|
5501
|
Freedman Financial Associates
Peabody,
Massachusetts
|
$146M
|
+$9.57M
|
+7%
|
|
|
510
|
|
|
|
5502
|
Merk Investments
Menlo Park,
California
|
$146M
|
+$14.2M
|
+11%
|
|
|
15
|
|
|
|
5503
|
Vienna Insurance Group
Warsaw,
Poland
|
$146M
|
-$41.2M
|
-22%
|
|
|
35
|
|
|
|
5504
|
Diker Management
New York
|
$146M
|
-$48.2M
|
-25%
|
|
|
45
|
|
|
|
5505
|
Westshore Wealth
Newport Beach,
California
|
$146M
|
+$22.1M
|
+18%
|
|
|
96
|
|
|
|
5506
|
|
$146M
|
+$11.2M
|
+8%
|
|
|
61
|
|
|
|
5507
|
Karn Couzens & Associates
Farmington,
Connecticut
|
$146M
|
+$14.5M
|
+11%
|
|
|
88
|
|
|
|
5508
|
Quaero Capital
Geneve,
Switzerland
|
$146M
|
+$31K
|
+0%
|
|
|
79
|
|
|
|
5509
|
Capitol Family Office
Beaverton,
Oregon
|
$146M
|
–
|
–
|
|
|
24
|
|
|
|
5510
|
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
|
$146M
|
+$15.9M
|
+12%
|
|
|
66
|
|
|
|
5511
|
Carrhae Capital
London,
United Kingdom
|
$146M
|
+$27.9M
|
+24%
|
|
|
17
|
|
|
|
5512
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$146M
|
–
|
–
|
|
|
97
|
|
|
|
5513
|
Wealth Management Partners
Tucson,
Arizona
|
$146M
|
+$10.8M
|
+8%
|
|
|
120
|
|
|
|
5514
|
Davidson Trust Company
Seattle,
Washington
|
$146M
|
+$14.6M
|
+11%
|
|
|
130
|
|
|
|
5515
|
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
|
$146M
|
+$15.7M
|
+12%
|
|
|
93
|
|
|
|
5516
|
|
$146M
|
-$2.55M
|
-2%
|
|
|
40
|
|
|
|
5517
|
Planned Solutions
Folsom,
California
|
$146M
|
–
|
–
|
|
|
77
|
|
|
|
5518
|
McCarthy Asset Management
Redwood Shores,
California
|
$145M
|
+$12.4M
|
+9%
|
|
|
371
|
|
|
|
5519
|
Next Capital Management
New York
|
$145M
|
+$7.7M
|
+6%
|
|
|
118
|
|
|
|
5520
|
R.H. Dinel Investment Counsel
Los Angeles,
California
|
$145M
|
+$12M
|
+9%
|
|
|
55
|
|
|
|
5521
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$145M
|
+$13.2M
|
+10%
|
|
|
38
|
|
|
|
5522
|
Cairn Investment Group
Vancouver,
Washington
|
$145M
|
+$10.1M
|
+8%
|
|
|
72
|
|
|
|
5523
|
Garland Capital Management
Bellevue,
Washington
|
$145M
|
+$5.22M
|
+4%
|
|
|
32
|
|
|
|
5524
|
Lowery Thomas LLC
Pebble Beach,
California
|
$145M
|
–
|
–
|
|
|
49
|
|
|
|
5525
|
Capital Impact Advisors
Boston,
Massachusetts
|
$145M
|
-$107M
|
-43%
|
|
|
163
|
|
|