|
5051
|
Lakeshore Financial Planning
St. Clair Shores,
Michigan
|
$205M
|
+$7.24M
|
+4%
|
|
|
72
|
|
|
|
5052
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$205M
|
+$5.11M
|
+3%
|
|
|
176
|
|
|
|
5053
|
Voisard Asset Management Group
Grand Rapids,
Michigan
|
$205M
|
+$26.9M
|
+15%
|
|
|
429
|
|
|
|
5054
|
Bullseye Asset Management
Denver,
Colorado
|
$204M
|
-$8.68M
|
-4%
|
|
|
67
|
|
|
|
5055
|
Aull & Monroe Investment Management
Mobile,
Alabama
|
$204M
|
-$14.4M
|
-7%
|
|
|
135
|
|
|
|
5056
|
Guinness Atkinson Asset Management
Pasadena,
California
|
$204M
|
-$8.6M
|
-4%
|
|
|
105
|
|
|
|
5057
|
Virtus ETF Advisers
New York
|
$204M
|
+$15.9M
|
+8%
|
|
|
488
|
|
|
|
5058
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$204M
|
+$23M
|
+13%
|
|
|
115
|
|
|
|
5059
|
Maxwell Wealth Strategies
Pleasanton,
California
|
$204M
|
+$6.8M
|
+3%
|
|
|
105
|
|
|
|
5060
|
Centennial Bank
Conway,
Arkansas
|
$204M
|
+$8.74M
|
+4%
|
|
|
352
|
|
|
|
5061
|
Ardent Capital Management
Cincinnati,
Ohio
|
$204M
|
+$4.84M
|
+2%
|
|
|
46
|
|
|
|
5062
|
FullCircle Wealth
Dallas,
Texas
|
$204M
|
–
|
–
|
|
|
167
|
|
|
|
5063
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$204M
|
+$28.5M
|
+16%
|
|
|
140
|
|
|
|
5064
|
Siemens Pension Trust
Munich Germany,
Germany
|
$204M
|
$0
|
0%
|
|
|
1
|
|
|
|
5065
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$204M
|
+$19.4M
|
+11%
|
|
|
240
|
|
|
|
5066
|
Genesee Capital Advisors
Auburn,
New York
|
$204M
|
+$21.1M
|
+12%
|
|
|
136
|
|
|
|
5067
|
Waterway Wealth Management
The Woodlands,
Texas
|
$204M
|
-$23.7M
|
-10%
|
|
|
76
|
|
|
|
5068
|
FIDELIS iM
Medford,
Oregon
|
$204M
|
+$4.57M
|
+2%
|
|
|
19
|
|
|
|
5069
|
Planned Solutions
Folsom,
California
|
$204M
|
-$315K
|
-0.2%
|
|
|
111
|
|
|
|
5070
|
Prosperity Wealth Management
San Ramon,
California
|
$203M
|
-$7.79M
|
-4%
|
|
|
198
|
|
|
|
5071
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
$203M
|
+$20M
|
+11%
|
|
|
78
|
|
|
|
5072
|
Act Wealth Management
Plano,
Texas
|
$203M
|
+$4.83M
|
+2%
|
|
|
46
|
|
|
|
5073
|
Pavion Blue Capital
Newport Beach,
California
|
$203M
|
+$945K
|
+0.5%
|
|
|
104
|
|
|
|
5074
|
Sittner & Nelson
Eugene,
Oregon
|
$203M
|
+$4.58M
|
+2%
|
|
|
511
|
|
|
|
5075
|
Evergreen Private Wealth
Greenwood Village,
Colorado
|
$203M
|
+$3.36M
|
+2%
|
|
|
225
|
|
|