|
5501
|
Prime Buchholz
Portsmouth,
New Hampshire
|
$277M
|
+$86.1M
|
+45%
|
14.8%
|
–
|
41
|
48.78%
|
|
|
5502
|
Buska Wealth Management
Wausau,
Wisconsin
|
$277M
|
+$28.4M
|
+11%
|
11.9%
|
–
|
85
|
17.65%
|
|
|
5503
|
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
|
$277M
|
+$26.2M
|
+10%
|
10.4%
|
56.8%
|
88
|
6.82%
|
|
|
5504
|
Values Added Financial
Washington,
District of Columbia
|
$277M
|
+$39.2M
|
+17%
|
13.6%
|
58.3%
|
151
|
13.91%
|
|
|
5505
|
Gables Capital Management
Miami,
Florida
|
$277M
|
+$40.9M
|
+17%
|
23%
|
151%
|
516
|
10.27%
|
|
|
5506
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$277M
|
+$32.7M
|
+13%
|
17.5%
|
68.6%
|
161
|
14.29%
|
|
|
5507
|
Exane Asset Management
Paris,
France
|
$277M
|
-$213M
|
-43%
|
20.2%
|
77.5%
|
40
|
50%
|
|
|
5508
|
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
$277M
|
+$39.9M
|
+17%
|
5.95%
|
12.3%
|
77
|
42.86%
|
|
|
5509
|
Tumwater Wealth Management
Boise,
Idaho
|
$277M
|
+$27.9M
|
+11%
|
10.7%
|
–
|
36
|
13.89%
|
|
|
5510
|
WD Rutherford
Portland,
Oregon
|
$276M
|
+$51.2M
|
+23%
|
40.3%
|
170%
|
78
|
12.82%
|
|
|
5511
|
Bigelow Investment Advisors
Portland,
Maine
|
$276M
|
+$26.4M
|
+11%
|
14.2%
|
67.1%
|
163
|
9.82%
|
|
|
5512
|
Dean Capital Management
Overland Park,
Kansas
|
$276M
|
+$34.7M
|
+14%
|
17.8%
|
89.7%
|
125
|
21.6%
|
|
|
5513
|
Creekside Partners
Petaluma,
California
|
$276M
|
+$33.3M
|
+14%
|
13.3%
|
–
|
197
|
9.14%
|
|
|
5514
|
Kilter Group
Rhinebeck,
New York
|
$276M
|
+$44M
|
+19%
|
17.8%
|
–
|
1,743
|
19.45%
|
|
|
5515
|
WealthCollab
Bellevue,
Washington
|
$276M
|
+$33.2M
|
+14%
|
10%
|
–
|
1,067
|
17.62%
|
|
|
5516
|
Tiemann Investment Advisors
Menlo Park,
California
|
$276M
|
+$21.1M
|
+8%
|
15.5%
|
77%
|
217
|
10.6%
|
|
|
5517
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$276M
|
+$37.6M
|
+16%
|
17.5%
|
92%
|
80
|
8.75%
|
|
|
5518
|
MRA Advisory Group
Parsippany,
New Jersey
|
$276M
|
+$30.6M
|
+12%
|
17.1%
|
84.5%
|
181
|
33.7%
|
|
|
5519
|
Islander Capital Partners
San Francisco,
California
|
$276M
|
-$32.2M
|
-10%
|
19.5%
|
–
|
19
|
42.11%
|
|
|
5520
|
Wealth Analytics Partners
San Diego,
California
|
$276M
|
+$29.7M
|
+12%
|
11.9%
|
–
|
50
|
8%
|
|
|
5521
|
Greykasell Wealth Strategies
Danville,
California
|
$275M
|
+$27.4M
|
+11%
|
18%
|
–
|
570
|
15.79%
|
|
|
5522
|
Dopkins Wealth Management
Williamsville,
New York
|
$275M
|
+$26.3M
|
+11%
|
11.7%
|
64.4%
|
95
|
8.42%
|
|
|
5523
|
Valued Wealth Advisors
Holladay,
Utah
|
$275M
|
+$28.4M
|
+12%
|
10.9%
|
–
|
936
|
22.76%
|
|
|
5524
|
Unique Wealth Strategies
Burr Ridge,
Illinois
|
$275M
|
+$28.6M
|
+12%
|
18.7%
|
–
|
276
|
41.3%
|
|
|
5525
|
Spreng Capital Management
Bucyrus,
Ohio
|
$275M
|
+$62.9M
|
+30%
|
13.9%
|
72.5%
|
79
|
18.99%
|
|