|
5676
|
AA Financial Advisors
Columbus,
Ohio
|
$150M
|
–
|
–
|
|
|
63
|
|
|
|
5677
|
Blue Square Asset Management
New York
|
$150M
|
+$14.4M
|
+11%
|
|
|
84
|
|
|
|
5678
|
Plum Street Advisors
New Orleans,
Louisiana
|
$150M
|
–
|
–
|
|
|
59
|
|
|
|
5679
|
Ironclad Investments
Maitland,
Florida
|
$150M
|
–
|
–
|
|
|
3
|
|
|
|
5680
|
Panview Asian Equity Master Fund
Central,
Hong Kong
|
$150M
|
+$83.5M
|
+126%
|
|
|
10
|
|
|
|
5681
|
Transcendent Capital Group
Edmond,
Oklahoma
|
$150M
|
–
|
–
|
|
|
338
|
|
|
|
5682
|
Trivant Custom Portfolio Group
San Diego,
California
|
$150M
|
+$14M
|
+10%
|
|
|
228
|
|
|
|
5683
|
Unique Wealth Strategies
Burr Ridge,
Illinois
|
$150M
|
–
|
–
|
|
|
133
|
|
|
|
5684
|
Cresta Advisors
Laredo,
Texas
|
$150M
|
+$20.8M
|
+16%
|
|
|
53
|
|
|
|
5685
|
Novak & Powell Financial Services
St. Petersburg,
Florida
|
$150M
|
–
|
–
|
|
|
150
|
|
|
|
5686
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$150M
|
–
|
–
|
|
|
77
|
|
|
|
5687
|
EMC Capital Management
Houston,
Texas
|
$150M
|
+$13.5M
|
+10%
|
|
|
291
|
|
|
|
5688
|
FinDec Wealth Services
Stockton,
California
|
$150M
|
+$11.2M
|
+8%
|
|
|
49
|
|
|
|
5689
|
Peak Financial Advisors
Denver,
Colorado
|
$150M
|
+$57.1M
|
+62%
|
|
|
77
|
|
|
|
5690
|
Northland Capital Management
Virginia,
Minnesota
|
$150M
|
+$1.84M
|
+1%
|
|
|
34
|
|
|
|
5691
|
Western Financial Corp
San Diego,
California
|
$150M
|
+$13.1M
|
+10%
|
|
|
116
|
|
|
|
5692
|
Register Financial Advisors
Atlanta,
Georgia
|
$150M
|
+$13M
|
+9%
|
|
|
651
|
|
|
|
5693
|
Granite FO LLC
Bedford,
New Hampshire
|
$149M
|
+$7.22M
|
+5%
|
|
|
163
|
|
|
|
5694
|
Altitude Crest Partners
Stamford,
Connecticut
|
$149M
|
–
|
–
|
|
|
12
|
|
|
|
5695
|
Family Asset Management
Charleston,
South Carolina
|
$149M
|
+$13.8M
|
+10%
|
|
|
204
|
|
|
|
5696
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$149M
|
-$17.7M
|
-11%
|
|
|
55
|
|
|
|
5697
|
S.A. Mason
Holland,
Michigan
|
$149M
|
+$10.4M
|
+8%
|
|
|
328
|
|
|
|
5698
|
Financial Council
Towson,
Maryland
|
$149M
|
+$23.4M
|
+19%
|
|
|
78
|
|
|
|
5699
|
Dravo Bay
Rehoboth Beach,
Delaware
|
$149M
|
+$11.6M
|
+8%
|
|
|
48
|
|
|
|
5700
|
Vaughan & Co Securities
Ridgewood,
New Jersey
|
$149M
|
+$14.5M
|
+11%
|
|
|
56
|
|
|