|
5501
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$189M
|
+$15.2M
|
+9%
|
|
|
666
|
|
|
|
5502
|
Delphi Financial Group
Wilmington,
Delaware
|
$189M
|
+$11.9M
|
+7%
|
|
|
28
|
|
|
|
5503
|
Pacific Wealth Management
San Diego,
California
|
$189M
|
-$26.1M
|
-12%
|
|
|
21
|
|
|
|
5504
|
MRA Advisory Group
Parsippany,
New Jersey
|
$189M
|
+$5.82M
|
+3%
|
|
|
140
|
|
|
|
5505
|
Lipe & Dalton
Syracuse,
New York
|
$189M
|
-$9.41M
|
-5%
|
|
|
104
|
|
|
|
5506
|
FOCUS Wealth Advisors
Houston,
Texas
|
$189M
|
-$12M
|
-6%
|
|
|
65
|
|
|
|
5507
|
Forte Asset Management
Bedford,
New York
|
$188M
|
+$854K
|
+0.5%
|
|
|
65
|
|
|
|
5508
|
Peninsula Asset Management
Bradenton,
Florida
|
$188M
|
-$10.1M
|
-5%
|
|
|
44
|
|
|
|
5509
|
Walnut Private Equity Partners
Omaha,
Nebraska
|
$188M
|
+$20.1M
|
+12%
|
|
|
16
|
|
|
|
5510
|
Threadgill Financial
Spring,
Texas
|
$188M
|
+$20M
|
+12%
|
|
|
50
|
|
|
|
5511
|
Integrated Capital Management (Michigan)
Bloomfield,
Michigan
|
$188M
|
-$805K
|
-0.4%
|
|
|
62
|
|
|
|
5512
|
RCS Financial Planning
Annapolis,
Maryland
|
$188M
|
+$7.87M
|
+4%
|
|
|
78
|
|
|
|
5513
|
First City Capital Management
Savannah,
Georgia
|
$188M
|
-$6.13M
|
-3%
|
|
|
169
|
|
|
|
5514
|
Schear Investment Advisers
Cincinnati,
Ohio
|
$188M
|
+$26.2M
|
+16%
|
|
|
90
|
|
|
|
5515
|
Cascades Capital Asset Management
Greensboro,
North Carolina
|
$188M
|
+$5.98M
|
+3%
|
|
|
112
|
|
|
|
5516
|
Kapstone Financial Advisors
Lebanon,
Ohio
|
$187M
|
+$22.5M
|
+14%
|
|
|
119
|
|
|
|
5517
|
Carl Stuart Investment Advisor
Austin,
Texas
|
$187M
|
+$9.54M
|
+5%
|
|
|
20
|
|
|
|
5518
|
Lindenwold Advisors
Reading,
Pennsylvania
|
$187M
|
-$11.2M
|
-6%
|
|
|
122
|
|
|
|
5519
|
Perbak Capital Partners
London,
United Kingdom
|
$187M
|
+$44.8M
|
+31%
|
|
|
68
|
|
|
|
5520
|
Worth Asset Management
Dallas,
Texas
|
$187M
|
+$3.31M
|
+2%
|
|
|
175
|
|
|
|
5521
|
Brookmont Capital Management
Dallas,
Texas
|
$187M
|
-$7.37M
|
-4%
|
|
|
56
|
|
|
|
5522
|
Wayfinding Financial
Lynnwood,
Washington
|
$187M
|
+$52.6M
|
+39%
|
|
|
141
|
|
|
|
5523
|
Battery Global Advisors
Boston,
Massachusetts
|
$187M
|
+$3.05M
|
+2%
|
|
|
135
|
|
|
|
5524
|
Quantitative Strategies
Calabasas,
California
|
$187M
|
-$1.57M
|
-0.8%
|
|
|
23
|
|
|
|
5525
|
Fairfield University
Fairfield,
Connecticut
|
$187M
|
+$34M
|
+22%
|
|
|
3
|
|
|