|
5601
|
Worth Asset Management
Dallas,
Texas
|
$203M
|
+$19.7M
|
+11%
|
|
|
179
|
|
|
|
5602
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$203M
|
+$17.3M
|
+9%
|
|
|
312
|
|
|
|
5603
|
KM Capital Management
Austin,
Texas
|
$203M
|
+$17.1M
|
+9%
|
|
|
60
|
|
|
|
5604
|
JBR Co Financial Management
Ardmore,
Oklahoma
|
$203M
|
+$31.6M
|
+19%
|
|
|
122
|
|
|
|
5605
|
Pacific Wealth Management
San Diego,
California
|
$203M
|
+$20.6M
|
+11%
|
|
|
23
|
|
|
|
5606
|
Eads & Heald Wealth Management
Atlanta,
Georgia
|
$202M
|
+$5.53M
|
+3%
|
|
|
143
|
|
|
|
5607
|
Peoples Financial Services Corp
Dunmore,
Pennsylvania
|
$202M
|
-$5.83M
|
-3%
|
|
|
261
|
|
|
|
5608
|
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
|
$202M
|
+$29.4M
|
+17%
|
|
|
64
|
|
|
|
5609
|
Tandem Wealth Advisors
Phoenix,
Arizona
|
$202M
|
+$11M
|
+6%
|
|
|
55
|
|
|
|
5610
|
New Perspectives Inc
Ridgeland,
Mississippi
|
$202M
|
+$14.8M
|
+8%
|
|
|
40
|
|
|
|
5611
|
Patron Partners
Houston,
Texas
|
$202M
|
+$17.1M
|
+9%
|
|
|
185
|
|
|
|
5612
|
Schear Investment Advisers
Cincinnati,
Ohio
|
$202M
|
+$28.4M
|
+16%
|
|
|
93
|
|
|
|
5613
|
Alpha Family Trust
Los Angeles,
California
|
$202M
|
+$30.6M
|
+18%
|
|
|
199
|
|
|
|
5614
|
Allie Family Office
Miami,
Florida
|
$202M
|
+$19.6M
|
+11%
|
|
|
108
|
|
|
|
5615
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$202M
|
+$42.5M
|
+27%
|
|
|
198
|
|
|
|
5616
|
Chelsea Counsel Company
Los Angeles,
California
|
$202M
|
+$17.7M
|
+10%
|
|
|
210
|
|
|
|
5617
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$202M
|
+$7.61M
|
+4%
|
|
|
183
|
|
|
|
5618
|
Alternative Investment Advisors
Maitland,
Florida
|
$201M
|
+$12.3M
|
+6%
|
|
|
61
|
|
|
|
5619
|
5th Street Advisors
Southport,
Connecticut
|
$201M
|
-$6.01M
|
-3%
|
|
|
48
|
|
|
|
5620
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$201M
|
+$27.5M
|
+16%
|
|
|
108
|
|
|
|
5621
|
Heritage Wealth Management (Texas)
Houston,
Texas
|
$201M
|
+$28.7M
|
+17%
|
|
|
40
|
|
|
|
5622
|
Lynwood Price Capital Management
Austin,
Texas
|
$201M
|
+$25.8M
|
+15%
|
|
|
18
|
|
|
|
5623
|
Powers Capital
San Francisco,
California
|
$201M
|
+$16.9M
|
+9%
|
|
|
2
|
|
|
|
5624
|
RCS Financial Planning
Annapolis,
Maryland
|
$201M
|
+$11.6M
|
+6%
|
|
|
85
|
|
|
|
5625
|
Ampersand Capital Group
Burlingame,
California
|
$201M
|
+$56.1M
|
+39%
|
|
|
7
|
|
|