|
6101
|
SWP Financial
San Diego,
California
|
$129M
|
–
|
–
|
|
|
44
|
|
|
|
6102
|
Sterling Group Wealth Management
Pasadena,
California
|
$129M
|
+$23M
|
+22%
|
|
|
55
|
|
|
|
6103
|
Lakewood Asset Management
Naperville,
Illinois
|
$129M
|
+$6.03M
|
+5%
|
|
|
113
|
|
|
|
6104
|
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
|
$129M
|
+$31.3M
|
+32%
|
|
|
109
|
|
|
|
6105
|
Carson Advisory
Athens,
Georgia
|
$129M
|
+$14.5M
|
+13%
|
|
|
165
|
|
|
|
6106
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$129M
|
+$12.8M
|
+11%
|
|
|
35
|
|
|
|
6107
|
Dopkins Wealth Management
Williamsville,
New York
|
$129M
|
-$3.53M
|
-3%
|
|
|
60
|
|
|
|
6108
|
Trevian Wealth Management
Weston,
Massachusetts
|
$128M
|
+$19.5M
|
+18%
|
|
|
34
|
|
|
|
6109
|
Trust Investment Advisors
Indianapolis,
Indiana
|
$128M
|
+$12M
|
+10%
|
|
|
113
|
|
|
|
6110
|
Refined Wealth Management
Salt Lake City,
Utah
|
$128M
|
+$16.8M
|
+15%
|
|
|
26
|
|
|
|
6111
|
WealthCollab
Bellevue,
Washington
|
$128M
|
–
|
–
|
|
|
877
|
|
|
|
6112
|
Channing Global Advisors
Miami,
Florida
|
$128M
|
+$25.6M
|
+25%
|
|
|
50
|
|
|
|
6113
|
Mendota Financial Group
Madison,
Wisconsin
|
$128M
|
+$32.1M
|
+33%
|
|
|
414
|
|
|
|
6114
|
Presidio Capital Management
San Diego,
California
|
$128M
|
+$14.2M
|
+12%
|
|
|
43
|
|
|
|
6115
|
PB Investment Partners
Burlingame,
California
|
$128M
|
+$11M
|
+9%
|
|
|
9
|
|
|
|
6116
|
Jacobs Asset Management
New York
|
$128M
|
-$162K
|
-0.1%
|
|
|
39
|
|
|
|
6117
|
Olistico Wealth
Tulsa,
Oklahoma
|
$128M
|
+$16.2M
|
+14%
|
|
|
108
|
|
|
|
6118
|
Hedges Asset Management
Reno,
Nevada
|
$128M
|
+$13.5M
|
+12%
|
|
|
113
|
|
|
|
6119
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$128M
|
–
|
–
|
|
|
611
|
|
|
|
6120
|
Planning Capital Management Corporation
Paoli,
Pennsylvania
|
$128M
|
–
|
–
|
|
|
650
|
|
|
|
6121
|
Strategic Financial Planning
Plano,
Texas
|
$128M
|
+$19.3M
|
+18%
|
|
|
35
|
|
|
|
6122
|
AYAL Capital Advisors
Toronto,
Ontario, Canada
|
$128M
|
–
|
–
|
|
|
34
|
|
|
|
6123
|
Valley Financial Group
Ambler,
Pennsylvania
|
$128M
|
–
|
–
|
|
|
56
|
|
|
|
6124
|
Summit Wealth Group
White River Junction,
Vermont
|
$128M
|
+$15.8M
|
+14%
|
|
|
46
|
|
|
|
6125
|
Vawter Financial
Columbus,
Ohio
|
$128M
|
+$39.6M
|
+45%
|
|
|
78
|
|
|