|
3276
|
|
$404M
|
+$25.7M
|
+7%
|
8.62%
|
81.7%
|
3
|
33.33%
|
|
|
3277
|
Monetary Management Group
St Louis,
Missouri
|
$404M
|
+$40.6M
|
+11%
|
13.8%
|
99.8%
|
377
|
15.92%
|
|
|
3278
|
Westwind Capital
Las Cruces,
New Mexico
|
$404M
|
+$27.9M
|
+7%
|
3.31%
|
78.1%
|
45
|
24.44%
|
|
|
3279
|
Martin Investment Management
Palm Beach Gardens,
Florida
|
$404M
|
+$6.98M
|
+2%
|
7.74%
|
44.7%
|
56
|
12.5%
|
|
|
3280
|
Oak Harvest Investment Services
Houston,
Texas
|
$403M
|
+$59.9M
|
+17%
|
10.1%
|
112%
|
85
|
5.88%
|
|
|
3281
|
Sage Advisory Services
Austin,
Texas
|
$403M
|
+$18M
|
+5%
|
4.59%
|
33.9%
|
69
|
36.23%
|
|
|
3282
|
Tetrad Corporation
Omaha,
Nebraska
|
$402M
|
+$21.8M
|
+6%
|
6.1%
|
50.4%
|
3
|
0%
|
|
|
3283
|
Grand Jean Capital Management
San Francisco,
California
|
$402M
|
+$6.33M
|
+2%
|
9.88%
|
61.4%
|
53
|
13.21%
|
|
|
3284
|
Valicenti Advisory Services
Elmira,
New York
|
$402M
|
+$33.3M
|
+9%
|
8.18%
|
119%
|
87
|
13.79%
|
|
|
3285
|
CVA Family Office
Denver,
Colorado
|
$402M
|
+$263M
|
+190%
|
7.25%
|
57.4%
|
933
|
63.99%
|
|
|
3286
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$401M
|
+$28.6M
|
+8%
|
6.49%
|
46.8%
|
118
|
5.93%
|
|
|
3287
|
E&G Advisors
Houston,
Texas
|
$401M
|
+$32.1M
|
+9%
|
7.84%
|
92.3%
|
218
|
6.42%
|
|
|
3288
|
Hunting Hill Global Capital
New York
|
$400M
|
+$64.2M
|
+19%
|
16%
|
132%
|
127
|
65.35%
|
|
|
3289
|
Lafayette Investments
Ashton,
Maryland
|
$400M
|
+$31.7M
|
+9%
|
10.2%
|
63.2%
|
133
|
12.03%
|
|
|
3290
|
WrapManager Inc
Mill Valley,
California
|
$400M
|
+$17M
|
+4%
|
5.43%
|
51.7%
|
338
|
19.53%
|
|
|
3291
|
Paradigm Asset Management
New York
|
$400M
|
+$34.8M
|
+10%
|
6.55%
|
51.6%
|
394
|
19.54%
|
|
|
3292
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$400M
|
+$36.9M
|
+10%
|
6.03%
|
55.1%
|
142
|
11.27%
|
|
|
3293
|
Beck Bode LLC
Dedham,
Massachusetts
|
$400M
|
+$41.1M
|
+11%
|
13.2%
|
128%
|
107
|
39.25%
|
|
|
3294
|
TRV GP III
Boston,
Massachusetts
|
$400M
|
-$127M
|
-24%
|
15.1%
|
170%
|
7
|
0%
|
|
|
3295
|
Medicxi Ventures Management
St. Helier,
Jersey
|
$400M
|
-$60.1M
|
-13%
|
14.3%
|
788%
|
7
|
14.29%
|
|
|
3296
|
Waller Financial Planning Group
Columbus,
Ohio
|
$399M
|
+$22.9M
|
+6%
|
4.24%
|
40.9%
|
56
|
7.14%
|
|
|
3297
|
Community Financial Services Group
Newport,
Vermont
|
$399M
|
+$31.5M
|
+9%
|
7.77%
|
–
|
108
|
6.48%
|
|
|
3298
|
Vantagepoint Investment Advisers
Washington,
District of Columbia
|
$399M
|
+$6.4M
|
+2%
|
2.45%
|
17%
|
2
|
0%
|
|
|
3299
|
HFR Wealth Management
Niskayuna,
New York
|
$398M
|
+$55M
|
+16%
|
13.9%
|
48.5%
|
64
|
7.81%
|
|
|
3300
|
BSW Wealth Partners
Boulder,
Colorado
|
$398M
|
+$40.5M
|
+11%
|
8.49%
|
75.4%
|
276
|
16.3%
|
|