|
5301
|
Private Wealth Group
Tampa,
Florida
|
$200M
|
+$9.65M
|
+5%
|
|
|
67
|
|
|
|
5302
|
1492 Capital Management
Milwaukee,
Wisconsin
|
$200M
|
+$23.3M
|
+13%
|
|
|
112
|
|
|
|
5303
|
Members Advisory Group
Williamsville,
New York
|
$200M
|
+$16.8M
|
+9%
|
|
|
36
|
|
|
|
5304
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$200M
|
+$21.3M
|
+12%
|
|
|
153
|
|
|
|
5305
|
Bridger Management
New York
|
$200M
|
+$5.58M
|
+3%
|
|
|
34
|
|
|
|
5306
|
Ridgewood Investments
Springfield,
New Jersey
|
$200M
|
+$336K
|
+0.2%
|
|
|
799
|
|
|
|
5307
|
|
$200M
|
+$7.84M
|
+4%
|
|
|
36
|
|
|
|
5308
|
Lodestone Wealth Management
Spokane,
Washington
|
$200M
|
+$10.1M
|
+5%
|
|
|
157
|
|
|
|
5309
|
O'Rourke & Company
Boston,
Massachusetts
|
$200M
|
+$22.2M
|
+12%
|
|
|
152
|
|
|
|
5310
|
EQ LLC
Bellevue,
Washington
|
$200M
|
+$32.8M
|
+20%
|
|
|
64
|
|
|
|
5311
|
Signet Investment Advisory Group
Providence,
Rhode Island
|
$200M
|
+$13.3M
|
+7%
|
|
|
72
|
|
|
|
5312
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$200M
|
+$17.6M
|
+10%
|
|
|
31
|
|
|
|
5313
|
GSI Capital Advisors
Newport Beach,
California
|
$200M
|
+$30.3M
|
+18%
|
|
|
35
|
|
|
|
5314
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$200M
|
+$13M
|
+7%
|
|
|
33
|
|
|
|
5315
|
Lloyd Harbor Capital Management
Cold Spring Harbor,
New York
|
$200M
|
+$36.3M
|
+22%
|
|
|
30
|
|
|
|
5316
|
Ballentine Capital Advisors
Greenville,
South Carolina
|
$199M
|
+$11.3M
|
+6%
|
|
|
30
|
|
|
|
5317
|
JS Capital Management
New York
|
$199M
|
+$3.05M
|
+2%
|
|
|
1
|
|
|
|
5318
|
Parker Financial
Silverdale,
Washington
|
$199M
|
+$15.8M
|
+9%
|
|
|
43
|
|
|
|
5319
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$199M
|
+$18.5M
|
+10%
|
|
|
189
|
|
|
|
5320
|
Independent Family Office
Albany,
New York
|
$199M
|
+$23.9M
|
+14%
|
|
|
76
|
|
|
|
5321
|
Prospect Hill Management
Short Hills,
New Jersey
|
$199M
|
+$17M
|
+9%
|
|
|
17
|
|
|
|
5322
|
Trueblood Wealth Management
Lima,
Ohio
|
$199M
|
+$22M
|
+12%
|
|
|
236
|
|
|
|
5323
|
Peirce Capital Management
The Woodlands,
Texas
|
$199M
|
+$10.3M
|
+5%
|
|
|
37
|
|
|
|
5324
|
TCFG Wealth Management
Laguna Niguel,
California
|
$199M
|
–
|
–
|
|
|
222
|
|
|
|
5325
|
Cook Wealth
Raleigh,
North Carolina
|
$199M
|
+$14M
|
+8%
|
|
|
57
|
|
|