|
5301
|
Tandem Capital Management
Woodcliff Lake,
New Jersey
|
$142M
|
+$15.1M
|
+12%
|
|
|
110
|
|
|
|
5302
|
WD Rutherford
Portland,
Oregon
|
$142M
|
+$14.6M
|
+11%
|
|
|
130
|
|
|
|
5303
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$142M
|
+$18.1M
|
+15%
|
|
|
155
|
|
|
|
5304
|
JCP Investment Management
Houston,
Texas
|
$142M
|
+$23.4M
|
+20%
|
|
|
20
|
|
|
|
5305
|
NorthLanding Financial Partners
Rochester,
New York
|
$142M
|
+$2.72M
|
+2%
|
|
|
68
|
|
|
|
5306
|
Mad River Investors
Boston,
Massachusetts
|
$142M
|
-$30.5M
|
-18%
|
|
|
27
|
|
|
|
5307
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$142M
|
+$4.56M
|
+3%
|
|
|
119
|
|
|
|
5308
|
New England Capital Financial Advisors
Meriden,
Connecticut
|
$142M
|
+$531K
|
+0.4%
|
|
|
453
|
|
|
|
5309
|
Lloyd Harbor Capital Management
Cold Spring Harbor,
New York
|
$142M
|
–
|
–
|
|
|
16
|
|
|
|
5310
|
Herbst Group
Westport,
Connecticut
|
$142M
|
+$17.9M
|
+14%
|
|
|
73
|
|
|
|
5311
|
Ausbil Investment Management
Sydney,
Australia
|
$142M
|
-$11.9M
|
-8%
|
|
|
59
|
|
|
|
5312
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$141M
|
+$26.8M
|
+23%
|
|
|
90
|
|
|
|
5313
|
PCA Investment Advisory Services
Cincinnati,
Ohio
|
$141M
|
–
|
–
|
|
|
114
|
|
|
|
5314
|
Executive Wealth Group
Kirkland,
Washington
|
$141M
|
+$10.3M
|
+8%
|
|
|
45
|
|
|
|
5315
|
Baron Wealth Management
Troy,
Michigan
|
$141M
|
+$10.8M
|
+8%
|
|
|
149
|
|
|
|
5316
|
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
|
$141M
|
+$9.71M
|
+7%
|
|
|
12
|
|
|
|
5317
|
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
|
$141M
|
-$3.43M
|
-2%
|
|
|
18
|
|
|
|
5318
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$141M
|
+$5.4M
|
+4%
|
|
|
159
|
|
|
|
5319
|
One Plus One Wealth Management
Jupiter,
Florida
|
$141M
|
-$1.81M
|
-1%
|
|
|
99
|
|
|
|
5320
|
Summit Place Financial Advisors
Summit,
New Jersey
|
$141M
|
+$19.5M
|
+16%
|
|
|
99
|
|
|
|
5321
|
Segra Capital Management
Palm Beach,
Florida
|
$141M
|
+$4.64M
|
+3%
|
|
|
6
|
|
|
|
5322
|
Financial Connections Group
Corte Madera,
California
|
$141M
|
+$14M
|
+11%
|
|
|
292
|
|
|
|
5323
|
Genesee Capital Advisors
Auburn,
New York
|
$141M
|
+$6.56M
|
+5%
|
|
|
96
|
|
|
|
5324
|
H&F Corporate Investors IX
San Francisco,
California
|
$141M
|
+$52M
|
+59%
|
|
|
1
|
|
|
|
5325
|
Regal Wealth Group
Seal Beach,
California
|
$141M
|
+$4.56M
|
+3%
|
|
|
51
|
|
|