|
5076
|
Waterway Wealth Management
The Woodlands,
Texas
|
$204M
|
-$23.7M
|
-10%
|
|
|
76
|
|
|
|
5077
|
FIDELIS iM
Medford,
Oregon
|
$204M
|
+$4.57M
|
+2%
|
|
|
19
|
|
|
|
5078
|
Planned Solutions
Folsom,
California
|
$204M
|
-$315K
|
-0.2%
|
|
|
111
|
|
|
|
5079
|
Prosperity Wealth Management
San Ramon,
California
|
$203M
|
-$7.79M
|
-4%
|
|
|
198
|
|
|
|
5080
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
$203M
|
+$20M
|
+11%
|
|
|
78
|
|
|
|
5081
|
Act Wealth Management
Plano,
Texas
|
$203M
|
+$4.83M
|
+2%
|
|
|
46
|
|
|
|
5082
|
Pavion Blue Capital
Newport Beach,
California
|
$203M
|
+$945K
|
+0.5%
|
|
|
104
|
|
|
|
5083
|
Sittner & Nelson
Eugene,
Oregon
|
$203M
|
+$4.58M
|
+2%
|
|
|
511
|
|
|
|
5084
|
Evergreen Private Wealth
Greenwood Village,
Colorado
|
$203M
|
+$3.36M
|
+2%
|
|
|
225
|
|
|
|
5085
|
Bridge Advisory
Pasadena,
California
|
$203M
|
+$1.46M
|
+0.7%
|
|
|
108
|
|
|
|
5086
|
Game Plan Financial Advisors
Westlake,
Ohio
|
$203M
|
+$5.33M
|
+3%
|
|
|
481
|
|
|
|
5087
|
Lunt Capital Management
Holladay,
Utah
|
$203M
|
+$1.39M
|
+0.7%
|
|
|
96
|
|
|
|
5088
|
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
|
$203M
|
+$24.5M
|
+14%
|
|
|
15
|
|
|
|
5089
|
Christensen King & Associates Investment Services
Richland,
Washington
|
$203M
|
+$2.51M
|
+1%
|
|
|
97
|
|
|
|
5090
|
EHP Funds Inc
Toronto,
Canada
|
$202M
|
+$56.4M
|
+39%
|
|
|
198
|
|
|
|
5091
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$202M
|
+$10.7M
|
+6%
|
|
|
213
|
|
|
|
5092
|
VCI Wealth Management
St Louis,
Missouri
|
$202M
|
+$54.4M
|
+37%
|
|
|
116
|
|
|
|
5093
|
TRV GP IV
Boston,
Massachusetts
|
$202M
|
-$4.15M
|
-2%
|
|
|
3
|
|
|
|
5094
|
Matisse Capital
Portland,
Oregon
|
$202M
|
-$5.78M
|
-3%
|
|
|
201
|
|
|
|
5095
|
True Wind Capital Management
San Francisco,
California
|
$202M
|
+$6.52M
|
+3%
|
|
|
2
|
|
|
|
5096
|
Caldwell Sutter Capital
Sausalito,
California
|
$202M
|
-$5.72M
|
-3%
|
|
|
956
|
|
|
|
5097
|
Palisades Investment Partners
Santa Monica,
California
|
$202M
|
–
|
–
|
|
|
40
|
|
|
|
5098
|
Teramo Advisors
Naples,
Florida
|
$202M
|
+$1.95M
|
+1%
|
|
|
9
|
|
|
|
5099
|
Hart & Patterson Financial Group
Amherst,
Massachusetts
|
$202M
|
-$49.6K
|
-0%
|
|
|
68
|
|
|
|
5100
|
Hunting Hill Global Capital
New York
|
$202M
|
+$31.5M
|
+18%
|
|
|
109
|
|
|