|
6026
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$132M
|
+$10M
|
+8%
|
|
|
16
|
|
|
|
6027
|
Kaizen Financial Strategies
Campbell,
California
|
$132M
|
+$13.3M
|
+11%
|
|
|
127
|
|
|
|
6028
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$132M
|
+$24.4M
|
+23%
|
|
|
75
|
|
|
|
6029
|
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
$131M
|
+$17.9M
|
+16%
|
|
|
83
|
|
|
|
6030
|
AIFG Consultants
Halfmoon,
New York
|
$131M
|
+$10.9M
|
+9%
|
|
|
42
|
|
|
|
6031
|
New Age Alpha Advisors
Rye,
New York
|
$131M
|
–
|
–
|
|
|
38
|
|
|
|
6032
|
Obsidian Personal Planning Solutions
Rockville,
Maryland
|
$131M
|
+$14.3M
|
+12%
|
|
|
87
|
|
|
|
6033
|
Urban Financial Advisory Corp
Chicago,
Illinois
|
$131M
|
–
|
–
|
|
|
21
|
|
|
|
6034
|
Aurora Investment Managers
Naples,
Florida
|
$131M
|
+$13.4M
|
+11%
|
|
|
50
|
|
|
|
6035
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$131M
|
–
|
–
|
|
|
97
|
|
|
|
6036
|
Byrne Asset Management
Kingston,
New Jersey
|
$131M
|
+$10.4M
|
+9%
|
|
|
603
|
|
|
|
6037
|
Chapman Investment Management
San Anselmo,
California
|
$131M
|
+$13.2M
|
+11%
|
|
|
36
|
|
|
|
6038
|
Sivia Capital Partners
Mill Valley,
California
|
$131M
|
–
|
–
|
|
|
186
|
|
|
|
6039
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$131M
|
+$16.5M
|
+14%
|
|
|
433
|
|
|
|
6040
|
Apricus Wealth
Beaufort,
South Carolina
|
$131M
|
+$16.9M
|
+15%
|
|
|
89
|
|
|
|
6041
|
Mills Wealth Advisors
Southlake,
Texas
|
$131M
|
+$6.32M
|
+5%
|
|
|
54
|
|
|
|
6042
|
Objective Capital Management
Pepper Pike,
Ohio
|
$131M
|
+$18.5M
|
+16%
|
|
|
122
|
|
|
|
6043
|
Robocap Asset Management
London,
United Kingdom
|
$131M
|
+$26.2M
|
+25%
|
|
|
26
|
|
|
|
6044
|
Ables Iannone Moore & Associates
Savannah,
Georgia
|
$131M
|
–
|
–
|
|
|
309
|
|
|
|
6045
|
Fogel Capital Management
Stuart,
Florida
|
$131M
|
–
|
–
|
|
|
33
|
|
|
|
6046
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$131M
|
+$13.9M
|
+12%
|
|
|
59
|
|
|
|
6047
|
Ervin Investment Management
Seattle,
Washington
|
$131M
|
+$11.6M
|
+10%
|
|
|
36
|
|
|
|
6048
|
Burr Financial Services
Pleasant Hill,
California
|
$131M
|
–
|
–
|
|
|
34
|
|
|
|
6049
|
H&F Corporate Investors IX
San Francisco,
California
|
$131M
|
-$19.6M
|
-13%
|
|
|
1
|
|
|
|
6050
|
Pring Turner Capital Group
Alamo,
California
|
$131M
|
+$11.4M
|
+10%
|
|
|
66
|
|
|