|
4801
|
Curated Wealth Partners
El Segundo,
California
|
$184M
|
+$20.9M
|
+13%
|
14.3%
|
48.7%
|
152
|
12.5%
|
|
|
4802
|
Adalta Capital Management
New York
|
$184M
|
+$10.3M
|
+6%
|
5.48%
|
80.4%
|
103
|
12.62%
|
|
|
4803
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$184M
|
+$61.1M
|
+50%
|
4.58%
|
67.7%
|
153
|
11.11%
|
|
|
4804
|
McMillion Capital Management
Greensboro,
North Carolina
|
$184M
|
+$12.6M
|
+7%
|
7.13%
|
59.3%
|
86
|
8.14%
|
|
|
4805
|
RBS Partners
Bay Harbor Islands,
Florida
|
$183M
|
+$34.2M
|
+23%
|
30.5%
|
210%
|
3
|
33.33%
|
|
|
4806
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$183M
|
+$15.2M
|
+9%
|
6.94%
|
91.6%
|
151
|
8.61%
|
|
|
4807
|
KFA Private Wealth Group
Tysons,
Virginia
|
$183M
|
+$11.8M
|
+7%
|
5.6%
|
57.5%
|
80
|
15%
|
|
|
4808
|
Oldfather Financial Services
Kearney,
Nebraska
|
$183M
|
+$9.14M
|
+5%
|
5.91%
|
60.8%
|
63
|
7.94%
|
|
|
4809
|
Strategic Vision Investment
Hong Kong
|
$183M
|
+$121M
|
+194%
|
9.87%
|
95.6%
|
23
|
56.52%
|
|
|
4810
|
Michael & Susan Dell Foundation
New York
|
$183M
|
+$34.5M
|
+23%
|
22.8%
|
238%
|
3
|
0%
|
|
|
4811
|
Matrix Private Capital Group
New York
|
$183M
|
+$16.5M
|
+10%
|
7%
|
62.5%
|
258
|
12.4%
|
|
|
4812
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$183M
|
+$10.3M
|
+6%
|
7.71%
|
–
|
179
|
12.85%
|
|
|
4813
|
Nationwide Asset Management
Columbus,
Ohio
|
$183M
|
+$39.3M
|
+27%
|
4%
|
8.56%
|
18
|
50%
|
|
|
4814
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$183M
|
-$4.64M
|
-2%
|
3.52%
|
104%
|
119
|
5.88%
|
|
|
4815
|
Verity Asset Management
Durham,
North Carolina
|
$183M
|
+$14.9M
|
+9%
|
5.75%
|
79.7%
|
259
|
30.12%
|
|
|
4816
|
Salem Capital Management
Woburn,
Massachusetts
|
$182M
|
+$14.5M
|
+9%
|
5.64%
|
32.3%
|
78
|
8.97%
|
|
|
4817
|
Wade Financial Advisory
Campbell,
California
|
$182M
|
+$24.2M
|
+15%
|
6.13%
|
15.9%
|
71
|
4.23%
|
|
|
4818
|
Spark Investment Management
New York
|
$182M
|
+$33.2M
|
+22%
|
19.8%
|
459%
|
46
|
13.04%
|
|
|
4819
|
Truvestments Capital
Sarasota,
Florida
|
$182M
|
+$5.25M
|
+3%
|
5.99%
|
131%
|
715
|
18.88%
|
|
|
4820
|
General Industrial Partners
London,
United Kingdom
|
$182M
|
-$5.03M
|
-3%
|
3.47%
|
–
|
16
|
75%
|
|
|
4821
|
Palmer Knight Company
Jacksonville,
Florida
|
$182M
|
+$8.23M
|
+5%
|
9.54%
|
78.9%
|
28
|
3.57%
|
|
|
4822
|
Grandview Asset Management
Harrisburg,
Pennsylvania
|
$182M
|
-$5.65M
|
-3%
|
12.5%
|
172%
|
533
|
80.11%
|
|
|
4823
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$182M
|
+$11.6M
|
+7%
|
5.82%
|
75.4%
|
117
|
11.11%
|
|
|
4824
|
First City Capital Management
Savannah,
Georgia
|
$182M
|
+$9.31M
|
+5%
|
6.24%
|
76.5%
|
175
|
5.71%
|
|
|
4825
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$182M
|
+$42.8M
|
+31%
|
6.08%
|
49.4%
|
65
|
13.85%
|
|