|
3176
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$508M
|
-$20.4M
|
-4%
|
1.93%
|
81.7%
|
232
|
9.48%
|
|
|
3177
|
Triasima Portfolio Management
Montreal,
Quebec, Canada
|
$508M
|
-$7.12M
|
-1%
|
3.08%
|
210%
|
170
|
30.59%
|
|
|
3178
|
Buffington Mohr McNeal
Boise,
Idaho
|
$507M
|
-$96M
|
-16%
|
3.07%
|
29.3%
|
141
|
26.95%
|
|
|
3179
|
Oakmont Corp
Los Angeles,
California
|
$507M
|
-$65.1M
|
-11%
|
7.58%
|
70.2%
|
31
|
9.68%
|
|
|
3180
|
Financial Advisors
Andover,
Massachusetts
|
$507M
|
-$14.5M
|
-3%
|
1.67%
|
71.5%
|
83
|
2.41%
|
|
|
3181
|
WPWealth
Fort Worth,
Texas
|
$506M
|
+$17M
|
+3%
|
0.88%
|
38.2%
|
96
|
15.63%
|
|
|
3182
|
Bellecapital
Zurich,
Switzerland
|
$506M
|
-$59.8M
|
-11%
|
3.93%
|
128%
|
162
|
22.84%
|
|
|
3183
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$506M
|
+$10.6M
|
+2%
|
1.22%
|
80%
|
352
|
9.38%
|
|
|
3184
|
First Reserve GP XIII
Stamford,
Connecticut
|
$505M
|
+$48.3M
|
+11%
|
4.61%
|
5.56%
|
2
|
50%
|
|
|
3185
|
Strategic Global Advisors
Newport Beach,
California
|
$505M
|
-$41.8M
|
-8%
|
2.85%
|
137%
|
152
|
21.71%
|
|
|
3186
|
Golden State Equity Partners
South Coast Metro,
California
|
$505M
|
-$18.1M
|
-3%
|
1.58%
|
–
|
477
|
19.29%
|
|
|
3187
|
Duncker Streett & Co
St. Louis,
Missouri
|
$505M
|
-$33.9M
|
-6%
|
1.6%
|
90.9%
|
541
|
9.06%
|
|
|
3188
|
Moment Partners
San Francisco,
California
|
$505M
|
-$20.2M
|
-4%
|
3.05%
|
–
|
119
|
11.76%
|
|
|
3189
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$505M
|
+$1.11M
|
+0.2%
|
0.7%
|
65.6%
|
118
|
37.29%
|
|
|
3190
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$505M
|
-$144M
|
-22%
|
2.48%
|
77.8%
|
204
|
35.29%
|
|
|
3191
|
Affinity Capital Advisors
Berkeley,
California
|
$504M
|
-$27.1M
|
-5%
|
2.32%
|
62%
|
160
|
10%
|
|
|
3192
|
|
$504M
|
+$244M
|
+94%
|
15.8%
|
19.7%
|
22
|
36.36%
|
|
|
3193
|
TFO Wealth Partners
Maumee,
Ohio
|
$504M
|
+$294M
|
+139%
|
0.46%
|
63.6%
|
39
|
74.36%
|
|
|
3194
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$504M
|
-$7.26M
|
-1%
|
1.15%
|
61.5%
|
158
|
9.49%
|
|
|
3195
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$504M
|
+$8.74M
|
+2%
|
1.04%
|
71.4%
|
287
|
7.32%
|
|
|
3196
|
Lathrop Investment Management
Little Rock,
Arkansas
|
$504M
|
-$20.8M
|
-4%
|
0.48%
|
72.2%
|
88
|
7.95%
|
|
|
3197
|
Security Financial Services
Fort Wayne,
Indiana
|
$504M
|
+$12.6M
|
+3%
|
1.35%
|
60.7%
|
178
|
11.24%
|
|
|
3198
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$504M
|
-$31.1M
|
-6%
|
2%
|
104%
|
673
|
13.97%
|
|
|
3199
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$503M
|
-$21.2M
|
-4%
|
3.85%
|
128%
|
131
|
19.08%
|
|
|
3200
|
Brasada Capital Management
Houston,
Texas
|
$503M
|
-$69.8M
|
-12%
|
0.6%
|
76.5%
|
156
|
33.33%
|
|