|
5301
|
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
|
$238M
|
+$12.1M
|
+5%
|
|
|
146
|
|
|
|
5302
|
Garrison Point Advisors
Walnut Creek,
California
|
$238M
|
+$20.6M
|
+9%
|
|
|
174
|
|
|
|
5303
|
Keyvantage Wealth
Bethlehem,
Pennsylvania
|
$238M
|
+$15.6M
|
+7%
|
|
|
103
|
|
|
|
5304
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$238M
|
+$37M
|
+18%
|
|
|
115
|
|
|
|
5305
|
Accent Capital Management
Centerville,
Ohio
|
$238M
|
+$14.1M
|
+6%
|
|
|
458
|
|
|
|
5306
|
Conway Capital Management
Burbank,
California
|
$238M
|
+$14.8M
|
+7%
|
|
|
54
|
|
|
|
5307
|
Burns Matteson Capital Management
Corning,
New York
|
$238M
|
+$31.3M
|
+15%
|
|
|
240
|
|
|
|
5308
|
Fiduciary Wealth Partners
Boston,
Massachusetts
|
$238M
|
+$132M
|
+124%
|
|
|
99
|
|
|
|
5309
|
Euclidean Capital
New York
|
$238M
|
-$67.7M
|
-22%
|
|
|
11
|
|
|
|
5310
|
Genesis Private Wealth
Ashburn,
Virginia
|
$238M
|
+$25.7M
|
+12%
|
|
|
177
|
|
|
|
5311
|
PFC Capital Group
Los Angeles,
California
|
$238M
|
+$22M
|
+10%
|
|
|
88
|
|
|
|
5312
|
TradeWell Securities
Fort Wayne,
Indiana
|
$238M
|
+$28.8M
|
+14%
|
|
|
46
|
|
|
|
5313
|
Granite Harbor Advisors
Houston,
Texas
|
$238M
|
+$24.9M
|
+12%
|
|
|
132
|
|
|
|
5314
|
Mendel Money Management
Northbrook,
Illinois
|
$238M
|
+$12M
|
+5%
|
|
|
157
|
|
|
|
5315
|
HMS Capital Management
Nashville,
Tennessee
|
$238M
|
+$16M
|
+7%
|
|
|
110
|
|
|
|
5316
|
Horrell Capital Management
Little Rock,
Arkansas
|
$238M
|
-$8.32M
|
-3%
|
|
|
199
|
|
|
|
5317
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$238M
|
+$24.3M
|
+11%
|
|
|
525
|
|
|
|
5318
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$238M
|
+$29.3M
|
+14%
|
|
|
85
|
|
|
|
5319
|
Bay Rivers Group
Williamsburg,
Virginia
|
$237M
|
+$18.9M
|
+9%
|
|
|
95
|
|
|
|
5320
|
Greykasell Wealth Strategies
Danville,
California
|
$237M
|
+$28.8M
|
+14%
|
|
|
412
|
|
|
|
5321
|
Asset Planning Services Inc
Covington,
Louisiana
|
$237M
|
+$19.8M
|
+9%
|
|
|
36
|
|
|
|
5322
|
Carmel Capital Partners
San Diego,
California
|
$237M
|
-$48M
|
-17%
|
|
|
160
|
|
|
|
5323
|
|
$237M
|
+$3.87M
|
+2%
|
|
|
41
|
|
|
|
5324
|
McNaughton Wealth Management
San Diego,
California
|
$237M
|
+$12.9M
|
+6%
|
|
|
76
|
|
|
|
5325
|
Bowman & Company
Oshkosh,
Wisconsin
|
$237M
|
+$12.9M
|
+6%
|
|
|
110
|
|
|