|
5401
|
Mirabaud Asset Management
London,
United Kingdom
|
$215M
|
+$23.5M
|
+12%
|
|
|
45
|
|
|
|
5402
|
Mainsail Financial Group
Bellevue,
Washington
|
$215M
|
+$38.2M
|
+22%
|
|
|
60
|
|
|
|
5403
|
Checkpoint Capital
San Francisco,
California
|
$215M
|
+$32.3M
|
+18%
|
|
|
14
|
|
|
|
5404
|
Master's Wealth Management
Lancaster,
Pennsylvania
|
$214M
|
+$23.8M
|
+12%
|
|
|
51
|
|
|
|
5405
|
O'Rourke & Company
Boston,
Massachusetts
|
$214M
|
+$12.7M
|
+6%
|
|
|
161
|
|
|
|
5406
|
Lifestyle Asset Management
Friendswood,
Texas
|
$214M
|
+$32.3M
|
+18%
|
|
|
150
|
|
|
|
5407
|
May Barnhard Investments
Bethesda,
Maryland
|
$214M
|
+$13.8M
|
+7%
|
|
|
92
|
|
|
|
5408
|
Aviso Wealth Management
Bellevue,
Washington
|
$214M
|
+$26M
|
+14%
|
|
|
148
|
|
|
|
5409
|
IMS Capital Management
Portland,
Oregon
|
$214M
|
+$15.7M
|
+8%
|
|
|
157
|
|
|
|
5410
|
Sender Company & Partners
New York
|
$214M
|
+$79.4M
|
+59%
|
|
|
250
|
|
|
|
5411
|
Envision Financial Planning
Memphis,
Tennessee
|
$214M
|
+$17.7M
|
+9%
|
|
|
49
|
|
|
|
5412
|
Legal Advantage Investments
Los Altos Hills,
California
|
$214M
|
+$28.6M
|
+15%
|
|
|
102
|
|
|
|
5413
|
Autumn Glory Partners
Dallas,
Texas
|
$214M
|
+$12.3M
|
+6%
|
|
|
199
|
|
|
|
5414
|
Wrenne Financial Planning
Lexington,
Kentucky
|
$214M
|
+$25.6M
|
+14%
|
|
|
48
|
|
|
|
5415
|
Saxon Interests
Houston,
Texas
|
$214M
|
$0
|
0%
|
|
|
186
|
|
|
|
5416
|
Foronjy Financial
Santa Barbara,
California
|
$214M
|
–
|
–
|
|
|
106
|
|
|
|
5417
|
Miller Wealth Advisors
Ridgeway,
Colorado
|
$214M
|
+$33.5M
|
+19%
|
|
|
104
|
|
|
|
5418
|
Blue Square Asset Management
New York
|
$214M
|
+$27.7M
|
+15%
|
|
|
68
|
|
|
|
5419
|
MRA Advisory Group
Parsippany,
New Jersey
|
$214M
|
+$26.1M
|
+14%
|
|
|
158
|
|
|
|
5420
|
Bastion Asset Management
Montreal,
Canada
|
$213M
|
+$27.8M
|
+15%
|
|
|
83
|
|
|
|
5421
|
Investmark Advisory Group
Shelton,
Connecticut
|
$213M
|
+$11M
|
+5%
|
|
|
131
|
|
|
|
5422
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$213M
|
+$18.6M
|
+10%
|
|
|
179
|
|
|
|
5423
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$213M
|
+$11.9M
|
+6%
|
|
|
504
|
|
|
|
5424
|
Cherry Creek Investment Advisors
Englewood,
Colorado
|
$213M
|
+$21.1M
|
+11%
|
|
|
124
|
|
|
|
5425
|
Moneywise Inc
Forest,
Virginia
|
$213M
|
+$24.4M
|
+13%
|
|
|
77
|
|
|