|
5401
|
Red Spruce Capital
Berwyn,
Pennsylvania
|
$287M
|
+$43.2M
|
+18%
|
24.6%
|
93.3%
|
99
|
10.1%
|
|
|
5402
|
Metavasi Capital
Larchmont,
New York
|
$287M
|
+$10.4M
|
+4%
|
55.5%
|
840%
|
33
|
60.61%
|
|
|
5403
|
Shira Ridge Wealth Management
Larkspur,
California
|
$287M
|
+$33.9M
|
+13%
|
14.9%
|
64.9%
|
89
|
17.98%
|
|
|
5404
|
O'Rourke & Company
Boston,
Massachusetts
|
$287M
|
+$33.9M
|
+13%
|
12.7%
|
71.9%
|
180
|
6.67%
|
|
|
5405
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
$286M
|
+$28.7M
|
+11%
|
14.9%
|
58.8%
|
101
|
10.89%
|
|
|
5406
|
Trueblood Wealth Management
Lima,
Ohio
|
$286M
|
+$30.8M
|
+12%
|
15.5%
|
–
|
272
|
9.93%
|
|
|
5407
|
Brown Financial Advisors
Milford,
Ohio
|
$286M
|
+$22.3M
|
+8%
|
12.2%
|
–
|
234
|
20.09%
|
|
|
5408
|
Sphera Management Technology Funds
Tel Aviv,
Israel
|
$286M
|
+$109M
|
+61%
|
46%
|
–
|
94
|
50%
|
|
|
5409
|
Garda Capital Partners
Wayzata,
Minnesota
|
$286M
|
-$98.6M
|
-26%
|
13.9%
|
9.15%
|
23
|
82.61%
|
|
|
5410
|
Luken Investment Analytics
Brentwood,
Tennessee
|
$286M
|
+$24.8M
|
+10%
|
14.1%
|
47.6%
|
172
|
8.72%
|
|
|
5411
|
Penney Financial
Houston,
Texas
|
$286M
|
+$25.4M
|
+10%
|
9.09%
|
–
|
55
|
16.36%
|
|
|
5412
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$286M
|
+$29.2M
|
+11%
|
13.7%
|
66.8%
|
114
|
10.53%
|
|
|
5413
|
ICW Investment Advisors
Scottsdale,
Arizona
|
$286M
|
+$9.04M
|
+3%
|
7.58%
|
50.1%
|
153
|
9.8%
|
|
|
5414
|
Bluestem Financial Advisors
Champaign,
Illinois
|
$286M
|
+$26.6M
|
+10%
|
9.97%
|
39.5%
|
35
|
8.57%
|
|
|
5415
|
Adaptive Financial Consulting
Beachwood,
Ohio
|
$285M
|
+$24.4M
|
+9%
|
8.69%
|
33.4%
|
20
|
10%
|
|
|
5416
|
Lewis Asset Management
Lafayette,
California
|
$285M
|
+$40.9M
|
+17%
|
20.1%
|
–
|
228
|
16.67%
|
|
|
5417
|
Alexander Labrunerie & Co
Columbia,
Missouri
|
$285M
|
+$17.9M
|
+7%
|
17.2%
|
–
|
136
|
18.38%
|
|
|
5418
|
Strait & Sound Wealth Management
San Francisco,
California
|
$285M
|
+$16.6M
|
+6%
|
11.8%
|
74%
|
188
|
15.96%
|
|
|
5419
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$285M
|
+$25.1M
|
+10%
|
10%
|
–
|
1,330
|
12.26%
|
|
|
5420
|
Legal Advantage Investments
Los Altos Hills,
California
|
$285M
|
+$91.6M
|
+47%
|
9.19%
|
105%
|
89
|
24.72%
|
|
|
5421
|
Midwest Financial Group
Overland Park,
Kansas
|
$285M
|
+$50.6M
|
+22%
|
31.9%
|
94%
|
142
|
15.49%
|
|
|
5422
|
Choice Wealth Advisors
Waterville,
Maine
|
$285M
|
+$30.2M
|
+12%
|
10.5%
|
52.3%
|
36
|
5.56%
|
|
|
5423
|
MBE Wealth Management
Tomah,
Wisconsin
|
$284M
|
+$43.7M
|
+18%
|
13%
|
60.9%
|
173
|
20.23%
|
|
|
5424
|
Formula Growth
Montreal,
Quebec, Canada
|
$284M
|
+$62.7M
|
+28%
|
39.6%
|
118%
|
169
|
33.14%
|
|
|
5425
|
Advantage Trust Company
Salina,
Kansas
|
$284M
|
+$61.1M
|
+27%
|
15.2%
|
–
|
203
|
42.36%
|
|