|
5501
|
Moneywise Inc
Forest,
Virginia
|
$229M
|
-$11.4M
|
-5%
|
|
|
92
|
|
|
|
5502
|
Abound Financial
Granite Bay,
California
|
$229M
|
-$29.5M
|
-11%
|
|
|
291
|
|
|
|
5503
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$229M
|
+$22.4M
|
+11%
|
|
|
202
|
|
|
|
5504
|
Carl Stuart Investment Advisor
Austin,
Texas
|
$229M
|
+$118M
|
+107%
|
|
|
29
|
|
|
|
5505
|
One Wealth Capital Management
Scottsdale,
Arizona
|
$229M
|
-$6.03M
|
-3%
|
|
|
152
|
|
|
|
5506
|
IRON Financial
Northbrook,
Illinois
|
$229M
|
+$11.3M
|
+5%
|
|
|
167
|
|
|
|
5507
|
Cosmic Management
West Hollywood,
California
|
$229M
|
-$95.8M
|
-30%
|
|
|
4
|
|
|
|
5508
|
NBZ Investment Advisors
Knoxville,
Tennessee
|
$229M
|
-$481K
|
-0.2%
|
|
|
70
|
|
|
|
5509
|
My Personal CFO LLC
Vancouver,
Washington
|
$228M
|
-$11.3M
|
-5%
|
|
|
98
|
|
|
|
5510
|
Palogic Value Management
Dallas,
Texas
|
$228M
|
-$4.57M
|
-2%
|
|
|
197
|
|
|
|
5511
|
Chris Bulman
Roseville,
California
|
$228M
|
+$2.19M
|
+1%
|
|
|
159
|
|
|
|
5512
|
Conrad N. Hilton Foundation
Agoura Hills,
California
|
$228M
|
+$150M
|
+191%
|
|
|
2
|
|
|
|
5513
|
Allie Family Office
Miami,
Florida
|
$228M
|
+$14.1M
|
+7%
|
|
|
110
|
|
|
|
5514
|
Financial Planning Navigators
Maple Grove,
Minnesota
|
$228M
|
+$10.3M
|
+5%
|
|
|
52
|
|
|
|
5515
|
Union Savings Bank
Litchfield,
Connecticut
|
$228M
|
-$2.72M
|
-1%
|
|
|
329
|
|
|
|
5516
|
FNY Investment Advisers
New York
|
$228M
|
-$124M
|
-35%
|
|
|
1,167
|
|
|
|
5517
|
Eagle Wealth Strategies
West Deptford,
New Jersey
|
$228M
|
+$13.3M
|
+6%
|
|
|
123
|
|
|
|
5518
|
Asset Planning Services Inc
Covington,
Louisiana
|
$228M
|
+$1.7M
|
+0.8%
|
|
|
35
|
|
|
|
5519
|
Hippocratic Financial Advisors
Westlake Village,
California
|
$228M
|
+$11.1M
|
+5%
|
|
|
34
|
|
|
|
5520
|
Ceera Investments
Bellaire,
Texas
|
$228M
|
-$30.9M
|
-12%
|
|
|
103
|
|
|
|
5521
|
Forte Asset Management
Bedford,
New York
|
$228M
|
+$7.65M
|
+3%
|
|
|
79
|
|
|
|
5522
|
BlueChip Wealth Advisors
Milton,
Georgia
|
$228M
|
-$10.1M
|
-4%
|
|
|
171
|
|
|
|
5523
|
Cascade Wealth Advisors
Wenatchee,
Washington
|
$228M
|
+$10.9M
|
+5%
|
|
|
60
|
|
|
|
5524
|
Financial Futures
Brielle,
New Jersey
|
$228M
|
+$11.9M
|
+6%
|
|
|
79
|
|
|
|
5525
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$228M
|
-$1.05M
|
-0.5%
|
|
|
92
|
|
|