|
5026
|
Vestwell Advisors
New York
|
$280M
|
+$58.8M
|
+27%
|
6.15%
|
–
|
46
|
0%
|
|
|
5027
|
Sherman Porfolios
Coeur D'alene,
Idaho
|
$280M
|
+$26M
|
+10%
|
10.7%
|
–
|
85
|
50.59%
|
|
|
5028
|
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
$280M
|
+$3.52M
|
+1%
|
0.84%
|
88%
|
78
|
15.38%
|
|
|
5029
|
Pacifica Partners
Surrey,
Canada
|
$280M
|
+$33.1M
|
+13%
|
11.8%
|
123%
|
561
|
18.36%
|
|
|
5030
|
Maryland Capital Advisors
Chester,
Maryland
|
$279M
|
+$24.2M
|
+9%
|
5.18%
|
–
|
284
|
16.2%
|
|
|
5031
|
BCS Private Wealth Management
Rumson,
New Jersey
|
$279M
|
+$13.3M
|
+5%
|
7.44%
|
–
|
186
|
23.66%
|
|
|
5032
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$279M
|
+$67.3M
|
+32%
|
12.4%
|
120%
|
170
|
38.24%
|
|
|
5033
|
Sharper & Granite
El Segundo,
California
|
$279M
|
+$16M
|
+6%
|
5.3%
|
47.1%
|
109
|
8.26%
|
|
|
5034
|
Harber Asset Management
Asheville,
North Carolina
|
$279M
|
-$31.6M
|
-10%
|
4.24%
|
63.6%
|
46
|
41.3%
|
|
|
5035
|
Integrity Wealth Advisors
Ventura,
California
|
$279M
|
+$136M
|
+95%
|
14.4%
|
–
|
79
|
20.25%
|
|
|
5036
|
Rise Advisors
Rochester,
New York
|
$279M
|
+$27M
|
+11%
|
6.28%
|
58.9%
|
1,624
|
11.27%
|
|
|
5037
|
Mount Capital
London,
United Kingdom
|
$279M
|
-$31.4M
|
-10%
|
10.5%
|
34.4%
|
18
|
11.11%
|
|
|
5038
|
Savoir Faire Capital Management
Norwalk,
Connecticut
|
$279M
|
+$71.9M
|
+35%
|
0.73%
|
1.22%
|
52
|
26.92%
|
|
|
5039
|
Letson Investment Management
Atlanta,
Georgia
|
$279M
|
+$25.5M
|
+10%
|
3.19%
|
–
|
104
|
15.38%
|
|
|
5040
|
Charter Oak Advisors
New York City,
New York
|
$279M
|
+$54.4M
|
+24%
|
34.7%
|
–
|
15
|
13.33%
|
|
|
5041
|
Two Star Manager
Miami Beach,
Florida
|
$279M
|
+$52.1M
|
+23%
|
2.36%
|
–
|
14
|
14.29%
|
|
|
5042
|
|
$279M
|
+$8.97M
|
+3%
|
9.62%
|
121%
|
127
|
5.51%
|
|
|
5043
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
$278M
|
+$17.6M
|
+7%
|
8.18%
|
73.9%
|
98
|
17.35%
|
|
|
5044
|
ICW Investment Advisors
Scottsdale,
Arizona
|
$278M
|
+$24.8M
|
+10%
|
5.25%
|
50.1%
|
146
|
5.48%
|
|
|
5045
|
Saiph Capital
Wyckoff,
New Jersey
|
$278M
|
+$21M
|
+8%
|
6.73%
|
52.4%
|
72
|
11.11%
|
|
|
5046
|
David Kennon
Sarasota,
Florida
|
$278M
|
+$10.2M
|
+4%
|
6.14%
|
46.9%
|
36
|
0%
|
|
|
5047
|
Elevation Wealth Partners
Santa Rosa,
California
|
$278M
|
+$24.5M
|
+10%
|
8.4%
|
63.7%
|
887
|
48.03%
|
|
|
5048
|
Eley Financial Management
South Burlington,
Vermont
|
$278M
|
+$17.1M
|
+7%
|
7.2%
|
69.7%
|
68
|
2.94%
|
|
|
5049
|
Seven Post Investment Office
San Francisco,
California
|
$278M
|
+$12.2M
|
+5%
|
4.17%
|
52.6%
|
34
|
2.94%
|
|
|
5050
|
Socorro Asset Management
Dallas,
Texas
|
$278M
|
-$22M
|
-7%
|
3.99%
|
43.8%
|
35
|
11.43%
|
|