|
6126
|
American Planning Services
Sun City Center,
Florida
|
$130M
|
-$20.1M
|
-13%
|
6.7%
|
23.8%
|
48
|
43.75%
|
|
|
6127
|
Rainwater Charitable Foundation
Fort Worth,
Texas
|
$130M
|
+$9.4M
|
+8%
|
10.2%
|
40.2%
|
6
|
50%
|
|
|
6128
|
Darrow Company
Needham,
Massachusetts
|
$130M
|
+$16.1M
|
+14%
|
8.23%
|
30.6%
|
40
|
32.5%
|
|
|
6129
|
Von Berge Wealth Management Group
San Diego,
California
|
$130M
|
+$13.1M
|
+11%
|
10.6%
|
60.5%
|
70
|
24.29%
|
|
|
6130
|
Jabodon PT Co
Reno,
Nevada
|
$130M
|
+$67.8M
|
+109%
|
9.93%
|
61.9%
|
4
|
25%
|
|
|
6131
|
Caldwell Investment Management
Toronto,
Ontario, Canada
|
$130M
|
+$27.3M
|
+27%
|
18.1%
|
178%
|
38
|
47.37%
|
|
|
6132
|
Echo45 Advisors
Walnut Creek,
California
|
$130M
|
+$12M
|
+10%
|
7.63%
|
49.9%
|
48
|
8.33%
|
|
|
6133
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$130M
|
+$16.3M
|
+14%
|
10.8%
|
50.5%
|
84
|
17.86%
|
|
|
6134
|
Pillar Wealth Advisors
West Chester,
Pennsylvania
|
$130M
|
+$14.3M
|
+12%
|
8.7%
|
21.9%
|
72
|
9.72%
|
|
|
6135
|
Painted Porch Advisors
Santa Barbara,
California
|
$130M
|
–
|
–
|
7.88%
|
–
|
49
|
–
|
|
|
6136
|
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
|
$130M
|
+$23.1M
|
+22%
|
6.53%
|
28.7%
|
91
|
38.46%
|
|
|
6137
|
Westwood Wealth Management
Los Angeles,
California
|
$130M
|
-$21.5M
|
-14%
|
18.2%
|
254%
|
40
|
17.5%
|
|
|
6138
|
Broadview Financial Management
Wauwatosa,
Wisconsin
|
$130M
|
+$21.5M
|
+20%
|
10.4%
|
41.8%
|
40
|
12.5%
|
|
|
6139
|
Andrews Lucia Wealth Management
Danville,
California
|
$130M
|
+$13.3M
|
+11%
|
10.8%
|
59.7%
|
29
|
13.79%
|
|
|
6140
|
Family Wealth Partners
Matthews,
North Carolina
|
$130M
|
–
|
–
|
7.34%
|
–
|
40
|
–
|
|
|
6141
|
Islay Capital Management
Lubbock,
Texas
|
$129M
|
+$10.1M
|
+8%
|
10.1%
|
65.2%
|
245
|
22.86%
|
|
|
6142
|
FFG Retirement Advisors
Centennial,
Colorado
|
$129M
|
+$8.89M
|
+7%
|
8%
|
41.1%
|
47
|
27.66%
|
|
|
6143
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$129M
|
-$537K
|
-0.4%
|
9.02%
|
44.5%
|
43
|
9.3%
|
|
|
6144
|
Fort Henry Capital
Wheeling,
West Virginia
|
$129M
|
+$12.4M
|
+11%
|
9.36%
|
37%
|
15
|
6.67%
|
|
|
6145
|
Keener Financial Planning
Keller,
Texas
|
$129M
|
–
|
–
|
11%
|
–
|
185
|
–
|
|
|
6146
|
LifePro Asset Management
San Diego,
California
|
$129M
|
+$8.03M
|
+7%
|
7.07%
|
49%
|
127
|
35.43%
|
|
|
6147
|
Philip James Wealth Mangement
Milton,
Georgia
|
$129M
|
–
|
–
|
7.23%
|
–
|
74
|
–
|
|
|
6148
|
Mainsail Financial Group
Bellevue,
Washington
|
$129M
|
+$18.8M
|
+17%
|
9.99%
|
57.2%
|
52
|
7.69%
|
|
|
6149
|
SWP Financial
San Diego,
California
|
$129M
|
–
|
–
|
9.69%
|
–
|
44
|
–
|
|
|
6150
|
Sterling Group Wealth Management
Pasadena,
California
|
$129M
|
+$23M
|
+22%
|
10.9%
|
54.6%
|
55
|
14.55%
|
|