|
5101
|
Cura Wealth Advisors
Chicago,
Illinois
|
$260M
|
+$45M
|
+21%
|
|
|
132
|
|
|
|
5102
|
Campbell Capital Management
Miami,
Florida
|
$260M
|
+$3.24M
|
+1%
|
|
|
60
|
|
|
|
5103
|
Wealthspan Partners
Davenport,
Iowa
|
$260M
|
+$18.7M
|
+8%
|
|
|
125
|
|
|
|
5104
|
Financial Services Advisory
Rockville,
Maryland
|
$260M
|
+$52.4M
|
+25%
|
|
|
72
|
|
|
|
5105
|
American Financial Group
Cincinnati,
Ohio
|
$259M
|
-$7.15M
|
-3%
|
|
|
61
|
|
|
|
5106
|
1776 Wealth
Atlanta,
Georgia
|
$259M
|
+$16.6M
|
+7%
|
|
|
154
|
|
|
|
5107
|
CPA Asset Management
West Palm Beach,
Florida
|
$259M
|
+$21.5M
|
+9%
|
|
|
90
|
|
|
|
5108
|
Consilium Wealth Advisory
Richardson,
Texas
|
$259M
|
+$22.2M
|
+9%
|
|
|
101
|
|
|
|
5109
|
Plum Street Advisors
New Orleans,
Louisiana
|
$259M
|
+$32.3M
|
+14%
|
|
|
97
|
|
|
|
5110
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$259M
|
+$15.1M
|
+6%
|
|
|
288
|
|
|
|
5111
|
Foresite Capital Management VI
Larkspur,
California
|
$259M
|
+$81M
|
+46%
|
|
|
21
|
|
|
|
5112
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$259M
|
+$21M
|
+9%
|
|
|
158
|
|
|
|
5113
|
First Citizens Investor Services
Raleigh,
North Carolina
|
$259M
|
–
|
–
|
|
|
23
|
|
|
|
5114
|
Hoertkorn Richard Charles
|
$259M
|
+$22.4M
|
+9%
|
|
|
79
|
|
|
|
5115
|
Wealth Quarterback
Toms River,
New Jersey
|
$259M
|
+$47.6M
|
+23%
|
|
|
157
|
|
|
|
5116
|
Colorado Capital Management
Boulder,
Colorado
|
$259M
|
+$25.2M
|
+11%
|
|
|
105
|
|
|
|
5117
|
Sender Company & Partners
New York
|
$259M
|
+$44.5M
|
+21%
|
|
|
452
|
|
|
|
5118
|
GE Investment Management
Norwalk,
Connecticut
|
$258M
|
+$37.2M
|
+17%
|
|
|
4
|
|
|
|
5119
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$258M
|
+$16.9M
|
+7%
|
|
|
98
|
|
|
|
5120
|
Ranch Capital Advisors
Sarasota,
Florida
|
$258M
|
+$27.8M
|
+12%
|
|
|
158
|
|
|
|
5121
|
My Personal CFO LLC
Vancouver,
Washington
|
$258M
|
+$38.2M
|
+17%
|
|
|
159
|
|
|
|
5122
|
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
|
$258M
|
+$27M
|
+12%
|
|
|
95
|
|
|
|
5123
|
EntryPoint Capital
New York
|
$258M
|
+$58.7M
|
+29%
|
|
|
912
|
|
|
|
5124
|
Madden Advisory Services
Jacksonville,
Florida
|
$258M
|
+$23.6M
|
+10%
|
|
|
110
|
|
|
|
5125
|
Vantage Point Financial
Lisle,
Illinois
|
$258M
|
+$30.1M
|
+13%
|
|
|
159
|
|
|