|
5051
|
|
$228M
|
+$48.9M
|
+27%
|
30.7%
|
208%
|
4
|
0%
|
|
|
5052
|
X-Square Capital
Guaynabo,
Puerto Rico
|
$228M
|
+$11.9M
|
+6%
|
6.4%
|
112%
|
173
|
16.18%
|
|
|
5053
|
Axis Capital Holdings
Pembroke,
Bermuda
|
$228M
|
+$12M
|
+6%
|
5.57%
|
67%
|
3
|
0%
|
|
|
5054
|
Palmer Knight Company
Jacksonville,
Florida
|
$228M
|
+$18.4M
|
+9%
|
7.38%
|
58%
|
36
|
5.56%
|
|
|
5055
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$227M
|
+$14.2M
|
+7%
|
7.31%
|
111%
|
223
|
14.8%
|
|
|
5056
|
Lakeshore Financial Planning
St. Clair Shores,
Michigan
|
$227M
|
+$22.2M
|
+11%
|
6.23%
|
56.8%
|
77
|
15.58%
|
|
|
5057
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$227M
|
+$15.2M
|
+7%
|
6.51%
|
105%
|
82
|
13.41%
|
|
|
5058
|
Theory Financial
Fort Collins,
Colorado
|
$227M
|
+$15.3M
|
+7%
|
5.34%
|
40.5%
|
71
|
11.27%
|
|
|
5059
|
I.G.Y. Ltd
London,
United Kingdom
|
$227M
|
+$6.73M
|
+3%
|
3.44%
|
81.2%
|
3
|
0%
|
|
|
5060
|
WJ Interests
Sugar Land,
Texas
|
$227M
|
+$26M
|
+13%
|
7.06%
|
50.6%
|
21
|
28.57%
|
|
|
5061
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
$227M
|
+$23.5M
|
+12%
|
4.77%
|
58.8%
|
78
|
17.95%
|
|
|
5062
|
Elevation Capital Advisory
Bend,
Oregon
|
$226M
|
+$7.41M
|
+3%
|
5.1%
|
–
|
75
|
72%
|
|
|
5063
|
Independent Wealth Network
Urbandale,
Iowa
|
$226M
|
+$11.4M
|
+5%
|
6.09%
|
75.1%
|
235
|
14.47%
|
|
|
5064
|
Gator Capital Management
Tampa,
Florida
|
$226M
|
+$29M
|
+15%
|
17.9%
|
201%
|
64
|
18.75%
|
|
|
5065
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
$226M
|
+$18.3M
|
+9%
|
4.97%
|
30.8%
|
48
|
12.5%
|
|
|
5066
|
Balanced Wealth Group
Westlake,
Ohio
|
$226M
|
+$6.15M
|
+3%
|
7.28%
|
–
|
68
|
2.94%
|
|
|
5067
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$226M
|
-$18.5M
|
-8%
|
7.14%
|
83.6%
|
294
|
25.51%
|
|
|
5068
|
Harbour Investment Management
Edmonds,
Washington
|
$226M
|
+$9.28M
|
+4%
|
5.2%
|
58.8%
|
91
|
4.4%
|
|
|
5069
|
Exeter Financial
Scottsdale,
Arizona
|
$226M
|
+$16.1M
|
+8%
|
8.39%
|
50.4%
|
93
|
5.38%
|
|
|
5070
|
Anthracite Investment Company
Fort Worth,
Texas
|
$226M
|
+$1.76M
|
+0.8%
|
6.55%
|
–
|
108
|
47.22%
|
|
|
5071
|
Act Wealth Management
Plano,
Texas
|
$226M
|
+$22.3M
|
+11%
|
7.25%
|
66.7%
|
50
|
16%
|
|
|
5072
|
Warner Financial
Bethesda,
Maryland
|
$226M
|
+$20.5M
|
+10%
|
6.79%
|
62.1%
|
115
|
4.35%
|
|
|
5073
|
SimpliFi Inc
San Diego,
California
|
$226M
|
+$9M
|
+4%
|
5.77%
|
26.7%
|
42
|
4.76%
|
|
|
5074
|
Codex Capital Asset Management
Dallas,
Texas
|
$225M
|
+$7.02M
|
+3%
|
3.94%
|
–
|
38
|
7.89%
|
|
|
5075
|
BWM Planning
The Woodlands,
Texas
|
$225M
|
–
|
–
|
5.73%
|
–
|
76
|
–
|
|