|
3126
|
Pier 88 Investment Partners
San Francisco,
California
|
$401M
|
-$2.34M
|
-0.6%
|
0.87%
|
36.1%
|
103
|
13.59%
|
|
|
3127
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$401M
|
-$103M
|
-20%
|
3.02%
|
24.6%
|
1,143
|
18.55%
|
|
|
3128
|
Greystone Financial Group
Bloomfield Hills,
Michigan
|
$401M
|
-$30.7M
|
-7%
|
2.9%
|
64.8%
|
124
|
30.65%
|
|
|
3129
|
Private Wealth Strategies
New Albany,
Ohio
|
$401M
|
-$15.3M
|
-4%
|
2.8%
|
18.8%
|
81
|
17.28%
|
|
|
3130
|
Pinnbrook Capital Management
New York
|
$401M
|
+$119M
|
+42%
|
7.97%
|
913%
|
66
|
71.21%
|
|
|
3131
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$401M
|
-$15.8M
|
-4%
|
3.75%
|
42.6%
|
67
|
8.96%
|
|
|
3132
|
Meridian Wealth Advisors
Austin,
Texas
|
$400M
|
-$13.2M
|
-3%
|
1.99%
|
79.9%
|
190
|
10%
|
|
|
3133
|
Red Door Wealth Management
Memphis,
Tennessee
|
$400M
|
-$51M
|
-11%
|
2.6%
|
100%
|
236
|
31.36%
|
|
|
3134
|
Claro Advisors
Boston,
Massachusetts
|
$400M
|
-$2.49M
|
-0.6%
|
3.73%
|
85.5%
|
400
|
14.25%
|
|
|
3135
|
Wellington Shields & Co
New York
|
$400M
|
-$25.4M
|
-6%
|
6.1%
|
109%
|
305
|
9.51%
|
|
|
3136
|
Night Owl Capital Management
Greenwich,
Connecticut
|
$399M
|
+$12.6M
|
+3%
|
3.23%
|
162%
|
25
|
4%
|
|
|
3137
|
Ratio Wealth Group
Denver,
Colorado
|
$399M
|
-$5.09M
|
-1%
|
3.3%
|
–
|
72
|
9.72%
|
|
|
3138
|
RIT Capital Partners
London,
United Kingdom
|
$399M
|
+$41.3M
|
+12%
|
3.72%
|
71.4%
|
14
|
21.43%
|
|
|
3139
|
Gagnon Securities
New York
|
$399M
|
-$81.9M
|
-17%
|
9.94%
|
129%
|
104
|
13.46%
|
|
|
3140
|
Thunderbird Partners
London,
United Kingdom
|
$399M
|
+$74M
|
+23%
|
10.9%
|
38%
|
12
|
16.67%
|
|
|
3141
|
Vantage Wealth
Pasadena,
California
|
$399M
|
+$9.73M
|
+2%
|
3.35%
|
56.1%
|
40
|
12.5%
|
|
|
3142
|
Bellecapital
Zurich,
Switzerland
|
$399M
|
-$14.6M
|
-4%
|
1.9%
|
128%
|
166
|
8.43%
|
|
|
3143
|
Crane Advisory
Fullerton,
California
|
$399M
|
+$50.4M
|
+14%
|
2.19%
|
34.7%
|
33
|
21.21%
|
|
|
3144
|
West Financial Advisors
Des Moines,
Iowa
|
$399M
|
-$7.78M
|
-2%
|
3.84%
|
45.1%
|
212
|
13.68%
|
|
|
3145
|
SJS Investment Consulting
Sylvania,
Ohio
|
$398M
|
+$128K
|
+0%
|
2.93%
|
63.8%
|
1,668
|
6.77%
|
|
|
3146
|
Chicago Trust
Grayslake,
Illinois
|
$398M
|
-$18.9M
|
-5%
|
2.21%
|
85.9%
|
316
|
15.51%
|
|
|
3147
|
Kesler Norman & Wride
Ogden,
Utah
|
$398M
|
-$14.5M
|
-4%
|
3.89%
|
76%
|
165
|
7.88%
|
|
|
3148
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$398M
|
-$28.2M
|
-7%
|
3.57%
|
24.5%
|
32
|
12.5%
|
|
|
3149
|
Marathon Capital Management
Hunt Valley,
Maryland
|
$397M
|
-$7.72M
|
-2%
|
1.14%
|
70.9%
|
170
|
15.88%
|
|
|
3150
|
Post Oak Energy Holdings
Houston,
Texas
|
$397M
|
+$97.2M
|
+32%
|
33.3%
|
64.6%
|
4
|
0%
|
|