|
5051
|
Boothe Investment Group
Dover,
Delaware
|
$230M
|
+$11.5M
|
+5%
|
|
|
41
|
|
|
|
5052
|
Arch Venture Management
Chicago,
Illinois
|
$230M
|
-$30.3M
|
-12%
|
|
|
9
|
|
|
|
5053
|
Wealthstar Advisors
Plano,
Texas
|
$230M
|
–
|
–
|
|
|
130
|
|
|
|
5054
|
Spreng Capital Management
Bucyrus,
Ohio
|
$230M
|
+$15.1M
|
+7%
|
|
|
78
|
|
|
|
5055
|
TPG Financial Advisors
Portland,
Oregon
|
$230M
|
+$7.76M
|
+3%
|
|
|
70
|
|
|
|
5056
|
BWM Planning
The Woodlands,
Texas
|
$230M
|
+$4.47M
|
+2%
|
|
|
78
|
|
|
|
5057
|
Pines Wealth Management
Southern Pines,
North Carolina
|
$230M
|
–
|
–
|
|
|
205
|
|
|
|
5058
|
14B Capital Management
La Jolla,
California
|
$230M
|
+$6.69M
|
+3%
|
|
|
10
|
|
|
|
5059
|
Peak XV Partners Operations
Trianon,
Mauritius
|
$230M
|
+$51.4M
|
+29%
|
|
|
4
|
|
|
|
5060
|
Laidlaw Wealth Management
New York City,
New York
|
$230M
|
+$27.4M
|
+14%
|
|
|
194
|
|
|
|
5061
|
MKT Advisors
Escondido,
California
|
$230M
|
+$16.3M
|
+8%
|
|
|
161
|
|
|
|
5062
|
Ascension Capital Advisors
Houston,
Texas
|
$229M
|
+$15.1M
|
+7%
|
|
|
42
|
|
|
|
5063
|
Private Wealth Advisors (California)
Fresno,
California
|
$229M
|
-$16.3M
|
-7%
|
|
|
87
|
|
|
|
5064
|
Consolidated Capital Management
Burbank,
California
|
$229M
|
+$209K
|
+0.1%
|
|
|
36
|
|
|
|
5065
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$229M
|
+$1.1M
|
+0.5%
|
|
|
150
|
|
|
|
5066
|
|
$229M
|
-$28.6M
|
-11%
|
|
|
22
|
|
|
|
5067
|
Investment Management Associates
Greenwood Village,
Colorado
|
$229M
|
-$24.4M
|
-10%
|
|
|
34
|
|
|
|
5068
|
Investment Planning Advisors
Cumming,
Georgia
|
$229M
|
+$33M
|
+17%
|
|
|
66
|
|
|
|
5069
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$229M
|
-$146M
|
-39%
|
|
|
151
|
|
|
|
5070
|
Yong Rong (HK) Asset Management
Sheung Wan,
Hong Kong
|
$229M
|
-$113M
|
-33%
|
|
|
35
|
|
|
|
5071
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$229M
|
+$9.75M
|
+4%
|
|
|
145
|
|
|
|
5072
|
Hi-Line Capital Management
Watertown,
South Dakota
|
$229M
|
+$24.9M
|
+12%
|
|
|
42
|
|
|
|
5073
|
Sustainable Insight Capital Management
New York
|
$229M
|
+$7.9M
|
+4%
|
|
|
93
|
|
|
|
5074
|
HGC Investment Management
Toronto,
Ontario, Canada
|
$228M
|
-$14.3M
|
-6%
|
|
|
112
|
|
|
|
5075
|
Solitude Financial Services
Charlottesville,
Virginia
|
$228M
|
-$5.82M
|
-2%
|
|
|
37
|
|
|