|
5701
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$221M
|
+$13.3M
|
+6%
|
|
|
86
|
|
|
|
5702
|
Team Financial Group
Temecula,
California
|
$220M
|
+$4.65M
|
+2%
|
|
|
276
|
|
|
|
5703
|
Seamount Financial Group
Colorado Springs,
Colorado
|
$220M
|
+$8.45M
|
+4%
|
|
|
138
|
|
|
|
5704
|
Forte Asset Management
Bedford,
New York
|
$220M
|
+$12.4M
|
+6%
|
|
|
75
|
|
|
|
5705
|
Causey Wealth LLC
Greenwood Village,
Colorado
|
$220M
|
–
|
–
|
|
|
72
|
|
|
|
5706
|
Heritage Family Offices
Scottsdale,
Arizona
|
$220M
|
+$5.14M
|
+2%
|
|
|
220
|
|
|
|
5707
|
Lakeridge Wealth Management
Mentor,
Ohio
|
$220M
|
-$4.99M
|
-2%
|
|
|
163
|
|
|
|
5708
|
Cooper/Haims Advisors
Victor,
New York
|
$220M
|
+$5.95M
|
+3%
|
|
|
104
|
|
|
|
5709
|
Elite Financial
Lewiston,
Idaho
|
$220M
|
+$1.57M
|
+0.7%
|
|
|
54
|
|
|
|
5710
|
Tandem Capital Management
Woodcliff Lake,
New Jersey
|
$220M
|
+$4.99M
|
+2%
|
|
|
122
|
|
|
|
5711
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$220M
|
+$10.1M
|
+5%
|
|
|
427
|
|
|
|
5712
|
Yoder Wealth Management
Walnut Creek,
California
|
$220M
|
+$8.29M
|
+4%
|
|
|
123
|
|
|
|
5713
|
Rockingstone Advisors
Great Barrington,
Massachusetts
|
$219M
|
+$16.8M
|
+8%
|
|
|
115
|
|
|
|
5714
|
Alpha Family Trust
Los Angeles,
California
|
$219M
|
+$6.25M
|
+3%
|
|
|
209
|
|
|
|
5715
|
Mad River Investors
Boston,
Massachusetts
|
$219M
|
-$13.9M
|
-6%
|
|
|
38
|
|
|
|
5716
|
Retirement Guys Formula
Maumee,
Ohio
|
$219M
|
-$64.9M
|
-23%
|
|
|
180
|
|
|
|
5717
|
Taylor Securities Services
Harrisburg,
Pennsylvania
|
$219M
|
–
|
–
|
|
|
54
|
|
|
|
5718
|
Nipun Capital
Foster City,
California
|
$219M
|
+$60.8M
|
+38%
|
|
|
13
|
|
|
|
5719
|
MOR Wealth Management
Philadelphia,
Pennsylvania
|
$219M
|
–
|
–
|
|
|
105
|
|
|
|
5720
|
PACK Private Wealth
Wayzata,
Minnesota
|
$219M
|
+$6.43M
|
+3%
|
|
|
57
|
|
|
|
5721
|
Mosley Wealth Management
Anaheim,
California
|
$219M
|
–
|
–
|
|
|
154
|
|
|
|
5722
|
Finley Financial
Las Vegas,
Nevada
|
$218M
|
+$2.15M
|
+1%
|
|
|
124
|
|
|
|
5723
|
Woodward Diversified Capital
Bakersfield,
California
|
$218M
|
+$3.62M
|
+2%
|
|
|
196
|
|
|
|
5724
|
Optimist Retirement Group
Bellevue,
Washington
|
$218M
|
-$3.01M
|
-1%
|
|
|
126
|
|
|
|
5725
|
Knoll Capital Management
Miami,
Florida
|
$218M
|
+$31.4M
|
+17%
|
|
|
39
|
|
|