|
3026
|
Occidental Asset Management
Burlingame,
California
|
$442M
|
+$40.7M
|
+10%
|
6.85%
|
82.5%
|
237
|
22.78%
|
|
|
3027
|
|
$441M
|
+$43.4M
|
+11%
|
3.41%
|
19.7%
|
18
|
33.33%
|
|
|
3028
|
Xiamen Xinweidachuang Investment Partnership
Xiamen,
China
|
$441M
|
+$360M
|
+447%
|
40.7%
|
66.6%
|
1
|
0%
|
|
|
3029
|
|
$441M
|
+$226M
|
+105%
|
10.9%
|
64%
|
9
|
44.44%
|
|
|
3030
|
Montecito Bank & Trust
Santa Barbara,
California
|
$440M
|
+$20.9M
|
+5%
|
6.12%
|
–
|
238
|
4.62%
|
|
|
3031
|
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
|
$440M
|
+$33.5M
|
+8%
|
5.05%
|
149%
|
135
|
5.93%
|
|
|
3032
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$439M
|
+$19.8M
|
+5%
|
3.05%
|
58.2%
|
70
|
10%
|
|
|
3033
|
Fort Sheridan Advisors
Highland Park,
Illinois
|
$438M
|
+$44.4M
|
+11%
|
7.71%
|
109%
|
209
|
8.61%
|
|
|
3034
|
Human Investing
Lake Oswego,
Oregon
|
$438M
|
+$26.3M
|
+6%
|
4.12%
|
52%
|
108
|
16.67%
|
|
|
3035
|
Marcho Partners
London,
United Kingdom
|
$438M
|
+$15.3M
|
+4%
|
16.2%
|
115%
|
14
|
21.43%
|
|
|
3036
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$438M
|
+$49M
|
+13%
|
4.64%
|
56%
|
154
|
11.69%
|
|
|
3037
|
Second Half Financial Partners
Sebring,
Florida
|
$438M
|
+$269M
|
+160%
|
3.1%
|
36.8%
|
153
|
76.47%
|
|
|
3038
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$438M
|
-$49.1M
|
-10%
|
1.06%
|
55%
|
118
|
7.63%
|
|
|
3039
|
Mitchell Capital Management
Leawood,
Kansas
|
$437M
|
+$34.2M
|
+8%
|
11%
|
219%
|
121
|
5.79%
|
|
|
3040
|
Brant Point Investment Management
New York
|
$437M
|
-$163M
|
-27%
|
8.96%
|
169%
|
93
|
34.41%
|
|
|
3041
|
K2 Principal Fund
Toronto,
Ontario, Canada
|
$437M
|
-$289M
|
-40%
|
2.96%
|
76.5%
|
349
|
60.46%
|
|
|
3042
|
Affinity Wealth Management
Wilmington,
Delaware
|
$436M
|
+$10.5M
|
+2%
|
6.49%
|
116%
|
122
|
27.87%
|
|
|
3043
|
Galibier Capital Management
Toronto,
Ontario, Canada
|
$436M
|
+$13.1M
|
+3%
|
1.34%
|
66.8%
|
40
|
12.5%
|
|
|
3044
|
Longfellow Investment Management
Boston,
Massachusetts
|
$435M
|
-$1.58M
|
-0.4%
|
3.02%
|
45.9%
|
311
|
24.76%
|
|
|
3045
|
EagleClaw Capital Management
Boston,
Massachusetts
|
$435M
|
+$10.6M
|
+3%
|
4.84%
|
104%
|
130
|
6.92%
|
|
|
3046
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$435M
|
+$25.4M
|
+6%
|
6%
|
70.9%
|
180
|
7.22%
|
|
|
3047
|
Permanens Capital
New York
|
$434M
|
-$26.7M
|
-6%
|
5.59%
|
76.9%
|
43
|
51.16%
|
|
|
3048
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$434M
|
+$35.5M
|
+9%
|
7.44%
|
68.5%
|
1,141
|
12.01%
|
|
|
3049
|
Y.D. More Investments
Ramat Gan,
Israel
|
$434M
|
-$10.2M
|
-2%
|
6.88%
|
305%
|
359
|
10.58%
|
|
|
3050
|
Compound Global Advisors
Mercer Island,
Washington
|
$433M
|
+$40M
|
+10%
|
8.09%
|
–
|
45
|
42.22%
|
|