|
2501
|
Covenant Asset Management
Chester,
New Jersey
|
$885M
|
+$208M
|
+31%
|
10.8%
|
158%
|
169
|
6.51%
|
|
|
2502
|
8 Knots Management
Dallas,
Texas
|
$884M
|
+$186M
|
+27%
|
2.57%
|
–
|
27
|
70.37%
|
|
|
2503
|
J.W. Burns & Co
Dewitt,
New York
|
$884M
|
+$59.8M
|
+7%
|
8.18%
|
78.5%
|
189
|
5.29%
|
|
|
2504
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$884M
|
+$28.8M
|
+3%
|
7.25%
|
75.8%
|
431
|
15.78%
|
|
|
2505
|
Algebris (UK)
London,
United Kingdom
|
$883M
|
+$249M
|
+39%
|
2.38%
|
24.5%
|
74
|
52.7%
|
|
|
2506
|
McGuire Investment Group
Wakefield,
Rhode Island
|
$883M
|
+$100M
|
+13%
|
15.4%
|
184%
|
124
|
12.9%
|
|
|
2507
|
Rovida Investment Management
Grand Cayman,
Cayman Islands
|
$882M
|
+$342M
|
+63%
|
54.6%
|
–
|
20
|
35%
|
|
|
2508
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$882M
|
+$39.5M
|
+5%
|
5.01%
|
–
|
1,403
|
5.13%
|
|
|
2509
|
WealthShield Partners
Cary,
North Carolina
|
$882M
|
+$54.6M
|
+7%
|
7.06%
|
71%
|
579
|
6.39%
|
|
|
2510
|
Tamar Securities
Woodland Hills,
California
|
$880M
|
+$55.1M
|
+7%
|
10.2%
|
84.8%
|
95
|
11.58%
|
|
|
2511
|
LVZ Inc
Holland,
Michigan
|
$880M
|
+$45.7M
|
+5%
|
5.87%
|
47.1%
|
166
|
7.83%
|
|
|
2512
|
INVST
Indianapolis,
Indiana
|
$880M
|
+$77M
|
+10%
|
8.14%
|
78.5%
|
321
|
11.84%
|
|
|
2513
|
Columbus Macro
New Castle,
Pennsylvania
|
$879M
|
+$61.4M
|
+8%
|
4.71%
|
46.8%
|
221
|
11.76%
|
|
|
2514
|
Cahill Financial Advisors
Edina,
Minnesota
|
$878M
|
+$72.7M
|
+9%
|
6.63%
|
55.9%
|
293
|
8.53%
|
|
|
2515
|
State of Wyoming
Cheyenne,
Wyoming
|
$877M
|
+$58.9M
|
+7%
|
15%
|
131%
|
2,117
|
27.78%
|
|
|
2516
|
Gryphon Financial Partners
Columbus,
Ohio
|
$877M
|
+$111M
|
+15%
|
10.3%
|
93.7%
|
337
|
13.95%
|
|
|
2517
|
Westerkirk Capital
Victoria,
|
$875M
|
+$64M
|
+8%
|
8.1%
|
–
|
251
|
12.35%
|
|
|
2518
|
Romano Brothers & Co
Evanston,
Illinois
|
$875M
|
+$66.1M
|
+8%
|
8.65%
|
101%
|
321
|
4.67%
|
|
|
2519
|
Evermay Wealth Management
Arlington,
Virginia
|
$874M
|
+$62M
|
+8%
|
6.26%
|
56.2%
|
577
|
3.81%
|
|
|
2520
|
Avalon Global Asset Management
San Francisco,
California
|
$874M
|
+$31.3M
|
+4%
|
7.89%
|
278%
|
53
|
37.74%
|
|
|
2521
|
Freedom Together Foundation
New York
|
$874M
|
+$57M
|
+7%
|
7%
|
–
|
2
|
0%
|
|
|
2522
|
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
$873M
|
+$59.5M
|
+7%
|
6.37%
|
–
|
130
|
13.08%
|
|
|
2523
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$873M
|
+$45M
|
+5%
|
6.03%
|
74.8%
|
215
|
6.51%
|
|
|
2524
|
Cascade Financial Partners
San Diego,
California
|
$872M
|
+$40.4M
|
+5%
|
5.78%
|
–
|
271
|
8.12%
|
|
|
2525
|
EAM Investors
Solana Beach,
California
|
$872M
|
+$212M
|
+32%
|
53.1%
|
6,012%
|
346
|
63.01%
|
|