|
3051
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$411M
|
+$39.3M
|
+11%
|
7.43%
|
24.6%
|
1,026
|
16.47%
|
|
|
3052
|
Perseverance Asset Management International
George Town,
Cayman Islands
|
$411M
|
-$13.1M
|
-3%
|
1.1%
|
120%
|
24
|
41.67%
|
|
|
3053
|
Berylson Capital Partners
Boston,
Massachusetts
|
$411M
|
-$174M
|
-30%
|
3.58%
|
57.7%
|
92
|
69.57%
|
|
|
3054
|
Vanderbilt University
Nashville,
Tennessee
|
$411M
|
+$125M
|
+44%
|
18.1%
|
61.8%
|
16
|
62.5%
|
|
|
3055
|
Sage Advisory Services
Austin,
Texas
|
$411M
|
+$31.8M
|
+8%
|
5.45%
|
33.9%
|
58
|
27.59%
|
|
|
3056
|
Hohimer Wealth Management
Seattle,
Washington
|
$410M
|
+$33M
|
+9%
|
7.39%
|
99.7%
|
215
|
15.81%
|
|
|
3057
|
XML Financial
Bethesda,
Maryland
|
$410M
|
+$24.4M
|
+6%
|
6.32%
|
69.5%
|
229
|
13.54%
|
|
|
3058
|
Altavista Wealth Management
Asheville,
North Carolina
|
$410M
|
+$15.2M
|
+4%
|
5.05%
|
80.6%
|
179
|
6.15%
|
|
|
3059
|
Mitchell Capital Management
Leawood,
Kansas
|
$410M
|
+$11.4M
|
+3%
|
4.73%
|
219%
|
157
|
14.01%
|
|
|
3060
|
Cyrus Capital Partners
New York
|
$410M
|
-$11.3M
|
-3%
|
31%
|
163%
|
15
|
26.67%
|
|
|
3061
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
$410M
|
+$51.2M
|
+14%
|
4.88%
|
25%
|
425
|
21.18%
|
|
|
3062
|
MIC Capital Partners (Public) (US) IM
Al Maryah Island Abu Dhabi,
United Arab Emirates
|
$410M
|
+$28.4M
|
+7%
|
11.6%
|
–
|
22
|
45.45%
|
|
|
3063
|
Cahill Financial Advisors
Edina,
Minnesota
|
$410M
|
+$13.2M
|
+3%
|
6.08%
|
55.9%
|
212
|
14.62%
|
|
|
3064
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$410M
|
+$28.9M
|
+8%
|
7.32%
|
40.4%
|
318
|
16.35%
|
|
|
3065
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$409M
|
+$50M
|
+14%
|
5.52%
|
55%
|
136
|
32.35%
|
|
|
3066
|
Madison Wealth Management
Cincinnati,
Ohio
|
$409M
|
+$29.5M
|
+8%
|
7.27%
|
35.1%
|
147
|
10.2%
|
|
|
3067
|
IMA Advisory Services
Denver,
Colorado
|
$408M
|
+$51.5M
|
+14%
|
5.11%
|
74.5%
|
328
|
19.51%
|
|
|
3068
|
PGIM Custom Harvest
Newark,
New Jersey
|
$408M
|
+$104M
|
+34%
|
7.29%
|
78.2%
|
216
|
18.06%
|
|
|
3069
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$407M
|
+$50.7M
|
+14%
|
9.45%
|
65%
|
160
|
12.5%
|
|
|
3070
|
Strid Group
Newtown Square,
Pennsylvania
|
$407M
|
+$35.7M
|
+10%
|
7.07%
|
50.4%
|
38
|
10.53%
|
|
|
3071
|
Trustees of General Electric Pension Trust
Norwalk,
Connecticut
|
$407M
|
+$72.2M
|
+22%
|
21.6%
|
184%
|
1
|
0%
|
|
|
3072
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$406M
|
+$67.5M
|
+20%
|
8.19%
|
25.3%
|
182
|
12.09%
|
|
|
3073
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$406M
|
+$15.6M
|
+4%
|
5.72%
|
111%
|
266
|
30.08%
|
|
|
3074
|
Adams Natural Resources Fund
Baltimore,
Maryland
|
$406M
|
+$75.6M
|
+23%
|
25.3%
|
43%
|
57
|
5.26%
|
|
|
3075
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$406M
|
+$23.3M
|
+6%
|
5.03%
|
70.4%
|
145
|
17.24%
|
|