|
5351
|
Montis Financial
Waltham,
Massachusetts
|
$152M
|
+$22.4M
|
+17%
|
6.73%
|
44%
|
68
|
13.24%
|
|
|
5352
|
Graphene Investments SAS
Paris,
France
|
$152M
|
+$2.13M
|
+1%
|
7.96%
|
86.5%
|
46
|
2.17%
|
|
|
5353
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$152M
|
+$11.2M
|
+8%
|
4.78%
|
75.7%
|
78
|
7.69%
|
|
|
5354
|
New England Capital Financial Advisors
Meriden,
Connecticut
|
$152M
|
+$9.98M
|
+7%
|
6.02%
|
55.6%
|
449
|
15.14%
|
|
|
5355
|
New Potomac Partners
Bethesda,
Maryland
|
$152M
|
+$7.36M
|
+5%
|
6.59%
|
37.2%
|
73
|
6.85%
|
|
|
5356
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$152M
|
+$5.89M
|
+4%
|
3.87%
|
61.5%
|
156
|
14.1%
|
|
|
5357
|
TTP Investments
San Jose,
California
|
$152M
|
+$22.6M
|
+17%
|
12.8%
|
197%
|
49
|
36.73%
|
|
|
5358
|
Signet Investment Advisory Group
Providence,
Rhode Island
|
$151M
|
+$6.57M
|
+5%
|
6.35%
|
59.9%
|
65
|
1.54%
|
|
|
5359
|
Brandywine Managers
Hockessin,
Delaware
|
$151M
|
+$10.8M
|
+8%
|
2.05%
|
53.1%
|
48
|
0%
|
|
|
5360
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$151M
|
+$1.21M
|
+0.8%
|
6.37%
|
70.4%
|
532
|
13.35%
|
|
|
5361
|
ACT Advisors
Asheville,
North Carolina
|
$151M
|
-$3.76M
|
-2%
|
5.94%
|
69.8%
|
31
|
19.35%
|
|
|
5362
|
Gunderson Capital Management
Mt. Pleasant,
South Carolina
|
$151M
|
+$16.7M
|
+12%
|
17.8%
|
947%
|
54
|
42.59%
|
|
|
5363
|
Tilt Investment Management Holdings
New York
|
$151M
|
+$16.1M
|
+12%
|
10.2%
|
–
|
160
|
13.75%
|
|
|
5364
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$151M
|
+$10.9M
|
+8%
|
9.02%
|
78.6%
|
108
|
14.81%
|
|
|
5365
|
Summit Investment Advisory Services
Roseville,
Minnesota
|
$151M
|
+$10.7M
|
+8%
|
7.03%
|
68.3%
|
57
|
7.02%
|
|
|
5366
|
Financial Avengers
Oakland,
California
|
$151M
|
+$20.6M
|
+16%
|
15.5%
|
117%
|
182
|
13.19%
|
|
|
5367
|
Banyan Capital Management
Atlanta,
Georgia
|
$151M
|
+$14M
|
+10%
|
11.6%
|
52.7%
|
16
|
0%
|
|
|
5368
|
Nine27 Capital Management
New York
|
$151M
|
+$59.3M
|
+65%
|
5.33%
|
–
|
25
|
88%
|
|
|
5369
|
Powers Advisory Group
Highland,
Illinois
|
$151M
|
+$7.75M
|
+5%
|
3.38%
|
37.5%
|
94
|
5.32%
|
|
|
5370
|
Sterling Financial Group
Pasadena,
California
|
$151M
|
+$20.4M
|
+16%
|
4.67%
|
49.6%
|
70
|
40%
|
|
|
5371
|
Kanen Wealth Management
Coconut Creek,
Florida
|
$151M
|
+$3.92M
|
+3%
|
3.45%
|
164%
|
23
|
39.13%
|
|
|
5372
|
|
$151M
|
+$4.33M
|
+3%
|
6.24%
|
66.7%
|
110
|
1.82%
|
|
|
5373
|
Seneca Financial Advisors
Rochester,
New York
|
$151M
|
-$4.96M
|
-3%
|
5.03%
|
47.3%
|
57
|
12.28%
|
|
|
5374
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
$151M
|
-$6.53M
|
-4%
|
1.72%
|
29.7%
|
58
|
5.17%
|
|
|
5375
|
Bessemer Securities
New York
|
$151M
|
-$63.5M
|
-30%
|
9.91%
|
45%
|
136
|
7.35%
|
|