|
6001
|
Johnson Wealth Management
Grand Forks,
North Dakota
|
$236M
|
+$28.9M
|
+14%
|
9.99%
|
–
|
60
|
21.67%
|
|
|
6002
|
Ceera Investments
Bellaire,
Texas
|
$236M
|
+$7.9M
|
+3%
|
7.87%
|
47.9%
|
109
|
22.02%
|
|
|
6003
|
|
$236M
|
-$1.24M
|
-0.5%
|
9.87%
|
–
|
57
|
3.51%
|
|
|
6004
|
CMG Global Holdings
Plano,
Texas
|
$236M
|
+$25.9M
|
+12%
|
14.9%
|
79.4%
|
104
|
11.54%
|
|
|
6005
|
EPIQ Partners
Minneapolis,
Minnesota
|
$236M
|
+$21.8M
|
+10%
|
10.5%
|
44.3%
|
99
|
17.17%
|
|
|
6006
|
Frederick Financial Consultants
Frederick,
Maryland
|
$236M
|
+$34.7M
|
+17%
|
15.8%
|
–
|
125
|
16%
|
|
|
6007
|
Asset Planning Services Inc
Covington,
Louisiana
|
$236M
|
+$7.55M
|
+3%
|
9.81%
|
117%
|
36
|
2.78%
|
|
|
6008
|
Latko Wealth Management
Frankfort,
Illinois
|
$236M
|
+$30.5M
|
+15%
|
14.8%
|
–
|
39
|
12.82%
|
|
|
6009
|
Team Financial Group
Temecula,
California
|
$236M
|
+$15.2M
|
+7%
|
8.14%
|
42.4%
|
274
|
79.93%
|
|
|
6010
|
BostonPremier Wealth
Hanover,
Massachusetts
|
$235M
|
+$41.9M
|
+22%
|
19.8%
|
–
|
79
|
11.39%
|
|
|
6011
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$235M
|
+$26.6M
|
+13%
|
10.2%
|
–
|
57
|
8.77%
|
|
|
6012
|
DLK Investment Management
Solana Beach,
California
|
$235M
|
-$17.8M
|
-7%
|
5.17%
|
–
|
126
|
50.79%
|
|
|
6013
|
Plan A Wealth
Lincoln,
Nebraska
|
$235M
|
+$26.3M
|
+13%
|
10.8%
|
–
|
209
|
22.01%
|
|
|
6014
|
Prepared Retirement Institute
Lansdale,
Pennsylvania
|
$235M
|
+$33.4M
|
+17%
|
9.74%
|
–
|
96
|
19.79%
|
|
|
6015
|
MN Wealth Advisors
Overland Park,
Kansas
|
$235M
|
+$29.3M
|
+14%
|
14.2%
|
–
|
141
|
17.02%
|
|
|
6016
|
Bontempo Ohly Capital Management
Bethesda,
Maryland
|
$235M
|
+$13.2M
|
+6%
|
8.07%
|
49.6%
|
34
|
2.94%
|
|
|
6017
|
AMANSA Capital
Raffles City Tower,
Singapore
|
$235M
|
+$48.2M
|
+26%
|
27.7%
|
115%
|
2
|
0%
|
|
|
6018
|
Crestview Partners II
New York
|
$235M
|
-$106M
|
-31%
|
27.8%
|
157%
|
3
|
0%
|
|
|
6019
|
Peregrine Investment Management
Toronto,
Ontario, Canada
|
$235M
|
+$108M
|
+85%
|
78.3%
|
–
|
31
|
51.61%
|
|
|
6020
|
Core Wealth Partners
Santa Rosa,
California
|
$235M
|
+$19.6M
|
+9%
|
15.3%
|
63.8%
|
205
|
19.02%
|
|
|
6021
|
Long Path Partners
Stamford,
Connecticut
|
$235M
|
+$14.5M
|
+7%
|
7.95%
|
9.18%
|
10
|
10%
|
|
|
6022
|
Serenity Investment Advisors
Chicago,
Illinois
|
$235M
|
+$20.9M
|
+10%
|
13.4%
|
–
|
79
|
10.13%
|
|
|
6023
|
Trevian Wealth Management
Weston,
Massachusetts
|
$235M
|
+$32M
|
+16%
|
15.1%
|
94.1%
|
45
|
4.44%
|
|
|
6024
|
Kane Investment Management
Los Gatos,
California
|
$235M
|
+$40.2M
|
+21%
|
27.3%
|
–
|
113
|
23.89%
|
|
|
6025
|
Northern Capital Management (Washington)
Spokane,
Washington
|
$235M
|
+$35.1M
|
+18%
|
17.4%
|
80%
|
56
|
10.71%
|
|