|
5401
|
Dopkins Wealth Management
Williamsville,
New York
|
$245M
|
+$7.77M
|
+3%
|
|
|
82
|
|
|
|
5402
|
Elevation Capital Advisory
Bend,
Oregon
|
$245M
|
-$5.59M
|
-2%
|
|
|
86
|
|
|
|
5403
|
Bull Oak Capital
San Diego,
California
|
$245M
|
+$9.34M
|
+4%
|
|
|
37
|
|
|
|
5404
|
Family Office Research
Bethesda,
Maryland
|
$245M
|
+$16M
|
+7%
|
|
|
79
|
|
|
|
5405
|
Financial Guidance Group
Palm Harbor,
Florida
|
$244M
|
+$21.4M
|
+10%
|
|
|
91
|
|
|
|
5406
|
CNB Bank
Clearfield,
Pennsylvania
|
$244M
|
+$4.32M
|
+2%
|
|
|
523
|
|
|
|
5407
|
WealthCollab
Bellevue,
Washington
|
$244M
|
+$27.5M
|
+13%
|
|
|
1,111
|
|
|
|
5408
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
$244M
|
-$126M
|
-34%
|
|
|
1,607
|
|
|
|
5409
|
Financial Avengers
Oakland,
California
|
$244M
|
+$11.5M
|
+5%
|
|
|
148
|
|
|
|
5410
|
Fiduciary Wealth Partners
Boston,
Massachusetts
|
$244M
|
+$5.71M
|
+2%
|
|
|
96
|
|
|
|
5411
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$244M
|
+$10.9M
|
+5%
|
|
|
36
|
|
|
|
5412
|
Aristotle Pacific Capital
Newport Beach,
California
|
$244M
|
+$38.4M
|
+19%
|
|
|
6
|
|
|
|
5413
|
Glass Wealth Management
San Antonio,
Texas
|
$244M
|
+$19.4M
|
+9%
|
|
|
58
|
|
|
|
5414
|
Verisail Partners
Chamblee,
Georgia
|
$243M
|
+$7.71M
|
+3%
|
|
|
24
|
|
|
|
5415
|
First Sabrepoint Capital Management
Dallas,
Texas
|
$243M
|
-$4.56M
|
-2%
|
|
|
45
|
|
|
|
5416
|
Ananym Capital Management
New York
|
$243M
|
-$17M
|
-7%
|
|
|
10
|
|
|
|
5417
|
Goldstream Capital Management
Central,
Hong Kong
|
$243M
|
-$40.3M
|
-14%
|
|
|
60
|
|
|
|
5418
|
McNaughton Wealth Management
San Diego,
California
|
$243M
|
+$5.76M
|
+2%
|
|
|
77
|
|
|
|
5419
|
Compass Wealth Management (Georgia)
Atlanta,
Georgia
|
$243M
|
+$17M
|
+8%
|
|
|
66
|
|
|
|
5420
|
Threadgill Financial
Spring,
Texas
|
$243M
|
+$36.5M
|
+18%
|
|
|
64
|
|
|
|
5421
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$243M
|
-$57M
|
-19%
|
|
|
220
|
|
|
|
5422
|
PFC Capital Group
Los Angeles,
California
|
$243M
|
+$4.69M
|
+2%
|
|
|
90
|
|
|
|
5423
|
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
|
$243M
|
-$20.4M
|
-8%
|
|
|
42
|
|
|
|
5424
|
Vernal Point Advisors
San Francisco,
California
|
$243M
|
+$10.6M
|
+5%
|
|
|
23
|
|
|
|
5425
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$242M
|
+$7.47M
|
+3%
|
|
|
198
|
|
|