|
5501
|
Aristotle Pacific Capital
Newport Beach,
California
|
$140M
|
+$26.6M
|
+23%
|
|
|
19
|
|
|
|
5502
|
Medina Value Partners
Los Angeles,
California
|
$140M
|
–
|
–
|
|
|
18
|
|
|
|
5503
|
OTA Financial Group
Purchase,
New York
|
$140M
|
+$57.4M
|
+69%
|
|
|
121
|
|
|
|
5504
|
Cohen Investment Advisors
Bedford,
New Hampshire
|
$140M
|
+$9.88M
|
+8%
|
|
|
79
|
|
|
|
5505
|
Broadview Financial Management
Wauwatosa,
Wisconsin
|
$140M
|
+$11M
|
+8%
|
|
|
48
|
|
|
|
5506
|
Solas Capital Management
Darien,
Connecticut
|
$140M
|
-$3.4M
|
-2%
|
|
|
30
|
|
|
|
5507
|
Lokken Investment Group
Lewes,
Delaware
|
$140M
|
+$14.1M
|
+11%
|
|
|
141
|
|
|
|
5508
|
RiverVest Venture Management
St. Louis,
Missouri
|
$140M
|
-$455M
|
-76%
|
|
|
6
|
|
|
|
5509
|
swisspartners Advisors
Zurich,
Switzerland
|
$140M
|
-$2.42M
|
-2%
|
|
|
33
|
|
|
|
5510
|
|
$140M
|
+$9.91M
|
+8%
|
|
|
150
|
|
|
|
5511
|
Corepath Wealth Partners
Scottsdale,
Arizona
|
$140M
|
+$9.51M
|
+7%
|
|
|
41
|
|
|
|
5512
|
Strategic Capital Advisers
Denver,
Colorado
|
$140M
|
+$11.2M
|
+9%
|
|
|
62
|
|
|
|
5513
|
Monumental Financial Group
Rockville,
Maryland
|
$140M
|
+$14.4M
|
+11%
|
|
|
23
|
|
|
|
5514
|
CPR Investments
Rochester,
Michigan
|
$139M
|
–
|
–
|
|
|
71
|
|
|
|
5515
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
$139M
|
+$14.2M
|
+11%
|
|
|
124
|
|
|
|
5516
|
Spark Investment Management
New York
|
$139M
|
-$33.3M
|
-19%
|
|
|
35
|
|
|
|
5517
|
Old North State Trust
Greensboro,
North Carolina
|
$139M
|
+$27.1M
|
+24%
|
|
|
360
|
|
|
|
5518
|
Strategic Financial Planning
Plano,
Texas
|
$139M
|
+$2.59M
|
+2%
|
|
|
35
|
|
|
|
5519
|
Integral Investment Advisors
Turlock,
California
|
$139M
|
–
|
–
|
|
|
89
|
|
|
|
5520
|
Tatro Capital
Lexington,
Kentucky
|
$139M
|
+$11.2M
|
+9%
|
|
|
103
|
|
|
|
5521
|
Alamar Capital Management
Santa Barbara,
California
|
$139M
|
+$10M
|
+8%
|
|
|
72
|
|
|
|
5522
|
Windmill Hill Asset Management
Waddesdon,
United Kingdom
|
$139M
|
–
|
–
|
|
|
10
|
|
|
|
5523
|
Piper Sandler & Co
Minneapolis,
Minnesota
|
$139M
|
+$65.3M
|
+89%
|
|
|
37
|
|
|
|
5524
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$139M
|
+$9.4M
|
+7%
|
|
|
136
|
|
|
|
5525
|
Beta Wealth Group
San Diego,
California
|
$139M
|
$0
|
0%
|
|
|
60
|
|
|