|
6001
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$137M
|
+$15M
|
+12%
|
12.8%
|
45.5%
|
284
|
18.66%
|
|
|
6002
|
|
$137M
|
+$24.8M
|
+22%
|
22.2%
|
–
|
1
|
0%
|
|
|
6003
|
Onyx Financial Advisors
Idaho Falls,
Idaho
|
$137M
|
+$20.5M
|
+18%
|
10.2%
|
52.5%
|
15
|
46.67%
|
|
|
6004
|
Gould Capital
Tacoma,
Washington
|
$137M
|
+$13M
|
+10%
|
11.4%
|
52%
|
199
|
3.52%
|
|
|
6005
|
FSC Wealth Advisors
Fishkill,
New York
|
$137M
|
+$40.1M
|
+42%
|
8.09%
|
53.6%
|
297
|
25.59%
|
|
|
6006
|
Diversified Investment Strategies
Baton Rouge,
Louisiana
|
$136M
|
+$4.63M
|
+4%
|
14.7%
|
86%
|
48
|
6.25%
|
|
|
6007
|
Sterling Investment Management
Tucson,
Arizona
|
$136M
|
+$23.9M
|
+21%
|
5.13%
|
44.1%
|
66
|
24.24%
|
|
|
6008
|
Trademark Financial Management
Bloomington,
Minnesota
|
$136M
|
–
|
–
|
9.22%
|
–
|
86
|
–
|
|
|
6009
|
BlackDiamond Wealth Management
New York
|
$136M
|
+$25.5M
|
+23%
|
8.3%
|
53.8%
|
149
|
24.16%
|
|
|
6010
|
Evergreen Wealth Management
Williamston,
Michigan
|
$136M
|
+$9.45M
|
+7%
|
9.36%
|
57%
|
56
|
1.79%
|
|
|
6011
|
Miramar Fiduciary Corp
Reno,
Nevada
|
$136M
|
–
|
–
|
11.2%
|
–
|
6
|
–
|
|
|
6012
|
Cohen Investment Advisors
Bedford,
New Hampshire
|
$136M
|
+$11.4M
|
+9%
|
12.4%
|
76.2%
|
77
|
2.6%
|
|
|
6013
|
Prosperitas Financial
Valencia,
California
|
$136M
|
+$6.97M
|
+5%
|
10.4%
|
–
|
68
|
13.24%
|
|
|
6014
|
Firetrail Investments
Sydney, NSW,
Australia
|
$136M
|
–
|
–
|
12.2%
|
–
|
22
|
–
|
|
|
6015
|
Walnut Level Capital
Denver,
Colorado
|
$136M
|
–
|
–
|
10.3%
|
–
|
35
|
–
|
|
|
6016
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$136M
|
+$15.1M
|
+13%
|
11.8%
|
84.2%
|
613
|
14.03%
|
|
|
6017
|
Cobblestone Asset Management
Richmond,
Virginia
|
$136M
|
+$14M
|
+12%
|
7.74%
|
50.6%
|
48
|
29.17%
|
|
|
6018
|
Advisory Services & Investments
Bend,
Oregon
|
$136M
|
+$21.9M
|
+19%
|
11.1%
|
19.9%
|
34
|
14.71%
|
|
|
6019
|
Brogan Financial
Knoxville,
Tennessee
|
$135M
|
+$21.6M
|
+19%
|
9.31%
|
35.5%
|
46
|
28.26%
|
|
|
6020
|
Sebold Capital Management
Lisle,
Illinois
|
$135M
|
+$12.9M
|
+11%
|
10.4%
|
–
|
70
|
7.14%
|
|
|
6021
|
Roger Wittlin Investment Advisory
San Francisco,
California
|
$135M
|
+$17.6M
|
+15%
|
9.36%
|
54.1%
|
42
|
9.52%
|
|
|
6022
|
Old North State Wealth Management
Wilmington,
North Carolina
|
$135M
|
+$21.5M
|
+19%
|
10.7%
|
76.7%
|
82
|
14.63%
|
|
|
6023
|
|
$135M
|
+$26.1M
|
+24%
|
24.5%
|
74.9%
|
40
|
5%
|
|
|
6024
|
Hiley Hunt Wealth Management
Omaha,
Nebraska
|
$135M
|
–
|
–
|
9.22%
|
–
|
36
|
–
|
|
|
6025
|
Santa Monica Partners
Palm Beach Gardens,
Florida
|
$135M
|
+$5.65M
|
+4%
|
7.64%
|
123%
|
17
|
5.88%
|
|