|
5051
|
Independent Wealth Network
Urbandale,
Iowa
|
$163M
|
-$3.76M
|
-2%
|
1.81%
|
75.1%
|
214
|
9.35%
|
|
|
5052
|
Qalhat Capital
Tortola,
British Virgin Islands
|
$162M
|
-$5.69M
|
-3%
|
3.44%
|
90.3%
|
8
|
0%
|
|
|
5053
|
Opus Investment Management
Worcester,
Massachusetts
|
$162M
|
-$116M
|
-42%
|
3.6%
|
44.3%
|
73
|
43.84%
|
|
|
5054
|
Activest Wealth Management
Aventure,
Florida
|
$162M
|
+$17.9M
|
+12%
|
3.63%
|
105%
|
459
|
62.09%
|
|
|
5055
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$162M
|
+$14.1M
|
+9%
|
3.68%
|
50.8%
|
88
|
22.73%
|
|
|
5056
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$162M
|
-$2.71M
|
-2%
|
1.02%
|
157%
|
88
|
9.09%
|
|
|
5057
|
Silver Lake Advisory
Cottonwood Heights,
Utah
|
$162M
|
-$24.9M
|
-13%
|
3.03%
|
70.9%
|
95
|
46.32%
|
|
|
5058
|
Watershed Private Wealth
Oak Brook,
Illinois
|
$162M
|
-$3.07M
|
-2%
|
3.47%
|
71.4%
|
100
|
16%
|
|
|
5059
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$162M
|
-$3.52M
|
-2%
|
3.57%
|
46.3%
|
22
|
18.18%
|
|
|
5060
|
Highline Wealth Partners
Sherman Oaks,
California
|
$162M
|
+$3.14M
|
+2%
|
2.59%
|
82.9%
|
403
|
16.87%
|
|
|
5061
|
I.G.Y. Ltd
London,
United Kingdom
|
$162M
|
+$2.27M
|
+1%
|
1.53%
|
100%
|
3
|
0%
|
|
|
5062
|
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
|
$162M
|
+$14.6M
|
+10%
|
14%
|
36.3%
|
4
|
0%
|
|
|
5063
|
Ausbil Investment Management
Sydney,
Australia
|
$162M
|
+$222K
|
+0.1%
|
3.55%
|
120%
|
71
|
45.07%
|
|
|
5064
|
Game Creek Capital
Boston,
Massachusetts
|
$162M
|
-$16.1M
|
-9%
|
0.2%
|
108%
|
73
|
31.51%
|
|
|
5065
|
ACT Advisors
Asheville,
North Carolina
|
$161M
|
+$10.1M
|
+7%
|
2.48%
|
69.8%
|
40
|
37.5%
|
|
|
5066
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$161M
|
-$8.8M
|
-5%
|
3.96%
|
47.1%
|
41
|
2.44%
|
|
|
5067
|
Omnia Family Wealth
Aventura,
Florida
|
$161M
|
+$14.2M
|
+10%
|
1.43%
|
80.6%
|
73
|
21.92%
|
|
|
5068
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$161M
|
-$2.39M
|
-1%
|
2.79%
|
53.5%
|
46
|
13.04%
|
|
|
5069
|
|
$161M
|
-$39.5M
|
-20%
|
3.02%
|
25.6%
|
6
|
0%
|
|
|
5070
|
Vector Capital Management
San Francisco,
California
|
$161M
|
-$148M
|
-48%
|
41.1%
|
42.7%
|
5
|
20%
|
|
|
5071
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$161M
|
+$11.8M
|
+8%
|
3.27%
|
69.5%
|
82
|
17.07%
|
|
|
5072
|
Kensington Investment Counsel
Long Beach,
California
|
$161M
|
+$3.35M
|
+2%
|
2.34%
|
61.6%
|
103
|
9.71%
|
|
|
5073
|
Thomist Capital Management
Houston,
Texas
|
$161M
|
+$1.56M
|
+1%
|
7.4%
|
71.6%
|
35
|
65.71%
|
|
|
5074
|
Asset Management Resources
Hyannis,
Massachusetts
|
$161M
|
-$3.52M
|
-2%
|
2.61%
|
–
|
61
|
11.48%
|
|
|
5075
|
GeoSphere Capital Management
Miami Beach,
Florida
|
$161M
|
+$42.3M
|
+36%
|
29.7%
|
419%
|
41
|
68.29%
|
|