|
5676
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$175M
|
+$9.1M
|
+5%
|
1.18%
|
26%
|
191
|
8.38%
|
|
|
5677
|
One Plus One Wealth Management
Jupiter,
Florida
|
$175M
|
+$385K
|
+0.2%
|
0.37%
|
69.2%
|
105
|
18.1%
|
|
|
5678
|
Velan Capital Investment Management
Alpharetta,
Georgia
|
$175M
|
-$45.7M
|
-21%
|
13.4%
|
2,395%
|
25
|
48%
|
|
|
5679
|
Applied Capital
Little Rock,
Arkansas
|
$174M
|
+$5.84M
|
+3%
|
0.76%
|
52.6%
|
40
|
7.5%
|
|
|
5680
|
Peak Financial Advisors
Denver,
Colorado
|
$174M
|
+$10M
|
+6%
|
1.11%
|
40.1%
|
89
|
42.7%
|
|
|
5681
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$174M
|
+$3.29M
|
+2%
|
8.07%
|
132%
|
201
|
13.93%
|
|
|
5682
|
Sterling Group Wealth Management
Pasadena,
California
|
$174M
|
+$173M
|
+10,597%
|
3.01%
|
67.7%
|
58
|
94.83%
|
|
|
5683
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$174M
|
+$22.2M
|
+15%
|
1.32%
|
44.7%
|
383
|
15.4%
|
|
|
5684
|
Custom Index Systems
New York
|
$174M
|
-$1.66M
|
-0.9%
|
3.39%
|
–
|
313
|
44.09%
|
|
|
5685
|
Lifestyle Asset Management
Friendswood,
Texas
|
$174M
|
+$4.76M
|
+3%
|
1.93%
|
82.6%
|
115
|
25.22%
|
|
|
5686
|
Evolution Advisers
Richmond,
Virginia
|
$174M
|
+$4.56M
|
+3%
|
1.02%
|
40.8%
|
203
|
17.73%
|
|
|
5687
|
Chicago Wealth Management
Chicago,
Illinois
|
$174M
|
+$5.59M
|
+3%
|
1.74%
|
134%
|
55
|
23.64%
|
|
|
5688
|
Resolute Capital Asset Partners
Denver,
Colorado
|
$174M
|
-$17.4M
|
-9%
|
9.31%
|
657%
|
70
|
72.86%
|
|
|
5689
|
Northstar Advisory Group
Northfield,
New Jersey
|
$174M
|
+$8.63M
|
+5%
|
5.44%
|
141%
|
102
|
17.65%
|
|
|
5690
|
Lagoda Investment Management
New York
|
$174M
|
+$10.8M
|
+7%
|
14.5%
|
250%
|
40
|
0%
|
|
|
5691
|
|
$174M
|
+$41.7M
|
+32%
|
31.6%
|
–
|
1
|
0%
|
|
|
5692
|
Luminus Management
Houston,
Texas
|
$174M
|
-$46.2M
|
-21%
|
19.9%
|
8.7%
|
32
|
40.63%
|
|
|
5693
|
Legal Advantage Investments
Los Altos Hills,
California
|
$174M
|
-$5.22M
|
-3%
|
2.28%
|
105%
|
107
|
14.95%
|
|
|
5694
|
Transcendent Capital Group
Edmond,
Oklahoma
|
$174M
|
+$1.39M
|
+0.8%
|
3.79%
|
–
|
470
|
24.04%
|
|
|
5695
|
Resolute Wealth Strategies
Jackson,
Mississippi
|
$174M
|
+$8.47M
|
+5%
|
8.32%
|
105%
|
98
|
7.14%
|
|
|
5696
|
Income Research & Management
Boston,
Massachusetts
|
$173M
|
+$25.2M
|
+17%
|
0.03%
|
0.7%
|
20
|
30%
|
|
|
5697
|
MYeCFO
La Jolla,
California
|
$173M
|
+$2.91M
|
+2%
|
1.91%
|
53.3%
|
57
|
5.26%
|
|
|
5698
|
WestBridge Capital Management
Trianon,
Mauritius
|
$173M
|
-$498M
|
-74%
|
30.3%
|
33.3%
|
3
|
66.67%
|
|
|
5699
|
Briaud Financial Planning
College Station,
Texas
|
$173M
|
-$2.71M
|
-2%
|
4.09%
|
93.1%
|
146
|
15.07%
|
|
|
5700
|
1623 Capital
Alexandria,
Virginia
|
$173M
|
-$13M
|
-7%
|
0.26%
|
11.9%
|
25
|
24%
|
|