|
7001
|
Fidato Wealth
Middleburg Heights,
Ohio
|
$171M
|
+$17.1M
|
+11%
|
12.6%
|
–
|
16
|
18.75%
|
|
|
7002
|
CFC Planning Company
Cicero,
Indiana
|
$171M
|
+$30.9M
|
+22%
|
24.5%
|
–
|
88
|
37.5%
|
|
|
7003
|
Guided Capital Wealth Management
Houston,
Texas
|
$171M
|
+$19.4M
|
+13%
|
10.3%
|
–
|
37
|
13.51%
|
|
|
7004
|
Alexis Investment Partners
Montgomery,
Texas
|
$171M
|
+$25.8M
|
+18%
|
13.8%
|
–
|
42
|
26.19%
|
|
|
7005
|
Longview Financial Advisors
Huntsville,
Alabama
|
$171M
|
+$7.33M
|
+4%
|
5.15%
|
–
|
162
|
73.46%
|
|
|
7006
|
Ridgeline Wealth
Mesa,
Arizona
|
$171M
|
+$31.3M
|
+22%
|
13.7%
|
–
|
61
|
16.39%
|
|
|
7007
|
FIG Financial Advisory Services
Oklahoma City,
Oklahoma
|
$171M
|
+$10.8M
|
+7%
|
7.66%
|
–
|
107
|
72.9%
|
|
|
7008
|
Strategic Value Partners
Greenwich,
Connecticut
|
$171M
|
+$37.9M
|
+28%
|
28.5%
|
–
|
1
|
0%
|
|
|
7009
|
Invariant Investment Management
Camp Hill,
Pennsylvania
|
$171M
|
+$8.13M
|
+5%
|
6.08%
|
–
|
72
|
8.33%
|
|
|
7010
|
Cathy Pareto & Associates
Coral Gables,
Florida
|
$171M
|
+$21.6M
|
+14%
|
12%
|
–
|
107
|
14.95%
|
|
|
7011
|
Wilson & Boucher Capital Management
Moraga,
California
|
$170M
|
+$19.7M
|
+13%
|
17%
|
69.8%
|
122
|
8.2%
|
|
|
7012
|
Banco de Sabadell
Miami,
Florida
|
$170M
|
+$19.6M
|
+13%
|
12.3%
|
75.1%
|
62
|
1.61%
|
|
|
7013
|
|
$170M
|
-$68.4M
|
-29%
|
6.77%
|
–
|
18
|
5.56%
|
|
|
7014
|
NDWM LLC
La Jolla,
California
|
$170M
|
+$16M
|
+10%
|
9.88%
|
–
|
42
|
16.67%
|
|
|
7015
|
WPG Advisers
Baltimore,
Maryland
|
$170M
|
+$34.4M
|
+25%
|
19.8%
|
–
|
1,588
|
9.51%
|
|
|
7016
|
Evolution Wealth Management
Fort Myers,
Florida
|
$170M
|
+$33.3M
|
+24%
|
13.5%
|
–
|
981
|
17.84%
|
|
|
7017
|
Harbourvest Partners
Boston,
Massachusetts
|
$170M
|
+$69.1M
|
+69%
|
47.4%
|
8.96%
|
6
|
16.67%
|
|
|
7018
|
Gordian Advisors
Tucson,
Arizona
|
$170M
|
+$19.9M
|
+13%
|
11.4%
|
–
|
67
|
20.9%
|
|
|
7019
|
OEP Capital Advisors
New York
|
$170M
|
-$24.1M
|
-12%
|
12.4%
|
23.2%
|
1
|
0%
|
|
|
7020
|
Chatterton & Associates
Anaheim,
California
|
$170M
|
+$27.2M
|
+19%
|
13.2%
|
–
|
110
|
20%
|
|
|
7021
|
Aspetuck Financial Management
Westport,
Connecticut
|
$170M
|
+$23.9M
|
+16%
|
19.4%
|
–
|
81
|
9.88%
|
|
|
7022
|
Jackson Wealth Management
Lake Mary,
Florida
|
$170M
|
-$802M
|
-83%
|
12.3%
|
72.1%
|
152
|
46.05%
|
|
|
7023
|
Park Capital Management
Madison,
Wisconsin
|
$170M
|
+$67.2M
|
+65%
|
56.2%
|
–
|
175
|
65.14%
|
|
|
7024
|
Providence Wealth Advisors
Frankfort,
Illinois
|
$170M
|
+$12.4M
|
+8%
|
15.4%
|
112%
|
88
|
13.64%
|
|
|
7025
|
Nicholson Wealth Management Group
Charlestown,
South Carolina
|
$170M
|
-$2.1M
|
-1%
|
5.83%
|
–
|
120
|
12.5%
|
|