|
5001
|
Unio Capital
Princeton,
New Jersey
|
$195M
|
+$10.8M
|
+6%
|
14.3%
|
85%
|
41
|
7.32%
|
|
|
5002
|
Sander Capital Advisors
Seattle,
Washington
|
$195M
|
+$23M
|
+13%
|
16.3%
|
68.8%
|
17
|
11.76%
|
|
|
5003
|
Davis Rea
Toronto,
Ontario, Canada
|
$195M
|
+$10.9M
|
+6%
|
14.4%
|
50%
|
41
|
14.63%
|
|
|
5004
|
MBE Wealth Management
Tomah,
Wisconsin
|
$195M
|
+$21.2M
|
+12%
|
10.5%
|
60.9%
|
98
|
18.37%
|
|
|
5005
|
Fusion Capital
Mt. Pleasant,
South Carolina
|
$195M
|
+$17.7M
|
+10%
|
10.8%
|
73.5%
|
76
|
10.53%
|
|
|
5006
|
Roth Financial Partners
Kingwood,
Texas
|
$195M
|
+$35.5M
|
+22%
|
10.2%
|
54.3%
|
28
|
10.71%
|
|
|
5007
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$195M
|
+$27.2M
|
+16%
|
10.1%
|
45.9%
|
63
|
9.52%
|
|
|
5008
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
$195M
|
+$22.6M
|
+13%
|
10.6%
|
78%
|
129
|
17.05%
|
|
|
5009
|
TFB Advisors
Overland Park,
Kansas
|
$195M
|
+$113M
|
+137%
|
9.78%
|
62.4%
|
203
|
65.02%
|
|
|
5010
|
Bennett Selby Investments
Falmouth,
Maine
|
$195M
|
+$23.8M
|
+14%
|
12.8%
|
69.8%
|
62
|
11.29%
|
|
|
5011
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$195M
|
+$24.5M
|
+14%
|
12.8%
|
97.2%
|
153
|
11.11%
|
|
|
5012
|
Omnia Family Wealth
Aventura,
Florida
|
$195M
|
+$33.8M
|
+21%
|
10.4%
|
80.6%
|
72
|
20.83%
|
|
|
5013
|
Dodds Wealth
Greenwood Village,
Colorado
|
$195M
|
–
|
–
|
8.5%
|
–
|
55
|
–
|
|
|
5014
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$195M
|
+$27.7M
|
+17%
|
10.6%
|
65.4%
|
131
|
9.16%
|
|
|
5015
|
NewGen Asset Management
Toronto,
Ontario, Canada
|
$195M
|
+$54.3M
|
+39%
|
5.96%
|
391%
|
35
|
65.71%
|
|
|
5016
|
Sharp Capital Gestora de Recursos
Rio De Janeiro,
Brazil
|
$195M
|
+$87.2M
|
+81%
|
19.6%
|
201%
|
5
|
40%
|
|
|
5017
|
Olympus Wealth Management
Cottonwood Heights,
Utah
|
$195M
|
+$20.2M
|
+12%
|
9.11%
|
43.1%
|
23
|
52.17%
|
|
|
5018
|
7G Capital Management
New York
|
$195M
|
+$14.2M
|
+8%
|
8.75%
|
128%
|
10
|
40%
|
|
|
5019
|
Red Spruce Capital
Berwyn,
Pennsylvania
|
$195M
|
+$18.6M
|
+11%
|
12%
|
93.3%
|
88
|
5.68%
|
|
|
5020
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$195M
|
+$11.8M
|
+6%
|
8.47%
|
33.4%
|
114
|
4.39%
|
|
|
5021
|
Strategic Value Partners
Greenwich,
Connecticut
|
$195M
|
-$2.96M
|
-1%
|
11.9%
|
–
|
4
|
50%
|
|
|
5022
|
Old West Investment Management
Los Angeles,
California
|
$195M
|
-$3.6M
|
-2%
|
14.4%
|
235%
|
45
|
20%
|
|
|
5023
|
Weinberger Asset Management
Los Angeles,
California
|
$194M
|
+$19M
|
+11%
|
11.4%
|
66.4%
|
80
|
6.25%
|
|
|
5024
|
May Barnhard Investments
Bethesda,
Maryland
|
$194M
|
–
|
–
|
12.3%
|
–
|
82
|
–
|
|
|
5025
|
NWK Group
San Francisco,
California
|
$194M
|
+$31.4M
|
+19%
|
18.7%
|
227%
|
70
|
24.29%
|
|