|
3026
|
Edge Wealth Management
New York
|
$457M
|
+$29.4M
|
+7%
|
|
|
83
|
|
|
|
3027
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$457M
|
+$45.1M
|
+11%
|
|
|
124
|
|
|
|
3028
|
NBW Capital
Boston,
Massachusetts
|
$457M
|
+$48.4M
|
+12%
|
|
|
121
|
|
|
|
3029
|
Blue Grotto Capital
Atlanta,
Georgia
|
$457M
|
+$30.3M
|
+7%
|
|
|
31
|
|
|
|
3030
|
Meridian Wealth Advisors
Austin,
Texas
|
$457M
|
+$56.5M
|
+14%
|
|
|
184
|
|
|
|
3031
|
XTX Topco
George Town,
Cayman Islands
|
$457M
|
-$129M
|
-22%
|
|
|
2,338
|
|
|
|
3032
|
Leelyn Smith
Geneva,
Illinois
|
$457M
|
+$46.8M
|
+11%
|
|
|
127
|
|
|
|
3033
|
Sargent Investment Group
Bethesda,
Maryland
|
$457M
|
+$41.4M
|
+10%
|
|
|
216
|
|
|
|
3034
|
Cisco Systems
San Jose,
California
|
$456M
|
+$46.8M
|
+11%
|
|
|
4
|
|
|
|
3035
|
Spirit of America Management Corp
Syosset,
New York
|
$456M
|
+$13.1M
|
+3%
|
|
|
270
|
|
|
|
3036
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$455M
|
+$48.7M
|
+12%
|
|
|
153
|
|
|
|
3037
|
Gries Financial
Cleveland,
Ohio
|
$455M
|
+$83.9M
|
+23%
|
|
|
228
|
|
|
|
3038
|
Fir Tree Capital Management
New York
|
$455M
|
-$429M
|
-49%
|
|
|
239
|
|
|
|
3039
|
Vantage Wealth
Pasadena,
California
|
$455M
|
+$55.7M
|
+14%
|
|
|
43
|
|
|
|
3040
|
Peak Asset Management
Louisville,
Colorado
|
$454M
|
+$40.3M
|
+10%
|
|
|
142
|
|
|
|
3041
|
Schnieders Capital Management
Pasadena,
California
|
$454M
|
+$7.28M
|
+2%
|
|
|
206
|
|
|
|
3042
|
Citizens Business Bank
Ontario,
California
|
$454M
|
+$28.2M
|
+7%
|
|
|
116
|
|
|
|
3043
|
First Fiduciary Investment Counsel
Cleveland,
Ohio
|
$453M
|
+$26.8M
|
+6%
|
|
|
65
|
|
|
|
3044
|
Bourgeon Capital Management
Darien,
Connecticut
|
$453M
|
+$26.5M
|
+6%
|
|
|
424
|
|
|
|
3045
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$452M
|
–
|
–
|
|
|
333
|
|
|
|
3046
|
Fidelis Capital Partners
Tampa,
Florida
|
$452M
|
+$160M
|
+55%
|
|
|
336
|
|
|
|
3047
|
Pinpoint Asset Management
Hong Kong
|
$452M
|
+$24.8M
|
+6%
|
|
|
90
|
|
|
|
3048
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$451M
|
+$35.3M
|
+8%
|
|
|
94
|
|
|
|
3049
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$451M
|
+$39.9M
|
+10%
|
|
|
272
|
|
|
|
3050
|
Private Wealth Strategies
New Albany,
Ohio
|
$451M
|
+$49.8M
|
+12%
|
|
|
82
|
|
|