|
5101
|
Barrett & Company
Providence,
Rhode Island
|
$185M
|
+$14.9M
|
+9%
|
|
|
645
|
|
|
|
5102
|
G.F.W. Energy XII
Dallas,
Texas
|
$185M
|
-$106M
|
-36%
|
|
|
5
|
|
|
|
5103
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$185M
|
+$17M
|
+10%
|
|
|
176
|
|
|
|
5104
|
NKCFO LLC
Geneva,
Illinois
|
$185M
|
+$4.43M
|
+2%
|
|
|
92
|
|
|
|
5105
|
Ausbil Investment Management
Sydney,
Australia
|
$185M
|
+$23.6M
|
+15%
|
|
|
61
|
|
|
|
5106
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$185M
|
–
|
–
|
|
|
168
|
|
|
|
5107
|
Worth Venture Partners
Fort Lee,
New Jersey
|
$184M
|
+$16.6M
|
+10%
|
|
|
181
|
|
|
|
5108
|
Napa Wealth Management
Napa,
California
|
$184M
|
–
|
–
|
|
|
109
|
|
|
|
5109
|
Lipe & Dalton
Syracuse,
New York
|
$184M
|
+$18.1M
|
+11%
|
|
|
107
|
|
|
|
5110
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$184M
|
+$20.9M
|
+13%
|
|
|
78
|
|
|
|
5111
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$184M
|
+$25.2M
|
+16%
|
|
|
38
|
|
|
|
5112
|
Chartist Inc
Seal Beach,
California
|
$184M
|
+$15.3M
|
+9%
|
|
|
28
|
|
|
|
5113
|
Buttonwood Financial Advisors
Baltimore,
Maryland
|
$183M
|
+$25.6M
|
+16%
|
|
|
103
|
|
|
|
5114
|
Towerpoint Wealth
Sacramento,
California
|
$183M
|
+$15M
|
+9%
|
|
|
84
|
|
|
|
5115
|
Fortress Wealth Management
Culver City,
California
|
$183M
|
+$28.8M
|
+19%
|
|
|
72
|
|
|
|
5116
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$183M
|
+$21.2M
|
+13%
|
|
|
97
|
|
|
|
5117
|
Deane Retirement Strategies
New Orleans,
Louisiana
|
$183M
|
+$4.15M
|
+2%
|
|
|
70
|
|
|
|
5118
|
Rainsberger Wealth Advisors
Colorado Springs,
Colorado
|
$183M
|
+$20.3M
|
+12%
|
|
|
73
|
|
|
|
5119
|
Sciencast Management
Princeton,
New Jersey
|
$183M
|
-$37.2M
|
-17%
|
|
|
470
|
|
|
|
5120
|
Lountzis Asset Management
Wyomissing,
Pennsylvania
|
$183M
|
+$4.13M
|
+2%
|
|
|
46
|
|
|
|
5121
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$183M
|
+$18.8M
|
+11%
|
|
|
134
|
|
|
|
5122
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$183M
|
+$14.6M
|
+9%
|
|
|
259
|
|
|
|
5123
|
Insight 2811 Inc
Chicago,
Illinois
|
$183M
|
+$7.03M
|
+4%
|
|
|
84
|
|
|
|
5124
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$183M
|
+$16.3M
|
+10%
|
|
|
295
|
|
|
|
5125
|
SMART Wealth
Omaha,
Nebraska
|
$183M
|
+$49.9M
|
+37%
|
|
|
93
|
|
|