|
5251
|
ACT Advisors
Asheville,
North Carolina
|
$301M
|
+$65.6M
|
+28%
|
14.2%
|
69.8%
|
98
|
34.69%
|
|
|
5252
|
Traveka Wealth
Los Altos,
California
|
$301M
|
+$38.8M
|
+15%
|
15.2%
|
–
|
213
|
19.25%
|
|
|
5253
|
Valence8 US
Cambridge,
Massachusetts
|
$300M
|
+$14.4M
|
+5%
|
15%
|
69.9%
|
15
|
6.67%
|
|
|
5254
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw,
|
$300M
|
+$58.4M
|
+24%
|
40.7%
|
183%
|
210
|
14.29%
|
|
|
5255
|
RASP Wealth Solutions
Fishers,
Indiana
|
$300M
|
–
|
–
|
26.1%
|
–
|
97
|
–
|
|
|
5256
|
Caerus Investment Advisors
West Lake Hills,
Texas
|
$300M
|
+$60M
|
+25%
|
23.1%
|
85%
|
391
|
41.43%
|
|
|
5257
|
Bull Oak Capital
San Diego,
California
|
$300M
|
+$40M
|
+15%
|
12.6%
|
55.7%
|
42
|
14.29%
|
|
|
5258
|
Rainwater Charitable Foundation
Fort Worth,
Texas
|
$300M
|
+$106M
|
+55%
|
11.9%
|
40.2%
|
4
|
0%
|
|
|
5259
|
Breach Inlet Capital Management
Mt. Pleasant,
South Carolina
|
$300M
|
-$4.58M
|
-2%
|
24.8%
|
–
|
12
|
16.67%
|
|
|
5260
|
Sculati Wealth Management
Bloomfield Hills,
Michigan
|
$300M
|
+$28.9M
|
+11%
|
9.99%
|
72.3%
|
126
|
10.32%
|
|
|
5261
|
Nutshell Asset Management
Sevenoaks,
United Kingdom
|
$300M
|
+$116M
|
+63%
|
12%
|
–
|
50
|
40%
|
|
|
5262
|
Financial Symmetry
Raleigh,
North Carolina
|
$300M
|
+$18.2M
|
+6%
|
11%
|
–
|
69
|
10.14%
|
|
|
5263
|
Martin Investment Management
Palm Beach Gardens,
Florida
|
$300M
|
-$34.6M
|
-10%
|
1.77%
|
44.7%
|
49
|
10.2%
|
|
|
5264
|
Eagle Bluffs Wealth Management
Columbia,
Missouri
|
$299M
|
+$42.6M
|
+17%
|
22.6%
|
95.3%
|
86
|
6.98%
|
|
|
5265
|
Avanda Investment Management
Singapore
|
$299M
|
+$236M
|
+374%
|
56.7%
|
–
|
45
|
60%
|
|
|
5266
|
Acorn Creek Capital
Fort Collins,
Colorado
|
$299M
|
+$19.1M
|
+7%
|
11.4%
|
–
|
92
|
14.13%
|
|
|
5267
|
Kondo Wealth Advisors
Pasadena,
California
|
$299M
|
+$33.6M
|
+13%
|
10.3%
|
–
|
79
|
17.72%
|
|
|
5268
|
Woodward Financial Advisors
Chapel Hill,
North Carolina
|
$299M
|
–
|
–
|
9.83%
|
–
|
66
|
–
|
|
|
5269
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$299M
|
+$37.4M
|
+14%
|
9.38%
|
51.9%
|
153
|
15.69%
|
|
|
5270
|
Schear Investment Advisers
Cincinnati,
Ohio
|
$299M
|
+$72.2M
|
+32%
|
56.4%
|
240%
|
85
|
11.76%
|
|
|
5271
|
Glass Wealth Management
San Antonio,
Texas
|
$299M
|
+$40.4M
|
+16%
|
26.4%
|
–
|
73
|
13.7%
|
|
|
5272
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$299M
|
+$52.9M
|
+22%
|
21.8%
|
110%
|
600
|
13.67%
|
|
|
5273
|
Highlander Partners
Dallas,
Texas
|
$298M
|
+$42.8M
|
+17%
|
21.3%
|
241%
|
46
|
6.52%
|
|
|
5274
|
Searcy Financial Services
Overland Park,
Kansas
|
$298M
|
+$28.5M
|
+11%
|
10.7%
|
58.5%
|
28
|
7.14%
|
|
|
5275
|
Sawyer & Company
Boston,
Massachusetts
|
$298M
|
+$38.2M
|
+15%
|
25%
|
97.4%
|
211
|
10.9%
|
|