|
3326
|
Rothschild Capital Partners
New York
|
$240M
|
+$59.8M
|
+33%
|
21.2%
|
90.8%
|
38
|
13.16%
|
|
|
3327
|
Delta Investment Management
San Francisco,
California
|
$240M
|
+$109M
|
+83%
|
25.8%
|
65.8%
|
160
|
41.88%
|
|
|
3328
|
Northstar Wealth Partners
West Hartford,
Connecticut
|
$239M
|
+$42.7M
|
+22%
|
17.3%
|
36.2%
|
186
|
15.05%
|
|
|
3329
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$239M
|
-$32.7M
|
-12%
|
9.17%
|
62.7%
|
206
|
39.81%
|
|
|
3330
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$239M
|
+$33.8M
|
+16%
|
15.4%
|
46.5%
|
72
|
5.56%
|
|
|
3331
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$239M
|
+$34.5M
|
+17%
|
18.9%
|
62.3%
|
542
|
18.08%
|
|
|
3332
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$239M
|
+$44.3M
|
+23%
|
21.1%
|
78.3%
|
187
|
13.9%
|
|
|
3333
|
Lincoln Capital
Lincoln,
Nebraska
|
$239M
|
+$40.9M
|
+21%
|
15.9%
|
63.8%
|
81
|
12.35%
|
|
|
3334
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$239M
|
+$39.2M
|
+20%
|
20.1%
|
108%
|
124
|
12.9%
|
|
|
3335
|
Henry James International Management
New York
|
$239M
|
+$44.2M
|
+23%
|
25.1%
|
123%
|
134
|
10.45%
|
|
|
3336
|
Kayak Investment Partners
San Francisco,
California
|
$239M
|
+$13.1M
|
+6%
|
41.1%
|
27%
|
26
|
42.31%
|
|
|
3337
|
Compton Capital Management
Providence,
Rhode Island
|
$239M
|
+$35.7M
|
+18%
|
20.8%
|
75.6%
|
133
|
11.28%
|
|
|
3338
|
Rizvi Traverse Management
West Palm Beach,
Florida
|
$239M
|
+$120M
|
+102%
|
81.8%
|
–
|
2
|
0%
|
|
|
3339
|
BCM Advisors
Lafayette,
Louisiana
|
$239M
|
+$30.8M
|
+15%
|
8.95%
|
59.3%
|
50
|
14%
|
|
|
3340
|
Spotlight Asset Group
Oakbrook Terrace,
Illinois
|
$239M
|
+$50.6M
|
+27%
|
17.6%
|
–
|
157
|
36.94%
|
|
|
3341
|
Voleon Capital Management
Berkeley,
California
|
$239M
|
–
|
–
|
49.8%
|
–
|
10
|
–
|
|
|
3342
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$238M
|
+$26.1M
|
+12%
|
11.1%
|
16.4%
|
104
|
14.42%
|
|
|
3343
|
Argyle Capital Management
Center Valley,
Pennsylvania
|
$238M
|
+$26.7M
|
+13%
|
14.3%
|
95.8%
|
124
|
4.03%
|
|
|
3344
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$238M
|
+$46M
|
+24%
|
17.6%
|
13%
|
51
|
3.92%
|
|
|
3345
|
TrueWealth LLC
Atlanta,
Georgia
|
$238M
|
+$32.6M
|
+16%
|
15.2%
|
–
|
804
|
13.68%
|
|
|
3346
|
Stoneridge Investment Partners
Radnor,
Pennsylvania
|
$238M
|
+$15.2M
|
+7%
|
19.6%
|
44.2%
|
140
|
39.29%
|
|
|
3347
|
Kalos Management
Alpharetta,
Georgia
|
$237M
|
+$13.1M
|
+6%
|
21.5%
|
48.5%
|
234
|
20.09%
|
|
|
3348
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$237M
|
+$16.7M
|
+8%
|
14.5%
|
45.6%
|
58
|
6.9%
|
|
|
3349
|
Lighthouse Financial Advisors
New Market,
Maryland
|
$237M
|
+$73.1M
|
+45%
|
25.4%
|
–
|
105
|
34.29%
|
|
|
3350
|
Fruth Investment Management
Houston,
Texas
|
$237M
|
+$41.8M
|
+21%
|
21.6%
|
71%
|
199
|
8.04%
|
|