|
5001
|
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
|
$252M
|
+$17.6M
|
+8%
|
|
|
93
|
|
|
|
5002
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$252M
|
+$32.9M
|
+15%
|
|
|
64
|
|
|
|
5003
|
Kaleidoscope Capital
Boston,
Massachusetts
|
$252M
|
+$83.7M
|
+50%
|
|
|
9
|
|
|
|
5004
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$252M
|
+$13.6M
|
+6%
|
|
|
203
|
|
|
|
5005
|
Rise Advisors
Rochester,
New York
|
$252M
|
+$25.5M
|
+11%
|
|
|
1,662
|
|
|
|
5006
|
GPM Growth Investors
Bloomfield Hills,
Michigan
|
$252M
|
+$23.7M
|
+10%
|
|
|
44
|
|
|
|
5007
|
Texas Bank & Trust
Longview,
Texas
|
$252M
|
+$15.2M
|
+6%
|
|
|
186
|
|
|
|
5008
|
Ted Buchan & Co
San Diego,
California
|
$252M
|
+$40.1M
|
+19%
|
|
|
97
|
|
|
|
5009
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$252M
|
+$13.3M
|
+6%
|
|
|
106
|
|
|
|
5010
|
REDW Wealth
Albuquerque,
New Mexico
|
$251M
|
-$17.2M
|
-6%
|
|
|
109
|
|
|
|
5011
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$251M
|
-$34.9M
|
-12%
|
|
|
95
|
|
|
|
5012
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$251M
|
+$35.7M
|
+17%
|
|
|
201
|
|
|
|
5013
|
Howard Hughes Medical Institute
Chevy Chase,
Maryland
|
$251M
|
+$48.7M
|
+24%
|
|
|
502
|
|
|
|
5014
|
Ranmore Fund Management
Cobham,
United Kingdom
|
$251M
|
+$83.5M
|
+50%
|
|
|
19
|
|
|
|
5015
|
University of Illinois Foundation
Champaign,
Illinois
|
$251M
|
-$67.5M
|
-21%
|
|
|
17
|
|
|
|
5016
|
Palidye Holdings (Caymans)
Grand Cayman,
Cayman Islands
|
$251M
|
-$40.6M
|
-14%
|
|
|
4
|
|
|
|
5017
|
Essential Partners
Rancho Santa Fe,
California
|
$250M
|
–
|
–
|
|
|
2,273
|
|
|
|
5018
|
Sonata Capital Group
Seattle,
Washington
|
$250M
|
+$20.5M
|
+9%
|
|
|
123
|
|
|
|
5019
|
LFL Advisers
Evanston,
Illinois
|
$250M
|
+$21.6M
|
+9%
|
|
|
8
|
|
|
|
5020
|
Stone Run Capital
New York
|
$250M
|
+$12.8M
|
+5%
|
|
|
72
|
|
|
|
5021
|
Codex Capital Asset Management
Dallas,
Texas
|
$250M
|
+$37.8M
|
+18%
|
|
|
34
|
|
|
|
5022
|
IMZ Advisory
Boca Raton,
Florida
|
$250M
|
+$29.4M
|
+13%
|
|
|
42
|
|
|
|
5023
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin,
Ohio
|
$250M
|
+$28.1M
|
+13%
|
|
|
77
|
|
|
|
5024
|
Family Wealth Partners
Matthews,
North Carolina
|
$250M
|
+$30.8M
|
+14%
|
|
|
62
|
|
|
|
5025
|
TPG Financial Advisors
Portland,
Oregon
|
$250M
|
+$23.6M
|
+10%
|
|
|
72
|
|
|