|
5801
|
Guerra Advisors
Miami,
Florida
|
$180M
|
–
|
–
|
|
|
60
|
|
|
|
5802
|
BlueChip Wealth Advisors
Milton,
Georgia
|
$180M
|
-$10.7M
|
-6%
|
|
|
163
|
|
|
|
5803
|
Quantum Financial Planning Services
Spokane,
Washington
|
$180M
|
–
|
–
|
|
|
34
|
|
|
|
5804
|
Hiley Hunt Wealth Management
Omaha,
Nebraska
|
$180M
|
+$5.69M
|
+3%
|
|
|
40
|
|
|
|
5805
|
Allie Family Office
Miami,
Florida
|
$180M
|
-$5.5M
|
-3%
|
|
|
100
|
|
|
|
5806
|
Greykasell Wealth Strategies
Danville,
California
|
$180M
|
–
|
–
|
|
|
119
|
|
|
|
5807
|
Bull Oak Capital
San Diego,
California
|
$180M
|
+$5.73M
|
+3%
|
|
|
126
|
|
|
|
5808
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$180M
|
+$8.15M
|
+5%
|
|
|
161
|
|
|
|
5809
|
Crux Wealth Advisors
Long Beach,
California
|
$180M
|
–
|
–
|
|
|
150
|
|
|
|
5810
|
CCG Wealth Management
San Diego,
California
|
$180M
|
+$916K
|
+0.5%
|
|
|
76
|
|
|
|
5811
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$179M
|
+$2.19M
|
+1%
|
|
|
69
|
|
|
|
5812
|
GEM Asset Management
Plymouth,
Michigan
|
$179M
|
+$4.41M
|
+3%
|
|
|
97
|
|
|
|
5813
|
Axiom Financial Strategies
New Albany,
Indiana
|
$179M
|
-$10.1M
|
-5%
|
|
|
46
|
|
|
|
5814
|
Security National Bank of So Dak
Sioux City,
Iowa
|
$179M
|
-$766K
|
-0.4%
|
|
|
113
|
|
|
|
5815
|
Haven Private
Orlando,
Florida
|
$179M
|
–
|
–
|
|
|
136
|
|
|
|
5816
|
Kane Investment Management
Los Gatos,
California
|
$179M
|
–
|
–
|
|
|
90
|
|
|
|
5817
|
First County Bank
Stamford,
Connecticut
|
$179M
|
-$23.6M
|
-12%
|
|
|
164
|
|
|
|
5818
|
Fortitude Financial
Spokane,
Washington
|
$179M
|
–
|
–
|
|
|
31
|
|
|
|
5819
|
Solstein Capital
Menlo Park,
California
|
$179M
|
-$9.87M
|
-5%
|
|
|
318
|
|
|
|
5820
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$179M
|
+$7.7M
|
+4%
|
|
|
81
|
|
|
|
5821
|
Orleans Capital Management
Mandeville,
Louisiana
|
$179M
|
+$2.75M
|
+2%
|
|
|
99
|
|
|
|
5822
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$179M
|
-$3.97M
|
-2%
|
|
|
170
|
|
|
|
5823
|
Tribune Investment Group
New York
|
$179M
|
–
|
–
|
|
|
27
|
|
|
|
5824
|
Cincinnati Casualty Company
Fairfield,
Ohio
|
$179M
|
+$1.11M
|
+0.6%
|
|
|
24
|
|
|
|
5825
|
NBZ Investment Advisors
Knoxville,
Tennessee
|
$179M
|
–
|
–
|
|
|
65
|
|
|