|
5026
|
Selective Wealth Management
Forest,
Virginia
|
$246M
|
+$5.54M
|
+2%
|
5.7%
|
62.6%
|
112
|
8.04%
|
|
|
5027
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$246M
|
-$1.06M
|
-0.4%
|
0.4%
|
56.9%
|
94
|
8.51%
|
|
|
5028
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$246M
|
-$9.24M
|
-4%
|
0.57%
|
70.2%
|
92
|
6.52%
|
|
|
5029
|
Goepper Burkhardt
Greenville,
South Carolina
|
$246M
|
+$3.74M
|
+2%
|
0.51%
|
50.4%
|
84
|
4.76%
|
|
|
5030
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$246M
|
-$5.81M
|
-2%
|
3.48%
|
61.6%
|
86
|
9.3%
|
|
|
5031
|
|
$246M
|
+$44.2M
|
+22%
|
0.78%
|
75.4%
|
129
|
3.1%
|
|
|
5032
|
CRCM LP
San Francisco,
California
|
$246M
|
+$91.4M
|
+59%
|
42.6%
|
–
|
7
|
57.14%
|
|
|
5033
|
One Degree Advisors
San Diego,
California
|
$246M
|
+$8.62M
|
+4%
|
1.58%
|
–
|
66
|
16.67%
|
|
|
5034
|
Weik Capital Management
Wyomissing,
Pennsylvania
|
$246M
|
-$1.9M
|
-0.8%
|
0.58%
|
66.9%
|
97
|
8.25%
|
|
|
5035
|
Crown Wealth Group
Charlotte,
North Carolina
|
$246M
|
+$15.9M
|
+7%
|
3.25%
|
86.2%
|
125
|
18.4%
|
|
|
5036
|
TSA Wealth Management
Houston,
Texas
|
$246M
|
-$2.52M
|
-1%
|
0.83%
|
–
|
68
|
13.24%
|
|
|
5037
|
RPD Fund Management
New York
|
$246M
|
–
|
–
|
9.58%
|
–
|
8
|
–
|
|
|
5038
|
WorthPointe
La Jolla,
California
|
$246M
|
+$7.9M
|
+3%
|
0.12%
|
59.7%
|
100
|
30%
|
|
|
5039
|
Rogco LP
Claremore,
Oklahoma
|
$245M
|
-$9.69M
|
-4%
|
0.61%
|
53.3%
|
252
|
18.25%
|
|
|
5040
|
First Dallas Securities
Dallas,
Texas
|
$245M
|
+$6.11M
|
+3%
|
4.47%
|
163%
|
122
|
10.66%
|
|
|
5041
|
Briaud Financial Planning
College Station,
Texas
|
$245M
|
+$51.7M
|
+27%
|
0.76%
|
93.1%
|
207
|
34.3%
|
|
|
5042
|
GKV Capital Management
Walnut Creek,
California
|
$245M
|
–
|
–
|
3.07%
|
–
|
160
|
–
|
|
|
5043
|
Long Road Investment Counsel
Kalamazoo,
Michigan
|
$245M
|
-$6.04M
|
-2%
|
0.53%
|
53.8%
|
71
|
0%
|
|
|
5044
|
Tilson Financial Group
New Providence,
New Jersey
|
$245M
|
+$14.3M
|
+6%
|
1.98%
|
39.3%
|
77
|
11.69%
|
|
|
5045
|
Maxwell Wealth Strategies
Pleasanton,
California
|
$245M
|
+$9.64M
|
+4%
|
2.31%
|
–
|
112
|
7.14%
|
|
|
5046
|
Blue Pool Management
Causeway Bay,
Hong Kong
|
$245M
|
-$31.9M
|
-12%
|
8.68%
|
72.8%
|
3
|
0%
|
|
|
5047
|
Virtus ETF Advisers
New York
|
$245M
|
+$31M
|
+15%
|
3.91%
|
177%
|
511
|
20.74%
|
|
|
5048
|
Burkett Financial Services
Rock Hill,
South Carolina
|
$245M
|
+$2.63M
|
+1%
|
0.06%
|
–
|
230
|
8.7%
|
|
|
5049
|
Halter Ferguson Financial
Carmel,
Indiana
|
$244M
|
+$56.7M
|
+30%
|
37.7%
|
–
|
37
|
16.22%
|
|
|
5050
|
Consilio Wealth Advisors
Bellevue,
Washington
|
$244M
|
+$2.02M
|
+0.8%
|
1.17%
|
66.4%
|
80
|
20%
|
|