|
2551
|
Golden Gate Private Equity
San Francisco,
California
|
$565M
|
-$234M
|
-29%
|
|
|
14
|
|
|
|
2552
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$564M
|
+$16.8M
|
+3%
|
|
|
2,303
|
|
|
|
2553
|
Tanglewood Wealth Management
Houston,
Texas
|
$563M
|
+$4.56M
|
+0.8%
|
|
|
23
|
|
|
|
2554
|
KWB Wealth
Redlands,
California
|
$563M
|
+$41.8M
|
+8%
|
|
|
92
|
|
|
|
2555
|
Cota Capital Management
San Francisco,
California
|
$563M
|
-$13.9M
|
-2%
|
|
|
16
|
|
|
|
2556
|
Hardy Reed
Tupelo,
Mississippi
|
$563M
|
+$398K
|
+0.1%
|
|
|
108
|
|
|
|
2557
|
International Assets Investment Management
Orlando,
Florida
|
$562M
|
+$21.6M
|
+4%
|
|
|
575
|
|
|
|
2558
|
EFG Asset Management (Americas)
Miami,
Florida
|
$562M
|
+$23.3M
|
+4%
|
|
|
145
|
|
|
|
2559
|
Neumann Advisory (HK)
Central,
Hong Kong
|
$561M
|
-$60.7M
|
-10%
|
|
|
15
|
|
|
|
2560
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$560M
|
+$2.98M
|
+0.5%
|
|
|
512
|
|
|
|
2561
|
Silvant Capital Management
Atlanta,
Georgia
|
$560M
|
-$74.7M
|
-12%
|
|
|
340
|
|
|
|
2562
|
Presima Securities
Montreal,
Quebec, Canada
|
$559M
|
-$136M
|
-20%
|
|
|
54
|
|
|
|
2563
|
Donor Advised Charitable Giving
San Francisco,
California
|
$559M
|
-$330M
|
-37%
|
|
|
116
|
|
|
|
2564
|
Contrarian Capital Management
Greenwich,
Connecticut
|
$559M
|
-$117M
|
-17%
|
|
|
24
|
|
|
|
2565
|
Gilbert & Cook
West Des Moines,
Iowa
|
$559M
|
+$3.34M
|
+0.6%
|
|
|
224
|
|
|
|
2566
|
Alley Company
Lake Forest,
Illinois
|
$558M
|
+$7.69M
|
+1%
|
|
|
87
|
|
|
|
2567
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$557M
|
-$30.7M
|
-5%
|
|
|
147
|
|
|
|
2568
|
Bayview Asset Management
Coral Gables,
Florida
|
$557M
|
+$339M
|
+155%
|
|
|
14
|
|
|
|
2569
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$557M
|
+$7.49M
|
+1%
|
|
|
252
|
|
|
|
2570
|
Sunbelt Securities
Houston,
Texas
|
$556M
|
+$10K
|
+0%
|
|
|
439
|
|
|
|
2571
|
Berger Financial Group
Plymouth,
Minnesota
|
$555M
|
+$1.78M
|
+0.3%
|
|
|
210
|
|
|
|
2572
|
Adero Partners
Pleasanton,
California
|
$555M
|
+$122M
|
+28%
|
|
|
149
|
|
|
|
2573
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$554M
|
+$14M
|
+3%
|
|
|
210
|
|
|
|
2574
|
Eudaimonia Partners
Winchester,
Tennessee
|
$554M
|
+$21.3M
|
+4%
|
|
|
409
|
|
|
|
2575
|
Crosslink Capital
Menlo Park,
California
|
$554M
|
-$51.1M
|
-8%
|
|
|
21
|
|
|