|
8001
|
Walsh & Associates
Sarasota,
Florida
|
$122M
|
+$21.6M
|
+21%
|
14.8%
|
–
|
305
|
25.57%
|
|
|
8002
|
Curat Global
Springfield,
New Hampshire
|
$122M
|
+$20.9M
|
+21%
|
26.8%
|
–
|
268
|
7.46%
|
|
|
8003
|
Hardworking Capital Advisors
Palm Desert,
California
|
$122M
|
+$15.6M
|
+15%
|
5.36%
|
–
|
85
|
3.53%
|
|
|
8004
|
Worldly Partners Management
Needham,
Massachusetts
|
$122M
|
+$3.95M
|
+3%
|
8.94%
|
19.2%
|
3
|
0%
|
|
|
8005
|
TandemGrowth Financial Advisors
Alpharetta,
Georgia
|
$122M
|
+$16.2M
|
+15%
|
10.4%
|
–
|
27
|
18.52%
|
|
|
8006
|
Birchwood Financial Partners
Bloomington,
Minnesota
|
$122M
|
+$18.5M
|
+18%
|
12.9%
|
–
|
358
|
4.47%
|
|
|
8007
|
Guardian Capital (Pennsylvania)
Wexford,
Pennsylvania
|
$122M
|
+$17.7M
|
+17%
|
24.5%
|
–
|
85
|
11.76%
|
|
|
8008
|
High Point Wealth Management
Chester,
New Jersey
|
$122M
|
+$18.6M
|
+18%
|
21.1%
|
–
|
262
|
9.16%
|
|
|
8009
|
Forteris Wealth Management
Armonk,
New York
|
$122M
|
+$17.8M
|
+17%
|
17.8%
|
–
|
73
|
12.33%
|
|
|
8010
|
Wall Capital Group
Phoenix,
Arizona
|
$122M
|
+$28.5M
|
+30%
|
11.6%
|
–
|
31
|
29.03%
|
|
|
8011
|
WFA of San Diego
San Diego,
California
|
$122M
|
-$2.5M
|
-2%
|
11.7%
|
–
|
405
|
77.04%
|
|
|
8012
|
Cooke Wealth Management
Irvine,
California
|
$122M
|
+$9.25M
|
+8%
|
9.41%
|
–
|
39
|
5.13%
|
|
|
8013
|
JHP Wealth Management
Centennial,
Colorado
|
$122M
|
+$17.5M
|
+17%
|
13.2%
|
–
|
43
|
32.56%
|
|
|
8014
|
Coral Wealth Management
Miami,
Florida
|
$122M
|
+$32.6M
|
+37%
|
16.5%
|
–
|
22
|
50%
|
|
|
8015
|
Financial Management Inc
Little Rock,
Arkansas
|
$122M
|
+$15.5M
|
+15%
|
10.9%
|
–
|
46
|
15.22%
|
|
|
8016
|
Hicks Capital Management
Columbus,
Ohio
|
$122M
|
+$22M
|
+22%
|
11.8%
|
–
|
42
|
19.05%
|
|
|
8017
|
Moneda SA Administradora General de Fondos
Las Condes, Santiago,
Chile
|
$122M
|
-$615K
|
-0.5%
|
3.95%
|
34.5%
|
32
|
25%
|
|
|
8018
|
Vines Capital Management
Monroe,
Louisiana
|
$122M
|
+$21M
|
+21%
|
24.2%
|
–
|
92
|
18.48%
|
|
|
8019
|
ClientFirst Wealth Management
Little Rock,
Arkansas
|
$122M
|
+$3.26M
|
+3%
|
4.13%
|
–
|
55
|
12.73%
|
|
|
8020
|
Greenline Wealth Management
Boca Raton,
Florida
|
$122M
|
+$35M
|
+40%
|
34.8%
|
–
|
139
|
38.13%
|
|
|
8021
|
|
$122M
|
+$10.7M
|
+10%
|
14.7%
|
–
|
18
|
0%
|
|
|
8022
|
Torrey-Payne Wealth Management
Pasadena,
California
|
$122M
|
+$12.6M
|
+12%
|
10.8%
|
–
|
42
|
11.9%
|
|
|
8023
|
Institutional Venture Management XV
Menlo Park,
California
|
$122M
|
+$46M
|
+61%
|
63.7%
|
116%
|
3
|
0%
|
|
|
8024
|
Portus Wealth Advisors
Charlotte,
North Carolina
|
$121M
|
+$15.3M
|
+14%
|
22.2%
|
–
|
568
|
91.37%
|
|
|
8025
|
Pandowealth
Peachtree City,
Georgia
|
$121M
|
+$6.88M
|
+6%
|
13.8%
|
–
|
20
|
15%
|
|