|
5151
|
CPA Asset Management
West Palm Beach,
Florida
|
$227M
|
+$12M
|
+6%
|
2.91%
|
48.8%
|
88
|
15.91%
|
|
|
5152
|
Repertoire Partners
New York
|
$227M
|
-$25M
|
-10%
|
26.1%
|
37.5%
|
25
|
80%
|
|
|
5153
|
New Mountain Capital
New York
|
$227M
|
-$68M
|
-23%
|
23.1%
|
64.8%
|
1
|
0%
|
|
|
5154
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$227M
|
-$5.86M
|
-3%
|
5.37%
|
137%
|
91
|
23.08%
|
|
|
5155
|
Sara-Bay Financial
Sarasota,
Florida
|
$227M
|
-$43M
|
-16%
|
13.3%
|
231%
|
85
|
11.76%
|
|
|
5156
|
Meredith Wealth Planning
Maryville,
Illinois
|
$227M
|
+$2.35M
|
+1%
|
1.35%
|
66.3%
|
54
|
11.11%
|
|
|
5157
|
Landmark Wealth Management (New York)
Melville,
New York
|
$227M
|
+$1.12M
|
+0.5%
|
0.58%
|
37.9%
|
76
|
2.63%
|
|
|
5158
|
California First Leasing Corp
Newport Beach,
California
|
$227M
|
-$15.9M
|
-7%
|
4.34%
|
377%
|
48
|
14.58%
|
|
|
5159
|
Maryland Capital Advisors
Chester,
Maryland
|
$227M
|
+$10.9M
|
+5%
|
0.01%
|
–
|
265
|
13.96%
|
|
|
5160
|
HealthInvest Partners
Stockholm,
Sweden
|
$227M
|
+$15.7M
|
+7%
|
7.77%
|
–
|
41
|
21.95%
|
|
|
5161
|
Canada Post Corporation Pension Plan
Toronto,
Canada
|
$226M
|
-$1.47B
|
-87%
|
2.25%
|
–
|
459
|
91.29%
|
|
|
5162
|
Harvest Management
New York
|
$226M
|
+$19.3M
|
+9%
|
24.1%
|
610%
|
87
|
74.71%
|
|
|
5163
|
Toews Corporation
Northfield,
New Jersey
|
$226M
|
+$58.1M
|
+35%
|
2.76%
|
22%
|
11
|
45.45%
|
|
|
5164
|
Whetstone Capital Advisors
Shawnee Mission,
Kansas
|
$226M
|
-$83.9M
|
-27%
|
3.49%
|
282%
|
40
|
55%
|
|
|
5165
|
Rise Advisors
Rochester,
New York
|
$226M
|
+$18.4M
|
+9%
|
1.6%
|
58.9%
|
1,580
|
34.37%
|
|
|
5166
|
TPG Financial Advisors
Portland,
Oregon
|
$226M
|
-$3.55M
|
-2%
|
1.59%
|
–
|
68
|
13.24%
|
|
|
5167
|
Cherokee Insurance
Sterling Heights,
Michigan
|
$226M
|
+$5.61M
|
+3%
|
2.14%
|
–
|
123
|
2.44%
|
|
|
5168
|
Timonier Family Office
Winston Salem,
North Carolina
|
$226M
|
+$31.3M
|
+16%
|
1.1%
|
–
|
50
|
2%
|
|
|
5169
|
Warner Financial
Bethesda,
Maryland
|
$226M
|
-$6.55M
|
-3%
|
1.15%
|
62.1%
|
121
|
12.4%
|
|
|
5170
|
Davis Investment Partners
Charlotte,
North Carolina
|
$226M
|
-$11.2M
|
-5%
|
2.94%
|
88.9%
|
157
|
30.57%
|
|
|
5171
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$226M
|
-$22M
|
-9%
|
4.59%
|
93.6%
|
42
|
9.52%
|
|
|
5172
|
Schulhoff & Co
Cincinnati,
Ohio
|
$226M
|
-$48.1M
|
-18%
|
3.05%
|
51.8%
|
132
|
3.79%
|
|
|
5173
|
Elyxium Wealth
San Mateo,
California
|
$226M
|
+$61.6M
|
+38%
|
3.82%
|
–
|
158
|
48.1%
|
|
|
5174
|
Juniper Capital Advisors
Houston,
Texas
|
$226M
|
-$35.4M
|
-14%
|
13.6%
|
–
|
1
|
0%
|
|
|
5175
|
Wills Financial Group
Richmond,
Virginia
|
$226M
|
-$6.06M
|
-3%
|
0.51%
|
57.5%
|
67
|
10.45%
|
|