|
5401
|
Tidemark
San Diego,
California
|
$179M
|
+$19.5M
|
+12%
|
|
|
732
|
|
|
|
5402
|
Meredith Wealth Planning
Maryville,
Illinois
|
$179M
|
+$18.4M
|
+11%
|
|
|
45
|
|
|
|
5403
|
Laidlaw Wealth Management
New York City,
New York
|
$179M
|
-$96M
|
-35%
|
|
|
248
|
|
|
|
5404
|
Soapstone Management
Bethesda,
Maryland
|
$179M
|
-$3.69M
|
-2%
|
|
|
20
|
|
|
|
5405
|
Alexander Labrunerie & Co
Columbia,
Missouri
|
$179M
|
–
|
–
|
|
|
92
|
|
|
|
5406
|
Castleview Partners
Dallas,
Texas
|
$179M
|
+$36.4M
|
+25%
|
|
|
956
|
|
|
|
5407
|
Inspire Trust Company
Reno,
Nevada
|
$179M
|
+$82.1M
|
+85%
|
|
|
110
|
|
|
|
5408
|
Red Tortoise LLC
Atlanta,
Georgia
|
$179M
|
+$2.31M
|
+1%
|
|
|
584
|
|
|
|
5409
|
Wealth Quarterback
Toms River,
New Jersey
|
$179M
|
+$15.2M
|
+9%
|
|
|
126
|
|
|
|
5410
|
1623 Capital
Alexandria,
Virginia
|
$179M
|
+$6.3M
|
+4%
|
|
|
24
|
|
|
|
5411
|
Strait & Sound Wealth Management
San Francisco,
California
|
$179M
|
+$18.7M
|
+12%
|
|
|
132
|
|
|
|
5412
|
Asset Planning Services Inc
Covington,
Louisiana
|
$179M
|
+$14.5M
|
+9%
|
|
|
36
|
|
|
|
5413
|
HF Advisory Group
Annapolis,
Maryland
|
$179M
|
+$22.2M
|
+14%
|
|
|
160
|
|
|
|
5414
|
Serenity Capital Management (Singapore)
Singapore
|
$179M
|
+$4.35M
|
+2%
|
|
|
4
|
|
|
|
5415
|
Legal Advantage Investments
Los Altos Hills,
California
|
$179M
|
+$12.4M
|
+7%
|
|
|
108
|
|
|
|
5416
|
Conway Capital Management
Burbank,
California
|
$179M
|
+$23.9M
|
+15%
|
|
|
46
|
|
|
|
5417
|
CPA Asset Management
West Palm Beach,
Florida
|
$179M
|
+$14.2M
|
+9%
|
|
|
78
|
|
|
|
5418
|
NCM Capital Management
Ramsey,
New Jersey
|
$178M
|
+$13.6M
|
+8%
|
|
|
172
|
|
|
|
5419
|
Mader & Shannon Wealth Management
Kansas City,
Missouri
|
$178M
|
+$2.5M
|
+1%
|
|
|
11
|
|
|
|
5420
|
Solano Wealth Management
Fairfield,
California
|
$178M
|
+$12.8M
|
+8%
|
|
|
32
|
|
|
|
5421
|
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
|
$178M
|
-$359K
|
-0.2%
|
|
|
14
|
|
|
|
5422
|
Silver Oak Advisory Group
Portland,
Oregon
|
$178M
|
+$7.9M
|
+5%
|
|
|
65
|
|
|
|
5423
|
Straight Path Wealth Management
Jenison,
Michigan
|
$178M
|
+$7.66M
|
+4%
|
|
|
102
|
|
|
|
5424
|
Melia Wealth
Tulsa,
Oklahoma
|
$178M
|
-$12.2M
|
-6%
|
|
|
24
|
|
|
|
5425
|
Moneda SA Administradora General de Fondos
Las Condes, Santiago,
Chile
|
$178M
|
-$44.5M
|
-20%
|
|
|
27
|
|
|