|
5526
|
Significant Wealth Partners
Cary,
Illinois
|
$178M
|
+$25.6M
|
+17%
|
2.62%
|
–
|
163
|
63.19%
|
|
|
5527
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$178M
|
+$3.61M
|
+2%
|
2.17%
|
54.8%
|
118
|
7.63%
|
|
|
5528
|
AI-Squared Management
Hong Kong
|
$178M
|
+$44.7M
|
+34%
|
7.47%
|
–
|
32
|
65.63%
|
|
|
5529
|
Element Wealth
Ridgeland,
Mississippi
|
$178M
|
+$6.81M
|
+4%
|
1.13%
|
44.8%
|
295
|
10.17%
|
|
|
5530
|
O'Rourke & Company
Boston,
Massachusetts
|
$178M
|
+$5.42M
|
+3%
|
3.63%
|
62.4%
|
146
|
5.48%
|
|
|
5531
|
Delphi Financial Group
Wilmington,
Delaware
|
$178M
|
+$23M
|
+15%
|
3.2%
|
48.5%
|
24
|
8.33%
|
|
|
5532
|
Wayfinding Financial
Lynnwood,
Washington
|
$178M
|
+$6.71M
|
+4%
|
4.51%
|
58.7%
|
131
|
9.16%
|
|
|
5533
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$178M
|
-$12.6M
|
-7%
|
2.78%
|
54.9%
|
176
|
25.57%
|
|
|
5534
|
Arosa Capital Management
Miami Beach,
Florida
|
$177M
|
+$7.89M
|
+5%
|
0.31%
|
256%
|
47
|
55.32%
|
|
|
5535
|
CCG Wealth Management
San Diego,
California
|
$177M
|
+$11.3M
|
+7%
|
4.25%
|
63%
|
77
|
15.58%
|
|
|
5536
|
Trueblood Wealth Management
Lima,
Ohio
|
$177M
|
+$2.57M
|
+1%
|
1.8%
|
–
|
229
|
6.99%
|
|
|
5537
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$177M
|
-$14.2M
|
-7%
|
0.96%
|
60%
|
243
|
16.87%
|
|
|
5538
|
Painted Porch Advisors
Santa Barbara,
California
|
$177M
|
+$13.4M
|
+8%
|
0.32%
|
–
|
403
|
83.87%
|
|
|
5539
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$177M
|
+$8.9M
|
+5%
|
1.93%
|
93.9%
|
162
|
14.81%
|
|
|
5540
|
Camelot Portfolios
Maumee,
Ohio
|
$177M
|
+$74.7M
|
+73%
|
0.96%
|
41.3%
|
601
|
76.54%
|
|
|
5541
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$177M
|
+$7.21M
|
+4%
|
2.62%
|
67.1%
|
155
|
12.9%
|
|
|
5542
|
Crown Oak Advisors
Piedmont,
California
|
$177M
|
-$4.68M
|
-3%
|
1.48%
|
–
|
22
|
0%
|
|
|
5543
|
1492 Capital Management
Milwaukee,
Wisconsin
|
$177M
|
-$2.71M
|
-2%
|
5.55%
|
187%
|
112
|
31.25%
|
|
|
5544
|
UNC Management Company
Chapel Hill,
North Carolina
|
$177M
|
+$54.6M
|
+45%
|
2.87%
|
75.3%
|
3
|
66.67%
|
|
|
5545
|
Wealth Quarterback
Toms River,
New Jersey
|
$176M
|
-$2.6M
|
-1%
|
2.9%
|
96.7%
|
134
|
18.66%
|
|
|
5546
|
Shelton Wealth Management
Fort Worth,
Texas
|
$176M
|
+$17.3M
|
+11%
|
2.01%
|
88%
|
156
|
39.74%
|
|
|
5547
|
TAGStone Capital
Charlotte,
North Carolina
|
$176M
|
+$5.59M
|
+3%
|
1.4%
|
50.8%
|
92
|
11.96%
|
|
|
5548
|
Fortitude Family Office
Scottsdale,
Arizona
|
$176M
|
+$27.7M
|
+19%
|
4.88%
|
–
|
1,081
|
21.65%
|
|
|
5549
|
Squire Investment Management Company
Orem,
Utah
|
$176M
|
+$17.6M
|
+11%
|
0.68%
|
–
|
55
|
3.64%
|
|
|
5550
|
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
|
$176M
|
+$37.4M
|
+27%
|
4.3%
|
81.5%
|
15
|
66.67%
|
|