|
5201
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$244M
|
+$35.3M
|
+17%
|
9.94%
|
63.8%
|
101
|
16.83%
|
|
|
5202
|
Forza Wealth Management
Sarasota,
Florida
|
$244M
|
+$21.4M
|
+10%
|
5.95%
|
65.6%
|
193
|
10.88%
|
|
|
5203
|
Alexander Labrunerie & Co
Columbia,
Missouri
|
$244M
|
+$12.9M
|
+6%
|
7.91%
|
–
|
115
|
8.7%
|
|
|
5204
|
AXS Investments
Port Chester,
New York
|
$244M
|
-$118M
|
-33%
|
13.4%
|
104%
|
217
|
40.55%
|
|
|
5205
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$244M
|
+$15.6M
|
+7%
|
8.02%
|
61.1%
|
303
|
9.9%
|
|
|
5206
|
Painted Porch Advisors
Santa Barbara,
California
|
$244M
|
+$4.78M
|
+2%
|
2.78%
|
–
|
557
|
21.36%
|
|
|
5207
|
Goodlander Investment Management
Dallas,
Texas
|
$244M
|
+$126M
|
+108%
|
60.4%
|
–
|
17
|
76.47%
|
|
|
5208
|
NCM Capital Management
Ramsey,
New Jersey
|
$244M
|
+$21.2M
|
+10%
|
9.05%
|
105%
|
181
|
7.73%
|
|
|
5209
|
Kessler Investment Group
Columbus,
Indiana
|
$244M
|
+$38.8M
|
+19%
|
28.7%
|
218%
|
219
|
4.11%
|
|
|
5210
|
Agate Pass Investment Management
Bainbridge Island,
Washington
|
$244M
|
+$9.77M
|
+4%
|
6.76%
|
68%
|
110
|
5.45%
|
|
|
5211
|
14B Capital Management
La Jolla,
California
|
$243M
|
+$3.3M
|
+1%
|
9.59%
|
–
|
15
|
46.67%
|
|
|
5212
|
Dean Capital Management
Overland Park,
Kansas
|
$243M
|
+$13.8M
|
+6%
|
4.18%
|
89.7%
|
140
|
17.14%
|
|
|
5213
|
Juniper Investment Company
New York
|
$243M
|
+$20.8M
|
+9%
|
18.2%
|
358%
|
12
|
0%
|
|
|
5214
|
H&F Corporate Investors VIII
San Francisco,
California
|
$243M
|
+$132M
|
+119%
|
119%
|
33.8%
|
1
|
0%
|
|
|
5215
|
New Insight Wealth Advisors
San Ramon,
California
|
$243M
|
+$22.8M
|
+10%
|
9.64%
|
–
|
109
|
16.51%
|
|
|
5216
|
1776 Wealth
Atlanta,
Georgia
|
$243M
|
+$25.1M
|
+12%
|
13.6%
|
90.4%
|
149
|
10.74%
|
|
|
5217
|
Fluent Financial
Dallas,
Texas
|
$243M
|
+$13.3M
|
+6%
|
2.49%
|
42.5%
|
77
|
41.56%
|
|
|
5218
|
Financial Connections Group
Corte Madera,
California
|
$242M
|
+$19.7M
|
+9%
|
8.99%
|
44.4%
|
263
|
18.63%
|
|
|
5219
|
TAGStone Capital
Charlotte,
North Carolina
|
$242M
|
+$39.1M
|
+19%
|
7.22%
|
58.3%
|
114
|
15.79%
|
|
|
5220
|
Warner Financial
Bethesda,
Maryland
|
$242M
|
+$16.2M
|
+7%
|
9.04%
|
62.1%
|
118
|
5.93%
|
|
|
5221
|
RFP Financial Group
Atlanta,
Georgia
|
$242M
|
-$6.46M
|
-3%
|
5.65%
|
53.2%
|
131
|
35.88%
|
|
|
5222
|
Carlson Capital
Dallas,
Texas
|
$242M
|
-$14.1M
|
-5%
|
6.13%
|
67.9%
|
83
|
73.49%
|
|
|
5223
|
Bawa N Mallick Trust
Forest Hills,
New York
|
$242M
|
+$30.8M
|
+15%
|
14.6%
|
–
|
67
|
2.99%
|
|
|
5224
|
Yeomans Consulting Group
Marietta,
Georgia
|
$242M
|
-$16.7M
|
-6%
|
9.16%
|
–
|
111
|
48.65%
|
|
|
5225
|
Institutional Venture Management XV
Menlo Park,
California
|
$242M
|
+$44.1M
|
+22%
|
38.2%
|
116%
|
4
|
0%
|
|