|
6701
|
Objectivity Squared
Charleston,
South Carolina
|
$101M
|
–
|
–
|
|
|
44
|
|
|
|
6702
|
Investment Partners Asset Management
Metuchen,
New Jersey
|
$101M
|
–
|
–
|
|
|
126
|
|
|
|
6703
|
Scientech Research LLC
Jersey City,
New Jersey
|
$100M
|
–
|
–
|
|
|
310
|
|
|
|
6704
|
Crescent Sterling
Metairie,
Louisiana
|
$100M
|
+$5.73M
|
+6%
|
|
|
77
|
|
|
|
6705
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$100M
|
+$3.19M
|
+3%
|
|
|
68
|
|
|
|
6706
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$100M
|
–
|
–
|
|
|
37
|
|
|
|
6707
|
NRI Wealth Management
Santa Clara,
California
|
$100M
|
–
|
–
|
|
|
28
|
|
|
|
6708
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$100M
|
–
|
–
|
|
|
26
|
|
|
|
6709
|
Processus Wealth & Capital Management
Brentwood,
Tennessee
|
$100M
|
–
|
–
|
|
|
43
|
|
|
|
6710
|
PrairieView Wealth Partners
Orland Park,
Illinois
|
$100M
|
–
|
–
|
|
|
17
|
|
|
|
6711
|
Lake Hills Wealth Management
Austin,
Texas
|
$99.9M
|
+$1.13M
|
+1%
|
|
|
46
|
|
|
|
6712
|
LifePlan Financial
Mankato,
Minnesota
|
$99.8M
|
–
|
–
|
|
|
89
|
|
|
|
6713
|
Napatree Capital
Westerly,
Rhode Island
|
$99.8M
|
–
|
–
|
|
|
117
|
|
|
|
6714
|
Hoge Financial Services
Canonsburg,
Pennsylvania
|
$99.7M
|
–
|
–
|
|
|
46
|
|
|
|
6715
|
Ehrlich Financial Group
Laguna Niguel,
California
|
$99.7M
|
–
|
–
|
|
|
94
|
|
|
|
6716
|
Gimbal Financial
Carmel,
Indiana
|
$99.7M
|
–
|
–
|
|
|
41
|
|
|
|
6717
|
AWH Capital
Dallas,
Texas
|
$99.6M
|
-$12.7M
|
-11%
|
|
|
29
|
|
|
|
6718
|
Garnet Equity Capital Holdings
New York
|
$99.6M
|
-$8.75M
|
-8%
|
|
|
27
|
|
|
|
6719
|
Marquette Associates
Chicago,
Illinois
|
$99.5M
|
–
|
–
|
|
|
33
|
|
|
|
6720
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$99.2M
|
+$8.23M
|
+9%
|
|
|
238
|
|
|
|
6721
|
Prospect Financial Services
Melville,
New York
|
$99.2M
|
–
|
–
|
|
|
69
|
|
|
|
6722
|
Seed Wealth Management
Evanston,
Illinois
|
$99.1M
|
+$10.1M
|
+11%
|
|
|
157
|
|
|
|
6723
|
LMDAGG LLC
San Francisco,
California
|
$99.1M
|
–
|
–
|
|
|
1
|
|
|
|
6724
|
Sard Wealth Management Group
Atlanta,
Georgia
|
$99.1M
|
–
|
–
|
|
|
42
|
|
|
|
6725
|
Pictet Bank & Trust
Nassau,
Bahamas
|
$98.7M
|
+$5.56M
|
+6%
|
|
|
43
|
|
|