|
5051
|
Wills Financial Group
Richmond,
Virginia
|
$232M
|
-$6.8M
|
-3%
|
|
|
67
|
|
|
|
5052
|
Lokken Investment Group
Lewes,
Delaware
|
$232M
|
-$8.26M
|
-3%
|
|
|
164
|
|
|
|
5053
|
Pacifica Partners
Surrey,
Canada
|
$231M
|
-$10.7M
|
-4%
|
|
|
514
|
|
|
|
5054
|
Axis Capital Holdings
Pembroke,
Bermuda
|
$231M
|
+$3.8M
|
+2%
|
|
|
3
|
|
|
|
5055
|
Napa Wealth Management
Napa,
California
|
$231M
|
+$20M
|
+9%
|
|
|
219
|
|
|
|
5056
|
One Fin Capital Management
San Francisco,
California
|
$231M
|
-$33.4M
|
-13%
|
|
|
23
|
|
|
|
5057
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$231M
|
-$58.7M
|
-20%
|
|
|
773
|
|
|
|
5058
|
Castellan Group
Louisville,
Kentucky
|
$231M
|
-$6.42M
|
-3%
|
|
|
70
|
|
|
|
5059
|
Sittner & Nelson
Eugene,
Oregon
|
$231M
|
+$7.09M
|
+3%
|
|
|
509
|
|
|
|
5060
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$231M
|
+$15.2M
|
+7%
|
|
|
126
|
|
|
|
5061
|
Sherman Porfolios
Coeur D'alene,
Idaho
|
$230M
|
–
|
–
|
|
|
56
|
|
|
|
5062
|
Boothe Investment Group
Dover,
Delaware
|
$230M
|
+$11.5M
|
+5%
|
|
|
41
|
|
|
|
5063
|
Arch Venture Management
Chicago,
Illinois
|
$230M
|
-$30.3M
|
-12%
|
|
|
9
|
|
|
|
5064
|
Wealthstar Advisors
Plano,
Texas
|
$230M
|
–
|
–
|
|
|
130
|
|
|
|
5065
|
Spreng Capital Management
Bucyrus,
Ohio
|
$230M
|
+$15.1M
|
+7%
|
|
|
78
|
|
|
|
5066
|
TPG Financial Advisors
Portland,
Oregon
|
$230M
|
+$7.76M
|
+3%
|
|
|
70
|
|
|
|
5067
|
BWM Planning
The Woodlands,
Texas
|
$230M
|
+$4.47M
|
+2%
|
|
|
78
|
|
|
|
5068
|
Pines Wealth Management
Southern Pines,
North Carolina
|
$230M
|
–
|
–
|
|
|
205
|
|
|
|
5069
|
14B Capital Management
La Jolla,
California
|
$230M
|
+$6.69M
|
+3%
|
|
|
10
|
|
|
|
5070
|
Peak XV Partners Operations
Trianon,
Mauritius
|
$230M
|
+$51.4M
|
+29%
|
|
|
4
|
|
|
|
5071
|
Laidlaw Wealth Management
New York City,
New York
|
$230M
|
+$27.4M
|
+14%
|
|
|
194
|
|
|
|
5072
|
MKT Advisors
Escondido,
California
|
$230M
|
+$16.3M
|
+8%
|
|
|
161
|
|
|
|
5073
|
Ascension Capital Advisors
Houston,
Texas
|
$229M
|
+$15.1M
|
+7%
|
|
|
42
|
|
|
|
5074
|
Private Wealth Advisors (California)
Fresno,
California
|
$229M
|
-$16.3M
|
-7%
|
|
|
87
|
|
|
|
5075
|
Consolidated Capital Management
Burbank,
California
|
$229M
|
+$209K
|
+0.1%
|
|
|
36
|
|
|