|
5126
|
Wealthspan Partners
Davenport,
Iowa
|
$317M
|
+$33.5M
|
+12%
|
9.99%
|
65%
|
133
|
10.53%
|
|
|
5127
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$317M
|
+$11M
|
+4%
|
12.7%
|
–
|
1,314
|
21.77%
|
|
|
5128
|
Montanaro Asset Management
London,
United Kingdom
|
$317M
|
-$17.2M
|
-5%
|
18.7%
|
49.6%
|
47
|
21.28%
|
|
|
5129
|
ticino wealth
Mission Viejo,
California
|
$317M
|
+$29.4M
|
+10%
|
13.6%
|
–
|
149
|
16.78%
|
|
|
5130
|
Powell Investment Advisors
Miami,
Florida
|
$317M
|
+$26.7M
|
+9%
|
15.9%
|
76.1%
|
187
|
17.65%
|
|
|
5131
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$316M
|
+$52.6M
|
+20%
|
20%
|
–
|
713
|
21.74%
|
|
|
5132
|
Nvest Financial
Portsmouth,
New Hampshire
|
$316M
|
+$47.9M
|
+18%
|
17%
|
92.8%
|
156
|
14.74%
|
|
|
5133
|
Balanced Wealth Group
Westlake,
Ohio
|
$316M
|
+$36.9M
|
+13%
|
14.1%
|
–
|
79
|
8.86%
|
|
|
5134
|
Lountzis Asset Management
Wyomissing,
Pennsylvania
|
$316M
|
+$43.4M
|
+16%
|
32.2%
|
144%
|
57
|
12.28%
|
|
|
5135
|
Richmond Investment Services
Mequon,
Wisconsin
|
$316M
|
-$303M
|
-49%
|
17.5%
|
–
|
270
|
51.85%
|
|
|
5136
|
IMZ Advisory
Boca Raton,
Florida
|
$316M
|
+$51.4M
|
+19%
|
17.1%
|
–
|
40
|
7.5%
|
|
|
5137
|
Enzi Wealth
Austin,
Texas
|
$316M
|
+$27.7M
|
+10%
|
15%
|
72.1%
|
77
|
7.79%
|
|
|
5138
|
Ranch Capital Advisors
Sarasota,
Florida
|
$316M
|
+$39M
|
+14%
|
12.9%
|
92.6%
|
162
|
8.02%
|
|
|
5139
|
Tencap Wealth Coaching
South Jordan,
Utah
|
$315M
|
+$49.7M
|
+19%
|
9.4%
|
–
|
20
|
65%
|
|
|
5140
|
Meros Investment Management
Dallas,
Texas
|
$315M
|
+$84.4M
|
+37%
|
39.2%
|
102%
|
59
|
27.12%
|
|
|
5141
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$315M
|
+$42.8M
|
+16%
|
15.1%
|
53.5%
|
82
|
20.73%
|
|
|
5142
|
Richards, Merrill & Peterson
Spokane,
Washington
|
$315M
|
+$42.5M
|
+16%
|
18.8%
|
–
|
295
|
7.46%
|
|
|
5143
|
VMS Asset Management
Hong Kong,
|
$315M
|
+$151M
|
+92%
|
116%
|
–
|
46
|
78.26%
|
|
|
5144
|
TAGStone Capital
Charlotte,
North Carolina
|
$315M
|
+$31.8M
|
+11%
|
10.8%
|
58.3%
|
143
|
6.99%
|
|
|
5145
|
Thomist Capital Management
Houston,
Texas
|
$315M
|
-$56.9M
|
-15%
|
1.38%
|
71.2%
|
82
|
76.83%
|
|
|
5146
|
Inlight Wealth Management
Atlanta,
Georgia
|
$315M
|
+$44.5M
|
+16%
|
8.08%
|
–
|
63
|
22.22%
|
|
|
5147
|
Longitude (Cayman)
Grand Cayman,
Cayman Islands
|
$314M
|
+$70M
|
+29%
|
49%
|
–
|
57
|
29.82%
|
|
|
5148
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$314M
|
+$30.2M
|
+11%
|
10.8%
|
54.3%
|
188
|
8.51%
|
|
|
5149
|
Mosley Wealth Management
Anaheim,
California
|
$314M
|
+$93.4M
|
+42%
|
12.4%
|
–
|
829
|
49.58%
|
|
|
5150
|
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
|
$314M
|
+$11.9M
|
+4%
|
9.58%
|
17.8%
|
1
|
0%
|
|