|
3076
|
E&G Advisors
Houston,
Texas
|
$195M
|
+$26M
|
+15%
|
4.12%
|
92.3%
|
144
|
16.67%
|
|
|
3077
|
Chelsea Counsel Company
Los Angeles,
California
|
$195M
|
+$4.33M
|
+2%
|
5.71%
|
94.6%
|
90
|
13.33%
|
|
|
3078
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$195M
|
-$158M
|
-45%
|
0.79%
|
29.8%
|
317
|
33.12%
|
|
|
3079
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$194M
|
+$3.06M
|
+2%
|
4.22%
|
55.5%
|
90
|
21.11%
|
|
|
3080
|
Cowen Prime Advisors
New York
|
$194M
|
+$9.07M
|
+5%
|
1.57%
|
116%
|
202
|
14.85%
|
|
|
3081
|
Highland Private Wealth Management
Bellevue,
Washington
|
$194M
|
-$356K
|
-0.2%
|
6.64%
|
19%
|
85
|
20%
|
|
|
3082
|
Indigo Latam Management
Phoenix,
Arizona
|
$194M
|
-$15.3M
|
-7%
|
7.31%
|
39.3%
|
1
|
0%
|
|
|
3083
|
Point View Wealth Management
Summit,
New Jersey
|
$194M
|
+$20.2M
|
+12%
|
3.45%
|
27%
|
260
|
6.54%
|
|
|
3084
|
Fort Point Capital Partners
San Francisco,
California
|
$194M
|
+$10.9M
|
+6%
|
7.81%
|
53.4%
|
123
|
26.02%
|
|
|
3085
|
Cable Hill Partners
Portland,
Oregon
|
$194M
|
-$27.4M
|
-12%
|
3.94%
|
20.3%
|
825
|
18.67%
|
|
|
3086
|
Parker Investment Management
Menlo Park,
California
|
$194M
|
+$8.32M
|
+4%
|
7.36%
|
173%
|
22
|
9.09%
|
|
|
3087
|
Tarbox Family Office
Newport Beach,
California
|
$194M
|
+$19.4M
|
+11%
|
5.19%
|
49.1%
|
625
|
9.44%
|
|
|
3088
|
International City Management Association Retirement Corp
Washington,
District of Columbia
|
$193M
|
+$12.6M
|
+7%
|
11%
|
35.2%
|
1
|
0%
|
|
|
3089
|
Endicott Management
New York
|
$193M
|
+$12.2M
|
+7%
|
2.31%
|
229%
|
42
|
61.9%
|
|
|
3090
|
Energy Capital Partners III
Summit,
New Jersey
|
$193M
|
+$142M
|
+273%
|
3.32%
|
–
|
1
|
0%
|
|
|
3091
|
Glenview State Bank Trust Department
Glenview,
Illinois
|
$193M
|
+$9.17M
|
+5%
|
5.41%
|
76.6%
|
98
|
9.18%
|
|
|
3092
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$193M
|
+$27.6M
|
+17%
|
7.76%
|
86%
|
267
|
20.97%
|
|
|
3093
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$193M
|
+$6.18M
|
+3%
|
3.89%
|
88.7%
|
115
|
9.57%
|
|
|
3094
|
Windsor Capital Management
Phoenix,
Arizona
|
$193M
|
+$7.86M
|
+4%
|
3.52%
|
46.1%
|
118
|
13.56%
|
|
|
3095
|
Gen IV Investment Opportunities
New York
|
$193M
|
+$426K
|
+0.2%
|
0.19%
|
–
|
12
|
25%
|
|
|
3096
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$193M
|
+$4.79M
|
+3%
|
4.41%
|
79.9%
|
149
|
8.72%
|
|
|
3097
|
|
$193M
|
-$468K
|
-0.2%
|
0.36%
|
17.1%
|
3
|
0%
|
|
|
3098
|
Pacifica Capital Investments
Leander,
Texas
|
$192M
|
-$8.93M
|
-4%
|
2.03%
|
83.4%
|
17
|
5.88%
|
|
|
3099
|
CWH Capital Management
Spokane,
Washington
|
$192M
|
+$27.7M
|
+17%
|
5.61%
|
29.9%
|
53
|
20.75%
|
|
|
3100
|
Barrington Strategic Wealth Management Group
Chicago,
Illinois
|
$192M
|
+$5.71M
|
+3%
|
3.37%
|
17.9%
|
103
|
0.97%
|
|