|
5076
|
Channel Wealth
Santa Barbara,
California
|
$174M
|
+$18.6M
|
+12%
|
5.25%
|
59.3%
|
214
|
19.63%
|
|
|
5077
|
Vantage Consulting Group
Virginia Beach,
Virginia
|
$174M
|
-$2.27M
|
-1%
|
2.39%
|
261%
|
237
|
11.39%
|
|
|
5078
|
Theory Financial
Fort Collins,
Colorado
|
$174M
|
+$7M
|
+4%
|
2.87%
|
54.5%
|
64
|
12.5%
|
|
|
5079
|
Bennett Selby Investments
Falmouth,
Maine
|
$174M
|
+$21M
|
+14%
|
12.3%
|
69.8%
|
55
|
3.64%
|
|
|
5080
|
Ironwood Investment Management
Boston,
Massachusetts
|
$174M
|
+$13.6M
|
+8%
|
21.5%
|
164%
|
170
|
5.88%
|
|
|
5081
|
Sharper & Granite
El Segundo,
California
|
$174M
|
+$6.94M
|
+4%
|
3.6%
|
47.1%
|
100
|
4%
|
|
|
5082
|
Advanced Research Investment Solutions
Los Angeles,
California
|
$174M
|
-$1.02M
|
-0.6%
|
0.3%
|
13.1%
|
34
|
38.24%
|
|
|
5083
|
Kelleher Financial Advisors
New York
|
$174M
|
+$22.1M
|
+15%
|
11.2%
|
72.4%
|
117
|
12.82%
|
|
|
5084
|
Reliant Investment Management
Memphis,
Tennessee
|
$174M
|
+$15.1M
|
+10%
|
7.71%
|
122%
|
65
|
26.15%
|
|
|
5085
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$173M
|
+$8.77M
|
+5%
|
7.13%
|
117%
|
234
|
8.12%
|
|
|
5086
|
|
$173M
|
-$8.13M
|
-4%
|
4.48%
|
20.5%
|
1
|
0%
|
|
|
5087
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$173M
|
-$3.82M
|
-2%
|
4.11%
|
56.9%
|
106
|
13.21%
|
|
|
5088
|
Gallacher Capital Management
Lone Tree,
Colorado
|
$173M
|
+$6.48M
|
+4%
|
4.99%
|
70.7%
|
289
|
37.37%
|
|
|
5089
|
Ceera Investments
Bellaire,
Texas
|
$173M
|
+$16.5M
|
+10%
|
7.86%
|
47.9%
|
80
|
16.25%
|
|
|
5090
|
Beta Wealth Group
San Diego,
California
|
$173M
|
-$1.75M
|
-1%
|
3.12%
|
45.4%
|
107
|
13.08%
|
|
|
5091
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$173M
|
+$16.2M
|
+10%
|
6.73%
|
61.1%
|
287
|
4.18%
|
|
|
5092
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$173M
|
-$10.6M
|
-6%
|
1.57%
|
33.9%
|
57
|
5.26%
|
|
|
5093
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$173M
|
+$16.9M
|
+11%
|
11.9%
|
88.6%
|
226
|
12.39%
|
|
|
5094
|
Affinity Investment Advisors
Newport Beach,
California
|
$173M
|
-$14.3M
|
-8%
|
6.8%
|
189%
|
212
|
22.64%
|
|
|
5095
|
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
|
$173M
|
+$7.94M
|
+5%
|
5.1%
|
56.8%
|
71
|
7.04%
|
|
|
5096
|
Retirement Guys Formula
Maumee,
Ohio
|
$173M
|
+$33M
|
+24%
|
4.68%
|
70.2%
|
128
|
9.38%
|
|
|
5097
|
Barrett & Company
Providence,
Rhode Island
|
$172M
|
+$14.6M
|
+9%
|
6.96%
|
74.8%
|
621
|
5.31%
|
|
|
5098
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
$172M
|
+$12.7M
|
+8%
|
5.77%
|
–
|
309
|
11.97%
|
|
|
5099
|
New England Research & Management
Chicago,
Illinois
|
$172M
|
+$1.91M
|
+1%
|
3.29%
|
56.4%
|
161
|
28.57%
|
|
|
5100
|
FountainVest China Capital Partners GP3
Grand Cayman,
Cayman Islands
|
$172M
|
-$54.9M
|
-24%
|
10.9%
|
121%
|
1
|
0%
|
|