|
5476
|
Financial Guidance Group
Palm Harbor,
Florida
|
$244M
|
+$21.4M
|
+10%
|
1.65%
|
52%
|
91
|
8.79%
|
|
|
5477
|
WealthCollab
Bellevue,
Washington
|
$244M
|
+$26.5M
|
+12%
|
1.01%
|
–
|
1,113
|
20.58%
|
|
|
5478
|
CNB Bank
Clearfield,
Pennsylvania
|
$244M
|
+$4.32M
|
+2%
|
3.28%
|
79.1%
|
523
|
6.69%
|
|
|
5479
|
|
$244M
|
+$35.9M
|
+17%
|
6.99%
|
107%
|
106
|
23.58%
|
|
|
5480
|
Financial Avengers
Oakland,
California
|
$244M
|
+$11.5M
|
+5%
|
6.29%
|
117%
|
148
|
7.43%
|
|
|
5481
|
Fiduciary Wealth Partners
Boston,
Massachusetts
|
$244M
|
+$5.71M
|
+2%
|
2.6%
|
–
|
96
|
12.5%
|
|
|
5482
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$244M
|
+$10.9M
|
+5%
|
2.71%
|
55.8%
|
36
|
2.78%
|
|
|
5483
|
Aristotle Pacific Capital
Newport Beach,
California
|
$244M
|
+$38.4M
|
+19%
|
0.47%
|
1.3%
|
6
|
16.67%
|
|
|
5484
|
Glass Wealth Management
San Antonio,
Texas
|
$244M
|
+$19.4M
|
+9%
|
8.69%
|
–
|
58
|
5.17%
|
|
|
5485
|
Verisail Partners
Chamblee,
Georgia
|
$243M
|
+$7.71M
|
+3%
|
1.72%
|
–
|
24
|
8.33%
|
|
|
5486
|
Ananym Capital Management
New York
|
$243M
|
-$17M
|
-7%
|
0.92%
|
–
|
10
|
20%
|
|
|
5487
|
McNaughton Wealth Management
San Diego,
California
|
$243M
|
+$5.76M
|
+2%
|
1.54%
|
50.3%
|
77
|
11.69%
|
|
|
5488
|
Compass Wealth Management (Georgia)
Atlanta,
Georgia
|
$243M
|
+$17M
|
+8%
|
1.98%
|
–
|
66
|
6.06%
|
|
|
5489
|
Threadgill Financial
Spring,
Texas
|
$243M
|
+$36.5M
|
+18%
|
0.09%
|
49.3%
|
64
|
35.94%
|
|
|
5490
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$243M
|
-$57M
|
-19%
|
2.42%
|
68%
|
220
|
51.82%
|
|
|
5491
|
PFC Capital Group
Los Angeles,
California
|
$243M
|
+$4.69M
|
+2%
|
3.83%
|
–
|
90
|
7.78%
|
|
|
5492
|
Element Wealth
Ridgeland,
Mississippi
|
$243M
|
+$12.5M
|
+5%
|
2.6%
|
44.8%
|
214
|
14.02%
|
|
|
5493
|
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
|
$243M
|
-$20.4M
|
-8%
|
3.77%
|
44.9%
|
42
|
11.9%
|
|
|
5494
|
Vernal Point Advisors
San Francisco,
California
|
$243M
|
+$10.6M
|
+5%
|
1.84%
|
–
|
23
|
4.35%
|
|
|
5495
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$242M
|
+$7.47M
|
+3%
|
2.04%
|
61%
|
198
|
8.59%
|
|
|
5496
|
Burford Brothers
Dallas,
Texas
|
$242M
|
+$8.29M
|
+4%
|
3.36%
|
–
|
183
|
14.21%
|
|
|
5497
|
Security Benefit Life Insurance Company
Topeka,
Kansas
|
$242M
|
-$6.38M
|
-3%
|
0.07%
|
60.6%
|
19
|
0%
|
|
|
5498
|
Ariadne Wealth Management
Santa Barbara,
California
|
$242M
|
+$18.9M
|
+8%
|
7.57%
|
–
|
284
|
21.83%
|
|
|
5499
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
$242M
|
+$6.85M
|
+3%
|
3.96%
|
113%
|
189
|
7.94%
|
|
|
5500
|
Deane Retirement Strategies
New Orleans,
Louisiana
|
$242M
|
+$9.19M
|
+4%
|
3.12%
|
64.7%
|
83
|
30.12%
|
|