|
6001
|
Next Level Wealth Planning
Meridian,
Idaho
|
$195M
|
+$6.79M
|
+4%
|
|
|
73
|
|
|
|
6002
|
Clayton Financial Group
St. Louis,
Missouri
|
$195M
|
-$1.45M
|
-0.7%
|
|
|
641
|
|
|
|
6003
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$194M
|
+$9.64M
|
+5%
|
|
|
67
|
|
|
|
6004
|
Kane Investment Management
Los Gatos,
California
|
$194M
|
-$11.7M
|
-6%
|
|
|
107
|
|
|
|
6005
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$194M
|
+$6M
|
+3%
|
|
|
50
|
|
|
|
6006
|
Pettee Investors
Rowayton,
Connecticut
|
$194M
|
+$15.9M
|
+9%
|
|
|
119
|
|
|
|
6007
|
Exit Wealth Advisors
Atlanta,
Georgia
|
$194M
|
+$25M
|
+15%
|
|
|
165
|
|
|
|
6008
|
OEP Capital Advisors
New York
|
$194M
|
+$56.5M
|
+41%
|
|
|
1
|
|
|
|
6009
|
IFS Advisors
Overland Park,
Kansas
|
$194M
|
+$1.57M
|
+0.8%
|
|
|
220
|
|
|
|
6010
|
True Vision MN
Woodbury,
Minnesota
|
$194M
|
-$2.87M
|
-1%
|
|
|
129
|
|
|
|
6011
|
Omni 360 Wealth
Plainsboro,
New Jersey
|
$194M
|
-$1.48M
|
-0.8%
|
|
|
131
|
|
|
|
6012
|
Evergreen Wealth Management
Williamston,
Michigan
|
$194M
|
-$4.85M
|
-2%
|
|
|
58
|
|
|
|
6013
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Warsaw,
Poland
|
$194M
|
-$11.8M
|
-6%
|
|
|
146
|
|
|
|
6014
|
Sea Cliff Partners Management
San Francisco,
California
|
$194M
|
-$43.6M
|
-18%
|
|
|
14
|
|
|
|
6015
|
Rainwater Charitable Foundation
Fort Worth,
Texas
|
$194M
|
+$24.2M
|
+14%
|
|
|
4
|
|
|
|
6016
|
VVR Holdings
Bellingham,
Washington
|
$194M
|
+$1.19M
|
+0.6%
|
|
|
45
|
|
|
|
6017
|
BankPlus Wealth Management
Jackson,
Mississippi
|
$194M
|
+$12.4M
|
+7%
|
|
|
126
|
|
|
|
6018
|
Legal Advantage Investments
Los Altos Hills,
California
|
$194M
|
-$22.5M
|
-10%
|
|
|
91
|
|
|
|
6019
|
BostonPremier Wealth
Hanover,
Massachusetts
|
$194M
|
-$1.62M
|
-0.8%
|
|
|
74
|
|
|
|
6020
|
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
|
$193M
|
-$11.7M
|
-6%
|
|
|
110
|
|
|
|
6021
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$193M
|
-$11.3M
|
-6%
|
|
|
61
|
|
|
|
6022
|
Jackson Hill Advisors
Houston,
Texas
|
$193M
|
-$22.2M
|
-10%
|
|
|
13
|
|
|
|
6023
|
Broadway Wealth Solutions
San Antonio,
Texas
|
$193M
|
+$6.15M
|
+3%
|
|
|
100
|
|
|
|
6024
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$193M
|
-$79.2M
|
-29%
|
|
|
302
|
|
|
|
6025
|
Ayrshire Capital Management
Westport,
Connecticut
|
$193M
|
-$24.6M
|
-11%
|
|
|
54
|
|
|