|
5026
|
FullCircle Wealth
Dallas,
Texas
|
$223M
|
+$18.9M
|
+9%
|
|
|
192
|
|
|
|
5027
|
|
$223M
|
+$17.6M
|
+9%
|
|
|
5
|
|
|
|
5028
|
IMS Capital Management
Portland,
Oregon
|
$223M
|
+$7.95M
|
+4%
|
|
|
145
|
|
|
|
5029
|
Gibraltar Capital Management
Tulsa,
Oklahoma
|
$223M
|
+$1.49M
|
+0.7%
|
|
|
56
|
|
|
|
5030
|
TPG Financial Advisors
Portland,
Oregon
|
$222M
|
+$10.9M
|
+5%
|
|
|
72
|
|
|
|
5031
|
Teramo Advisors
Naples,
Florida
|
$222M
|
+$20M
|
+10%
|
|
|
8
|
|
|
|
5032
|
Beta Wealth Group
San Diego,
California
|
$222M
|
+$10.8M
|
+5%
|
|
|
111
|
|
|
|
5033
|
SVF Sponsor III
Menlo Park,
California
|
$222M
|
-$97.9M
|
-31%
|
|
|
1
|
|
|
|
5034
|
Optimist Retirement Group
Bellevue,
Washington
|
$222M
|
+$31.3M
|
+16%
|
|
|
135
|
|
|
|
5035
|
JW Asset Management
Miami Beach,
Florida
|
$221M
|
-$21.2M
|
-9%
|
|
|
17
|
|
|
|
5036
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$221M
|
+$32.4M
|
+17%
|
|
|
178
|
|
|
|
5037
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$221M
|
+$17.6M
|
+9%
|
|
|
167
|
|
|
|
5038
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$221M
|
+$15.2M
|
+7%
|
|
|
152
|
|
|
|
5039
|
MTC Wealth Management
Tampa,
Florida
|
$221M
|
+$11.1M
|
+5%
|
|
|
14
|
|
|
|
5040
|
Goldstream Capital Management
Central,
Hong Kong
|
$221M
|
+$11.1M
|
+5%
|
|
|
48
|
|
|
|
5041
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$221M
|
+$16.5M
|
+8%
|
|
|
178
|
|
|
|
5042
|
Prospect Capital Advisors
Sausalito,
California
|
$221M
|
-$16M
|
-7%
|
|
|
28
|
|
|
|
5043
|
|
$221M
|
-$33.5M
|
-13%
|
|
|
90
|
|
|
|
5044
|
Meros Investment Management
Dallas,
Texas
|
$221M
|
+$9.51M
|
+4%
|
|
|
44
|
|
|
|
5045
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$221M
|
+$42.9M
|
+24%
|
|
|
143
|
|
|
|
5046
|
Peoples Financial Services Corp
Dunmore,
Pennsylvania
|
$221M
|
-$389K
|
-0.2%
|
|
|
256
|
|
|
|
5047
|
Coalescence Partners Investment Management
New York
|
$221M
|
+$100M
|
+83%
|
|
|
15
|
|
|
|
5048
|
Sustainable Insight Capital Management
New York
|
$221M
|
+$21M
|
+11%
|
|
|
95
|
|
|
|
5049
|
Avalon Advisory Group
Wexford,
Pennsylvania
|
$221M
|
+$10.7M
|
+5%
|
|
|
15
|
|
|
|
5050
|
FIDELIS iM
Medford,
Oregon
|
$220M
|
+$16.8M
|
+8%
|
|
|
22
|
|
|