|
3276
|
Voleon Capital Management
Berkeley,
California
|
$239M
|
–
|
–
|
49.8%
|
–
|
10
|
–
|
|
|
3277
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$238M
|
+$26.1M
|
+12%
|
11.1%
|
16.4%
|
104
|
14.42%
|
|
|
3278
|
Argyle Capital Management
Center Valley,
Pennsylvania
|
$238M
|
+$26.7M
|
+13%
|
14.3%
|
95.8%
|
124
|
4.03%
|
|
|
3279
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$238M
|
+$46M
|
+24%
|
17.6%
|
13%
|
51
|
3.92%
|
|
|
3280
|
TrueWealth LLC
Atlanta,
Georgia
|
$238M
|
+$32.6M
|
+16%
|
15.2%
|
–
|
804
|
13.68%
|
|
|
3281
|
Stoneridge Investment Partners
Radnor,
Pennsylvania
|
$238M
|
+$15.2M
|
+7%
|
19.6%
|
26.4%
|
140
|
39.29%
|
|
|
3282
|
Kalos Management
Alpharetta,
Georgia
|
$237M
|
+$13.1M
|
+6%
|
21.5%
|
48.5%
|
234
|
20.09%
|
|
|
3283
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$237M
|
+$16.7M
|
+8%
|
14.5%
|
36.7%
|
58
|
6.9%
|
|
|
3284
|
Lighthouse Financial Advisors
New Market,
Maryland
|
$237M
|
+$73.1M
|
+45%
|
25.4%
|
–
|
105
|
34.29%
|
|
|
3285
|
Fruth Investment Management
Houston,
Texas
|
$237M
|
+$41.8M
|
+21%
|
21.6%
|
71%
|
199
|
8.04%
|
|
|
3286
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$237M
|
+$58.7M
|
+33%
|
19.6%
|
53.7%
|
84
|
19.05%
|
|
|
3287
|
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
|
$237M
|
+$27.6M
|
+13%
|
22.4%
|
81.2%
|
86
|
17.44%
|
|
|
3288
|
Pennant Investors
Summit,
New Jersey
|
$237M
|
-$41M
|
-15%
|
45.6%
|
359%
|
24
|
29.17%
|
|
|
3289
|
FundX Investment Group
San Francisco,
California
|
$237M
|
-$35.3M
|
-13%
|
14%
|
94.6%
|
45
|
51.11%
|
|
|
3290
|
MIC Capital Partners (Public) (US) IM
Al Maryah Island Abu Dhabi,
United Arab Emirates
|
$237M
|
+$30.9M
|
+15%
|
20.1%
|
–
|
27
|
29.63%
|
|
|
3291
|
Nishkama Capital LLC
Dorado,
Puerto Rico
|
$237M
|
+$167M
|
+239%
|
38.3%
|
467%
|
50
|
92%
|
|
|
3292
|
Stratos Investment Management
Beachwood,
Ohio
|
$237M
|
+$48.7M
|
+26%
|
17.9%
|
48.5%
|
110
|
17.27%
|
|
|
3293
|
Seven Post Investment Office
San Francisco,
California
|
$237M
|
+$45.7M
|
+24%
|
17.9%
|
52.6%
|
44
|
15.91%
|
|
|
3294
|
Cadence Bank NA
Houston,
Texas
|
$236M
|
+$40.3M
|
+21%
|
18.4%
|
33.3%
|
180
|
13.33%
|
|
|
3295
|
Blacksheep Fund Management
Co. Dublin,
Ireland
|
$236M
|
+$33.7M
|
+17%
|
29.9%
|
81.6%
|
7
|
42.86%
|
|
|
3296
|
PL Capital Advisors
Naples,
Florida
|
$236M
|
+$23.5M
|
+11%
|
14.1%
|
58%
|
43
|
20.93%
|
|
|
3297
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$236M
|
+$58.8M
|
+33%
|
14.8%
|
54.9%
|
184
|
28.26%
|
|
|
3298
|
White Pine Capital
Bloomington,
Minnesota
|
$236M
|
+$38.9M
|
+20%
|
20.6%
|
100%
|
222
|
13.06%
|
|
|
3299
|
Lionstone Capital Management
New York
|
$236M
|
+$80.5M
|
+52%
|
32%
|
89.6%
|
19
|
15.79%
|
|
|
3300
|
Wind River Trust Company
Jackson,
Wyoming
|
$236M
|
+$36M
|
+18%
|
18%
|
51%
|
10
|
0%
|
|