|
5076
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$281M
|
-$6.7K
|
-0%
|
1.12%
|
53.5%
|
71
|
16.9%
|
|
|
5077
|
Geneva Partners
Lake Geneva,
Wisconsin
|
$281M
|
+$7.19M
|
+3%
|
10.3%
|
252%
|
83
|
34.94%
|
|
|
5078
|
Plum Street Advisors
New Orleans,
Louisiana
|
$281M
|
+$21.8M
|
+8%
|
2.76%
|
–
|
99
|
9.09%
|
|
|
5079
|
GFG Capital
Miami,
Florida
|
$281M
|
-$8.87M
|
-3%
|
0.07%
|
128%
|
66
|
9.09%
|
|
|
5080
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$281M
|
-$170M
|
-38%
|
4.82%
|
82.7%
|
804
|
60.95%
|
|
|
5081
|
Colonial River Investments
Midlothian,
Virginia
|
$281M
|
+$9.43M
|
+3%
|
2.21%
|
144%
|
253
|
16.6%
|
|
|
5082
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$281M
|
-$19.1M
|
-6%
|
2.09%
|
44.8%
|
316
|
47.15%
|
|
|
5083
|
Nutshell Asset Management
Sevenoaks,
United Kingdom
|
$281M
|
+$70.9M
|
+34%
|
0.95%
|
–
|
41
|
53.66%
|
|
|
5084
|
|
$280M
|
+$1.84M
|
+0.7%
|
4.77%
|
105%
|
134
|
12.69%
|
|
|
5085
|
Rise Advisors
Rochester,
New York
|
$280M
|
+$1.52M
|
+0.5%
|
1.75%
|
58.9%
|
1,527
|
93.65%
|
|
|
5086
|
Tekne Capital Management
New York
|
$280M
|
-$74M
|
-21%
|
3.88%
|
258%
|
7
|
71.43%
|
|
|
5087
|
Great Hill Partners
Boston,
Massachusetts
|
$280M
|
+$30.9M
|
+12%
|
12.4%
|
14.7%
|
1
|
0%
|
|
|
5088
|
New Insight Wealth Advisors
San Ramon,
California
|
$280M
|
+$14.1M
|
+5%
|
1.95%
|
–
|
114
|
9.65%
|
|
|
5089
|
Lakeshore Financial Planning
St. Clair Shores,
Michigan
|
$280M
|
+$10.4M
|
+4%
|
2.14%
|
56.8%
|
90
|
12.22%
|
|
|
5090
|
Hendley & Co
Zanesville,
Ohio
|
$280M
|
-$22M
|
-7%
|
2.53%
|
54.8%
|
50
|
16%
|
|
|
5091
|
Flynn Zito Capital Management
Garden City,
New York
|
$280M
|
+$8.78M
|
+3%
|
3.96%
|
97.3%
|
144
|
10.42%
|
|
|
5092
|
Seven Post Investment Office
San Francisco,
California
|
$280M
|
+$2.06M
|
+0.7%
|
2.39%
|
52.6%
|
38
|
15.79%
|
|
|
5093
|
Vantage Point Financial
Lisle,
Illinois
|
$280M
|
+$21.5M
|
+8%
|
2.76%
|
–
|
177
|
16.95%
|
|
|
5094
|
Boothe Investment Group
Dover,
Delaware
|
$279M
|
+$6.47M
|
+2%
|
2.48%
|
59.8%
|
38
|
7.89%
|
|
|
5095
|
Red Lighthouse Investment Management
New York
|
$279M
|
-$6.79M
|
-2%
|
2.88%
|
53.1%
|
115
|
22.61%
|
|
|
5096
|
Heights Capital Management
San Francisco,
California
|
$279M
|
-$72.2M
|
-21%
|
3.5%
|
–
|
256
|
54.3%
|
|
|
5097
|
Buckhead Capital Management
Atlanta,
Georgia
|
$279M
|
+$3.61M
|
+1%
|
0.34%
|
54.4%
|
141
|
12.06%
|
|
|
5098
|
Highlander Partners
Dallas,
Texas
|
$279M
|
-$8.02M
|
-3%
|
0.64%
|
241%
|
69
|
31.88%
|
|
|
5099
|
Arcus Capital Partners
Atlanta,
Georgia
|
$279M
|
+$50M
|
+22%
|
0.68%
|
82.6%
|
158
|
34.18%
|
|
|
5100
|
Panview Capital
Hong Kong
|
$278M
|
+$43.4M
|
+18%
|
2.66%
|
–
|
11
|
36.36%
|
|