|
5251
|
Bigelow Investment Advisors
Portland,
Maine
|
$256M
|
+$7.95M
|
+3%
|
|
|
154
|
|
|
|
5252
|
TCFG Wealth Management
Laguna Niguel,
California
|
$256M
|
+$1.5M
|
+0.6%
|
|
|
290
|
|
|
|
5253
|
Waterford Advisors
Orchard Park,
New York
|
$256M
|
-$33.2M
|
-11%
|
|
|
63
|
|
|
|
5254
|
Grunden Financial Advisory
Denton,
Texas
|
$256M
|
+$9.97M
|
+4%
|
|
|
35
|
|
|
|
5255
|
|
$256M
|
–
|
–
|
|
|
55
|
|
|
|
5256
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$256M
|
+$9.32M
|
+4%
|
|
|
1,342
|
|
|
|
5257
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$256M
|
+$9.98M
|
+4%
|
|
|
44
|
|
|
|
5258
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$256M
|
+$9.41M
|
+4%
|
|
|
80
|
|
|
|
5259
|
NVP Associates
Menlo Park,
California
|
$255M
|
+$89.2M
|
+54%
|
|
|
6
|
|
|
|
5260
|
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
|
$255M
|
+$38.6M
|
+18%
|
|
|
36
|
|
|
|
5261
|
Mendon Capital Advisors
Key Largo,
Florida
|
$255M
|
+$35.5M
|
+16%
|
|
|
76
|
|
|
|
5262
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
$255M
|
+$3.08M
|
+1%
|
|
|
99
|
|
|
|
5263
|
TRV GP IV
Boston,
Massachusetts
|
$255M
|
-$18.8M
|
-7%
|
|
|
2
|
|
|
|
5264
|
Wealth Analytics Partners
San Diego,
California
|
$255M
|
–
|
–
|
|
|
47
|
|
|
|
5265
|
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
|
$255M
|
+$67.3M
|
+36%
|
|
|
9
|
|
|
|
5266
|
Bain Capital Venture Investors
Boston,
Massachusetts
|
$255M
|
+$141M
|
+124%
|
|
|
4
|
|
|
|
5267
|
Spreng Capital Management
Bucyrus,
Ohio
|
$255M
|
+$3.94M
|
+2%
|
|
|
81
|
|
|
|
5268
|
Urban Financial Advisory Corp
Chicago,
Illinois
|
$255M
|
+$40M
|
+19%
|
|
|
54
|
|
|
|
5269
|
SFG Wealth Management
Towson,
Maryland
|
$255M
|
+$23.7M
|
+10%
|
|
|
145
|
|
|
|
5270
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$254M
|
+$5.38M
|
+2%
|
|
|
118
|
|
|
|
5271
|
Aubrey Capital Management
Edinburgh,
United Kingdom
|
$254M
|
-$63.1M
|
-20%
|
|
|
67
|
|
|
|
5272
|
Ducere Wealth Management
Newport Beach,
California
|
$254M
|
–
|
–
|
|
|
122
|
|
|
|
5273
|
Ruggaard & Associates
Hudson,
Ohio
|
$254M
|
-$13.3M
|
-5%
|
|
|
127
|
|
|
|
5274
|
Ransom Advisory
Providence,
Rhode Island
|
$254M
|
+$31.9M
|
+14%
|
|
|
442
|
|
|
|
5275
|
Shrier Wealth Management
Los Angeles,
California
|
$254M
|
–
|
–
|
|
|
126
|
|
|