|
5526
|
Optimist Retirement Group
Bellevue,
Washington
|
$221M
|
+$12.7M
|
+6%
|
|
|
131
|
|
|
|
5527
|
Kaizen Financial Strategies
Campbell,
California
|
$221M
|
+$24.4M
|
+12%
|
|
|
169
|
|
|
|
5528
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$221M
|
+$31.7M
|
+17%
|
|
|
119
|
|
|
|
5529
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$221M
|
+$34.1M
|
+18%
|
|
|
529
|
|
|
|
5530
|
Moneywise Inc
Forest,
Virginia
|
$221M
|
+$7.77M
|
+4%
|
|
|
79
|
|
|
|
5531
|
|
$221M
|
+$13.1M
|
+6%
|
|
|
123
|
|
|
|
5532
|
Silver Oak Advisory Group
Portland,
Oregon
|
$221M
|
+$14.6M
|
+7%
|
|
|
80
|
|
|
|
5533
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$221M
|
+$32M
|
+17%
|
|
|
836
|
|
|
|
5534
|
State Insurance Fund
New York
|
$221M
|
+$14.4M
|
+7%
|
|
|
1
|
|
|
|
5535
|
AAF Wealth Management
Westborough,
Massachusetts
|
$221M
|
+$1.23M
|
+0.6%
|
|
|
49
|
|
|
|
5536
|
Melone Private Wealth
Auburn Hills,
Michigan
|
$221M
|
+$25.3M
|
+13%
|
|
|
56
|
|
|
|
5537
|
Lunate Capital
Al Maryah Island, Abu Dhabi,
United Arab Emirates
|
$221M
|
+$42.6M
|
+24%
|
|
|
7
|
|
|
|
5538
|
Patron Partners
Houston,
Texas
|
$221M
|
+$18.7M
|
+9%
|
|
|
182
|
|
|
|
5539
|
Catawba River Capital
Lake Wylie,
South Carolina
|
$220M
|
+$23.7M
|
+12%
|
|
|
20
|
|
|
|
5540
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$220M
|
+$26.4M
|
+14%
|
|
|
164
|
|
|
|
5541
|
Adalta Capital Management
New York
|
$220M
|
+$21M
|
+11%
|
|
|
107
|
|
|
|
5542
|
Aspect Partners
Fairfax,
Virginia
|
$220M
|
+$17.4M
|
+9%
|
|
|
742
|
|
|
|
5543
|
Banyan Capital Management
Atlanta,
Georgia
|
$220M
|
+$25.7M
|
+13%
|
|
|
56
|
|
|
|
5544
|
Logan Stone Capital
Chicago,
Illinois
|
$220M
|
+$7.63M
|
+4%
|
|
|
97
|
|
|
|
5545
|
Spider Management Company
Richmond,
Virginia
|
$220M
|
-$44.4M
|
-17%
|
|
|
2
|
|
|
|
5546
|
VPR Management
Houston,
Texas
|
$220M
|
+$7.04M
|
+3%
|
|
|
61
|
|
|
|
5547
|
Harold Davidson & Associates
Los Angeles,
California
|
$220M
|
+$65.7M
|
+43%
|
|
|
68
|
|
|
|
5548
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$220M
|
+$15.2M
|
+7%
|
|
|
818
|
|
|
|
5549
|
Alternative Investment Advisors
Maitland,
Florida
|
$220M
|
+$18.5M
|
+9%
|
|
|
66
|
|
|
|
5550
|
Westfuller Advisors
New York
|
$220M
|
+$44.6M
|
+25%
|
|
|
761
|
|
|