|
5901
|
Strategic Financial Planning
Plano,
Texas
|
$103M
|
+$7.18M
|
+7%
|
7.79%
|
35%
|
34
|
11.76%
|
|
|
5902
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$103M
|
+$11.1M
|
+12%
|
9.14%
|
29.6%
|
14
|
7.14%
|
|
|
5903
|
Harbor Capital Advisors
Chicago,
Illinois
|
$103M
|
-$5.79M
|
-5%
|
2.43%
|
93.6%
|
169
|
13.02%
|
|
|
5904
|
Kellett Wealth Advisors
Cincinnati,
Ohio
|
$103M
|
+$21M
|
+26%
|
11.1%
|
68.1%
|
56
|
10.71%
|
|
|
5905
|
Zeit Capital
Greenwood Village,
Colorado
|
$103M
|
+$6.67M
|
+7%
|
8.68%
|
42.8%
|
38
|
28.95%
|
|
|
5906
|
RCS Financial Planning
Annapolis,
Maryland
|
$103M
|
–
|
–
|
6.73%
|
42.8%
|
51
|
–
|
|
|
5907
|
Nationwide Asset Management
Columbus,
Ohio
|
$103M
|
+$43.8M
|
+74%
|
4.58%
|
7.81%
|
7
|
14.29%
|
|
|
5908
|
Tenret Company
Tampa,
Florida
|
$103M
|
+$12M
|
+13%
|
7.24%
|
–
|
28
|
14.29%
|
|
|
5909
|
Courant Investment Management
Franklin,
Tennessee
|
$103M
|
+$10.4M
|
+11%
|
13.1%
|
33.5%
|
11
|
18.18%
|
|
|
5910
|
Ally Bridge Group
New York
|
$103M
|
-$48.7M
|
-32%
|
2.18%
|
942%
|
45
|
46.67%
|
|
|
5911
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
$103M
|
+$11.3M
|
+12%
|
7.28%
|
69.3%
|
111
|
18.92%
|
|
|
5912
|
Castleview Partners
Dallas,
Texas
|
$103M
|
-$1.98M
|
-2%
|
6.55%
|
54.5%
|
723
|
24.48%
|
|
|
5913
|
LCM Capital Management
Chicago,
Illinois
|
$103M
|
+$8.01M
|
+8%
|
9.01%
|
89.1%
|
91
|
13.19%
|
|
|
5914
|
AIFG Consultants
Halfmoon,
New York
|
$103M
|
–
|
–
|
6.86%
|
49.8%
|
36
|
–
|
|
|
5915
|
APEIRON Capital Ltd
Hong Kong
|
$103M
|
-$47.4M
|
-32%
|
5.59%
|
105%
|
12
|
50%
|
|
|
5916
|
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
$103M
|
+$32.7M
|
+47%
|
5.33%
|
55.3%
|
43
|
34.88%
|
|
|
5917
|
Magnolia Capital Management
Cold Spring,
New York
|
$103M
|
+$5.46M
|
+6%
|
7.88%
|
77.6%
|
149
|
24.83%
|
|
|
5918
|
|
$103M
|
+$8.59M
|
+9%
|
9.44%
|
59.1%
|
68
|
13.24%
|
|
|
5919
|
Millington Financial Advisors
Naperville,
Illinois
|
$102M
|
–
|
–
|
9.42%
|
61%
|
70
|
–
|
|
|
5920
|
Viewpoint Investment Partners
Calgary,
Alberta, Canada
|
$102M
|
+$18.4M
|
+22%
|
5.73%
|
31.9%
|
9
|
22.22%
|
|
|
5921
|
Capital Impact Advisors
Boston,
Massachusetts
|
$102M
|
+$1.94M
|
+2%
|
5.79%
|
–
|
237
|
0.42%
|
|
|
5922
|
St. Louis Financial Planners Asset Management
Chesterfield,
Missouri
|
$102M
|
–
|
–
|
3.6%
|
136%
|
18
|
–
|
|
|
5923
|
Optimas Capital
Central,
Hong Kong
|
$102M
|
-$16.5M
|
-14%
|
13.8%
|
264%
|
44
|
65.91%
|
|
|
5924
|
American Securities
New York
|
$102M
|
+$22.5M
|
+28%
|
28.3%
|
–
|
1
|
0%
|
|
|
5925
|
VERITY Wealth Advisors
Sausalito,
United States
|
$102M
|
+$4.43M
|
+5%
|
7.31%
|
59.9%
|
74
|
9.46%
|
|