|
3201
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$600M
|
+$15.8M
|
+3%
|
1.49%
|
80%
|
369
|
15.45%
|
|
|
3202
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$600M
|
+$35.6M
|
+6%
|
2.98%
|
79.9%
|
121
|
39.67%
|
|
|
3203
|
Warberg Asset Management
Winnetka,
Illinois
|
$600M
|
-$232M
|
-28%
|
10.1%
|
65.3%
|
240
|
47.92%
|
|
|
3204
|
|
$599M
|
-$200M
|
-25%
|
12.2%
|
–
|
15
|
13.33%
|
|
|
3205
|
Stanley Capital Management
Houston,
Texas
|
$598M
|
+$185K
|
+0%
|
3.01%
|
101%
|
41
|
7.32%
|
|
|
3206
|
Financial Strategies Group
Okemos,
Michigan
|
$598M
|
+$45.3M
|
+8%
|
1.4%
|
44.9%
|
102
|
8.82%
|
|
|
3207
|
Estuary Capital Management
Wayzata,
Minnesota
|
$598M
|
+$35.3M
|
+6%
|
7.04%
|
–
|
33
|
63.64%
|
|
|
3208
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$597M
|
-$2.33M
|
-0.4%
|
1.24%
|
–
|
121
|
5.79%
|
|
|
3209
|
Te Ahumairangi Investment Management
Wellington,
New Zealand
|
$597M
|
+$38.9M
|
+7%
|
0.23%
|
55.5%
|
86
|
2.33%
|
|
|
3210
|
Encompass More Asset Management
Danville,
California
|
$597M
|
+$54.1M
|
+10%
|
0.03%
|
–
|
320
|
45.63%
|
|
|
3211
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$596M
|
-$8.46M
|
-1%
|
1.89%
|
197%
|
492
|
19.51%
|
|
|
3212
|
Laurel Oak Wealth Management
Marlton,
New Jersey
|
$595M
|
+$1.9M
|
+0.3%
|
1.42%
|
–
|
393
|
16.54%
|
|
|
3213
|
Pacific Capital Wealth Advisors
Corona,
California
|
$595M
|
+$11.9M
|
+2%
|
2.35%
|
46.9%
|
91
|
17.58%
|
|
|
3214
|
Bornite Capital Management
New York
|
$595M
|
-$430M
|
-42%
|
12.5%
|
208%
|
34
|
67.65%
|
|
|
3215
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$595M
|
-$20.2M
|
-3%
|
3.2%
|
65.9%
|
220
|
15.45%
|
|
|
3216
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$594M
|
+$36M
|
+6%
|
2.89%
|
33.5%
|
240
|
47.5%
|
|
|
3217
|
Endurance Services Ltd
Purchase,
New York
|
$594M
|
+$28.8M
|
+5%
|
2.76%
|
–
|
8
|
25%
|
|
|
3218
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$592M
|
+$3.89M
|
+0.7%
|
5.08%
|
77.8%
|
187
|
13.9%
|
|
|
3219
|
12 West Capital Management
New York
|
$592M
|
-$247M
|
-29%
|
0.39%
|
136%
|
26
|
53.85%
|
|
|
3220
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$592M
|
+$14.5M
|
+3%
|
0.48%
|
64.7%
|
123
|
7.32%
|
|
|
3221
|
MA Private Wealth
San Carlos,
California
|
$591M
|
-$8.08M
|
-1%
|
2.06%
|
57.5%
|
89
|
10.11%
|
|
|
3222
|
Land & Buildings Investment Management
Stamford,
Connecticut
|
$591M
|
-$10.2M
|
-2%
|
3.43%
|
42.7%
|
23
|
30.43%
|
|
|
3223
|
Sunriver Management
Greenwich,
Connecticut
|
$591M
|
-$363M
|
-38%
|
12.2%
|
9.27%
|
27
|
48.15%
|
|
|
3224
|
Maia Wealth
Denver,
Colorado
|
$591M
|
+$5.38M
|
+0.9%
|
1.83%
|
–
|
369
|
12.74%
|
|
|
3225
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$591M
|
-$14.7M
|
-2%
|
0.99%
|
128%
|
211
|
18.01%
|
|