|
5001
|
Melia Wealth
Tulsa,
Oklahoma
|
$190M
|
–
|
–
|
|
|
16
|
|
|
|
5002
|
Toronado Partners
San Francisco,
California
|
$190M
|
+$13.8M
|
+8%
|
|
|
12
|
|
|
|
5003
|
Independent Wealth Network
Urbandale,
Iowa
|
$190M
|
+$27.5M
|
+17%
|
|
|
224
|
|
|
|
5004
|
|
$190M
|
-$63.9M
|
-25%
|
|
|
12
|
|
|
|
5005
|
Bayshore Asset Management
Coral Gables,
Florida
|
$190M
|
+$19.1M
|
+11%
|
|
|
34
|
|
|
|
5006
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$189M
|
+$18.2M
|
+11%
|
|
|
211
|
|
|
|
5007
|
Burrus Financial Services
Salt Lake City,
Utah
|
$189M
|
+$13.4M
|
+8%
|
|
|
11
|
|
|
|
5008
|
Phase 2 Partners
San Francisco,
California
|
$189M
|
-$37.1M
|
-16%
|
|
|
32
|
|
|
|
5009
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$189M
|
+$20.7M
|
+12%
|
|
|
164
|
|
|
|
5010
|
Marshall & Sullivan
Seattle,
Washington
|
$189M
|
+$17.6M
|
+10%
|
|
|
39
|
|
|
|
5011
|
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
$189M
|
+$18.1M
|
+11%
|
|
|
43
|
|
|
|
5012
|
Eastover Investment Advisors
Charlotte,
North Carolina
|
$189M
|
+$22.8M
|
+14%
|
|
|
46
|
|
|
|
5013
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$189M
|
+$16.2M
|
+9%
|
|
|
122
|
|
|
|
5014
|
Ruggaard & Associates
Hudson,
Ohio
|
$189M
|
+$21M
|
+13%
|
|
|
117
|
|
|
|
5015
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$189M
|
+$17.9M
|
+10%
|
|
|
141
|
|
|
|
5016
|
Madden Securities
Dallas,
Texas
|
$189M
|
+$11.9M
|
+7%
|
|
|
100
|
|
|
|
5017
|
New England Research & Management
Chicago,
Illinois
|
$189M
|
+$13.3M
|
+8%
|
|
|
169
|
|
|
|
5018
|
Pflug Koory
Omaha,
Nebraska
|
$189M
|
+$15.8M
|
+9%
|
|
|
412
|
|
|
|
5019
|
Commonwealth Retirement Investments
Richmond,
Virginia
|
$189M
|
+$15.5M
|
+9%
|
|
|
86
|
|
|
|
5020
|
Sozo Ventures GP II
Redwood City,
California
|
$189M
|
+$107M
|
+132%
|
|
|
1
|
|
|
|
5021
|
Hoxton Planning & Management
Shepherdstown,
West Virginia
|
$189M
|
+$34.4M
|
+22%
|
|
|
161
|
|
|
|
5022
|
Chelsea Counsel Company
Los Angeles,
California
|
$189M
|
-$5.86M
|
-3%
|
|
|
171
|
|
|
|
5023
|
Fonville Wealth Management
Richmond,
Virginia
|
$188M
|
–
|
–
|
|
|
86
|
|
|
|
5024
|
California First Leasing Corp
Newport Beach,
California
|
$188M
|
+$15.3M
|
+9%
|
|
|
39
|
|
|
|
5025
|
Blueshift Asset Management
Red Bank,
New Jersey
|
$188M
|
+$18.8M
|
+11%
|
|
|
396
|
|
|