|
5351
|
Traveka Wealth
Los Altos,
California
|
$246M
|
+$21.7M
|
+10%
|
|
|
198
|
|
|
|
5352
|
Lewis Asset Management
Lafayette,
California
|
$246M
|
+$2.28M
|
+0.9%
|
|
|
195
|
|
|
|
5353
|
Lodestone Wealth Management
Spokane,
Washington
|
$246M
|
+$23.1M
|
+10%
|
|
|
799
|
|
|
|
5354
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$246M
|
+$7.16M
|
+3%
|
|
|
119
|
|
|
|
5355
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$245M
|
+$18.2M
|
+8%
|
|
|
667
|
|
|
|
5356
|
Tumwater Wealth Management
Boise,
Idaho
|
$245M
|
+$20.2M
|
+9%
|
|
|
36
|
|
|
|
5357
|
Pillsbury Lake Capital
San Francisco,
California
|
$245M
|
–
|
–
|
|
|
30
|
|
|
|
5358
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$245M
|
-$12.4M
|
-5%
|
|
|
120
|
|
|
|
5359
|
Financial Symmetry
Raleigh,
North Carolina
|
$245M
|
+$22.2M
|
+10%
|
|
|
62
|
|
|
|
5360
|
Avalon Advisory Group
Wexford,
Pennsylvania
|
$245M
|
-$1.65M
|
-0.7%
|
|
|
18
|
|
|
|
5361
|
Bayshore Asset Management
Coral Gables,
Florida
|
$245M
|
+$11.8M
|
+5%
|
|
|
40
|
|
|
|
5362
|
Dopkins Wealth Management
Williamsville,
New York
|
$245M
|
+$7.77M
|
+3%
|
|
|
82
|
|
|
|
5363
|
Elevation Capital Advisory
Bend,
Oregon
|
$245M
|
-$5.59M
|
-2%
|
|
|
86
|
|
|
|
5364
|
Bull Oak Capital
San Diego,
California
|
$245M
|
+$9.34M
|
+4%
|
|
|
37
|
|
|
|
5365
|
Family Office Research
Bethesda,
Maryland
|
$245M
|
+$16M
|
+7%
|
|
|
79
|
|
|
|
5366
|
Financial Guidance Group
Palm Harbor,
Florida
|
$244M
|
+$21.4M
|
+10%
|
|
|
91
|
|
|
|
5367
|
CNB Bank
Clearfield,
Pennsylvania
|
$244M
|
+$4.32M
|
+2%
|
|
|
523
|
|
|
|
5368
|
WealthCollab
Bellevue,
Washington
|
$244M
|
+$27.5M
|
+13%
|
|
|
1,111
|
|
|
|
5369
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
$244M
|
-$126M
|
-34%
|
|
|
1,607
|
|
|
|
5370
|
Financial Avengers
Oakland,
California
|
$244M
|
+$11.5M
|
+5%
|
|
|
148
|
|
|
|
5371
|
Fiduciary Wealth Partners
Boston,
Massachusetts
|
$244M
|
+$5.71M
|
+2%
|
|
|
96
|
|
|
|
5372
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$244M
|
+$10.9M
|
+5%
|
|
|
36
|
|
|
|
5373
|
Aristotle Pacific Capital
Newport Beach,
California
|
$244M
|
+$38.4M
|
+19%
|
|
|
6
|
|
|
|
5374
|
Glass Wealth Management
San Antonio,
Texas
|
$244M
|
+$19.4M
|
+9%
|
|
|
58
|
|
|
|
5375
|
Verisail Partners
Chamblee,
Georgia
|
$243M
|
+$7.71M
|
+3%
|
|
|
24
|
|
|