|
5226
|
Ranch Capital Advisors
Sarasota,
Florida
|
$212M
|
+$20.9M
|
+11%
|
8.92%
|
82%
|
157
|
8.92%
|
|
|
5227
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$212M
|
+$3.12M
|
+1%
|
6.63%
|
33.5%
|
71
|
9.86%
|
|
|
5228
|
HTG Investment Advisors
New Canaan,
Connecticut
|
$212M
|
+$26.4M
|
+14%
|
8.79%
|
51.8%
|
67
|
11.94%
|
|
|
5229
|
Scholtz & Company
Stamford,
Connecticut
|
$212M
|
-$22.9M
|
-10%
|
3.66%
|
82.6%
|
57
|
22.81%
|
|
|
5230
|
ACT Advisors
Asheville,
North Carolina
|
$212M
|
+$19.8M
|
+10%
|
5.97%
|
69.8%
|
58
|
27.59%
|
|
|
5231
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$212M
|
+$58.2M
|
+38%
|
5.73%
|
34.4%
|
33
|
36.36%
|
|
|
5232
|
Gainplan
Bloomfield Hills,
Michigan
|
$212M
|
+$4.55M
|
+2%
|
6.15%
|
93.3%
|
64
|
4.69%
|
|
|
5233
|
OMC Financial Services
Dewitt,
New York
|
$212M
|
-$722K
|
-0.3%
|
5.91%
|
–
|
60
|
0%
|
|
|
5234
|
TenCore Partners
New York
|
$211M
|
-$48.4M
|
-19%
|
6.93%
|
64.8%
|
14
|
28.57%
|
|
|
5235
|
Harbor Island Capital
Topsfield,
Massachusetts
|
$211M
|
-$20.8M
|
-9%
|
2.51%
|
231%
|
15
|
0%
|
|
|
5236
|
Beacon Investment Advisors
Gaithersburg,
Maryland
|
$211M
|
+$15.8M
|
+8%
|
6.61%
|
64.3%
|
154
|
3.25%
|
|
|
5237
|
|
$211M
|
+$19.3M
|
+10%
|
51.7%
|
93.8%
|
36
|
13.89%
|
|
|
5238
|
Napa Wealth Management
Napa,
California
|
$211M
|
+$63.2M
|
+43%
|
5.9%
|
–
|
182
|
51.1%
|
|
|
5239
|
Hart & Patterson Financial Group
Amherst,
Massachusetts
|
$211M
|
+$9.28M
|
+5%
|
5.37%
|
–
|
73
|
8.22%
|
|
|
5240
|
Eads & Heald Wealth Management
Atlanta,
Georgia
|
$211M
|
+$4.09M
|
+2%
|
8.34%
|
70.2%
|
148
|
5.41%
|
|
|
5241
|
Towerpoint Wealth
Sacramento,
California
|
$211M
|
+$10.7M
|
+5%
|
6.02%
|
62.4%
|
87
|
9.2%
|
|
|
5242
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
$211M
|
+$16.4M
|
+8%
|
8.15%
|
97.3%
|
155
|
9.68%
|
|
|
5243
|
Strategic Equity Management
Tucson,
Arizona
|
$211M
|
+$57.4M
|
+37%
|
5.74%
|
54.6%
|
55
|
20%
|
|
|
5244
|
Eaton-Cambridge
Phoenix,
Arizona
|
$211M
|
+$15.4M
|
+8%
|
5.12%
|
–
|
31
|
6.45%
|
|
|
5245
|
Ted Buchan & Co
San Diego,
California
|
$211M
|
+$24.4M
|
+13%
|
5.56%
|
61%
|
90
|
11.11%
|
|
|
5246
|
Worldly Partners Management
Needham,
Massachusetts
|
$210M
|
+$24.1M
|
+13%
|
15.5%
|
19.9%
|
3
|
0%
|
|
|
5247
|
Unison Asset Management
North Miami Beach,
Florida
|
$210M
|
+$12.8M
|
+6%
|
6.55%
|
84%
|
35
|
8.57%
|
|
|
5248
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$210M
|
-$43.5M
|
-17%
|
7.2%
|
28.2%
|
142
|
38.03%
|
|
|
5249
|
Squire Investment Management Company
Orem,
Utah
|
$210M
|
+$33.9M
|
+19%
|
6.61%
|
–
|
62
|
11.29%
|
|
|
5250
|
Mill Road Capital Management
Greenwich,
Connecticut
|
$210M
|
+$22.5M
|
+12%
|
6.76%
|
38.3%
|
24
|
12.5%
|
|