|
3026
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$517M
|
+$143M
|
+38%
|
8.7%
|
–
|
1,888
|
35.7%
|
|
|
3027
|
Lathrop Investment Management
Little Rock,
Arkansas
|
$516M
|
+$26.5M
|
+5%
|
9.65%
|
72.2%
|
85
|
5.88%
|
|
|
3028
|
Alpine Global Management
New York
|
$516M
|
+$150M
|
+41%
|
6.62%
|
149%
|
298
|
69.46%
|
|
|
3029
|
Rhino Investment Partners
West Conshohocken,
Pennsylvania
|
$516M
|
-$20.5M
|
-4%
|
3.47%
|
110%
|
28
|
25%
|
|
|
3030
|
Tetrad Corporation
Omaha,
Nebraska
|
$516M
|
+$69M
|
+15%
|
15.7%
|
50.4%
|
3
|
0%
|
|
|
3031
|
TFO Wealth Partners
Maumee,
Ohio
|
$516M
|
+$24.3M
|
+5%
|
6.68%
|
63.6%
|
938
|
16.42%
|
|
|
3032
|
Stevens Capital Management
Radnor,
Pennsylvania
|
$514M
|
+$113M
|
+28%
|
5.51%
|
108%
|
372
|
63.98%
|
|
|
3033
|
Sherbrooke Park Advisers
White Plains,
New York
|
$514M
|
+$301M
|
+141%
|
1.77%
|
9.59%
|
1,025
|
77.27%
|
|
|
3034
|
Soundwatch Capital
Rowayton,
Connecticut
|
$513M
|
+$305M
|
+147%
|
10%
|
68.6%
|
33
|
63.64%
|
|
|
3035
|
Alpha Capital Management
Austin,
Texas
|
$513M
|
+$28.7M
|
+6%
|
10.6%
|
88%
|
125
|
16.8%
|
|
|
3036
|
Sherborne Investors Management
New York
|
$512M
|
-$35.9M
|
-7%
|
6.55%
|
54.2%
|
1
|
0%
|
|
|
3037
|
Liberty Wealth Management
Oakland,
California
|
$512M
|
+$46M
|
+10%
|
7.85%
|
64.2%
|
200
|
21.5%
|
|
|
3038
|
HeadInvest LLC
Portland,
Maine
|
$512M
|
+$31.6M
|
+7%
|
8.3%
|
59.1%
|
241
|
7.05%
|
|
|
3039
|
Hudson Edge Investment Partners
Jersey City,
New Jersey
|
$512M
|
+$81.6M
|
+19%
|
11.1%
|
68.8%
|
160
|
8.75%
|
|
|
3040
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$512M
|
+$20.8M
|
+4%
|
11.3%
|
113%
|
146
|
10.96%
|
|
|
3041
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$512M
|
+$49.8M
|
+11%
|
5.65%
|
46.6%
|
106
|
5.66%
|
|
|
3042
|
Bell Investment Advisors
Oakland,
California
|
$512M
|
+$24.3M
|
+5%
|
4.62%
|
41%
|
1,965
|
5.75%
|
|
|
3043
|
Abacus Planning Group
Columbia,
South Carolina
|
$512M
|
+$37.4M
|
+8%
|
7.37%
|
59.1%
|
217
|
9.22%
|
|
|
3044
|
Walter Public Investments
Westmount,
Canada
|
$511M
|
+$35.3M
|
+7%
|
8.88%
|
72.7%
|
43
|
11.63%
|
|
|
3045
|
Bourgeon Capital Management
Darien,
Connecticut
|
$511M
|
+$58.6M
|
+13%
|
9.82%
|
117%
|
406
|
73.4%
|
|
|
3046
|
Tolleson Wealth Management
Dallas,
Texas
|
$511M
|
+$25.7M
|
+5%
|
8.31%
|
56.2%
|
86
|
9.3%
|
|
|
3047
|
Two Seas Capital
Rye,
New York
|
$511M
|
+$101M
|
+25%
|
27.2%
|
387%
|
22
|
59.09%
|
|
|
3048
|
Aprio Wealth Management
Atlanta,
Georgia
|
$510M
|
+$62.3M
|
+14%
|
6.99%
|
60.6%
|
263
|
31.18%
|
|
|
3049
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$510M
|
+$16.8M
|
+3%
|
9.24%
|
76.4%
|
377
|
62.33%
|
|
|
3050
|
Embree Financial Group
Chicago,
Illinois
|
$510M
|
+$34.3M
|
+7%
|
8.92%
|
–
|
203
|
18.23%
|
|