|
5201
|
Lokken Investment Group
Lewes,
Delaware
|
$177M
|
+$24.3M
|
+16%
|
|
|
148
|
|
|
|
5202
|
Independent Family Office
Albany,
New York
|
$177M
|
+$16.7M
|
+10%
|
|
|
75
|
|
|
|
5203
|
Red Tortoise LLC
Atlanta,
Georgia
|
$177M
|
+$27.5M
|
+18%
|
|
|
607
|
|
|
|
5204
|
Denver Wealth Management
Denver,
Colorado
|
$177M
|
+$22.1M
|
+14%
|
|
|
78
|
|
|
|
5205
|
Waterfall Asset Management
New York
|
$177M
|
–
|
–
|
|
|
7
|
|
|
|
5206
|
|
$177M
|
-$13.4M
|
-7%
|
|
|
1
|
|
|
|
5207
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$177M
|
+$28.2M
|
+19%
|
|
|
47
|
|
|
|
5208
|
Next Level Private
Harrison,
New York
|
$176M
|
+$25.7M
|
+17%
|
|
|
111
|
|
|
|
5209
|
Cooper/Haims Advisors
Victor,
New York
|
$176M
|
+$47.9M
|
+37%
|
|
|
86
|
|
|
|
5210
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
$176M
|
+$68.7M
|
+64%
|
|
|
61
|
|
|
|
5211
|
Union Savings Bank
Litchfield,
Connecticut
|
$176M
|
+$15.9M
|
+10%
|
|
|
312
|
|
|
|
5212
|
Aragon Global Management
Miami,
Florida
|
$176M
|
–
|
–
|
|
|
15
|
|
|
|
5213
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$176M
|
+$25M
|
+17%
|
|
|
90
|
|
|
|
5214
|
Private Wealth Group
Tampa,
Florida
|
$176M
|
+$23.6M
|
+15%
|
|
|
56
|
|
|
|
5215
|
IRON Financial
Northbrook,
Illinois
|
$176M
|
+$3.93M
|
+2%
|
|
|
103
|
|
|
|
5216
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
$176M
|
+$6.12M
|
+4%
|
|
|
58
|
|
|
|
5217
|
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
|
$176M
|
+$7.75M
|
+5%
|
|
|
151
|
|
|
|
5218
|
Global X Japan
Chiyoda-Ku, Tokyo,
Japan
|
$176M
|
–
|
–
|
|
|
256
|
|
|
|
5219
|
BCK Partners
Corning,
New York
|
$176M
|
+$15.8M
|
+10%
|
|
|
28
|
|
|
|
5220
|
F/M Investments
Washington,
District of Columbia
|
$176M
|
+$42M
|
+31%
|
|
|
99
|
|
|
|
5221
|
DB Wealth Management Group
San Diego,
California
|
$176M
|
+$17.6M
|
+11%
|
|
|
387
|
|
|
|
5222
|
Lindenwold Advisors
Reading,
Pennsylvania
|
$176M
|
+$15.4M
|
+10%
|
|
|
122
|
|
|
|
5223
|
1492 Capital Management
Milwaukee,
Wisconsin
|
$176M
|
+$20.7M
|
+13%
|
|
|
116
|
|
|
|
5224
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$176M
|
+$14.5M
|
+9%
|
|
|
45
|
|
|
|
5225
|
Mader & Shannon Wealth Management
Kansas City,
Missouri
|
$176M
|
+$23.7M
|
+16%
|
|
|
12
|
|
|