|
5526
|
WealthCollab
Bellevue,
Washington
|
$276M
|
+$33.2M
|
+14%
|
10%
|
–
|
1,067
|
17.62%
|
|
|
5527
|
Tiemann Investment Advisors
Menlo Park,
California
|
$276M
|
+$21.1M
|
+8%
|
15.5%
|
77%
|
217
|
10.6%
|
|
|
5528
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$276M
|
+$37.6M
|
+16%
|
17.5%
|
92%
|
80
|
8.75%
|
|
|
5529
|
MRA Advisory Group
Parsippany,
New Jersey
|
$276M
|
+$30.6M
|
+12%
|
17.1%
|
84.5%
|
181
|
33.7%
|
|
|
5530
|
Islander Capital Partners
San Francisco,
California
|
$276M
|
-$32.2M
|
-10%
|
19.5%
|
–
|
19
|
42.11%
|
|
|
5531
|
Wealth Analytics Partners
San Diego,
California
|
$276M
|
+$29.7M
|
+12%
|
11.9%
|
–
|
50
|
8%
|
|
|
5532
|
Greykasell Wealth Strategies
Danville,
California
|
$275M
|
+$27.4M
|
+11%
|
18%
|
–
|
570
|
15.79%
|
|
|
5533
|
Dopkins Wealth Management
Williamsville,
New York
|
$275M
|
+$26.3M
|
+11%
|
11.7%
|
64.4%
|
95
|
8.42%
|
|
|
5534
|
Valued Wealth Advisors
Holladay,
Utah
|
$275M
|
+$28.4M
|
+12%
|
10.9%
|
–
|
936
|
22.76%
|
|
|
5535
|
Unique Wealth Strategies
Burr Ridge,
Illinois
|
$275M
|
+$28.6M
|
+12%
|
18.7%
|
–
|
276
|
41.3%
|
|
|
5536
|
Spreng Capital Management
Bucyrus,
Ohio
|
$275M
|
+$62.9M
|
+30%
|
13.9%
|
72.5%
|
79
|
18.99%
|
|
|
5537
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$275M
|
+$32.8M
|
+14%
|
18%
|
–
|
1,452
|
23.83%
|
|
|
5538
|
American Capital Advisory
Ketchum,
Idaho
|
$275M
|
+$27.1M
|
+11%
|
10%
|
–
|
1,234
|
13.29%
|
|
|
5539
|
Wills Financial Group
Richmond,
Virginia
|
$275M
|
+$9.4M
|
+4%
|
10.6%
|
57.5%
|
82
|
8.54%
|
|
|
5540
|
Westfuller Advisors
New York
|
$275M
|
+$43M
|
+19%
|
15.3%
|
–
|
813
|
14.15%
|
|
|
5541
|
SOF Ltd
George Town,
Cayman Islands
|
$274M
|
-$4.4M
|
-2%
|
1.58%
|
42.3%
|
1
|
0%
|
|
|
5542
|
CPV Partners
Stamford,
Connecticut
|
$274M
|
+$50.2M
|
+22%
|
9.46%
|
105%
|
5
|
20%
|
|
|
5543
|
Kerusso Capital Management
Winston Salem,
North Carolina
|
$274M
|
+$74.7M
|
+37%
|
14.8%
|
–
|
59
|
11.86%
|
|
|
5544
|
Boulder Wealth Advisors
Boulder,
Colorado
|
$274M
|
+$23.4M
|
+9%
|
14.2%
|
–
|
41
|
34.15%
|
|
|
5545
|
Cloud Capital Management
Seattle,
Washington
|
$274M
|
+$44.7M
|
+19%
|
11.9%
|
–
|
127
|
18.11%
|
|
|
5546
|
JBR Co Financial Management
Ardmore,
Oklahoma
|
$274M
|
+$35.2M
|
+15%
|
19.3%
|
–
|
139
|
17.99%
|
|
|
5547
|
Chris Bulman
Roseville,
California
|
$274M
|
+$45.5M
|
+20%
|
12.7%
|
–
|
181
|
25.97%
|
|
|
5548
|
Meramec Financial Planners
Saint Louis,
Missouri
|
$274M
|
+$21.6M
|
+9%
|
12.8%
|
–
|
628
|
29.62%
|
|
|
5549
|
Kinloch Capital
Glen Allen,
Virginia
|
$274M
|
+$28.4M
|
+12%
|
11.7%
|
63.4%
|
85
|
9.41%
|
|
|
5550
|
Parker Financial
Silverdale,
Washington
|
$273M
|
+$23.2M
|
+9%
|
9.89%
|
45%
|
37
|
0%
|
|