|
8026
|
Guardian Capital (Pennsylvania)
Wexford,
Pennsylvania
|
$122M
|
+$17.7M
|
+17%
|
24.5%
|
–
|
85
|
11.76%
|
1.8
|
|
|
8027
|
High Point Wealth Management
Chester,
New Jersey
|
$122M
|
+$18.6M
|
+18%
|
21.1%
|
–
|
262
|
9.16%
|
1.8
|
|
|
8028
|
Forteris Wealth Management
Armonk,
New York
|
$122M
|
+$17.8M
|
+17%
|
17.8%
|
–
|
73
|
12.33%
|
1.8
|
|
|
8029
|
Wall Capital Group
Phoenix,
Arizona
|
$122M
|
+$28.5M
|
+30%
|
11.6%
|
–
|
31
|
29.03%
|
9
|
|
|
8030
|
WFA of San Diego
San Diego,
California
|
$122M
|
-$2.5M
|
-2%
|
11.7%
|
–
|
405
|
77.04%
|
17.2
|
|
|
8031
|
Cooke Wealth Management
Irvine,
California
|
$122M
|
+$9.25M
|
+8%
|
9.41%
|
–
|
39
|
5.13%
|
1.9
|
|
|
8032
|
JHP Wealth Management
Centennial,
Colorado
|
$122M
|
+$17.5M
|
+17%
|
13.2%
|
–
|
43
|
32.56%
|
1.4
|
|
|
8033
|
Coral Wealth Management
Miami,
Florida
|
$122M
|
+$32.6M
|
+37%
|
16.5%
|
–
|
22
|
50%
|
0.6
|
|
|
8034
|
Financial Management Inc
Little Rock,
Arkansas
|
$122M
|
+$15.5M
|
+15%
|
10.9%
|
–
|
46
|
15.22%
|
1.7
|
|
|
8035
|
Hicks Capital Management
Columbus,
Ohio
|
$122M
|
+$22M
|
+22%
|
11.8%
|
–
|
42
|
19.05%
|
3.1
|
|
|
8036
|
Moneda SA Administradora General de Fondos
Las Condes, Santiago,
Chile
|
$122M
|
-$615K
|
-0.5%
|
3.95%
|
34.5%
|
32
|
25%
|
9.9
|
|
|
8037
|
Vines Capital Management
Monroe,
Louisiana
|
$122M
|
+$21M
|
+21%
|
24.2%
|
–
|
92
|
18.48%
|
1.6
|
|
|
8038
|
ClientFirst Wealth Management
Little Rock,
Arkansas
|
$122M
|
+$3.26M
|
+3%
|
4.13%
|
–
|
55
|
12.73%
|
11.3
|
|
|
8039
|
Greenline Wealth Management
Boca Raton,
Florida
|
$122M
|
+$35M
|
+40%
|
34.8%
|
–
|
139
|
38.13%
|
1.3
|
|
|
8040
|
|
$122M
|
+$10.7M
|
+10%
|
14.7%
|
–
|
18
|
0%
|
15.7
|
|
|
8041
|
Torrey-Payne Wealth Management
Pasadena,
California
|
$122M
|
+$12.6M
|
+12%
|
10.8%
|
–
|
42
|
11.9%
|
1.9
|
|
|
8042
|
Institutional Venture Management XV
Menlo Park,
California
|
$122M
|
+$46M
|
+61%
|
63.7%
|
116%
|
3
|
0%
|
15.3
|
|
|
8043
|
Portus Wealth Advisors
Charlotte,
North Carolina
|
$121M
|
+$15.3M
|
+14%
|
22.2%
|
–
|
568
|
91.37%
|
2.7
|
|
|
8044
|
Pandowealth
Peachtree City,
Georgia
|
$121M
|
+$6.88M
|
+6%
|
13.8%
|
–
|
20
|
15%
|
1.8
|
|
|
8045
|
Alexander Randolph Advisory
Mclean,
Virginia
|
$121M
|
+$5.41M
|
+5%
|
15.9%
|
–
|
57
|
33.33%
|
8.8
|
|
|
8046
|
Dala Group
Hoffman Estates,
Illinois
|
$121M
|
+$1.74M
|
+1%
|
22.2%
|
–
|
75
|
12%
|
1.8
|
|
|
8047
|
Verus Wealth Management
De Pere,
Wisconsin
|
$121M
|
+$13.6M
|
+13%
|
9.68%
|
–
|
57
|
14.04%
|
4.9
|
|
|
8048
|
Chapman Investment Management
San Anselmo,
California
|
$121M
|
+$47.9K
|
+0%
|
0%
|
44%
|
53
|
100%
|
0
|
|
|
8049
|
Worthington Financial Partners
Worthington,
Ohio
|
$121M
|
+$4.39M
|
+4%
|
41%
|
–
|
108
|
11.11%
|
1.8
|
|
|
8050
|
Miller Global Investments
Dallas,
Texas
|
$121M
|
+$11.7M
|
+11%
|
9.93%
|
–
|
310
|
14.84%
|
1.6
|
|