|
3251
|
Kingfisher Capital
Charlotte,
North Carolina
|
$384M
|
+$2.77M
|
+0.7%
|
7.21%
|
58.5%
|
176
|
7.95%
|
|
|
3252
|
TMD Wealth Management
Scottsdale,
Arizona
|
$384M
|
+$29.5M
|
+8%
|
3.19%
|
2.41%
|
59
|
30.51%
|
|
|
3253
|
M&R Capital Management
Summit,
New Jersey
|
$383M
|
+$26M
|
+7%
|
9.55%
|
52.6%
|
632
|
6.8%
|
|
|
3254
|
Wilkins Investment Counsel
Boston,
Massachusetts
|
$383M
|
+$2.14M
|
+0.6%
|
1.02%
|
44.5%
|
74
|
1.35%
|
|
|
3255
|
Peninsula Wealth
San Francisco,
California
|
$383M
|
+$36M
|
+10%
|
10.3%
|
30%
|
77
|
7.79%
|
|
|
3256
|
Adams Street Partners
Chicago,
Illinois
|
$382M
|
+$61.8M
|
+19%
|
13.5%
|
352%
|
21
|
52.38%
|
|
|
3257
|
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
|
$382M
|
+$10.6M
|
+3%
|
6.82%
|
56.9%
|
57
|
8.77%
|
|
|
3258
|
Avion Wealth
The Woodlands,
Texas
|
$382M
|
+$15.2M
|
+4%
|
2.29%
|
36%
|
1,115
|
38.57%
|
|
|
3259
|
Akaris Global Partners
New York
|
$381M
|
+$61.3M
|
+19%
|
9.77%
|
35%
|
22
|
31.82%
|
|
|
3260
|
Chandler Asset Management
San Diego,
California
|
$381M
|
-$40M
|
-9%
|
3.01%
|
29.4%
|
24
|
8.33%
|
|
|
3261
|
Renaissance Investment Group
Lenox,
Massachusetts
|
$381M
|
+$24.7M
|
+7%
|
7.97%
|
99.6%
|
83
|
6.02%
|
|
|
3262
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$381M
|
+$16M
|
+4%
|
3.49%
|
16.4%
|
120
|
8.33%
|
|
|
3263
|
Lafayette Investments
Ashton,
Maryland
|
$381M
|
+$19.4M
|
+5%
|
6.26%
|
63.2%
|
129
|
6.2%
|
|
|
3264
|
Cypress Wealth Services
Palm Desert,
California
|
$381M
|
+$39.1M
|
+11%
|
6.42%
|
71.8%
|
266
|
13.53%
|
|
|
3265
|
EnCap Energy Capital Fund X
Houston,
Texas
|
$381M
|
–
|
–
|
5.52%
|
–
|
1
|
–
|
|
|
3266
|
Ironwood Financial
Tucson,
Arizona
|
$380M
|
+$21.6M
|
+6%
|
6.16%
|
48.8%
|
140
|
2.14%
|
|
|
3267
|
Fulcrum Capital
Seattle,
Washington
|
$380M
|
+$8.78M
|
+2%
|
10.6%
|
83.4%
|
120
|
5.83%
|
|
|
3268
|
Aire Advisors
Beverly Hills,
California
|
$380M
|
+$21.9M
|
+6%
|
6.08%
|
60.9%
|
142
|
7.75%
|
|
|
3269
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$380M
|
+$14.1M
|
+4%
|
6.09%
|
92.8%
|
195
|
6.67%
|
|
|
3270
|
Summit Asset Management
Memphis,
Tennessee
|
$379M
|
+$16.1M
|
+4%
|
4.67%
|
43.3%
|
156
|
4.49%
|
|
|
3271
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$379M
|
+$21.5M
|
+6%
|
6.68%
|
102%
|
1,514
|
10.44%
|
|
|
3272
|
Callan Family Office
Radnor,
Pennsylvania
|
$379M
|
-$32.8M
|
-8%
|
5.61%
|
69%
|
161
|
36.65%
|
|
|
3273
|
|
$379M
|
+$22.8M
|
+6%
|
7.37%
|
64.8%
|
81
|
1.23%
|
|
|
3274
|
Great Diamond Partners
Portland,
Maine
|
$379M
|
+$33.4M
|
+10%
|
6.61%
|
78.6%
|
232
|
14.22%
|
|
|
3275
|
New Harbor Financial Group
Worcester,
Massachusetts
|
$379M
|
+$82.4M
|
+28%
|
1.91%
|
80.6%
|
50
|
28%
|
|