|
5251
|
American Financial Group
Cincinnati,
Ohio
|
$276M
|
+$16.3M
|
+6%
|
1.81%
|
32.5%
|
66
|
13.64%
|
|
|
5252
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$276M
|
+$31.5M
|
+13%
|
12.4%
|
95.7%
|
147
|
12.93%
|
|
|
5253
|
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
|
$276M
|
+$17.4M
|
+7%
|
2.07%
|
–
|
95
|
3.16%
|
|
|
5254
|
Robertson Opportunity Capital
Dallas,
Texas
|
$276M
|
-$15.6M
|
-5%
|
0.7%
|
93.4%
|
29
|
13.79%
|
|
|
5255
|
Raleigh Capital Management
Cary,
North Carolina
|
$276M
|
+$12.4M
|
+5%
|
2.47%
|
71.8%
|
617
|
19.29%
|
|
|
5256
|
Wealthspan Partners
Davenport,
Iowa
|
$275M
|
+$13.3M
|
+5%
|
2.89%
|
65%
|
130
|
6.15%
|
|
|
5257
|
Codex Capital Asset Management
Dallas,
Texas
|
$275M
|
+$9.6M
|
+4%
|
6.03%
|
–
|
31
|
9.68%
|
|
|
5258
|
ICW Investment Advisors
Scottsdale,
Arizona
|
$275M
|
-$2.95M
|
-1%
|
1.29%
|
50.1%
|
147
|
3.4%
|
|
|
5259
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$275M
|
+$10.4M
|
+4%
|
3.45%
|
93.6%
|
51
|
7.84%
|
|
|
5260
|
Texas Bank & Trust
Longview,
Texas
|
$275M
|
+$10.5M
|
+4%
|
4.43%
|
–
|
185
|
10.27%
|
|
|
5261
|
Arrowroot Family Office
Marina Del Rey,
California
|
$275M
|
+$24.3M
|
+10%
|
1.95%
|
–
|
155
|
18.06%
|
|
|
5262
|
Freedom Financial Partners
Oakdale,
Minnesota
|
$275M
|
+$12.4M
|
+5%
|
1.32%
|
–
|
88
|
5.68%
|
|
|
5263
|
Prudent Man Advisors
Naperville,
Illinois
|
$275M
|
+$3.23M
|
+1%
|
3.32%
|
82.8%
|
140
|
8.57%
|
|
|
5264
|
Access Financial Services
Minneapolis,
Minnesota
|
$275M
|
-$1.43M
|
-0.5%
|
1.31%
|
44.8%
|
108
|
13.89%
|
|
|
5265
|
Absolute Capital Management
Pittsburgh,
Pennsylvania
|
$275M
|
+$41.1M
|
+18%
|
2.73%
|
91%
|
141
|
20.57%
|
|
|
5266
|
Dupree Financial Group
Lexington,
Kentucky
|
$274M
|
+$11.3M
|
+4%
|
2.2%
|
–
|
85
|
23.53%
|
|
|
5267
|
Nova R Wealth
Overland Park,
Kansas
|
$274M
|
+$38.5M
|
+16%
|
2.69%
|
54.5%
|
94
|
21.28%
|
|
|
5268
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$274M
|
+$11.9M
|
+5%
|
2.45%
|
–
|
625
|
8.96%
|
|
|
5269
|
BKM Wealth Management
Brookfield,
Wisconsin
|
$274M
|
+$2.29M
|
+0.8%
|
2.14%
|
–
|
157
|
8.28%
|
|
|
5270
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$273M
|
+$2.93M
|
+1%
|
3.3%
|
116%
|
158
|
6.33%
|
|
|
5271
|
Mullooly Asset Management
Wall Township,
New Jersey
|
$273M
|
+$12.7M
|
+5%
|
1.71%
|
–
|
52
|
3.85%
|
|
|
5272
|
New Wave Wealth Advisors
Springdale,
Arkansas
|
$273M
|
+$16.8M
|
+7%
|
4.97%
|
–
|
200
|
20.5%
|
|
|
5273
|
Balanced Wealth Group
Westlake,
Ohio
|
$273M
|
+$45.6M
|
+20%
|
2.03%
|
–
|
72
|
4.17%
|
|
|
5274
|
Brown Financial Advisors
Milford,
Ohio
|
$273M
|
+$2.56M
|
+0.9%
|
1.67%
|
–
|
172
|
26.16%
|
|
|
5275
|
IMZ Advisory
Boca Raton,
Florida
|
$273M
|
+$4.53M
|
+2%
|
1.81%
|
–
|
41
|
4.88%
|
|