|
5476
|
Norwood Investment Partners
Mill Valley,
California
|
$125M
|
+$13.1M
|
+12%
|
15.9%
|
22.2%
|
13
|
23.08%
|
|
|
5477
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$125M
|
+$25.2M
|
+25%
|
7.7%
|
75.7%
|
68
|
25%
|
|
|
5478
|
Sterling Investment Management
Tucson,
Arizona
|
$124M
|
+$5.87M
|
+5%
|
6.84%
|
44.1%
|
63
|
7.94%
|
|
|
5479
|
Rise Advisors
Rochester,
New York
|
$124M
|
+$3.8M
|
+3%
|
6.08%
|
58.9%
|
774
|
4.01%
|
|
|
5480
|
Avory & Company
Miami,
Florida
|
$124M
|
+$6.38M
|
+5%
|
11.8%
|
61.6%
|
29
|
13.79%
|
|
|
5481
|
CEDRUS
Littleton,
Colorado
|
$124M
|
+$18.2M
|
+17%
|
8.47%
|
19.8%
|
152
|
17.11%
|
|
|
5482
|
Woodward Diversified Capital
Bakersfield,
California
|
$124M
|
+$2.86M
|
+2%
|
10.5%
|
84.1%
|
150
|
18%
|
|
|
5483
|
Revolution Growth Management Company
Washington,
District of Columbia
|
$124M
|
-$78.8M
|
-39%
|
10.5%
|
23.5%
|
4
|
25%
|
|
|
5484
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
$124M
|
+$12.9M
|
+12%
|
8.48%
|
78%
|
85
|
16.47%
|
|
|
5485
|
Sturgeon Ventures
London,
United Kingdom
|
$124M
|
-$6.34M
|
-5%
|
7.11%
|
85.9%
|
44
|
29.55%
|
|
|
5486
|
New Vernon Capital Holdings II
Morristown,
New Jersey
|
$124M
|
+$28.3M
|
+30%
|
8.79%
|
78.2%
|
81
|
18.52%
|
|
|
5487
|
GoalFusion Wealth Management
Austin,
Texas
|
$124M
|
+$18.3M
|
+17%
|
5.67%
|
43.6%
|
22
|
22.73%
|
|
|
5488
|
Monumental Financial Group
Rockville,
Maryland
|
$124M
|
+$18.3M
|
+17%
|
6.33%
|
18.2%
|
57
|
57.89%
|
|
|
5489
|
Scoggin Management
New York
|
$124M
|
-$17.3M
|
-12%
|
2.66%
|
527%
|
69
|
69.57%
|
|
|
5490
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$124M
|
+$27.2M
|
+28%
|
8.42%
|
46.7%
|
148
|
20.95%
|
|
|
5491
|
Herbst Group
Westport,
Connecticut
|
$124M
|
+$1.8M
|
+1%
|
8.59%
|
139%
|
76
|
10.53%
|
|
|
5492
|
Praetorian Capital Management
Coral Gables,
Florida
|
$124M
|
–
|
–
|
22.7%
|
–
|
18
|
–
|
|
|
5493
|
Omnia Family Wealth
Aventura,
Florida
|
$124M
|
+$1.9M
|
+2%
|
8.58%
|
80.6%
|
73
|
20.55%
|
|
|
5494
|
Briaud Financial Planning
College Station,
Texas
|
$124M
|
+$11.1M
|
+10%
|
9.72%
|
81.6%
|
28
|
14.29%
|
|
|
5495
|
Alpine Peaks Capital
New York
|
$124M
|
+$12.1M
|
+11%
|
7.81%
|
17.2%
|
25
|
8%
|
|
|
5496
|
Roubaix Capital
Denver,
Colorado
|
$124M
|
+$11.2M
|
+10%
|
9.27%
|
104%
|
64
|
65.63%
|
|
|
5497
|
TLW Wealth Management
Indian Rocks Beach,
Florida
|
$124M
|
+$8.86M
|
+8%
|
13.3%
|
82.1%
|
20
|
10%
|
|
|
5498
|
Bancreek Capital Management
Santa Monica,
California
|
$123M
|
+$7.36M
|
+6%
|
8.66%
|
33.6%
|
27
|
14.81%
|
|
|
5499
|
Nixon Peabody Trust
Boston,
Massachusetts
|
$123M
|
+$5.35M
|
+5%
|
8.83%
|
85.3%
|
70
|
11.43%
|
|
|
5500
|
Catalyst Private Wealth
San Mateo,
California
|
$123M
|
-$9.4M
|
-7%
|
8.58%
|
103%
|
78
|
20.51%
|
|