|
5001
|
Concord Wealth Partners
Abingdon,
Virginia
|
$130M
|
–
|
–
|
|
|
700
|
|
|
|
5002
|
Roubaix Capital
Denver,
Colorado
|
$130M
|
+$44.8M
|
+53%
|
|
|
75
|
|
|
|
5003
|
Ballew Advisors
Jackson,
Mississippi
|
$130M
|
+$11.7M
|
+10%
|
|
|
117
|
|
|
|
5004
|
Privium Fund Management (UK)
London,
United Kingdom
|
$130M
|
–
|
–
|
|
|
46
|
|
|
|
5005
|
FOCUS Wealth Advisors
Houston,
Texas
|
$130M
|
–
|
–
|
|
|
35
|
|
|
|
5006
|
WESPAC Advisors
Orinda,
California
|
$130M
|
+$48.8M
|
+60%
|
|
|
163
|
|
|
|
5007
|
Meridian Financial Partners
Warrenton,
Virginia
|
$129M
|
+$10.8M
|
+9%
|
|
|
67
|
|
|
|
5008
|
Tuttle Capital Management
Riverside,
Connecticut
|
$129M
|
-$15.7M
|
-11%
|
|
|
267
|
|
|
|
5009
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$129M
|
–
|
–
|
|
|
70
|
|
|
|
5010
|
SummerHaven Investment Management
Stamford,
Connecticut
|
$129M
|
–
|
–
|
|
|
200
|
|
|
|
5011
|
Quantinno Capital Management
New York
|
$129M
|
-$20.2M
|
-13%
|
|
|
455
|
|
|
|
5012
|
Old North State Trust
Greensboro,
North Carolina
|
$129M
|
-$19.3M
|
-13%
|
|
|
495
|
|
|
|
5013
|
Aft Forsyth & Sober
Valrico,
Florida
|
$129M
|
+$116M
|
+902%
|
|
|
61
|
|
|
|
5014
|
Brooks Moore & Associates
Chattanooga,
Tennessee
|
$129M
|
+$13.1M
|
+11%
|
|
|
93
|
|
|
|
5015
|
Financial Insights
Tacoma,
Washington
|
$129M
|
+$11.6M
|
+10%
|
|
|
81
|
|
|
|
5016
|
Harvey Partners
Tarrytown,
New York
|
$129M
|
+$52.8M
|
+69%
|
|
|
55
|
|
|
|
5017
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$129M
|
+$21.5M
|
+20%
|
|
|
117
|
|
|
|
5018
|
HBC Financial Services
Seattle,
Washington
|
$129M
|
+$10.3M
|
+9%
|
|
|
210
|
|
|
|
5019
|
Axis Capital Holdings
Pembroke,
Bermuda
|
$129M
|
+$19M
|
+17%
|
|
|
3
|
|
|
|
5020
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$129M
|
+$7.86M
|
+6%
|
|
|
394
|
|
|
|
5021
|
Altus Wealth Management
Ft Mitchell,
Kentucky
|
$129M
|
+$20.1M
|
+19%
|
|
|
35
|
|
|
|
5022
|
SVB Investment Services
Salt Lake City,
Utah
|
$129M
|
+$10.8M
|
+9%
|
|
|
65
|
|
|
|
5023
|
Shone Asset Management
Walnut Creek,
California
|
$129M
|
+$16.6M
|
+15%
|
|
|
42
|
|
|
|
5024
|
Legal Advantage Investments
Los Altos Hills,
California
|
$128M
|
–
|
–
|
|
|
96
|
|
|
|
5025
|
Kuvari Partners
London,
United Kingdom
|
$128M
|
–
|
–
|
|
|
6
|
|
|