|
5076
|
Gainplan
Bloomfield Hills,
Michigan
|
$190M
|
+$119M
|
+165%
|
13.3%
|
93.3%
|
56
|
33.93%
|
|
|
5077
|
One Advisory Partners
Overland Park,
Kansas
|
$190M
|
+$19.2M
|
+11%
|
9.04%
|
54.2%
|
47
|
19.15%
|
|
|
5078
|
Grandview Asset Management
Harrisburg,
Pennsylvania
|
$190M
|
+$16.1M
|
+9%
|
13.9%
|
172%
|
110
|
3.64%
|
|
|
5079
|
Ironwood Investment Management
Boston,
Massachusetts
|
$190M
|
+$26.5M
|
+16%
|
20.7%
|
149%
|
171
|
5.85%
|
|
|
5080
|
Melia Wealth
Tulsa,
Oklahoma
|
$190M
|
–
|
–
|
2.43%
|
–
|
16
|
–
|
|
|
5081
|
Toronado Partners
San Francisco,
California
|
$190M
|
+$13.8M
|
+8%
|
27.5%
|
61%
|
12
|
16.67%
|
|
|
5082
|
Independent Wealth Network
Urbandale,
Iowa
|
$190M
|
+$27.5M
|
+17%
|
8.35%
|
75.1%
|
224
|
12.95%
|
|
|
5083
|
|
$190M
|
-$63.9M
|
-25%
|
22.3%
|
14.8%
|
12
|
25%
|
|
|
5084
|
Bayshore Asset Management
Coral Gables,
Florida
|
$190M
|
+$19.1M
|
+11%
|
11.4%
|
62.3%
|
34
|
5.88%
|
|
|
5085
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$189M
|
+$18.2M
|
+11%
|
11.3%
|
111%
|
211
|
16.11%
|
|
|
5086
|
Burrus Financial Services
Salt Lake City,
Utah
|
$189M
|
+$13.4M
|
+8%
|
8.16%
|
30.2%
|
11
|
36.36%
|
|
|
5087
|
Phase 2 Partners
San Francisco,
California
|
$189M
|
-$37.1M
|
-16%
|
13.1%
|
25.1%
|
32
|
71.88%
|
|
|
5088
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$189M
|
+$20.7M
|
+12%
|
9.09%
|
43.8%
|
164
|
7.93%
|
|
|
5089
|
Marshall & Sullivan
Seattle,
Washington
|
$189M
|
+$17.6M
|
+10%
|
11.3%
|
82%
|
39
|
2.56%
|
|
|
5090
|
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
$189M
|
+$18.1M
|
+11%
|
10.9%
|
31%
|
43
|
13.95%
|
|
|
5091
|
Eastover Investment Advisors
Charlotte,
North Carolina
|
$189M
|
+$22.8M
|
+14%
|
11.2%
|
102%
|
46
|
8.7%
|
|
|
5092
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$189M
|
+$16.2M
|
+9%
|
9.86%
|
44.8%
|
122
|
9.02%
|
|
|
5093
|
BHZ Capital Management
San Jose,
California
|
$189M
|
+$68.1M
|
+56%
|
25.4%
|
3.24%
|
72
|
23.61%
|
|
|
5094
|
Ruggaard & Associates
Hudson,
Ohio
|
$189M
|
+$21M
|
+13%
|
8.19%
|
39.1%
|
117
|
10.26%
|
|
|
5095
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$189M
|
+$17.9M
|
+10%
|
7.52%
|
99.7%
|
142
|
13.38%
|
|
|
5096
|
Madden Securities
Dallas,
Texas
|
$189M
|
+$11.9M
|
+7%
|
9.68%
|
92.2%
|
100
|
22%
|
|
|
5097
|
New England Research & Management
Chicago,
Illinois
|
$189M
|
+$13.3M
|
+8%
|
10.7%
|
56.4%
|
169
|
20.12%
|
|
|
5098
|
Pflug Koory
Omaha,
Nebraska
|
$189M
|
+$15.8M
|
+9%
|
10.1%
|
–
|
410
|
3.9%
|
|
|
5099
|
Commonwealth Retirement Investments
Richmond,
Virginia
|
$189M
|
+$15.5M
|
+9%
|
9.77%
|
70.1%
|
86
|
24.42%
|
|
|
5100
|
Sozo Ventures GP II
Redwood City,
California
|
$189M
|
+$107M
|
+132%
|
132%
|
38%
|
1
|
0%
|
|