|
3001
|
Cyrus Capital Partners
New York
|
$410M
|
-$11.3M
|
-3%
|
31%
|
174%
|
15
|
26.67%
|
|
|
3002
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
$410M
|
+$51.2M
|
+14%
|
4.88%
|
25%
|
425
|
21.18%
|
|
|
3003
|
MIC Capital Partners (Public) (US) IM
Al Maryah Island Abu Dhabi,
United Arab Emirates
|
$410M
|
+$28.4M
|
+7%
|
11.6%
|
–
|
22
|
45.45%
|
|
|
3004
|
Cahill Financial Advisors
Edina,
Minnesota
|
$410M
|
+$13.2M
|
+3%
|
6.08%
|
45.2%
|
212
|
14.62%
|
|
|
3005
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$410M
|
+$28.9M
|
+8%
|
7.32%
|
40.4%
|
318
|
16.35%
|
|
|
3006
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$409M
|
+$50M
|
+14%
|
5.52%
|
43.5%
|
136
|
32.35%
|
|
|
3007
|
Madison Wealth Management
Cincinnati,
Ohio
|
$409M
|
+$29.5M
|
+8%
|
7.27%
|
35.1%
|
147
|
10.2%
|
|
|
3008
|
IMA Advisory Services
Denver,
Colorado
|
$408M
|
+$51.5M
|
+14%
|
5.11%
|
55.7%
|
328
|
19.51%
|
|
|
3009
|
PGIM Custom Harvest
Newark,
New Jersey
|
$408M
|
+$104M
|
+34%
|
7.29%
|
60.9%
|
216
|
18.06%
|
|
|
3010
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$407M
|
+$50.7M
|
+14%
|
9.45%
|
65%
|
160
|
12.5%
|
|
|
3011
|
Strid Group
Newtown Square,
Pennsylvania
|
$407M
|
+$35.7M
|
+10%
|
7.07%
|
50.4%
|
38
|
10.53%
|
|
|
3012
|
Trustees of General Electric Pension Trust
Norwalk,
Connecticut
|
$407M
|
+$72.2M
|
+22%
|
21.6%
|
184%
|
1
|
0%
|
|
|
3013
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$406M
|
+$67.5M
|
+20%
|
8.19%
|
25.3%
|
182
|
12.09%
|
|
|
3014
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$406M
|
+$15.6M
|
+4%
|
5.72%
|
111%
|
266
|
30.08%
|
|
|
3015
|
Adams Natural Resources Fund
Baltimore,
Maryland
|
$406M
|
+$75.6M
|
+23%
|
25.3%
|
43%
|
57
|
5.26%
|
|
|
3016
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$406M
|
+$23.3M
|
+6%
|
5.03%
|
70.4%
|
145
|
17.24%
|
|
|
3017
|
St Louis Trust
Saint Louis,
Missouri
|
$406M
|
+$59.1M
|
+17%
|
7.73%
|
71.4%
|
96
|
27.08%
|
|
|
3018
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$405M
|
+$22.6M
|
+6%
|
5.64%
|
221%
|
127
|
33.07%
|
|
|
3019
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$405M
|
+$12.9M
|
+3%
|
8.49%
|
125%
|
174
|
14.94%
|
|
|
3020
|
RR Advisors
Dallas,
Texas
|
$405M
|
+$61.1M
|
+18%
|
24.2%
|
113%
|
22
|
31.82%
|
|
|
3021
|
SlateStone Wealth
Jupiter,
Florida
|
$405M
|
+$3.74M
|
+0.9%
|
3.23%
|
79.1%
|
181
|
14.92%
|
|
|
3022
|
McRae Capital Management
Morristown,
New Jersey
|
$404M
|
+$55.2M
|
+16%
|
13.1%
|
59.2%
|
109
|
10.09%
|
|
|
3023
|
Cumberland Advisors
Sarasota,
Florida
|
$403M
|
+$130M
|
+48%
|
8.97%
|
73.5%
|
64
|
14.06%
|
|
|
3024
|
180 Wealth Advisors
Federal Way,
Washington
|
$403M
|
+$56.7M
|
+16%
|
6.09%
|
136%
|
369
|
22.76%
|
|
|
3025
|
Hartford Financial Management
Hartford,
Connecticut
|
$403M
|
+$25.9M
|
+7%
|
8.59%
|
79.6%
|
398
|
15.08%
|
|