|
5001
|
Wechter Feldman Wealth Management
Parsippany,
New Jersey
|
$135M
|
+$7.74M
|
+6%
|
8.12%
|
53.8%
|
26
|
11.54%
|
|
|
5002
|
Foresite Capital Management V
Larkspur,
California
|
$135M
|
–
|
–
|
28.8%
|
357%
|
12
|
–
|
|
|
5003
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$135M
|
–
|
–
|
12.9%
|
53.4%
|
427
|
–
|
|
|
5004
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$135M
|
+$14.3M
|
+12%
|
13%
|
88.6%
|
166
|
19.88%
|
|
|
5005
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$135M
|
–
|
–
|
15.4%
|
91.4%
|
117
|
–
|
|
|
5006
|
TPG Financial Advisors
Portland,
Oregon
|
$135M
|
+$17.6M
|
+15%
|
10.7%
|
–
|
37
|
2.7%
|
|
|
5007
|
Recurrent Investment Advisors
Houston,
Texas
|
$135M
|
+$40.7M
|
+43%
|
31.9%
|
109%
|
44
|
11.36%
|
|
|
5008
|
Ferguson Shapiro
Decatur,
Georgia
|
$135M
|
-$11.3M
|
-8%
|
12.6%
|
39.6%
|
36
|
50%
|
|
|
5009
|
Insight Folios
Charlotte,
North Carolina
|
$135M
|
+$26.7M
|
+25%
|
21.4%
|
32.9%
|
40
|
2.5%
|
|
|
5010
|
Luken Investment Analytics
Brentwood,
Tennessee
|
$135M
|
–
|
–
|
11.6%
|
35.5%
|
109
|
–
|
|
|
5011
|
Field & Main Bank
Henderson,
Kentucky
|
$134M
|
+$4.93M
|
+4%
|
12.3%
|
86.2%
|
205
|
17.07%
|
|
|
5012
|
Vantis Investment Advisers
Miami,
Florida
|
$134M
|
-$76.3M
|
-36%
|
7.85%
|
39.6%
|
28
|
60.71%
|
|
|
5013
|
Key Financial Inc
West Chester,
Pennsylvania
|
$134M
|
+$36.9M
|
+38%
|
14.7%
|
55.5%
|
755
|
85.3%
|
|
|
5014
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$134M
|
+$13.5M
|
+11%
|
9.32%
|
57%
|
67
|
17.91%
|
|
|
5015
|
AlphaCore Capital
La Jolla,
California
|
$134M
|
+$23.9M
|
+22%
|
15.7%
|
68.3%
|
63
|
15.87%
|
|
|
5016
|
Westhampton Capital
Winston-Salem,
North Carolina
|
$134M
|
+$11.7M
|
+10%
|
13.4%
|
95.6%
|
105
|
4.76%
|
|
|
5017
|
Quaero Capital
Geneve,
Switzerland
|
$134M
|
–
|
–
|
45.2%
|
62.4%
|
51
|
–
|
|
|
5018
|
Friedenthal Financial
Marlton,
New Jersey
|
$134M
|
+$9.4M
|
+8%
|
8.32%
|
111%
|
59
|
32.2%
|
|
|
5019
|
Alta Advisers
London,
United Kingdom
|
$134M
|
+$2.15M
|
+2%
|
6.56%
|
78.9%
|
4
|
0%
|
|
|
5020
|
Weitzel Financial Services
Dubuque,
Iowa
|
$134M
|
–
|
–
|
9.21%
|
42.4%
|
27
|
–
|
|
|
5021
|
LPWM LLC
Minneapolis,
Minnesota
|
$134M
|
+$10.8M
|
+9%
|
13.6%
|
54.3%
|
54
|
9.26%
|
|
|
5022
|
Harbor Group
Bedford,
New Hampshire
|
$134M
|
–
|
–
|
18.6%
|
41.4%
|
53
|
–
|
|
|
5023
|
Founders Circle Capital
Campbell,
California
|
$134M
|
–
|
–
|
40.5%
|
28%
|
5
|
–
|
|
|
5024
|
Summit Street Capital Management
New York
|
$134M
|
+$20.8M
|
+18%
|
31.7%
|
144%
|
36
|
5.56%
|
|
|
5025
|
Caprin Asset Management
Henrico,
Virginia
|
$134M
|
+$1.52M
|
+1%
|
0.73%
|
7.87%
|
19
|
5.26%
|
|