|
5801
|
Win Advisors
Palm Beach Gardens,
Florida
|
$205M
|
-$1.85M
|
-0.9%
|
|
|
82
|
|
|
|
5802
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
$205M
|
+$17M
|
+9%
|
|
|
88
|
|
|
|
5803
|
Aristotle Pacific Capital
Newport Beach,
California
|
$205M
|
-$3.1M
|
-1%
|
|
|
6
|
|
|
|
5804
|
Long Island Wealth Management
Melville,
New York
|
$205M
|
+$12.9M
|
+7%
|
|
|
88
|
|
|
|
5805
|
Westhampton Capital
Winston-Salem,
North Carolina
|
$205M
|
+$11.7M
|
+6%
|
|
|
122
|
|
|
|
5806
|
Palidye Holdings (Caymans)
Grand Cayman,
Cayman Islands
|
$205M
|
-$45.3M
|
-18%
|
|
|
2
|
|
|
|
5807
|
AGP Franklin
Franklin,
Tennessee
|
$205M
|
+$16.2M
|
+9%
|
|
|
95
|
|
|
|
5808
|
Harbourvest Partners
Boston,
Massachusetts
|
$205M
|
+$114M
|
+125%
|
|
|
18
|
|
|
|
5809
|
HRC Wealth Management
Moscow,
Idaho
|
$205M
|
+$17.5M
|
+9%
|
|
|
56
|
|
|
|
5810
|
Causey Wealth LLC
Greenwood Village,
Colorado
|
$205M
|
+$10.4M
|
+5%
|
|
|
68
|
|
|
|
5811
|
A&I Financial Services
Lone Tree,
Colorado
|
$205M
|
+$27.7M
|
+16%
|
|
|
86
|
|
|
|
5812
|
Sand Grove Capital Management
London,
United Kingdom
|
$205M
|
+$6.05M
|
+3%
|
|
|
19
|
|
|
|
5813
|
Significant Wealth Partners
Cary,
Illinois
|
$205M
|
+$1.06M
|
+0.5%
|
|
|
110
|
|
|
|
5814
|
University of Chicago
Chicago,
Illinois
|
$205M
|
+$87.1M
|
+74%
|
|
|
11
|
|
|
|
5815
|
Bright Financial Advisors
Portage,
Michigan
|
$205M
|
+$24.4M
|
+14%
|
|
|
64
|
|
|
|
5816
|
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
|
$205M
|
+$25.9M
|
+14%
|
|
|
140
|
|
|
|
5817
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$205M
|
+$11.9M
|
+6%
|
|
|
157
|
|
|
|
5818
|
Emergence GP Partners
San Francisco,
California
|
$205M
|
+$10.3M
|
+5%
|
|
|
4
|
|
|
|
5819
|
CMG Global Holdings
Plano,
Texas
|
$204M
|
+$14.5M
|
+8%
|
|
|
94
|
|
|
|
5820
|
Income Research & Management
Boston,
Massachusetts
|
$204M
|
-$170M
|
-45%
|
|
|
42
|
|
|
|
5821
|
Spring Capital Management
Amarillo,
Texas
|
$204M
|
+$14.5M
|
+8%
|
|
|
51
|
|
|
|
5822
|
CWC Advisors
Lake Oswego,
Oregon
|
$204M
|
+$10.7M
|
+6%
|
|
|
153
|
|
|
|
5823
|
Mader & Shannon Wealth Management
Kansas City,
Missouri
|
$204M
|
+$20.4M
|
+11%
|
|
|
24
|
|
|
|
5824
|
NerdWallet Wealth Partners
New York
|
$204M
|
–
|
–
|
|
|
61
|
|
|
|
5825
|
Chronos Wealth Management
Clearwater,
Florida
|
$204M
|
+$10.9M
|
+6%
|
|
|
41
|
|
|