|
5001
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$150M
|
+$32.2M
|
+27%
|
|
|
140
|
|
|
|
5002
|
Sharper & Granite
El Segundo,
California
|
$150M
|
–
|
–
|
|
|
99
|
|
|
|
5003
|
EPIQ Partners
Minneapolis,
Minnesota
|
$150M
|
-$11.4M
|
-7%
|
|
|
84
|
|
|
|
5004
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$150M
|
+$7.29M
|
+5%
|
|
|
125
|
|
|
|
5005
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$150M
|
+$8.21M
|
+6%
|
|
|
196
|
|
|
|
5006
|
7G Capital Management
New York
|
$150M
|
-$5.36M
|
-3%
|
|
|
9
|
|
|
|
5007
|
Corepath Wealth Partners
Scottsdale,
Arizona
|
$150M
|
+$15.4M
|
+11%
|
|
|
38
|
|
|
|
5008
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$150M
|
+$28.2M
|
+23%
|
|
|
105
|
|
|
|
5009
|
Jet Capital Investors
New York
|
$150M
|
+$10.1M
|
+7%
|
|
|
20
|
|
|
|
5010
|
Virtus Investment Advisers
Hartford,
Connecticut
|
$150M
|
-$67.6M
|
-31%
|
|
|
388
|
|
|
|
5011
|
Heron Financial Group
New York
|
$150M
|
-$12.1M
|
-7%
|
|
|
144
|
|
|
|
5012
|
Cypress Financial Planning
Haddon Heights,
New Jersey
|
$150M
|
+$8.8M
|
+6%
|
|
|
55
|
|
|
|
5013
|
JLP Asset Management
New York
|
$150M
|
+$9.41M
|
+7%
|
|
|
25
|
|
|
|
5014
|
Lindenwold Advisors
Reading,
Pennsylvania
|
$149M
|
+$14.2M
|
+10%
|
|
|
121
|
|
|
|
5015
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$149M
|
+$9.27M
|
+7%
|
|
|
29
|
|
|
|
5016
|
Beaton Management Company
Haverhill,
Massachusetts
|
$149M
|
+$16.8M
|
+13%
|
|
|
128
|
|
|
|
5017
|
Beta Wealth Group
San Diego,
California
|
$149M
|
+$10.2M
|
+7%
|
|
|
104
|
|
|
|
5018
|
Blue Water Life Science Advisors
Larkspur,
California
|
$149M
|
-$98.9M
|
-40%
|
|
|
11
|
|
|
|
5019
|
GoodHaven Capital Management
Millburn,
New Jersey
|
$149M
|
+$10.5M
|
+8%
|
|
|
28
|
|
|
|
5020
|
Cordant Inc
Portland,
Oregon
|
$148M
|
+$11.5M
|
+8%
|
|
|
79
|
|
|
|
5021
|
Sequent Asset Management
Houston,
Texas
|
$148M
|
+$15.2M
|
+11%
|
|
|
76
|
|
|
|
5022
|
Concorde Financial
Dallas,
Texas
|
$148M
|
+$318
|
+0%
|
|
|
58
|
|
|
|
5023
|
|
$148M
|
-$6.27M
|
-4%
|
|
|
32
|
|
|
|
5024
|
Lagoda Investment Management
New York
|
$148M
|
+$7.5M
|
+5%
|
|
|
41
|
|
|
|
5025
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$148M
|
+$18.8M
|
+15%
|
|
|
67
|
|
|