|
5001
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$175M
|
-$24.8M
|
-12%
|
2.13%
|
57.8%
|
107
|
25.23%
|
|
|
5002
|
Chicago Capital Management
Chicago,
Illinois
|
$175M
|
+$30.6M
|
+21%
|
23.7%
|
295%
|
51
|
84.31%
|
|
|
5003
|
Hutner Capital Management
Manchester,
Vermont
|
$175M
|
+$3.99M
|
+2%
|
4.82%
|
53.7%
|
46
|
2.17%
|
|
|
5004
|
Capital Performance Advisors
Walnut Creek,
California
|
$175M
|
+$9.98M
|
+6%
|
3.07%
|
61.5%
|
54
|
9.26%
|
|
|
5005
|
Nixon Capital
Austin,
Texas
|
$175M
|
-$43.3M
|
-20%
|
3.11%
|
102%
|
26
|
23.08%
|
|
|
5006
|
SONA Asset Management (US)
New York
|
$175M
|
-$15M
|
-8%
|
19.7%
|
20.6%
|
365
|
35.89%
|
|
|
5007
|
Aubrey Capital Management
Edinburgh,
United Kingdom
|
$175M
|
-$81.7M
|
-32%
|
16.4%
|
296%
|
80
|
65%
|
|
|
5008
|
Silverlake Wealth Management
Williston,
Vermont
|
$175M
|
-$10.9M
|
-6%
|
1.82%
|
54.9%
|
256
|
21.88%
|
|
|
5009
|
WD Rutherford
Portland,
Oregon
|
$175M
|
-$22.5M
|
-11%
|
8.44%
|
170%
|
138
|
13.04%
|
|
|
5010
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$175M
|
+$15.6M
|
+10%
|
4.8%
|
69.6%
|
114
|
23.68%
|
|
|
5011
|
OLIO Financial Planning
Mclean,
Virginia
|
$175M
|
+$6.58M
|
+4%
|
4.48%
|
47.8%
|
49
|
20.41%
|
|
|
5012
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$175M
|
-$7.92M
|
-4%
|
2.42%
|
33.4%
|
103
|
15.53%
|
|
|
5013
|
Libra Wealth
Los Gatos,
California
|
$175M
|
+$19.8M
|
+13%
|
5.45%
|
49.3%
|
38
|
36.84%
|
|
|
5014
|
Asset Planning Services Inc
Covington,
Louisiana
|
$175M
|
-$11.1M
|
-6%
|
0.61%
|
117%
|
47
|
27.66%
|
|
|
5015
|
Braemar Energy Ventures III
New York
|
$174M
|
-$811K
|
-0.5%
|
4.36%
|
–
|
1
|
0%
|
|
|
5016
|
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
|
$174M
|
-$41M
|
-19%
|
17.8%
|
206%
|
89
|
49.44%
|
|
|
5017
|
Briaud Financial Planning
College Station,
Texas
|
$174M
|
-$9.86M
|
-5%
|
2.05%
|
81.6%
|
30
|
20%
|
|
|
5018
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$174M
|
-$14.6M
|
-8%
|
1.32%
|
–
|
144
|
40.97%
|
|
|
5019
|
L2 Asset Management
Wayland,
Massachusetts
|
$174M
|
+$30.7M
|
+21%
|
0.02%
|
110%
|
154
|
37.01%
|
|
|
5020
|
Eudaimonia Advisors
Winchester,
Tennessee
|
$174M
|
+$3.85M
|
+2%
|
0.74%
|
–
|
180
|
18.33%
|
|
|
5021
|
Phraction Management
Colchester,
Connecticut
|
$174M
|
+$8.68M
|
+5%
|
4.74%
|
89.7%
|
79
|
30.38%
|
|
|
5022
|
ICW Investment Advisors
Scottsdale,
Arizona
|
$174M
|
-$5.36M
|
-3%
|
2.81%
|
45.3%
|
135
|
2.96%
|
|
|
5023
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$174M
|
-$21.3M
|
-11%
|
2.75%
|
52.9%
|
90
|
23.33%
|
|
|
5024
|
AH Equity Partners Bio II
Menlo Park,
California
|
$174M
|
-$18.5M
|
-10%
|
31.1%
|
–
|
4
|
0%
|
|
|
5025
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$173M
|
+$14.8M
|
+9%
|
6.21%
|
53.5%
|
59
|
15.25%
|
|