|
2776
|
Golden State Wealth Management
Santa Ana,
California
|
$303M
|
-$12.2M
|
-4%
|
1.24%
|
–
|
1,187
|
11.71%
|
|
|
2777
|
Filament
Seattle,
Washington
|
$303M
|
-$12.3M
|
-4%
|
2.56%
|
46.9%
|
40
|
10%
|
|
|
2778
|
Texas Treasury Safekeeping Trust Company
Austin,
Texas
|
$303M
|
-$2.72B
|
-90%
|
0.11%
|
27.3%
|
6
|
33.33%
|
|
|
2779
|
FS Capital Partners VI
Los Angeles,
California
|
$303M
|
-$91.9M
|
-23%
|
22.1%
|
–
|
1
|
0%
|
|
|
2780
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$302M
|
+$15.1M
|
+5%
|
0.46%
|
7.53%
|
252
|
71.83%
|
|
|
2781
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$302M
|
-$608K
|
-0.2%
|
2.45%
|
1.5%
|
104
|
20.19%
|
|
|
2782
|
Meritech Capital Associates IV
Palo Alto,
California
|
$302M
|
-$67M
|
-18%
|
7.32%
|
–
|
2
|
0%
|
|
|
2783
|
Sciencast Management
Princeton,
New Jersey
|
$302M
|
+$125M
|
+71%
|
0.19%
|
72.5%
|
524
|
82.06%
|
|
|
2784
|
Lonestar Capital Management
San Francisco,
California
|
$302M
|
-$145M
|
-32%
|
0.08%
|
237%
|
30
|
50%
|
|
|
2785
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$301M
|
-$45.3M
|
-13%
|
4%
|
221%
|
439
|
79.95%
|
|
|
2786
|
HCR Wealth Advisors
Los Angeles,
California
|
$301M
|
-$50.5M
|
-14%
|
4.26%
|
91%
|
167
|
20.36%
|
|
|
2787
|
Berkshire Capital Holdings
San Jose,
California
|
$301M
|
+$8.01M
|
+3%
|
6.81%
|
1,364%
|
49
|
22.45%
|
|
|
2788
|
AGF Investments America
Toronto,
Ontario, Canada
|
$301M
|
+$6.86M
|
+2%
|
2.9%
|
72.1%
|
69
|
11.59%
|
|
|
2789
|
Legacy Financial Advisors
Covington,
Kentucky
|
$301M
|
+$18M
|
+6%
|
2.7%
|
65.8%
|
119
|
11.76%
|
|
|
2790
|
Asset Dedication LLC
San Francisco,
California
|
$301M
|
-$9.21M
|
-3%
|
0.52%
|
54.3%
|
656
|
11.59%
|
|
|
2791
|
Divisar Capital Management
San Francisco,
California
|
$301M
|
+$7.04M
|
+2%
|
5.44%
|
111%
|
30
|
10%
|
|
|
2792
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$301M
|
+$3.79M
|
+1%
|
2.65%
|
50.7%
|
188
|
4.79%
|
|
|
2793
|
Welch Capital Partners
Harrison,
New York
|
$300M
|
+$6.24M
|
+2%
|
0.44%
|
66.3%
|
30
|
16.67%
|
|
|
2794
|
Lucia Wealth Services
San Diego,
California
|
$300M
|
+$9.86M
|
+3%
|
2.11%
|
45.6%
|
182
|
15.38%
|
|
|
2795
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$300M
|
+$2.15M
|
+0.7%
|
3.6%
|
45.2%
|
100
|
12%
|
|
|
2796
|
Old Dominion Capital Management
Charlottesville,
Virginia
|
$300M
|
+$11M
|
+4%
|
1.29%
|
45.9%
|
150
|
14%
|
|
|
2797
|
Hartford Financial Management
Hartford,
Connecticut
|
$300M
|
+$155K
|
+0.1%
|
1.09%
|
79.6%
|
376
|
10.11%
|
|
|
2798
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$299M
|
-$382K
|
-0.1%
|
1.61%
|
86%
|
371
|
21.02%
|
|
|
2799
|
Wealthquest
Cincinnati,
Ohio
|
$299M
|
+$34.5M
|
+13%
|
2.05%
|
52.1%
|
142
|
20.42%
|
|
|
2800
|
Portland Global Advisors
Portland,
Maine
|
$299M
|
-$1.25M
|
-0.4%
|
0.06%
|
32.8%
|
117
|
9.4%
|
|