|
3126
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$265M
|
+$13.1M
|
+5%
|
12.5%
|
36.6%
|
54
|
31.48%
|
|
|
3127
|
Goldstein Munger & Associates
San Ramon,
California
|
$265M
|
+$62.2M
|
+31%
|
19%
|
11.9%
|
39
|
10.26%
|
|
|
3128
|
Partnervest Advisory Services
Santa Barbara,
California
|
$265M
|
+$42.4M
|
+19%
|
21.6%
|
45.1%
|
260
|
35%
|
|
|
3129
|
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
|
$265M
|
+$41.4M
|
+19%
|
16.7%
|
107%
|
51
|
19.61%
|
|
|
3130
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$265M
|
+$43.4M
|
+20%
|
15.9%
|
75.5%
|
187
|
17.65%
|
|
|
3131
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$265M
|
+$47.1M
|
+22%
|
13.1%
|
66.1%
|
180
|
23.89%
|
|
|
3132
|
Permanens Capital
New York
|
$265M
|
-$52M
|
-16%
|
22.5%
|
76.9%
|
130
|
27.69%
|
|
|
3133
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
$265M
|
+$6.57M
|
+3%
|
13.2%
|
50.1%
|
97
|
14.43%
|
|
|
3134
|
Monetary Management Group
St Louis,
Missouri
|
$265M
|
+$38.7M
|
+17%
|
24.6%
|
138%
|
289
|
10.73%
|
|
|
3135
|
Consolidated Investment Group
Englewood,
Colorado
|
$265M
|
+$38.1M
|
+17%
|
26.9%
|
140%
|
65
|
4.62%
|
|
|
3136
|
|
$264M
|
+$107M
|
+68%
|
38.2%
|
99.6%
|
24
|
66.67%
|
|
|
3137
|
Cumberland Advisors
Sarasota,
Florida
|
$264M
|
+$18.7M
|
+8%
|
23.1%
|
73.5%
|
68
|
17.65%
|
|
|
3138
|
Simon Quick Advisors
Morristown,
New Jersey
|
$264M
|
-$5.51M
|
-2%
|
18.7%
|
69.5%
|
517
|
21.86%
|
|
|
3139
|
Eudaimonia Partners
Winchester,
Tennessee
|
$264M
|
+$36.1M
|
+16%
|
17.8%
|
–
|
790
|
22.66%
|
|
|
3140
|
Indaba Capital Management
San Francisco,
California
|
$264M
|
+$78.3M
|
+42%
|
25.5%
|
66.7%
|
27
|
51.85%
|
|
|
3141
|
Solel Partners
Boston,
Massachusetts
|
$264M
|
+$59.5M
|
+29%
|
15.5%
|
25.9%
|
19
|
57.89%
|
|
|
3142
|
Fulcrum Capital
Seattle,
Washington
|
$264M
|
+$43.6M
|
+20%
|
25%
|
83.4%
|
69
|
15.94%
|
|
|
3143
|
Epstein & White Financial
San Diego,
California
|
$264M
|
+$25.1M
|
+11%
|
15.8%
|
51%
|
85
|
18.82%
|
|
|
3144
|
Westwind Capital
Las Cruces,
New Mexico
|
$264M
|
+$70.1M
|
+36%
|
42.7%
|
78.1%
|
45
|
13.33%
|
|
|
3145
|
AR Asset Management
West Hollywood,
California
|
$264M
|
+$21M
|
+9%
|
15.8%
|
64.9%
|
117
|
5.98%
|
|
|
3146
|
|
$264M
|
+$75.3M
|
+40%
|
21.8%
|
85.2%
|
305
|
21.31%
|
|
|
3147
|
Pasadena Private Wealth
Pasadena,
California
|
$264M
|
+$20.7M
|
+9%
|
10.5%
|
53%
|
93
|
35.48%
|
|
|
3148
|
Vanderbilt University
Nashville,
Tennessee
|
$263M
|
+$66.4M
|
+34%
|
34.4%
|
61.8%
|
8
|
37.5%
|
|
|
3149
|
CFM Wealth Partners
Austin,
Texas
|
$263M
|
+$47.9M
|
+22%
|
28.1%
|
152%
|
581
|
16.87%
|
|
|
3150
|
Community Financial Services Group
Newport,
Vermont
|
$263M
|
-$30.4M
|
-10%
|
17.4%
|
–
|
88
|
26.14%
|
|