|
3201
|
Mraz Amerine & Associates
Modesto,
California
|
$697M
|
+$18.9M
|
+3%
|
3.89%
|
69.8%
|
210
|
14.76%
|
|
|
3202
|
Financial Management Network
Mission Viejo,
California
|
$697M
|
+$43.9M
|
+7%
|
10.8%
|
57.4%
|
215
|
13.02%
|
|
|
3203
|
Crane Advisory
Fullerton,
California
|
$697M
|
+$28.5M
|
+4%
|
8.38%
|
34.7%
|
56
|
8.93%
|
|
|
3204
|
Brickley Wealth Management
San Mateo,
California
|
$696M
|
+$113M
|
+19%
|
13%
|
62.6%
|
69
|
14.49%
|
|
|
3205
|
IPG Investment Advisors
San Diego,
California
|
$696M
|
+$114M
|
+20%
|
27.7%
|
106%
|
308
|
34.42%
|
|
|
3206
|
Affiance Financial
St. Louis Park,
Minnesota
|
$695M
|
+$78.3M
|
+13%
|
11.3%
|
50.1%
|
114
|
9.65%
|
|
|
3207
|
Cornerstone Management
Duluth,
Georgia
|
$695M
|
+$67.5M
|
+11%
|
9.32%
|
40%
|
68
|
5.88%
|
|
|
3208
|
Deltroit Asset Management (UK)
London,
|
$695M
|
+$72.1M
|
+12%
|
23.4%
|
–
|
46
|
34.78%
|
|
|
3209
|
Aspen Grove Capital
Avon,
Colorado
|
$694M
|
+$180M
|
+35%
|
14.9%
|
90%
|
225
|
16%
|
|
|
3210
|
Volterra Technologies
New York
|
$694M
|
-$129M
|
-16%
|
10.3%
|
–
|
477
|
73.38%
|
|
|
3211
|
Rule One Partners
Moreland,
Georgia
|
$694M
|
+$593M
|
+589%
|
15.1%
|
–
|
19
|
63.16%
|
|
|
3212
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$694M
|
+$68.9M
|
+11%
|
18.9%
|
84.8%
|
185
|
11.89%
|
|
|
3213
|
Texas Treasury Safekeeping Trust Company
Austin,
Texas
|
$692M
|
+$64.4M
|
+10%
|
9.32%
|
43.7%
|
7
|
42.86%
|
|
|
3214
|
Black Swift Group
Boulder,
Colorado
|
$692M
|
+$121M
|
+21%
|
25%
|
139%
|
157
|
34.39%
|
|
|
3215
|
Personal CFO Solutions
Chester,
New Jersey
|
$692M
|
-$20M
|
-3%
|
16.1%
|
91.4%
|
598
|
24.58%
|
|
|
3216
|
Cortland Associates
St Louis,
Missouri
|
$692M
|
-$4.96M
|
-0.7%
|
6.47%
|
57.1%
|
67
|
14.93%
|
|
|
3217
|
Blue Fin Capital
Warren,
Rhode Island
|
$692M
|
+$82.1M
|
+13%
|
17.3%
|
125%
|
166
|
10.84%
|
|
|
3218
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$692M
|
+$101M
|
+17%
|
31.6%
|
128%
|
203
|
14.78%
|
|
|
3219
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$691M
|
+$59.8M
|
+9%
|
13.3%
|
66.9%
|
216
|
14.81%
|
|
|
3220
|
Ionic Capital Management
New York
|
$690M
|
-$678M
|
-50%
|
36.7%
|
163%
|
192
|
52.6%
|
|
|
3221
|
Chicago Trust
Grayslake,
Illinois
|
$690M
|
+$64.4M
|
+10%
|
18.3%
|
85.9%
|
405
|
11.85%
|
|
|
3222
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$690M
|
+$135M
|
+24%
|
7.96%
|
70.6%
|
94
|
42.55%
|
|
|
3223
|
Technology Crossover Management IX
Menlo Park,
California
|
$690M
|
-$62.3M
|
-8%
|
6.46%
|
13%
|
6
|
0%
|
|
|
3224
|
Matrix Trust Company
Denver,
Colorado
|
$690M
|
+$87.5M
|
+15%
|
10.6%
|
46.8%
|
188
|
52.13%
|
|
|
3225
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$689M
|
+$78.5M
|
+13%
|
10.2%
|
42.9%
|
60
|
8.33%
|
|