|
5001
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$277M
|
+$17M
|
+7%
|
6.18%
|
58.3%
|
597
|
7.2%
|
|
|
5002
|
Sims Investment Management
Cincinnati,
Ohio
|
$276M
|
+$27.7M
|
+11%
|
7.17%
|
–
|
44
|
6.82%
|
|
|
5003
|
Weinberger Asset Management
Los Angeles,
California
|
$276M
|
+$17.2M
|
+7%
|
6.63%
|
66.4%
|
88
|
7.95%
|
|
|
5004
|
Quartz Partners
Saratoga Springs,
New York
|
$276M
|
+$57.6M
|
+26%
|
10.4%
|
–
|
196
|
20.92%
|
|
|
5005
|
Access Financial Services
Minneapolis,
Minnesota
|
$276M
|
+$11.5M
|
+4%
|
4.74%
|
44.8%
|
109
|
17.43%
|
|
|
5006
|
|
$276M
|
+$19.8M
|
+8%
|
4.62%
|
56%
|
282
|
22.7%
|
|
|
5007
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$276M
|
+$20.1M
|
+8%
|
8.49%
|
53.9%
|
113
|
7.96%
|
|
|
5008
|
Excalibur Management
Waltham,
Massachusetts
|
$276M
|
+$9.06M
|
+3%
|
5.83%
|
68.9%
|
168
|
2.98%
|
|
|
5009
|
Malaga Cove Capital
Pv Estates,
California
|
$276M
|
+$21M
|
+8%
|
5.15%
|
88.1%
|
189
|
22.22%
|
|
|
5010
|
Amiral Gestion
Paris,
France
|
$275M
|
+$43.3M
|
+19%
|
1.21%
|
–
|
29
|
34.48%
|
|
|
5011
|
Osprey Private Wealth
New York
|
$275M
|
+$91.5M
|
+50%
|
8.32%
|
–
|
66
|
25.76%
|
|
|
5012
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
$275M
|
+$16.2M
|
+6%
|
6.62%
|
–
|
90
|
24.44%
|
|
|
5013
|
Sittner & Nelson
Eugene,
Oregon
|
$275M
|
+$26.5M
|
+11%
|
9.42%
|
79%
|
515
|
7.57%
|
|
|
5014
|
Buckhead Capital Management
Atlanta,
Georgia
|
$275M
|
+$16.5M
|
+6%
|
6.9%
|
54.4%
|
136
|
12.5%
|
|
|
5015
|
Gallatin Point Capital
Greenwich,
Connecticut
|
$275M
|
-$171M
|
-38%
|
25.3%
|
–
|
2
|
0%
|
|
|
5016
|
Sonoma Allocations
Santa Rosa,
California
|
$275M
|
–
|
–
|
6.94%
|
–
|
137
|
–
|
|
|
5017
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$275M
|
+$23.3M
|
+9%
|
5.94%
|
52%
|
98
|
7.14%
|
|
|
5018
|
Power Wealth Management
Alpharetta,
Georgia
|
$275M
|
+$14.5M
|
+6%
|
5.01%
|
–
|
96
|
13.54%
|
|
|
5019
|
Fortress Private Ledger
Raleigh,
North Carolina
|
$274M
|
+$54.1M
|
+25%
|
17.9%
|
–
|
205
|
11.22%
|
|
|
5020
|
Multicoin Capital Management
Austin,
Texas
|
$274M
|
+$150M
|
+120%
|
178%
|
–
|
3
|
33.33%
|
|
|
5021
|
Arkfeld Wealth Strategies
Omaha,
Nebraska
|
$274M
|
+$20.9M
|
+8%
|
9.33%
|
83.9%
|
115
|
8.7%
|
|
|
5022
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$274M
|
+$17.8M
|
+7%
|
6.52%
|
63.3%
|
404
|
11.88%
|
|
|
5023
|
TRV GP IV
Boston,
Massachusetts
|
$274M
|
+$111M
|
+68%
|
91.2%
|
686%
|
3
|
33.33%
|
|
|
5024
|
Norris Financial Group
Greenville,
South Carolina
|
$274M
|
+$29.8M
|
+12%
|
13.3%
|
122%
|
108
|
33.33%
|
|
|
5025
|
Empower Annuity Insurance Company
Hartford,
Connecticut
|
$274M
|
+$4.57M
|
+2%
|
1.7%
|
0.57%
|
1
|
0%
|
|