|
4976
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$228M
|
+$13.9M
|
+7%
|
|
|
27
|
|
|
|
4977
|
Olympus Wealth Management
Cottonwood Heights,
Utah
|
$228M
|
-$46.9M
|
-17%
|
|
|
20
|
|
|
|
4978
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
$228M
|
+$14.7M
|
+7%
|
|
|
92
|
|
|
|
4979
|
Baron Wealth Management
Troy,
Michigan
|
$228M
|
+$15.1M
|
+7%
|
|
|
238
|
|
|
|
4980
|
Buttonwood Financial Advisors
Baltimore,
Maryland
|
$228M
|
+$62.4K
|
+0%
|
|
|
99
|
|
|
|
4981
|
Verger Capital Management
Winston-Salem,
North Carolina
|
$227M
|
+$26.7M
|
+13%
|
|
|
14
|
|
|
|
4982
|
Alteri Wealth
Westlake Village,
California
|
$227M
|
-$134M
|
-37%
|
|
|
267
|
|
|
|
4983
|
Palogic Value Management
Dallas,
Texas
|
$227M
|
-$23M
|
-9%
|
|
|
181
|
|
|
|
4984
|
New Mountain Capital
New York
|
$227M
|
-$68M
|
-23%
|
|
|
1
|
|
|
|
4985
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$227M
|
-$5.86M
|
-3%
|
|
|
91
|
|
|
|
4986
|
Sara-Bay Financial
Sarasota,
Florida
|
$227M
|
-$43M
|
-16%
|
|
|
85
|
|
|
|
4987
|
Meredith Wealth Planning
Maryville,
Illinois
|
$227M
|
+$2.35M
|
+1%
|
|
|
54
|
|
|
|
4988
|
Landmark Wealth Management (New York)
Melville,
New York
|
$227M
|
+$1.12M
|
+0.5%
|
|
|
76
|
|
|
|
4989
|
California First Leasing Corp
Newport Beach,
California
|
$227M
|
-$15.9M
|
-7%
|
|
|
48
|
|
|
|
4990
|
Maryland Capital Advisors
Chester,
Maryland
|
$227M
|
+$10.9M
|
+5%
|
|
|
265
|
|
|
|
4991
|
HealthInvest Partners
Stockholm,
Sweden
|
$227M
|
+$15.7M
|
+7%
|
|
|
41
|
|
|
|
4992
|
Toews Corporation
Northfield,
New Jersey
|
$226M
|
+$58.1M
|
+35%
|
|
|
11
|
|
|
|
4993
|
Whetstone Capital Advisors
Shawnee Mission,
Kansas
|
$226M
|
-$36.3M
|
-14%
|
|
|
39
|
|
|
|
4994
|
Rise Advisors
Rochester,
New York
|
$226M
|
+$18.4M
|
+9%
|
|
|
1,582
|
|
|
|
4995
|
TPG Financial Advisors
Portland,
Oregon
|
$226M
|
-$3.55M
|
-2%
|
|
|
68
|
|
|
|
4996
|
Cherokee Insurance
Sterling Heights,
Michigan
|
$226M
|
+$5.61M
|
+3%
|
|
|
123
|
|
|
|
4997
|
Timonier Family Office
Winston Salem,
North Carolina
|
$226M
|
+$31.3M
|
+16%
|
|
|
50
|
|
|
|
4998
|
Warner Financial
Bethesda,
Maryland
|
$226M
|
-$6.55M
|
-3%
|
|
|
121
|
|
|
|
4999
|
Davis Investment Partners
Charlotte,
North Carolina
|
$226M
|
-$11.2M
|
-5%
|
|
|
157
|
|
|
|
5000
|
Forge First Asset Management
Toronto, Ontario,
Canada
|
$226M
|
-$49.9M
|
-18%
|
|
|
52
|
|
|