|
5001
|
1776 Wealth
Atlanta,
Georgia
|
$223M
|
+$1.16M
|
+0.5%
|
|
|
155
|
|
|
|
5002
|
Sio Capital Management
New York
|
$223M
|
-$42M
|
-16%
|
|
|
57
|
|
|
|
5003
|
14B Capital Management
La Jolla,
California
|
$223M
|
+$9.11M
|
+4%
|
|
|
11
|
|
|
|
5004
|
|
$223M
|
+$9.12M
|
+4%
|
|
|
501
|
|
|
|
5005
|
Bayshore Asset Management
Coral Gables,
Florida
|
$223M
|
+$24M
|
+12%
|
|
|
55
|
|
|
|
5006
|
FullCircle Wealth
Dallas,
Texas
|
$223M
|
+$18.9M
|
+9%
|
|
|
192
|
|
|
|
5007
|
|
$223M
|
+$17.6M
|
+9%
|
|
|
5
|
|
|
|
5008
|
IMS Capital Management
Portland,
Oregon
|
$223M
|
+$7.95M
|
+4%
|
|
|
145
|
|
|
|
5009
|
Gibraltar Capital Management
Tulsa,
Oklahoma
|
$223M
|
+$1.49M
|
+0.7%
|
|
|
56
|
|
|
|
5010
|
TPG Financial Advisors
Portland,
Oregon
|
$222M
|
+$10.9M
|
+5%
|
|
|
72
|
|
|
|
5011
|
Teramo Advisors
Naples,
Florida
|
$222M
|
+$20M
|
+10%
|
|
|
8
|
|
|
|
5012
|
Beta Wealth Group
San Diego,
California
|
$222M
|
+$10.8M
|
+5%
|
|
|
111
|
|
|
|
5013
|
SVF Sponsor III
Menlo Park,
California
|
$222M
|
-$97.9M
|
-31%
|
|
|
1
|
|
|
|
5014
|
Optimist Retirement Group
Bellevue,
Washington
|
$222M
|
+$31.3M
|
+16%
|
|
|
135
|
|
|
|
5015
|
JW Asset Management
Miami Beach,
Florida
|
$221M
|
-$21.2M
|
-9%
|
|
|
17
|
|
|
|
5016
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$221M
|
+$32.4M
|
+17%
|
|
|
178
|
|
|
|
5017
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$221M
|
+$15.2M
|
+7%
|
|
|
152
|
|
|
|
5018
|
MTC Wealth Management
Tampa,
Florida
|
$221M
|
+$11.1M
|
+5%
|
|
|
14
|
|
|
|
5019
|
Goldstream Capital Management
Central,
Hong Kong
|
$221M
|
+$11.1M
|
+5%
|
|
|
48
|
|
|
|
5020
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$221M
|
+$16.5M
|
+8%
|
|
|
178
|
|
|
|
5021
|
Prospect Capital Advisors
Sausalito,
California
|
$221M
|
-$16M
|
-7%
|
|
|
28
|
|
|
|
5022
|
|
$221M
|
-$33.5M
|
-13%
|
|
|
90
|
|
|
|
5023
|
Meros Investment Management
Dallas,
Texas
|
$221M
|
+$9.51M
|
+4%
|
|
|
44
|
|
|
|
5024
|
Pathway Financial Advisers
Auburn,
Indiana
|
$221M
|
-$58.1M
|
-21%
|
|
|
452
|
|
|
|
5025
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$221M
|
+$42.9M
|
+24%
|
|
|
143
|
|
|