|
2851
|
Charles Schwab Trust
Henderson,
Nevada
|
$508M
|
+$25.6M
|
+5%
|
4.98%
|
45.6%
|
186
|
5.91%
|
|
|
2852
|
Bain Capital Credit
Boston,
Massachusetts
|
$508M
|
+$56.8M
|
+13%
|
7.86%
|
14.4%
|
22
|
54.55%
|
|
|
2853
|
Samson Rock Capital
London,
United Kingdom
|
$508M
|
+$108M
|
+27%
|
19.7%
|
156%
|
69
|
88.41%
|
|
|
2854
|
Night Owl Capital Management
Greenwich,
Connecticut
|
$507M
|
+$15.1M
|
+3%
|
15.8%
|
162%
|
28
|
14.29%
|
|
|
2855
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$506M
|
+$30.8M
|
+6%
|
4.54%
|
12.6%
|
221
|
7.24%
|
|
|
2856
|
Mattern Capital Management
Lakewood,
Colorado
|
$506M
|
+$43.4M
|
+9%
|
5.59%
|
31.5%
|
116
|
6.03%
|
|
|
2857
|
TFO Wealth Partners
Maumee,
Ohio
|
$506M
|
+$172M
|
+52%
|
3.92%
|
63.6%
|
213
|
63.38%
|
|
|
2858
|
Harbor Advisors
West Palm Beach,
Florida
|
$506M
|
+$54.6M
|
+12%
|
13.7%
|
125%
|
206
|
12.14%
|
|
|
2859
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$505M
|
+$51.1M
|
+11%
|
7.56%
|
37.1%
|
584
|
29.45%
|
|
|
2860
|
SOL Capital Management
Rockville,
Maryland
|
$505M
|
+$31.3M
|
+7%
|
7.21%
|
56.6%
|
247
|
4.86%
|
|
|
2861
|
Summit Financial Strategies
Columbus,
Ohio
|
$505M
|
+$225M
|
+81%
|
5.52%
|
57.8%
|
119
|
48.74%
|
|
|
2862
|
Pacific Global Investment Management
Glendale,
California
|
$505M
|
+$25M
|
+5%
|
7.1%
|
48%
|
219
|
7.76%
|
|
|
2863
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$505M
|
+$45.4M
|
+10%
|
6.51%
|
46.7%
|
297
|
12.12%
|
|
|
2864
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$505M
|
+$57.3M
|
+13%
|
8.5%
|
119%
|
278
|
17.63%
|
|
|
2865
|
Makaira Partners
La Jolla,
California
|
$504M
|
+$30.9M
|
+7%
|
10%
|
22%
|
9
|
0%
|
|
|
2866
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$504M
|
+$50.8M
|
+11%
|
5.41%
|
62%
|
120
|
10.83%
|
|
|
2867
|
Greenfield FTC
Reno,
Nevada
|
$504M
|
+$39.8M
|
+9%
|
7.2%
|
67.1%
|
4
|
0%
|
|
|
2868
|
Founders Financial Securities
Towson,
Maryland
|
$504M
|
+$69.9M
|
+16%
|
6.57%
|
64.3%
|
319
|
28.53%
|
|
|
2869
|
Affinity Wealth Management
Wilmington,
Delaware
|
$504M
|
+$14.1M
|
+3%
|
7.21%
|
116%
|
117
|
26.5%
|
|
|
2870
|
Portfolio Strategies
Monsey,
New York
|
$504M
|
+$25.2M
|
+5%
|
9.34%
|
120%
|
73
|
42.47%
|
|
|
2871
|
|
$503M
|
+$82.1M
|
+20%
|
18%
|
200%
|
11
|
27.27%
|
|
|
2872
|
PNC Managed Account Solutions
Houston,
Texas
|
$503M
|
–
|
–
|
6.01%
|
–
|
572
|
–
|
|
|
2873
|
Infusive Asset Management
New York
|
$503M
|
+$76.4M
|
+18%
|
5.29%
|
33.8%
|
88
|
52.27%
|
|
|
2874
|
Tikehau Investment Management
Paris,
France
|
$503M
|
+$31.3M
|
+7%
|
11.5%
|
102%
|
15
|
0%
|
|
|
2875
|
MA Private Wealth
San Carlos,
California
|
$503M
|
+$23.3M
|
+5%
|
5.32%
|
57.5%
|
94
|
8.51%
|
|