|
5301
|
5T Wealth
Napa,
California
|
$250M
|
+$21M
|
+9%
|
|
|
130
|
|
|
|
5302
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$250M
|
+$6.7M
|
+3%
|
|
|
151
|
|
|
|
5303
|
Orin Green Financial
San Diego,
California
|
$250M
|
-$179K
|
-0.1%
|
|
|
88
|
|
|
|
5304
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$250M
|
+$10.9M
|
+5%
|
|
|
253
|
|
|
|
5305
|
SGL Investment Advisors
Missoula,
Montana
|
$250M
|
+$10M
|
+4%
|
|
|
136
|
|
|
|
5306
|
Juno Financial Group
Richmond,
Virginia
|
$250M
|
–
|
–
|
|
|
69
|
|
|
|
5307
|
Pennington Partners & Co
Bethesda,
Maryland
|
$250M
|
+$38.7M
|
+18%
|
|
|
103
|
|
|
|
5308
|
Stash Investments
New York
|
$249M
|
+$17M
|
+7%
|
|
|
5
|
|
|
|
5309
|
Freshford Capital Management
Rye Brook,
New York
|
$249M
|
-$97.6M
|
-28%
|
|
|
25
|
|
|
|
5310
|
Solstein Capital
Menlo Park,
California
|
$249M
|
+$30.7M
|
+14%
|
|
|
504
|
|
|
|
5311
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$249M
|
+$719K
|
+0.3%
|
|
|
256
|
|
|
|
5312
|
Beacon Investment Advisors
Gaithersburg,
Maryland
|
$249M
|
+$4.78M
|
+2%
|
|
|
169
|
|
|
|
5313
|
Index Venture Life Associates VI
St. Helier,
Jersey
|
$249M
|
+$7.57M
|
+3%
|
|
|
1
|
|
|
|
5314
|
Burns Matteson Capital Management
Corning,
New York
|
$249M
|
+$10.7M
|
+4%
|
|
|
243
|
|
|
|
5315
|
Shira Ridge Wealth Management
Larkspur,
California
|
$249M
|
+$13.3M
|
+6%
|
|
|
91
|
|
|
|
5316
|
Chicago Wealth Management
Chicago,
Illinois
|
$249M
|
+$19.4M
|
+8%
|
|
|
56
|
|
|
|
5317
|
|
$249M
|
+$94M
|
+61%
|
|
|
44
|
|
|
|
5318
|
Game Plan Financial Advisors
Westlake,
Ohio
|
$249M
|
+$7.34M
|
+3%
|
|
|
423
|
|
|
|
5319
|
Beta Wealth Group
San Diego,
California
|
$249M
|
-$4.65M
|
-2%
|
|
|
122
|
|
|
|
5320
|
Painted Porch Advisors
Santa Barbara,
California
|
$249M
|
-$13.7M
|
-5%
|
|
|
473
|
|
|
|
5321
|
Madden Advisory Services
Jacksonville,
Florida
|
$249M
|
-$9.56M
|
-4%
|
|
|
108
|
|
|
|
5322
|
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
|
$249M
|
+$5.52M
|
+2%
|
|
|
82
|
|
|
|
5323
|
Genesee Capital Advisors
Auburn,
New York
|
$248M
|
+$18.3M
|
+8%
|
|
|
136
|
|
|
|
5324
|
MBA Advisors
Hermitage,
Pennsylvania
|
$248M
|
+$14M
|
+6%
|
|
|
150
|
|
|
|
5325
|
Selby Wealth Management
Emeryville,
California
|
$248M
|
–
|
–
|
|
|
84
|
|
|