|
5351
|
New England Capital Financial Advisors
Meriden,
Connecticut
|
$256M
|
+$20.7M
|
+9%
|
1.5%
|
55.6%
|
443
|
9.93%
|
|
|
5352
|
Bigelow Investment Advisors
Portland,
Maine
|
$256M
|
+$7.95M
|
+3%
|
3.29%
|
67.1%
|
154
|
6.49%
|
|
|
5353
|
TCFG Wealth Management
Laguna Niguel,
California
|
$256M
|
+$1.5M
|
+0.6%
|
4.9%
|
–
|
290
|
17.24%
|
|
|
5354
|
Waterford Advisors
Orchard Park,
New York
|
$256M
|
-$33.2M
|
-11%
|
1.91%
|
40.5%
|
63
|
38.1%
|
|
|
5355
|
Grunden Financial Advisory
Denton,
Texas
|
$256M
|
+$9.97M
|
+4%
|
1.93%
|
–
|
35
|
11.43%
|
|
|
5356
|
|
$256M
|
–
|
–
|
6.25%
|
–
|
55
|
–
|
|
|
5357
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$256M
|
+$9.32M
|
+4%
|
2.07%
|
–
|
1,342
|
10.28%
|
|
|
5358
|
|
$256M
|
-$296M
|
-54%
|
3.4%
|
62.5%
|
237
|
70.46%
|
|
|
5359
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$256M
|
+$9.98M
|
+4%
|
2.58%
|
57.2%
|
44
|
13.64%
|
|
|
5360
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$256M
|
+$9.41M
|
+4%
|
4.47%
|
92%
|
80
|
8.75%
|
|
|
5361
|
NVP Associates
Menlo Park,
California
|
$255M
|
+$89.2M
|
+54%
|
33.3%
|
867%
|
6
|
16.67%
|
|
|
5362
|
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
|
$255M
|
+$38.6M
|
+18%
|
1.81%
|
58.5%
|
36
|
11.11%
|
|
|
5363
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
$255M
|
+$3.08M
|
+1%
|
1.35%
|
58.8%
|
99
|
31.31%
|
|
|
5364
|
TRV GP IV
Boston,
Massachusetts
|
$255M
|
-$18.8M
|
-7%
|
44.9%
|
686%
|
2
|
0%
|
|
|
5365
|
Wealth Analytics Partners
San Diego,
California
|
$255M
|
–
|
–
|
1.79%
|
–
|
47
|
–
|
|
|
5366
|
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
|
$255M
|
+$67.3M
|
+36%
|
3.64%
|
60.8%
|
9
|
55.56%
|
|
|
5367
|
Bain Capital Venture Investors
Boston,
Massachusetts
|
$255M
|
+$141M
|
+124%
|
14.5%
|
82.1%
|
4
|
75%
|
|
|
5368
|
Spreng Capital Management
Bucyrus,
Ohio
|
$255M
|
+$3.94M
|
+2%
|
2.02%
|
72.5%
|
81
|
14.81%
|
|
|
5369
|
Urban Financial Advisory Corp
Chicago,
Illinois
|
$255M
|
+$40M
|
+19%
|
1.24%
|
–
|
54
|
3.7%
|
|
|
5370
|
SFG Wealth Management
Towson,
Maryland
|
$255M
|
+$23.7M
|
+10%
|
3.06%
|
82.1%
|
145
|
21.38%
|
|
|
5371
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$254M
|
+$5.54M
|
+2%
|
2.38%
|
50.5%
|
119
|
11.76%
|
|
|
5372
|
Aubrey Capital Management
Edinburgh,
United Kingdom
|
$254M
|
-$63.1M
|
-20%
|
2.2%
|
296%
|
67
|
43.28%
|
|
|
5373
|
Ruggaard & Associates
Hudson,
Ohio
|
$254M
|
-$13.3M
|
-5%
|
1.63%
|
39.1%
|
128
|
11.72%
|
|
|
5374
|
Ransom Advisory
Providence,
Rhode Island
|
$254M
|
+$31.9M
|
+14%
|
4.92%
|
–
|
442
|
33.94%
|
|
|
5375
|
Shrier Wealth Management
Los Angeles,
California
|
$254M
|
–
|
–
|
3.69%
|
–
|
126
|
–
|
|