|
3126
|
Bellecapital
Zurich,
Switzerland
|
$506M
|
-$59.8M
|
-11%
|
3.93%
|
128%
|
162
|
22.84%
|
|
|
3127
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$506M
|
+$10.6M
|
+2%
|
1.22%
|
71.6%
|
352
|
9.38%
|
|
|
3128
|
First Reserve GP XIII
Stamford,
Connecticut
|
$505M
|
+$48.3M
|
+11%
|
4.61%
|
29.1%
|
2
|
50%
|
|
|
3129
|
Strategic Global Advisors
Newport Beach,
California
|
$505M
|
-$41.8M
|
-8%
|
2.85%
|
110%
|
152
|
21.71%
|
|
|
3130
|
Golden State Equity Partners
South Coast Metro,
California
|
$505M
|
-$18.1M
|
-3%
|
1.58%
|
–
|
477
|
19.29%
|
|
|
3131
|
Duncker Streett & Co
St. Louis,
Missouri
|
$505M
|
-$33.9M
|
-6%
|
1.6%
|
90.9%
|
541
|
9.06%
|
|
|
3132
|
Moment Partners
San Francisco,
California
|
$505M
|
-$20.2M
|
-4%
|
3.05%
|
–
|
119
|
11.76%
|
|
|
3133
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$505M
|
+$1.11M
|
+0.2%
|
0.7%
|
65.6%
|
118
|
37.29%
|
|
|
3134
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$505M
|
-$144M
|
-22%
|
2.48%
|
77.8%
|
204
|
35.29%
|
|
|
3135
|
Affinity Capital Advisors
Berkeley,
California
|
$504M
|
-$27.1M
|
-5%
|
2.32%
|
62%
|
160
|
10%
|
|
|
3136
|
|
$504M
|
+$244M
|
+94%
|
15.8%
|
2.99%
|
22
|
36.36%
|
|
|
3137
|
TFO Wealth Partners
Maumee,
Ohio
|
$504M
|
+$294M
|
+139%
|
0.46%
|
52.9%
|
39
|
74.36%
|
|
|
3138
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$504M
|
-$7.26M
|
-1%
|
1.15%
|
61.5%
|
158
|
9.49%
|
|
|
3139
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$504M
|
+$8.74M
|
+2%
|
1.04%
|
71.4%
|
287
|
7.32%
|
|
|
3140
|
Lathrop Investment Management
Little Rock,
Arkansas
|
$504M
|
-$20.8M
|
-4%
|
0.48%
|
65.5%
|
88
|
7.95%
|
|
|
3141
|
Security Financial Services
Fort Wayne,
Indiana
|
$504M
|
+$12.6M
|
+3%
|
1.35%
|
60.7%
|
178
|
11.24%
|
|
|
3142
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$504M
|
-$31.1M
|
-6%
|
2%
|
104%
|
673
|
13.97%
|
|
|
3143
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$503M
|
-$21.2M
|
-4%
|
3.85%
|
86.8%
|
131
|
19.08%
|
|
|
3144
|
Brasada Capital Management
Houston,
Texas
|
$503M
|
-$69.8M
|
-12%
|
0.6%
|
63.5%
|
156
|
33.33%
|
|
|
3145
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$502M
|
+$17.3M
|
+4%
|
1.85%
|
59.1%
|
339
|
16.81%
|
|
|
3146
|
Northwest Wealth Management
Spencer,
Iowa
|
$502M
|
+$30.3M
|
+6%
|
0.47%
|
63.4%
|
192
|
15.1%
|
|
|
3147
|
LJI Wealth Management
Indianapolis,
Indiana
|
$502M
|
-$5.61M
|
-1%
|
4.12%
|
51.8%
|
189
|
7.94%
|
|
|
3148
|
Martel Wealth Advisors
Vancouver,
Washington
|
$502M
|
-$10.1M
|
-2%
|
1.1%
|
39.7%
|
72
|
6.94%
|
|
|
3149
|
Maxi Investments CY
Limassol,
Cyprus
|
$502M
|
-$16.5M
|
-3%
|
8.93%
|
24.6%
|
178
|
57.3%
|
|
|
3150
|
Armbruster Capital Management
Pittsford,
New York
|
$501M
|
+$9.24M
|
+2%
|
1.17%
|
64.3%
|
135
|
7.41%
|
|