|
5401
|
BCU Wealth Advisors
Vernon Hills,
Illinois
|
$223M
|
+$30.5M
|
+16%
|
8.07%
|
–
|
61
|
26.23%
|
|
|
5402
|
Guardian Financial Partners
Orange,
California
|
$223M
|
+$13.6M
|
+7%
|
4.93%
|
50.2%
|
57
|
3.51%
|
|
|
5403
|
Redwood Wealth Management Group
Medford,
New Jersey
|
$223M
|
+$26M
|
+13%
|
9.62%
|
74.1%
|
186
|
19.35%
|
|
|
5404
|
HMS Capital Management
Nashville,
Tennessee
|
$222M
|
+$42.2M
|
+23%
|
15.2%
|
130%
|
111
|
10.81%
|
|
|
5405
|
AIGH Capital Management
Baltimore,
Maryland
|
$222M
|
-$19.2M
|
-8%
|
39.1%
|
1,034%
|
43
|
23.26%
|
|
|
5406
|
Ergawealth Advisors
Oak Brook,
Illinois
|
$222M
|
+$20.4M
|
+10%
|
6.98%
|
38.1%
|
78
|
29.49%
|
|
|
5407
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$222M
|
+$9.3M
|
+4%
|
6.51%
|
51.9%
|
143
|
20.28%
|
|
|
5408
|
Beech Hill Advisors
New York
|
$222M
|
-$29.1M
|
-12%
|
13.6%
|
79.3%
|
101
|
7.92%
|
|
|
5409
|
Bandera Partners
New York
|
$222M
|
-$56.1M
|
-20%
|
5.41%
|
27.6%
|
18
|
22.22%
|
|
|
5410
|
Vestwell Advisors
New York
|
$222M
|
–
|
–
|
8.9%
|
–
|
30
|
–
|
|
|
5411
|
Choice Wealth Advisors
Waterville,
Maine
|
$221M
|
+$29.4M
|
+15%
|
7.34%
|
52.3%
|
32
|
15.63%
|
|
|
5412
|
GE Investment Management
Norwalk,
Connecticut
|
$221M
|
+$21.9M
|
+11%
|
28.5%
|
–
|
4
|
0%
|
|
|
5413
|
TenCore Partners
New York
|
$221M
|
+$30.9M
|
+16%
|
24.8%
|
64.8%
|
12
|
0%
|
|
|
5414
|
Wishbone Management
Chicago,
Illinois
|
$221M
|
+$54.3M
|
+33%
|
22.8%
|
39.1%
|
5
|
40%
|
|
|
5415
|
Sustainable Insight Capital Management
New York
|
$221M
|
+$20M
|
+10%
|
15.4%
|
106%
|
83
|
46.99%
|
|
|
5416
|
Bontempo Ohly Capital Management
Bethesda,
Maryland
|
$221M
|
+$13.5M
|
+6%
|
5.64%
|
41.5%
|
32
|
6.25%
|
|
|
5417
|
TCFG Wealth Management
Laguna Niguel,
California
|
$221M
|
+$21.5M
|
+11%
|
13.3%
|
–
|
276
|
19.93%
|
|
|
5418
|
|
$221M
|
+$8.65M
|
+4%
|
12.8%
|
144%
|
93
|
18.28%
|
|
|
5419
|
Ararat Capital Management
Westport,
Connecticut
|
$221M
|
+$16.1M
|
+8%
|
14.2%
|
56.1%
|
21
|
33.33%
|
|
|
5420
|
Elios Financial Group
Westlake,
Ohio
|
$220M
|
+$17.8M
|
+9%
|
7.71%
|
–
|
123
|
13.01%
|
|
|
5421
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
$220M
|
+$16.6M
|
+8%
|
10.5%
|
97.3%
|
151
|
7.95%
|
|
|
5422
|
Gainplan
Bloomfield Hills,
Michigan
|
$220M
|
+$66M
|
+43%
|
15.1%
|
93.3%
|
64
|
42.19%
|
|
|
5423
|
Fortress Private Ledger
Raleigh,
North Carolina
|
$220M
|
+$40.9M
|
+23%
|
21.6%
|
–
|
197
|
17.26%
|
|
|
5424
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$220M
|
+$17.4M
|
+9%
|
7.52%
|
61%
|
192
|
8.85%
|
|
|
5425
|
Everpar Advisors
Tulsa,
Oklahoma
|
$220M
|
+$31.7M
|
+17%
|
12.1%
|
–
|
276
|
12.32%
|
|