|
6751
|
Integrated Financial Solutions
Reston,
Virginia
|
$185M
|
+$41.1M
|
+29%
|
46.5%
|
–
|
39
|
25.64%
|
|
|
6752
|
American Alpha Advisors
New York
|
$185M
|
-$3.04M
|
-2%
|
14.7%
|
–
|
103
|
14.56%
|
|
|
6753
|
Byrne Asset Management
Kingston,
New Jersey
|
$185M
|
+$14.4M
|
+8%
|
24.3%
|
116%
|
638
|
18.97%
|
|
|
6754
|
Walnut Private Equity Partners
Omaha,
Nebraska
|
$185M
|
+$3.69M
|
+2%
|
0.66%
|
60.6%
|
15
|
6.67%
|
|
|
6755
|
Compass Planning Associates
Greenfield,
Massachusetts
|
$185M
|
+$28.6M
|
+18%
|
6.92%
|
–
|
36
|
25%
|
|
|
6756
|
Farrell Financial
Orchard Park,
New York
|
$185M
|
+$17.5M
|
+10%
|
10.3%
|
–
|
84
|
10.71%
|
|
|
6757
|
Millstone Evans Group
Boulder,
Colorado
|
$185M
|
+$18.2M
|
+11%
|
14.1%
|
–
|
916
|
10.81%
|
|
|
6758
|
Positano Wealth Management
Hong Kong,
|
$185M
|
+$49.6M
|
+37%
|
49.2%
|
–
|
25
|
8%
|
|
|
6759
|
Silver Grove Financial Group
Orchard Park,
New York
|
$185M
|
+$60.4M
|
+49%
|
16.8%
|
–
|
2,473
|
80.31%
|
|
|
6760
|
WealthTrust Asset Management
Destin,
Florida
|
$185M
|
+$17.2M
|
+10%
|
14.2%
|
97.9%
|
119
|
24.37%
|
|
|
6761
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$185M
|
+$22.1M
|
+14%
|
10.4%
|
–
|
103
|
26.21%
|
|
|
6762
|
Hibernia Wealth Partners
Baton Rouge,
Louisiana
|
$185M
|
-$154M
|
-45%
|
7.2%
|
34.4%
|
131
|
44.27%
|
|
|
6763
|
Income Research & Management
Boston,
Massachusetts
|
$184M
|
+$15.9M
|
+9%
|
0.1%
|
0.7%
|
31
|
19.35%
|
|
|
6764
|
Daner Wealth Management
Alpharetta,
Georgia
|
$184M
|
+$14.3M
|
+8%
|
13.2%
|
–
|
96
|
8.33%
|
|
|
6765
|
Dale Q Rice Investment Management
Vancouver,
Washington
|
$184M
|
+$52.5M
|
+40%
|
56.1%
|
–
|
75
|
18.67%
|
|
|
6766
|
Zynergy Retirement Planning
Red Bank,
New Jersey
|
$184M
|
+$19.1M
|
+12%
|
10%
|
–
|
26
|
0%
|
|
|
6767
|
|
$184M
|
+$24.8M
|
+16%
|
12.9%
|
–
|
76
|
5.26%
|
|
|
6768
|
Sun Mountain Capital
Tortola,
|
$184M
|
+$71M
|
+63%
|
14.8%
|
–
|
2
|
50%
|
|
|
6769
|
Tacita Capital
Toronto,
Ontario, Canada
|
$184M
|
+$15.3M
|
+9%
|
10.8%
|
72.3%
|
247
|
17%
|
|
|
6770
|
Ervin Investment Management
Seattle,
Washington
|
$184M
|
+$13.3M
|
+8%
|
10.8%
|
84.3%
|
50
|
12%
|
|
|
6771
|
Commerce Advisors
Memphis,
Tennessee
|
$184M
|
+$65.1M
|
+55%
|
11.3%
|
–
|
137
|
18.25%
|
|
|
6772
|
Sterling Wealth Advisors
Plantation,
Florida
|
$184M
|
+$8.63M
|
+5%
|
9.8%
|
–
|
20
|
0%
|
|
|
6773
|
Triavera Capital
Larkspur,
California
|
$184M
|
+$16.5M
|
+10%
|
10.8%
|
–
|
17
|
17.65%
|
|
|
6774
|
BXM Wealth
Englewood,
Colorado
|
$184M
|
+$53.9M
|
+41%
|
22.2%
|
–
|
171
|
28.07%
|
|
|
6775
|
Legend Capital Advisors
New York
|
$184M
|
+$23.8M
|
+15%
|
39%
|
–
|
160
|
61.88%
|
|