|
5651
|
MGO Private Wealth
Irvine,
California
|
$133M
|
+$5.26M
|
+4%
|
|
|
81
|
|
|
|
5652
|
AFG Fiduciary Services
Hingham,
Massachusetts
|
$133M
|
+$24.5M
|
+23%
|
|
|
91
|
|
|
|
5653
|
Eaton Financial Holdings
Coral Springs,
Florida
|
$133M
|
+$4.84M
|
+4%
|
|
|
56
|
|
|
|
5654
|
Trustees of The University of Pennsylvania
Philaldelphia,
Pennsylvania
|
$133M
|
+$30.3M
|
+30%
|
|
|
8
|
|
|
|
5655
|
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
|
$133M
|
–
|
–
|
|
|
93
|
|
|
|
5656
|
Woodward Diversified Capital
Bakersfield,
California
|
$133M
|
+$5.29M
|
+4%
|
|
|
160
|
|
|
|
5657
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$133M
|
+$2.89M
|
+2%
|
|
|
88
|
|
|
|
5658
|
SMART Wealth
Omaha,
Nebraska
|
$132M
|
+$19.1M
|
+17%
|
|
|
85
|
|
|
|
5659
|
Greenwich Investment Management
Norwalk,
Connecticut
|
$132M
|
+$2.34M
|
+2%
|
|
|
49
|
|
|
|
5660
|
Wells Financial Advisors
Framingham,
Massachusetts
|
$132M
|
+$6.91M
|
+6%
|
|
|
71
|
|
|
|
5661
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$132M
|
-$6.65M
|
-5%
|
|
|
411
|
|
|
|
5662
|
GP Brinson Investments
Chicago,
Illinois
|
$132M
|
+$6.61M
|
+5%
|
|
|
15
|
|
|
|
5663
|
NewGen Asset Management
Toronto,
Ontario, Canada
|
$132M
|
-$74.2M
|
-36%
|
|
|
35
|
|
|
|
5664
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$132M
|
+$9.06M
|
+7%
|
|
|
196
|
|
|
|
5665
|
Caldwell Investment Management
Toronto,
Ontario, Canada
|
$132M
|
+$31.4M
|
+31%
|
|
|
31
|
|
|
|
5666
|
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
|
$132M
|
+$1.99M
|
+2%
|
|
|
257
|
|
|
|
5667
|
Essex Woodlands Management
The Woodlands,
Texas
|
$132M
|
-$40.7M
|
-24%
|
|
|
7
|
|
|
|
5668
|
Arrowroot Family Office
Marina Del Rey,
California
|
$132M
|
+$15M
|
+13%
|
|
|
137
|
|
|
|
5669
|
Altai Capital Management
West Hollywood,
California
|
$132M
|
+$17.4M
|
+15%
|
|
|
5
|
|
|
|
5670
|
Bowman & Company
Oshkosh,
Wisconsin
|
$132M
|
-$4.28M
|
-3%
|
|
|
93
|
|
|
|
5671
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$132M
|
+$1.21M
|
+0.9%
|
|
|
316
|
|
|
|
5672
|
Nebula Research & Development
New York
|
$132M
|
+$75.3M
|
+133%
|
|
|
478
|
|
|
|
5673
|
Norwood Investment Partners
Mill Valley,
California
|
$132M
|
-$13.2M
|
-9%
|
|
|
11
|
|
|
|
5674
|
Beaumont Asset Management
Beaumont,
Texas
|
$132M
|
-$4.47M
|
-3%
|
|
|
78
|
|
|
|
5675
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$132M
|
+$7.58M
|
+6%
|
|
|
55
|
|
|