|
5101
|
May Barnhard Investments
Bethesda,
Maryland
|
$200M
|
+$5.33M
|
+3%
|
|
|
84
|
|
|
|
5102
|
Amtrust Financial Services
New York
|
$200M
|
+$14.3M
|
+8%
|
|
|
16
|
|
|
|
5103
|
Essential Planning
Portsmouth,
New Hampshire
|
$200M
|
+$1.56M
|
+0.8%
|
|
|
65
|
|
|
|
5104
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$200M
|
+$26.3M
|
+15%
|
|
|
487
|
|
|
|
5105
|
Evergreen Private Wealth
Greenwood Village,
Colorado
|
$200M
|
+$14.1M
|
+8%
|
|
|
234
|
|
|
|
5106
|
Joseph Group Capital Management
Columbus,
Ohio
|
$200M
|
+$27.3M
|
+16%
|
|
|
88
|
|
|
|
5107
|
Warner Financial
Bethesda,
Maryland
|
$200M
|
+$22.1M
|
+12%
|
|
|
109
|
|
|
|
5108
|
Ausbil Investment Management
Sydney,
Australia
|
$200M
|
+$15M
|
+8%
|
|
|
66
|
|
|
|
5109
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$199M
|
+$14.8M
|
+8%
|
|
|
180
|
|
|
|
5110
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$199M
|
+$19M
|
+11%
|
|
|
161
|
|
|
|
5111
|
Leisure Capital Management
Costa Mesa,
California
|
$199M
|
+$14.3M
|
+8%
|
|
|
144
|
|
|
|
5112
|
Ardent Capital Management
Cincinnati,
Ohio
|
$199M
|
+$8.36M
|
+4%
|
|
|
47
|
|
|
|
5113
|
FIDELIS iM
Medford,
Oregon
|
$199M
|
+$13.4M
|
+7%
|
|
|
18
|
|
|
|
5114
|
Towerpoint Wealth
Sacramento,
California
|
$199M
|
+$15.6M
|
+9%
|
|
|
86
|
|
|
|
5115
|
WorthPointe
La Jolla,
California
|
$199M
|
+$2.16M
|
+1%
|
|
|
87
|
|
|
|
5116
|
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
$199M
|
+$9.34M
|
+5%
|
|
|
45
|
|
|
|
5117
|
Sittner & Nelson
Eugene,
Oregon
|
$199M
|
+$11.4M
|
+6%
|
|
|
514
|
|
|
|
5118
|
Anthracite Investment Company
Fort Worth,
Texas
|
$198M
|
+$43.2M
|
+28%
|
|
|
116
|
|
|
|
5119
|
Act Wealth Management
Plano,
Texas
|
$198M
|
+$13M
|
+7%
|
|
|
50
|
|
|
|
5120
|
Claris Advisors
St. Louis,
Missouri
|
$198M
|
+$17.6M
|
+10%
|
|
|
59
|
|
|
|
5121
|
Acuitas Investments
Seattle,
Washington
|
$198M
|
+$7.72M
|
+4%
|
|
|
139
|
|
|
|
5122
|
Luken Investment Analytics
Brentwood,
Tennessee
|
$198M
|
+$12.8M
|
+7%
|
|
|
136
|
|
|
|
5123
|
Boothe Investment Group
Dover,
Delaware
|
$198M
|
-$23.3M
|
-11%
|
|
|
38
|
|
|
|
5124
|
Weitzel Financial Services
Dubuque,
Iowa
|
$198M
|
+$11.6M
|
+6%
|
|
|
43
|
|
|
|
5125
|
Foresite Capital Management IV
Larkspur,
California
|
$198M
|
+$40.5K
|
+0%
|
|
|
5
|
|
|