|
5201
|
Swan Capital
Pensacola,
Florida
|
$230M
|
+$13.7M
|
+6%
|
|
|
520
|
|
|
|
5202
|
Seldon Capital
San Francisco,
California
|
$230M
|
+$71.3M
|
+45%
|
|
|
71
|
|
|
|
5203
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$230M
|
+$5.05M
|
+2%
|
|
|
105
|
|
|
|
5204
|
MBE Wealth Management
Tomah,
Wisconsin
|
$230M
|
+$21M
|
+10%
|
|
|
136
|
|
|
|
5205
|
Summit Investment Advisory Services
Roseville,
Minnesota
|
$230M
|
+$26M
|
+13%
|
|
|
71
|
|
|
|
5206
|
|
$230M
|
-$50.9M
|
-18%
|
|
|
525
|
|
|
|
5207
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$230M
|
+$23.7M
|
+11%
|
|
|
37
|
|
|
|
5208
|
Greenbush Financial Group
Albany,
New York
|
$230M
|
+$28.5M
|
+14%
|
|
|
33
|
|
|
|
5209
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$229M
|
+$2.62M
|
+1%
|
|
|
97
|
|
|
|
5210
|
Stenahm Asset Management
Guernsey
|
$229M
|
-$16.3M
|
-7%
|
|
|
33
|
|
|
|
5211
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$229M
|
+$15.4M
|
+7%
|
|
|
188
|
|
|
|
5212
|
Cherokee Insurance
Sterling Heights,
Michigan
|
$229M
|
+$2.92M
|
+1%
|
|
|
124
|
|
|
|
5213
|
Register Financial Advisors
Atlanta,
Georgia
|
$229M
|
+$36.9M
|
+19%
|
|
|
347
|
|
|
|
5214
|
Wittenberg Investment Management
Carlisle,
Massachusetts
|
$229M
|
+$7.21M
|
+3%
|
|
|
80
|
|
|
|
5215
|
Bayforest Capital
London,
United Kingdom
|
$229M
|
-$725K
|
-0.3%
|
|
|
939
|
|
|
|
5216
|
Game Plan Financial Advisors
Westlake,
Ohio
|
$229M
|
+$22.9M
|
+11%
|
|
|
420
|
|
|
|
5217
|
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
|
$229M
|
+$42.1M
|
+23%
|
|
|
23
|
|
|
|
5218
|
Viola Ventures VC Management 4
Herzliya,
Israel
|
$229M
|
+$30.1M
|
+15%
|
|
|
4
|
|
|
|
5219
|
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
|
$229M
|
+$26.2M
|
+13%
|
|
|
66
|
|
|
|
5220
|
Palisades Investment Partners
Santa Monica,
California
|
$229M
|
+$29.5M
|
+15%
|
|
|
42
|
|
|
|
5221
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$228M
|
+$21M
|
+10%
|
|
|
135
|
|
|
|
5222
|
Decatur Capital Management
Decatur,
Georgia
|
$228M
|
+$35.6M
|
+18%
|
|
|
42
|
|
|
|
5223
|
Curio Wealth
Annapolis,
Maryland
|
$228M
|
+$36.3M
|
+19%
|
|
|
409
|
|
|
|
5224
|
Horizon Investment Services
Hammond,
Indiana
|
$228M
|
+$22.4M
|
+11%
|
|
|
130
|
|
|
|
5225
|
Stonehill Capital Management
New York
|
$228M
|
-$99.7M
|
-30%
|
|
|
17
|
|
|