|
5026
|
Geneva Partners
Lake Geneva,
Wisconsin
|
$274M
|
+$21.6M
|
+9%
|
13.1%
|
252%
|
80
|
25%
|
|
|
5027
|
Prosperity Financial Group
San Ramon,
California
|
$273M
|
+$38M
|
+16%
|
10.6%
|
108%
|
191
|
17.28%
|
|
|
5028
|
FSA Wealth Management
Needham,
Massachusetts
|
$273M
|
+$17.1M
|
+7%
|
8%
|
–
|
593
|
11.13%
|
|
|
5029
|
Square Wave Capital
Brooklyn,
New York
|
$273M
|
+$169M
|
+162%
|
10%
|
–
|
8
|
12.5%
|
|
|
5030
|
California First Leasing Corp
Newport Beach,
California
|
$273M
|
+$32.6M
|
+14%
|
12.4%
|
161%
|
45
|
8.89%
|
|
|
5031
|
InvesTrust
Oklahoma City,
Oklahoma
|
$273M
|
+$13.9M
|
+5%
|
5.24%
|
–
|
95
|
1.05%
|
|
|
5032
|
5AM Venture Management
San Francisco,
California
|
$273M
|
+$12.9M
|
+5%
|
38.4%
|
492%
|
29
|
13.79%
|
|
|
5033
|
Boothe Investment Group
Dover,
Delaware
|
$273M
|
+$10.6M
|
+4%
|
8.17%
|
59.8%
|
39
|
5.13%
|
|
|
5034
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin,
Ohio
|
$273M
|
+$22.9M
|
+9%
|
6.97%
|
–
|
80
|
5%
|
|
|
5035
|
True Wind Capital Management
San Francisco,
California
|
$273M
|
+$36.4M
|
+15%
|
15.4%
|
119%
|
2
|
0%
|
|
|
5036
|
Stance Capital
Boston,
Massachusetts
|
$273M
|
+$6.75M
|
+3%
|
5.39%
|
–
|
313
|
59.42%
|
|
|
5037
|
Westwood Wealth Management
Los Angeles,
California
|
$273M
|
-$25M
|
-8%
|
20.2%
|
254%
|
51
|
15.69%
|
|
|
5038
|
Slagle Financial
Edwardsville,
Illinois
|
$273M
|
+$24.4M
|
+10%
|
7.77%
|
77.9%
|
117
|
4.27%
|
|
|
5039
|
HF Advisory Group
Annapolis,
Maryland
|
$272M
|
+$19.3M
|
+8%
|
4.91%
|
64.2%
|
166
|
1.2%
|
|
|
5040
|
Miller Value Partners
Sarasota,
Florida
|
$272M
|
+$36.5M
|
+15%
|
15.5%
|
125%
|
37
|
13.51%
|
|
|
5041
|
Highview Capital Management
Buffalo Grove,
Illinois
|
$272M
|
+$12.9M
|
+5%
|
9.98%
|
89.5%
|
119
|
21.85%
|
|
|
5042
|
Thomas Story & Son
Culver,
Indiana
|
$272M
|
+$11.8M
|
+5%
|
9.17%
|
91.8%
|
52
|
3.85%
|
|
|
5043
|
Monte Financial Group
Guilford,
Connecticut
|
$272M
|
+$14.7M
|
+6%
|
6.03%
|
55%
|
94
|
6.38%
|
|
|
5044
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$272M
|
+$42.5M
|
+19%
|
20.8%
|
105%
|
99
|
13.13%
|
|
|
5045
|
Five Oceans Advisors
Santa Monica,
California
|
$272M
|
+$37.4M
|
+16%
|
7.19%
|
78.8%
|
196
|
6.63%
|
|
|
5046
|
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
$272M
|
+$621K
|
+0.2%
|
3.76%
|
31%
|
48
|
0%
|
|
|
5047
|
Prudent Man Advisors
Naperville,
Illinois
|
$271M
|
-$43.4M
|
-14%
|
7.15%
|
56.9%
|
187
|
32.09%
|
|
|
5048
|
Denver Wealth Management
Denver,
Colorado
|
$271M
|
+$29.7M
|
+12%
|
7.54%
|
50%
|
94
|
10.64%
|
|
|
5049
|
Gunderson Capital Management
Mt. Pleasant,
South Carolina
|
$271M
|
+$32.2M
|
+13%
|
15.4%
|
947%
|
65
|
46.15%
|
|
|
5050
|
Kings Path Partners
Sugar Land,
Texas
|
$271M
|
+$23M
|
+9%
|
5.65%
|
–
|
342
|
24.27%
|
|