida
|
$153M
|
+$30M
|
+24%
|
11.3%
|
173%
|
58
|
55.17%
|
|
|
4990
|
MBA Advisors
Hermitage,
Pennsylvania
|
$153M
|
+$14.6M
|
+11%
|
8.93%
|
58.3%
|
128
|
9.38%
|
|
|
4991
|
XY Capital
Central,
Hong Kong
|
$153M
|
–
|
–
|
16.9%
|
44.3%
|
70
|
–
|
|
|
4992
|
Level Financial Advisors
East Amherst,
New York
|
$153M
|
+$17.2M
|
+13%
|
6.41%
|
41.5%
|
310
|
24.84%
|
|
|
4993
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$153M
|
+$12.4M
|
+9%
|
8.79%
|
–
|
127
|
25.2%
|
|
|
4994
|
Phraction Management
Colchester,
Connecticut
|
$152M
|
+$20M
|
+15%
|
8.32%
|
89.7%
|
52
|
19.23%
|
|
|
4995
|
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
|
$152M
|
+$17.1M
|
+13%
|
13.2%
|
75.2%
|
156
|
5.77%
|
|
|
4996
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$152M
|
+$2.03M
|
+1%
|
5.38%
|
28.1%
|
203
|
9.85%
|
|
|
4997
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$152M
|
+$18.7M
|
+14%
|
8.65%
|
88.6%
|
195
|
12.31%
|
|
|
4998
|
Rex Capital Advisors
Providence,
Rhode Island
|
$152M
|
+$17.5M
|
+13%
|
8.3%
|
7.31%
|
26
|
34.62%
|
|
|
4999
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$152M
|
+$11.9M
|
+8%
|
9.73%
|
60%
|
247
|
11.74%
|
|
|
5000
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$152M
|
+$10.9M
|
+8%
|
6.49%
|
35.8%
|
181
|
11.05%
|
|