1351
Townsend Asset Management
Raleigh,
North Carolina
$312M
+$35.1M
+13%
16%
77%
199
8.04%
1352
Five Oceans Advisors
Santa Monica,
California
$311M
+$34.7M
+13%
16.3%
78.8%
214
14.49%
1353
Oak Asset Management
Westlake Village,
California
$311M
+$20.6M
+7%
12%
78%
117
9.4%
1354
Tenon Financial
Metuchen,
New Jersey
$311M
+$56.3M
+22%
12.7%
–
64
20.31%
1355
Lakeshore Financial Planning
St. Clair Shores,
Michigan
$311M
+$34.8M
+13%
12%
56.8%
99
21.21%
1356
Applied Capital
Little Rock,
Arkansas
$310M
+$42.5M
+16%
11.5%
52.6%
54
9.26%
1357
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
$310M
+$10.7M
+4%
10.8%
58.2%
149
8.05%
1358
Firethorn Wealth Partners
Augusta,
Georgia
$310M
+$37.5M
+14%
13.3%
67.1%
212
16.04%
1359
Bonness Enterprises
Washington,
District of Columbia
$310M
+$36.9M
+14%
26.2%
94.6%
39
5.13%
1360
GKV Capital Management
Walnut Creek,
California
$310M
+$43.3M
+16%
24.7%
–
91
12.09%
1361
Sonata Capital Group
Seattle,
Washington
$310M
+$38.8M
+14%
12.6%
57.4%
133
11.28%
1362
Defender Capital
Charlotte,
North Carolina
$308M
+$26M
+9%
13.4%
83.5%
41
26.83%
1363
FSA Investment Group
Pensacola,
Florida
$308M
+$59.4M
+24%
9.21%
–
51
19.61%
1364
Lincoln Capital Corp
East Greenwich,
Rhode Island
$308M
+$36.1M
+13%
14.3%
73.9%
108
16.67%
1365
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
$308M
+$79.4M
+35%
12%
68.1%
177
13.56%
1366
Asset Allocation & Management Company
Chicago,
Illinois
$307M
+$37.3M
+14%
10.4%
53.8%
97
34.02%
1367
Blackhawk Capital Partners
Thiensville,
Wisconsin
$306M
+$33.6M
+12%
12.1%
87.2%
176
36.93%
1368
Ted Buchan & Co
San Diego,
California
$306M
+$30.4M
+11%
9.8%
61%
96
9.38%
1369
Access Financial Services
Minneapolis,
Minnesota
$305M
+$22.9M
+8%
8.26%
44.8%
106
13.21%
1370
Carroll Advisory Group
Texarkana,
Texas
$305M
+$46.9M
+18%
11.7%
–
75
10.67%
1371
David Kennon
Sarasota,
Florida
$303M
+$23.7M
+9%
11.8%
46.9%
46
13.04%
1372
E Fund Management (HK)
Central,
Hong Kong
$302M
+$81.7M
+37%
37.3%
163%
566
16.25%
1373
BCU Wealth Advisors
Vernon Hills,
Illinois
$301M
+$32.8M
+12%
11.2%
–
65
10.77%
1374
ACT Advisors
Asheville,
North Carolina
$301M
+$65.6M
+28%
14.2%
69.8%
98
34.69%
1375
Traveka Wealth
Los Altos,
California
$301M
+$38.8M
+15%
15.2%
–
213
19.25%