|
5376
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$291M
|
+$45.7M
|
+19%
|
11.5%
|
–
|
118
|
22.88%
|
|
|
5377
|
Strategic Investment Management
Arlington,
Virginia
|
$291M
|
+$51.1M
|
+21%
|
7.79%
|
53.3%
|
17
|
23.53%
|
|
|
5378
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$291M
|
+$36M
|
+14%
|
16.9%
|
60.9%
|
133
|
9.77%
|
|
|
5379
|
|
$291M
|
+$47.6M
|
+20%
|
11.3%
|
–
|
13
|
38.46%
|
|
|
5380
|
Nokomis Capital
Dallas,
Texas
|
$290M
|
-$58.3M
|
-17%
|
1.34%
|
145%
|
61
|
19.67%
|
|
|
5381
|
Bayberry Capital Partners
New York
|
$290M
|
-$33M
|
-10%
|
15.6%
|
99.7%
|
37
|
45.95%
|
|
|
5382
|
NerdWallet Wealth Partners
New York
|
$290M
|
+$61M
|
+27%
|
10.9%
|
–
|
70
|
17.14%
|
|
|
5383
|
Foresite Capital Management IV
Larkspur,
California
|
$290M
|
+$53.1M
|
+22%
|
28.2%
|
151%
|
9
|
44.44%
|
|
|
5384
|
Kite Lake Capital Management (UK)
London,
United Kingdom
|
$290M
|
+$165M
|
+133%
|
19.8%
|
337%
|
11
|
18.18%
|
|
|
5385
|
SGL Investment Advisors
Missoula,
Montana
|
$290M
|
+$23.4M
|
+9%
|
17.8%
|
–
|
143
|
20.28%
|
|
|
5386
|
McCarter Private Wealth Services
Boston,
Massachusetts
|
$290M
|
+$59.8M
|
+26%
|
14.7%
|
–
|
206
|
30.1%
|
|
|
5387
|
Resolute Capital
Greenville,
South Carolina
|
$290M
|
+$42.9M
|
+17%
|
9.84%
|
–
|
74
|
25.68%
|
|
|
5388
|
Viewpoint Investment Partners
Calgary,
Alberta, Canada
|
$290M
|
+$73.8M
|
+34%
|
4.67%
|
31.9%
|
135
|
34.07%
|
|
|
5389
|
Bourne Lent Asset Management
Pawling,
New York
|
$289M
|
+$17.3M
|
+6%
|
13.3%
|
76.1%
|
66
|
6.06%
|
|
|
5390
|
Ironwood Investment Management
Boston,
Massachusetts
|
$289M
|
+$49.4M
|
+21%
|
28.6%
|
164%
|
186
|
8.6%
|
|
|
5391
|
FCG Investment Company
Germantown,
Tennessee
|
$289M
|
+$61.1M
|
+27%
|
31.1%
|
–
|
142
|
46.48%
|
|
|
5392
|
Towerpoint Wealth
Sacramento,
California
|
$289M
|
+$41.3M
|
+17%
|
14.5%
|
62.4%
|
117
|
22.22%
|
|
|
5393
|
First Financial Corp
Terre Haute,
Indiana
|
$289M
|
+$34.5M
|
+14%
|
17.2%
|
88.3%
|
305
|
3.93%
|
|
|
5394
|
Dravo Bay
Rehoboth Beach,
Delaware
|
$289M
|
+$42.8M
|
+17%
|
10.2%
|
45.2%
|
55
|
9.09%
|
|
|
5395
|
Codex Capital Asset Management
Dallas,
Texas
|
$289M
|
+$30.3M
|
+12%
|
16.2%
|
–
|
34
|
11.76%
|
|
|
5396
|
Wetzel Investment Advisors
Indianapolis,
Indiana
|
$289M
|
+$37.1M
|
+15%
|
13.1%
|
–
|
147
|
16.33%
|
|
|
5397
|
Stableford Capital II
Scottsdale,
Arizona
|
$289M
|
+$19.5M
|
+7%
|
12.9%
|
59.3%
|
162
|
20.37%
|
|
|
5398
|
Crux Wealth Advisors
Long Beach,
California
|
$289M
|
+$27.9M
|
+11%
|
11.5%
|
–
|
200
|
13.5%
|
|
|
5399
|
FWG Holdings
Winter Park,
Florida
|
$288M
|
+$23.4M
|
+9%
|
20.4%
|
91.6%
|
145
|
26.21%
|
|
|
5400
|
Retirement Capital Strategies
San Jose,
California
|
$288M
|
+$23.4M
|
+9%
|
11.3%
|
59%
|
71
|
16.9%
|
|