|
5026
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$200M
|
+$20M
|
+11%
|
8.53%
|
53.9%
|
177
|
12.43%
|
|
|
5027
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$200M
|
+$15.7M
|
+9%
|
9.32%
|
53.5%
|
49
|
16.33%
|
|
|
5028
|
City State Bank
Norwalk,
Iowa
|
$200M
|
+$18M
|
+10%
|
9.35%
|
72.5%
|
710
|
7.18%
|
|
|
5029
|
O'Donnell Financial Services
San Rafael,
California
|
$199M
|
+$19.7M
|
+11%
|
8.97%
|
61%
|
39
|
33.33%
|
|
|
5030
|
Corundum Group
Colorado Springs,
Colorado
|
$199M
|
+$23.5M
|
+13%
|
11.9%
|
80.5%
|
113
|
21.24%
|
|
|
5031
|
Bridge Advisory
Pasadena,
California
|
$199M
|
-$85.7M
|
-30%
|
7.33%
|
6.7%
|
157
|
39.49%
|
|
|
5032
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$199M
|
+$18.9M
|
+10%
|
10.3%
|
21.8%
|
465
|
9.25%
|
|
|
5033
|
Taylor Frigon Capital Management
Scottsdale,
Arizona
|
$199M
|
+$19.3M
|
+11%
|
20.3%
|
131%
|
90
|
5.56%
|
|
|
5034
|
Accel Wealth Management
Waverly,
Iowa
|
$199M
|
+$19.6M
|
+11%
|
8.76%
|
77.4%
|
200
|
18.5%
|
|
|
5035
|
Wealth Advisors of Tampa Bay
Tampa,
Florida
|
$199M
|
-$164M
|
-45%
|
13.2%
|
86.2%
|
103
|
27.18%
|
|
|
5036
|
MGB Wealth Management
Addison,
Texas
|
$199M
|
–
|
–
|
11%
|
–
|
258
|
–
|
|
|
5037
|
Family Investment Center
Saint Joseph,
Missouri
|
$199M
|
+$33.3M
|
+20%
|
9.01%
|
49.8%
|
73
|
30.14%
|
|
|
5038
|
Whetstone Capital Advisors
Shawnee Mission,
Kansas
|
$199M
|
+$18.1M
|
+10%
|
20.1%
|
282%
|
38
|
28.95%
|
|
|
5039
|
G.F.W. Energy XI
Dallas,
Texas
|
$199M
|
–
|
–
|
15.4%
|
–
|
1
|
–
|
|
|
5040
|
Optimum Investment Advisors
Chicago,
Illinois
|
$199M
|
+$3.51M
|
+2%
|
11.2%
|
125%
|
742
|
16.44%
|
|
|
5041
|
Horan Securities
Cincinnati,
United States
|
$199M
|
+$10.9M
|
+6%
|
11%
|
50.1%
|
113
|
17.7%
|
|
|
5042
|
Traveka Wealth
Los Altos,
California
|
$199M
|
–
|
–
|
9.29%
|
–
|
124
|
–
|
|
|
5043
|
Selective Wealth Management
Forest,
Virginia
|
$199M
|
+$16.5M
|
+9%
|
11.9%
|
62.6%
|
94
|
13.83%
|
|
|
5044
|
Essential Planning
Portsmouth,
New Hampshire
|
$198M
|
+$17.6M
|
+10%
|
7.68%
|
38.1%
|
67
|
14.93%
|
|
|
5045
|
Forge First Asset Management
Toronto, Ontario,
Canada
|
$198M
|
+$13.4M
|
+7%
|
11.9%
|
112%
|
54
|
66.67%
|
|
|
5046
|
Wills Financial Group
Richmond,
Virginia
|
$198M
|
+$13.2M
|
+7%
|
10.4%
|
57.5%
|
66
|
16.67%
|
|
|
5047
|
Samalin Investment Counsel
Chappaqua,
New York
|
$198M
|
+$23.8M
|
+14%
|
8.71%
|
62.8%
|
284
|
13.73%
|
|
|
5048
|
Foresite Capital Management IV
Larkspur,
California
|
$198M
|
+$17.8M
|
+10%
|
42.8%
|
151%
|
7
|
28.57%
|
|
|
5049
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$198M
|
+$13.5M
|
+7%
|
11.9%
|
86.7%
|
86
|
18.6%
|
|
|
5050
|
Saiph Capital
Wyckoff,
New Jersey
|
$198M
|
+$14.8M
|
+8%
|
9.24%
|
52.4%
|
47
|
27.66%
|
|