|
5901
|
Georgetown University
Washington,
District of Columbia
|
$244M
|
+$23.1M
|
+10%
|
13.3%
|
79.9%
|
11
|
0%
|
|
|
5902
|
Second Half Financial Partners
Sebring,
Florida
|
$244M
|
+$21.8M
|
+10%
|
10.1%
|
36.8%
|
122
|
31.97%
|
|
|
5903
|
Sterling Group Wealth Management
Pasadena,
California
|
$244M
|
+$32.3M
|
+15%
|
14.9%
|
67.7%
|
68
|
23.53%
|
|
|
5904
|
Grey Rock Energy Management
Dallas,
Texas
|
$244M
|
-$80.7M
|
-25%
|
24.9%
|
–
|
1
|
0%
|
|
|
5905
|
Powers Capital
San Francisco,
California
|
$244M
|
+$32.1M
|
+15%
|
15.3%
|
–
|
2
|
0%
|
|
|
5906
|
Cypress Capital Advisors
Franklin,
Tennessee
|
$243M
|
+$58.9M
|
+32%
|
8.57%
|
–
|
82
|
12.2%
|
|
|
5907
|
Tejara Capital
London,
United Kingdom
|
$243M
|
-$60.1M
|
-20%
|
6.51%
|
17.3%
|
98
|
58.16%
|
|
|
5908
|
JNE Partners
London,
United Kingdom
|
$243M
|
-$1.19M
|
-0.5%
|
2.94%
|
100%
|
7
|
14.29%
|
|
|
5909
|
Motive Wealth Advisors
Birmingham,
Michigan
|
$243M
|
+$30.2M
|
+14%
|
14.9%
|
66%
|
102
|
15.69%
|
|
|
5910
|
Udine Wealth Management
Boca Raton,
Florida
|
$243M
|
+$38.3M
|
+19%
|
18.4%
|
127%
|
45
|
33.33%
|
|
|
5911
|
NewGen Asset Management
Toronto,
Ontario, Canada
|
$243M
|
-$15.9M
|
-6%
|
4.72%
|
402%
|
47
|
63.83%
|
|
|
5912
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$243M
|
+$41.5M
|
+21%
|
17.8%
|
–
|
1,072
|
84.51%
|
|
|
5913
|
Threadgill Financial
Spring,
Texas
|
$243M
|
-$102M
|
-30%
|
10.8%
|
49.3%
|
48
|
33.33%
|
|
|
5914
|
One William Street Capital Management
New York
|
$242M
|
-$937M
|
-79%
|
3.16%
|
44%
|
18
|
27.78%
|
|
|
5915
|
Pacific Sun Financial
Los Angeles,
California
|
$242M
|
+$36M
|
+17%
|
18.6%
|
70.3%
|
222
|
10.81%
|
|
|
5916
|
Sound Stewardship
Overland Park,
Kansas
|
$242M
|
+$24.1M
|
+11%
|
8.38%
|
43.2%
|
73
|
13.7%
|
|
|
5917
|
Eukles Asset Management
Cincinnati,
Ohio
|
$242M
|
+$18.1M
|
+8%
|
12.5%
|
77.2%
|
243
|
8.23%
|
|
|
5918
|
Higgins & Schmidt Wealth Strategies
Denver,
Colorado
|
$242M
|
+$23.4M
|
+11%
|
12.5%
|
–
|
68
|
11.76%
|
|
|
5919
|
IRON Financial
Northbrook,
Illinois
|
$242M
|
+$13.5M
|
+6%
|
8.66%
|
51.4%
|
156
|
10.26%
|
|
|
5920
|
Long Island Wealth Management
Melville,
New York
|
$242M
|
+$26.6M
|
+12%
|
10.4%
|
–
|
97
|
10.31%
|
|
|
5921
|
DoubleLine ETF Adviser
Tampa,
Florida
|
$242M
|
-$20.6M
|
-8%
|
6.25%
|
51.6%
|
217
|
40.55%
|
|
|
5922
|
Wealthcare Capital Partners
West Chester,
Pennsylvania
|
$242M
|
+$28.6M
|
+13%
|
10.8%
|
–
|
185
|
20.54%
|
|
|
5923
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$242M
|
-$8.88M
|
-4%
|
7.61%
|
36.4%
|
66
|
57.58%
|
|
|
5924
|
Royalty Pharma Sub-Manager
New York
|
$242M
|
+$69.2M
|
+40%
|
27.9%
|
–
|
5
|
40%
|
|
|
5925
|
Financial Harvest
Winter Park,
Florida
|
$242M
|
+$72.1M
|
+42%
|
10.2%
|
–
|
67
|
14.93%
|
|