|
5301
|
Bay Rivers Group
Williamsburg,
Virginia
|
$237M
|
+$18.9M
|
+9%
|
|
|
95
|
|
|
|
5302
|
Greykasell Wealth Strategies
Danville,
California
|
$237M
|
+$28.8M
|
+14%
|
|
|
412
|
|
|
|
5303
|
Asset Planning Services Inc
Covington,
Louisiana
|
$237M
|
+$19.8M
|
+9%
|
|
|
36
|
|
|
|
5304
|
Carmel Capital Partners
San Diego,
California
|
$237M
|
-$48M
|
-17%
|
|
|
160
|
|
|
|
5305
|
|
$237M
|
+$3.87M
|
+2%
|
|
|
41
|
|
|
|
5306
|
McNaughton Wealth Management
San Diego,
California
|
$237M
|
+$12.9M
|
+6%
|
|
|
76
|
|
|
|
5307
|
Bowman & Company
Oshkosh,
Wisconsin
|
$237M
|
+$12.9M
|
+6%
|
|
|
110
|
|
|
|
5308
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$237M
|
+$21M
|
+10%
|
|
|
96
|
|
|
|
5309
|
Guardian Financial Partners
Orange,
California
|
$237M
|
+$14.4M
|
+6%
|
|
|
63
|
|
|
|
5310
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
$237M
|
+$16.6M
|
+8%
|
|
|
153
|
|
|
|
5311
|
Dopkins Wealth Management
Williamsville,
New York
|
$237M
|
+$14M
|
+6%
|
|
|
83
|
|
|
|
5312
|
Ridgewood Investments
Springfield,
New Jersey
|
$237M
|
+$6.03M
|
+3%
|
|
|
687
|
|
|
|
5313
|
Socha Financial Group
Corning,
New York
|
$237M
|
+$12.1M
|
+5%
|
|
|
26
|
|
|
|
5314
|
Hutner Capital Management
Manchester,
Vermont
|
$236M
|
+$16.6M
|
+8%
|
|
|
44
|
|
|
|
5315
|
Independent Family Office
Albany,
New York
|
$236M
|
+$20.6M
|
+10%
|
|
|
80
|
|
|
|
5316
|
JBR Co Financial Management
Ardmore,
Oklahoma
|
$236M
|
+$33.8M
|
+17%
|
|
|
122
|
|
|
|
5317
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$236M
|
+$36M
|
+18%
|
|
|
99
|
|
|
|
5318
|
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
|
$236M
|
+$132M
|
+127%
|
|
|
81
|
|
|
|
5319
|
FMB Wealth Management
Westlake Village,
California
|
$236M
|
+$26.1M
|
+12%
|
|
|
91
|
|
|
|
5320
|
Palogic Value Management
Dallas,
Texas
|
$236M
|
-$1.61M
|
-0.7%
|
|
|
188
|
|
|
|
5321
|
Ardent Capital Management
Cincinnati,
Ohio
|
$236M
|
+$27.5M
|
+13%
|
|
|
52
|
|
|
|
5322
|
Gainplan
Bloomfield Hills,
Michigan
|
$236M
|
+$15.7M
|
+7%
|
|
|
72
|
|
|
|
5323
|
Nova R Wealth
Overland Park,
Kansas
|
$236M
|
+$20.8M
|
+10%
|
|
|
87
|
|
|
|
5324
|
Marathon Trading Investment Management
Radnor,
Pennsylvania
|
$236M
|
+$69.1M
|
+41%
|
|
|
181
|
|
|
|
5325
|
Envision Financial Planning
Memphis,
Tennessee
|
$236M
|
+$22M
|
+10%
|
|
|
49
|
|
|