|
5026
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$173M
|
-$3.82M
|
-2%
|
4.11%
|
56.9%
|
106
|
13.21%
|
|
|
5027
|
Gallacher Capital Management
Lone Tree,
Colorado
|
$173M
|
+$6.48M
|
+4%
|
4.99%
|
70.7%
|
289
|
37.37%
|
|
|
5028
|
Ceera Investments
Bellaire,
Texas
|
$173M
|
+$16.5M
|
+10%
|
7.86%
|
47.9%
|
80
|
16.25%
|
|
|
5029
|
Beta Wealth Group
San Diego,
California
|
$173M
|
-$1.75M
|
-1%
|
3.12%
|
45.4%
|
107
|
13.08%
|
|
|
5030
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$173M
|
+$16.2M
|
+10%
|
6.73%
|
53.1%
|
287
|
4.18%
|
|
|
5031
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$173M
|
-$10.6M
|
-6%
|
1.57%
|
33.9%
|
57
|
5.26%
|
|
|
5032
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$173M
|
+$16.9M
|
+11%
|
11.9%
|
88.6%
|
226
|
12.39%
|
|
|
5033
|
Affinity Investment Advisors
Newport Beach,
California
|
$173M
|
-$14.3M
|
-8%
|
6.8%
|
120%
|
212
|
22.64%
|
|
|
5034
|
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
|
$173M
|
+$7.94M
|
+5%
|
5.1%
|
56.8%
|
71
|
7.04%
|
|
|
5035
|
Retirement Guys Formula
Maumee,
Ohio
|
$173M
|
+$33M
|
+24%
|
4.68%
|
57.6%
|
128
|
9.38%
|
|
|
5036
|
Barrett & Company
Providence,
Rhode Island
|
$172M
|
+$14.6M
|
+9%
|
6.96%
|
74.8%
|
621
|
5.31%
|
|
|
5037
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
$172M
|
+$12.7M
|
+8%
|
5.77%
|
–
|
309
|
11.97%
|
|
|
5038
|
New England Research & Management
Chicago,
Illinois
|
$172M
|
+$1.91M
|
+1%
|
3.29%
|
56.4%
|
161
|
28.57%
|
|
|
5039
|
FountainVest China Capital Partners GP3
Grand Cayman,
Cayman Islands
|
$172M
|
-$54.9M
|
-24%
|
10.9%
|
88.9%
|
1
|
0%
|
|
|
5040
|
HC Advisors
Sandy Springs,
Georgia
|
$172M
|
+$10.5M
|
+7%
|
3.91%
|
55.2%
|
84
|
4.76%
|
|
|
5041
|
Searcy Financial Services
Overland Park,
Kansas
|
$172M
|
+$9.98M
|
+6%
|
6.21%
|
58.5%
|
21
|
14.29%
|
|
|
5042
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$172M
|
+$11.1M
|
+7%
|
8.44%
|
99.7%
|
130
|
12.31%
|
|
|
5043
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$172M
|
+$9.41M
|
+6%
|
1.94%
|
36.5%
|
48
|
31.25%
|
|
|
5044
|
IvyRock Asset Management (HK)
Sheung Wan,
Hong Kong
|
$172M
|
-$23.5M
|
-12%
|
3.03%
|
103%
|
19
|
21.05%
|
|
|
5045
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$172M
|
+$11.6M
|
+7%
|
5.05%
|
95.1%
|
185
|
12.97%
|
|
|
5046
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$172M
|
+$10.2M
|
+6%
|
4.65%
|
55%
|
113
|
16.81%
|
|
|
5047
|
1492 Capital Management
Milwaukee,
Wisconsin
|
$172M
|
+$9.63M
|
+6%
|
11.4%
|
187%
|
117
|
29.91%
|
|
|
5048
|
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
|
$172M
|
+$4M
|
+2%
|
2.78%
|
35.2%
|
24
|
4.17%
|
|
|
5049
|
Acuitas Investments
Seattle,
Washington
|
$172M
|
+$74.9M
|
+77%
|
8.55%
|
180%
|
117
|
74.36%
|
|
|
5050
|
Segra Capital Management
Palm Beach,
Florida
|
$172M
|
+$30.4M
|
+22%
|
18.4%
|
116%
|
8
|
25%
|
|