|
4051
|
BetterWealth
San Jose,
California
|
$222M
|
+$27.7M
|
+14%
|
|
|
41
|
|
|
|
4052
|
|
$222M
|
+$19.2M
|
+9%
|
|
|
327
|
|
|
|
4053
|
Physicians Financial Services
Raleigh,
North Carolina
|
$222M
|
+$15.2M
|
+7%
|
|
|
111
|
|
|
|
4054
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$222M
|
-$5.56M
|
-2%
|
|
|
296
|
|
|
|
4055
|
Grand Jean Capital Management
San Francisco,
California
|
$222M
|
-$3.93M
|
-2%
|
|
|
44
|
|
|
|
4056
|
Phase 2 Partners
San Francisco,
California
|
$221M
|
+$10.9M
|
+5%
|
|
|
30
|
|
|
|
4057
|
Insight Folios
Charlotte,
North Carolina
|
$221M
|
+$24.9M
|
+13%
|
|
|
106
|
|
|
|
4058
|
Newman & Schimel
Deerfield,
Illinois
|
$221M
|
+$18.9M
|
+9%
|
|
|
54
|
|
|
|
4059
|
MSH Capital Advisors
Scottsdale,
Arizona
|
$221M
|
+$18.3M
|
+9%
|
|
|
201
|
|
|
|
4060
|
Hotaling Investment Management
Wayne,
Pennsylvania
|
$221M
|
+$12.7M
|
+6%
|
|
|
129
|
|
|
|
4061
|
Auxano Advisors
Bellevue,
Washington
|
$221M
|
+$3.63M
|
+2%
|
|
|
103
|
|
|
|
4062
|
Stelac Advisory Services
New York
|
$221M
|
+$1.15M
|
+0.5%
|
|
|
169
|
|
|
|
4063
|
Wade Financial Advisory
Campbell,
California
|
$221M
|
+$21.1M
|
+11%
|
|
|
78
|
|
|
|
4064
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$221M
|
+$23.5M
|
+12%
|
|
|
331
|
|
|
|
4065
|
Thrive Capital Management (New York)
New York
|
$221M
|
-$73.1M
|
-25%
|
|
|
9
|
|
|
|
4066
|
Vickerman Investment Advisors
Spokane,
Washington
|
$220M
|
+$13.1M
|
+6%
|
|
|
76
|
|
|
|
4067
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$220M
|
+$30.5M
|
+16%
|
|
|
203
|
|
|
|
4068
|
Fund 1 Investments
Rincon,
Puerto Rico
|
$220M
|
–
|
–
|
|
|
48
|
|
|
|
4069
|
Gradient Capital Advisors
San Diego,
California
|
$220M
|
+$10.7M
|
+5%
|
|
|
137
|
|
|
|
4070
|
Standpoint Asset Management
Scottsdale,
Arizona
|
$220M
|
–
|
–
|
|
|
8
|
|
|
|
4071
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$220M
|
+$29M
|
+15%
|
|
|
93
|
|
|
|
4072
|
Lantz Financial
Naperville,
Illinois
|
$220M
|
+$27.7M
|
+14%
|
|
|
193
|
|
|
|
4073
|
Venator Management
Pittsburgh,
Pennsylvania
|
$220M
|
-$14.5M
|
-6%
|
|
|
32
|
|
|
|
4074
|
|
$220M
|
+$24.3M
|
+12%
|
|
|
113
|
|
|
|
4075
|
Roanoke Asset Management
Jersey City,
New Jersey
|
$220M
|
+$9.73M
|
+5%
|
|
|
110
|
|
|