|
5076
|
Forza Wealth Management
Sarasota,
Florida
|
$151M
|
–
|
–
|
|
|
142
|
|
|
|
5077
|
Marathon Trading Investment Management
Radnor,
Pennsylvania
|
$151M
|
-$900K
|
-0.6%
|
|
|
222
|
|
|
|
5078
|
Stephens Consulting
Flint,
Michigan
|
$151M
|
+$39.4M
|
+35%
|
|
|
571
|
|
|
|
5079
|
R.W. Roge & Company
Bohemia,
New York
|
$150M
|
+$9.32M
|
+7%
|
|
|
41
|
|
|
|
5080
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$150M
|
+$32.2M
|
+27%
|
|
|
140
|
|
|
|
5081
|
Sharper & Granite
El Segundo,
California
|
$150M
|
–
|
–
|
|
|
99
|
|
|
|
5082
|
EPIQ Partners
Minneapolis,
Minnesota
|
$150M
|
-$11.4M
|
-7%
|
|
|
84
|
|
|
|
5083
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$150M
|
+$7.29M
|
+5%
|
|
|
125
|
|
|
|
5084
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$150M
|
+$8.21M
|
+6%
|
|
|
196
|
|
|
|
5085
|
7G Capital Management
New York
|
$150M
|
-$5.36M
|
-3%
|
|
|
9
|
|
|
|
5086
|
Corepath Wealth Partners
Scottsdale,
Arizona
|
$150M
|
+$15.4M
|
+11%
|
|
|
38
|
|
|
|
5087
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$150M
|
+$28.2M
|
+23%
|
|
|
105
|
|
|
|
5088
|
Jet Capital Investors
New York
|
$150M
|
+$10.1M
|
+7%
|
|
|
20
|
|
|
|
5089
|
Virtus Investment Advisers
Hartford,
Connecticut
|
$150M
|
-$67.6M
|
-31%
|
|
|
388
|
|
|
|
5090
|
Heron Financial Group
New York
|
$150M
|
-$12.1M
|
-7%
|
|
|
144
|
|
|
|
5091
|
Cypress Financial Planning
Haddon Heights,
New Jersey
|
$150M
|
+$8.8M
|
+6%
|
|
|
55
|
|
|
|
5092
|
JLP Asset Management
New York
|
$150M
|
+$9.41M
|
+7%
|
|
|
25
|
|
|
|
5093
|
Regimen Wealth
Atlanta,
Georgia
|
$149M
|
–
|
–
|
|
|
61
|
|
|
|
5094
|
Lindenwold Advisors
Reading,
Pennsylvania
|
$149M
|
+$14.2M
|
+10%
|
|
|
121
|
|
|
|
5095
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$149M
|
+$9.27M
|
+7%
|
|
|
29
|
|
|
|
5096
|
Beaton Management Company
Haverhill,
Massachusetts
|
$149M
|
+$16.8M
|
+13%
|
|
|
128
|
|
|
|
5097
|
Beta Wealth Group
San Diego,
California
|
$149M
|
+$10.2M
|
+7%
|
|
|
104
|
|
|
|
5098
|
Blue Water Life Science Advisors
Larkspur,
California
|
$149M
|
-$98.9M
|
-40%
|
|
|
11
|
|
|
|
5099
|
Financial Freedom LLC
Cincinnati,
Ohio
|
$149M
|
–
|
–
|
|
|
408
|
|
|
|
5100
|
GoodHaven Capital Management
Millburn,
New Jersey
|
$149M
|
+$10.5M
|
+8%
|
|
|
28
|
|
|