|
6001
|
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
|
$132M
|
+$4.3M
|
+3%
|
|
|
95
|
|
|
|
6002
|
Piper Sandler & Co
Minneapolis,
Minnesota
|
$132M
|
+$26.8M
|
+25%
|
|
|
22
|
|
|
|
6003
|
Bridgefront Capital
Austin,
Texas
|
$132M
|
-$10.2M
|
-7%
|
|
|
597
|
|
|
|
6004
|
Matrix Private Capital Group
New York
|
$132M
|
-$1.64M
|
-1%
|
|
|
179
|
|
|
|
6005
|
Hibernia Wealth Partners
Baton Rouge,
Louisiana
|
$132M
|
+$4.3M
|
+3%
|
|
|
362
|
|
|
|
6006
|
Palo Alto Wealth Advisors
Palo Alto,
California
|
$132M
|
+$12.4M
|
+10%
|
|
|
42
|
|
|
|
6007
|
Fischer Investment Strategies
Westlake Village,
California
|
$132M
|
+$33.8M
|
+34%
|
|
|
38
|
|
|
|
6008
|
SCP Investment
Orinda,
California
|
$132M
|
+$707K
|
+0.5%
|
|
|
61
|
|
|
|
6009
|
Clarus Group
Houston,
Texas
|
$132M
|
-$5.66M
|
-4%
|
|
|
117
|
|
|
|
6010
|
Werlinich Asset Management
Stamford,
Connecticut
|
$132M
|
+$10.9M
|
+9%
|
|
|
61
|
|
|
|
6011
|
Q Global Advisors
Fort Worth,
Texas
|
$132M
|
-$23.5M
|
-15%
|
|
|
160
|
|
|
|
6012
|
Marlin Sams Capital Management
New York
|
$132M
|
+$26.1M
|
+25%
|
|
|
2
|
|
|
|
6013
|
Banco de Sabadell
Miami,
Florida
|
$132M
|
+$16.5M
|
+14%
|
|
|
85
|
|
|
|
6014
|
Beaumont Capital Management
Boston,
Massachusetts
|
$132M
|
-$6.98M
|
-5%
|
|
|
51
|
|
|
|
6015
|
Marmo Financial Group
Johnson City,
Tennessee
|
$132M
|
+$26.3M
|
+25%
|
|
|
19
|
|
|
|
6016
|
BluePointe Capital Management
Menlo Park,
California
|
$132M
|
–
|
–
|
|
|
87
|
|
|
|
6017
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$132M
|
+$10M
|
+8%
|
|
|
16
|
|
|
|
6018
|
Kaizen Financial Strategies
Campbell,
California
|
$132M
|
+$13.3M
|
+11%
|
|
|
127
|
|
|
|
6019
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$132M
|
+$24.4M
|
+23%
|
|
|
75
|
|
|
|
6020
|
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
$131M
|
+$17.9M
|
+16%
|
|
|
83
|
|
|
|
6021
|
AIFG Consultants
Halfmoon,
New York
|
$131M
|
+$10.9M
|
+9%
|
|
|
42
|
|
|
|
6022
|
New Age Alpha Advisors
Rye,
New York
|
$131M
|
–
|
–
|
|
|
38
|
|
|
|
6023
|
Obsidian Personal Planning Solutions
Rockville,
Maryland
|
$131M
|
+$14.3M
|
+12%
|
|
|
87
|
|
|
|
6024
|
Urban Financial Advisory Corp
Chicago,
Illinois
|
$131M
|
–
|
–
|
|
|
21
|
|
|
|
6025
|
Aurora Investment Managers
Naples,
Florida
|
$131M
|
+$13.4M
|
+11%
|
|
|
50
|
|
|