|
2301
|
North Peak Capital Management
New York
|
$809M
|
+$54.3M
|
+7%
|
|
|
9
|
|
|
|
2302
|
Quest Investment Management
Lake Oswego,
Oregon
|
$807M
|
-$54.3M
|
-6%
|
|
|
87
|
|
|
|
2303
|
Kadensa Capital
Central,
Hong Kong
|
$806M
|
-$17.7M
|
-2%
|
|
|
77
|
|
|
|
2304
|
Trivium Point Advisory
Westport,
Connecticut
|
$806M
|
+$13.6M
|
+2%
|
|
|
356
|
|
|
|
2305
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$805M
|
-$14.5M
|
-2%
|
|
|
395
|
|
|
|
2306
|
Oribel Capital Management
New York
|
$805M
|
-$668M
|
-45%
|
|
|
102
|
|
|
|
2307
|
Coastline Trust
Providence,
Rhode Island
|
$804M
|
-$49.6M
|
-6%
|
|
|
430
|
|
|
|
2308
|
a16z Perennial Management
Menlo Park,
California
|
$802M
|
-$58.8M
|
-7%
|
|
|
52
|
|
|
|
2309
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$800M
|
+$12.6M
|
+2%
|
|
|
1,037
|
|
|
|
2310
|
Fiducient Advisors
Chicago,
Illinois
|
$800M
|
-$9.62M
|
-1%
|
|
|
172
|
|
|
|
2311
|
CKW Financial Group
Honolulu,
Hawaii
|
$800M
|
-$12.5M
|
-2%
|
|
|
265
|
|
|
|
2312
|
Night Owl Capital Management
Greenwich,
Connecticut
|
$800M
|
+$25.8M
|
+3%
|
|
|
28
|
|
|
|
2313
|
American Securities
New York
|
$799M
|
-$124M
|
-13%
|
|
|
1
|
|
|
|
2314
|
Isthmus Partners
Madison,
Wisconsin
|
$799M
|
-$23.9M
|
-3%
|
|
|
229
|
|
|
|
2315
|
Bensler
Bellevue,
Washington
|
$799M
|
-$42.5M
|
-5%
|
|
|
173
|
|
|
|
2316
|
Talbot Financial
Bellevue,
Washington
|
$798M
|
-$42.6M
|
-5%
|
|
|
69
|
|
|
|
2317
|
Aprio Wealth Management
Atlanta,
Georgia
|
$798M
|
+$113M
|
+16%
|
|
|
384
|
|
|
|
2318
|
L.J. Altfest & Co
New York
|
$797M
|
+$13.4M
|
+2%
|
|
|
376
|
|
|
|
2319
|
Alley Investment Management Company
Lake Forest,
Illinois
|
$797M
|
+$6.57M
|
+0.8%
|
|
|
89
|
|
|
|
2320
|
Lodestar Private Asset Management
Alamo,
California
|
$795M
|
-$4.28M
|
-0.5%
|
|
|
219
|
|
|
|
2321
|
|
$795M
|
+$36.4M
|
+5%
|
|
|
2
|
|
|
|
2322
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$794M
|
+$4.33M
|
+0.5%
|
|
|
1,438
|
|
|
|
2323
|
Infrastructure Capital Advisors
New York
|
$794M
|
+$47.1M
|
+6%
|
|
|
140
|
|
|
|
2324
|
Portland Global Advisors
Portland,
Maine
|
$794M
|
+$3.47M
|
+0.4%
|
|
|
135
|
|
|
|
2325
|
Cascade Financial Partners
San Diego,
California
|
$793M
|
+$25.9M
|
+3%
|
|
|
257
|
|
|