|
2826
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$208M
|
+$8.95M
|
+4%
|
3.75%
|
33%
|
349
|
28.37%
|
|
|
2827
|
BCWM LLC
Overland Park,
Kansas
|
$208M
|
+$28.3M
|
+16%
|
4.69%
|
–
|
75
|
14.67%
|
|
|
2828
|
Rosenblum Silverman Sutton
San Francisco,
California
|
$208M
|
–
|
–
|
3.19%
|
90.1%
|
66
|
–
|
|
|
2829
|
Acuta Capital Partners
Redwood City,
California
|
$208M
|
+$29.3M
|
+16%
|
12.8%
|
7,269%
|
72
|
58.33%
|
|
|
2830
|
Castle Creek Capital Partners IV
Rancho Santa Fe,
California
|
$208M
|
-$17.6M
|
-8%
|
0.56%
|
47.7%
|
10
|
10%
|
|
|
2831
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$208M
|
+$14.7M
|
+8%
|
10%
|
75.8%
|
471
|
11.25%
|
|
|
2832
|
BlueMar Capital Management
Miami,
Florida
|
$207M
|
+$10.5M
|
+5%
|
3.35%
|
27.4%
|
77
|
63.64%
|
|
|
2833
|
Harbourvest Partners
Boston,
Massachusetts
|
$207M
|
-$26.6M
|
-11%
|
4.67%
|
8.96%
|
29
|
48.28%
|
|
|
2834
|
Finepoint Capital
Boston,
Massachusetts
|
$207M
|
+$36.3M
|
+21%
|
4.64%
|
27.4%
|
5
|
0%
|
|
|
2835
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$207M
|
-$1.39M
|
-0.7%
|
3.97%
|
85.2%
|
861
|
13.47%
|
|
|
2836
|
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
|
$207M
|
-$3.26M
|
-2%
|
3.16%
|
187%
|
69
|
37.68%
|
|
|
2837
|
Wealth Architects
Mountain View,
California
|
$206M
|
+$6.13M
|
+3%
|
1.76%
|
80.1%
|
119
|
11.76%
|
|
|
2838
|
Independent Investors Inc
Nesconset,
New York
|
$206M
|
-$959K
|
-0.5%
|
0.76%
|
61.6%
|
80
|
3.75%
|
|
|
2839
|
Fort Point Capital Partners
San Francisco,
California
|
$206M
|
+$9.59M
|
+5%
|
2.79%
|
62.2%
|
140
|
27.14%
|
|
|
2840
|
Montgomery Investment Management
Rockville,
Maryland
|
$206M
|
+$32.1M
|
+18%
|
6.36%
|
98.4%
|
99
|
16.16%
|
|
|
2841
|
Riverpark Capital Management
New York
|
$206M
|
+$32.8M
|
+19%
|
1.61%
|
152%
|
37
|
5.41%
|
|
|
2842
|
Filament
Seattle,
Washington
|
$206M
|
-$5.95M
|
-3%
|
6.25%
|
46.9%
|
63
|
53.97%
|
|
|
2843
|
Fox Run Management
Greenwich,
Connecticut
|
$206M
|
+$56.4M
|
+38%
|
2.73%
|
64%
|
780
|
83.46%
|
|
|
2844
|
Cowen Prime Advisors
New York
|
$206M
|
-$9.81M
|
-5%
|
7.4%
|
116%
|
276
|
20.65%
|
|
|
2845
|
Yorktown Energy Partners VII
New York
|
$206M
|
+$5.06M
|
+3%
|
4.19%
|
22.4%
|
3
|
0%
|
|
|
2846
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$205M
|
+$6.97M
|
+4%
|
5.79%
|
63.3%
|
1,148
|
10.98%
|
|
|
2847
|
Financial Advisory Group
Houston,
Texas
|
$205M
|
-$966K
|
-0.5%
|
1.9%
|
20.6%
|
64
|
15.63%
|
|
|
2848
|
Marshwinds Advisory
St Simons Island,
Georgia
|
$205M
|
+$10.5M
|
+5%
|
5.12%
|
32.9%
|
143
|
4.9%
|
|
|
2849
|
Irving Magee Investment Management
Conshohocken,
Pennsylvania
|
$205M
|
+$7.88M
|
+4%
|
2.74%
|
39.9%
|
51
|
7.84%
|
|
|
2850
|
Point72 Asia (Singapore)
Singapore
|
$205M
|
+$80.8M
|
+65%
|
11.1%
|
–
|
18
|
88.89%
|
|