|
3326
|
Makena Capital Management
Menlo Park,
California
|
$430M
|
-$12M
|
-3%
|
6.53%
|
74.3%
|
43
|
13.95%
|
|
|
3327
|
Cypress Wealth Services
Palm Desert,
California
|
$429M
|
+$28.3M
|
+7%
|
6.76%
|
71.8%
|
266
|
10.15%
|
|
|
3328
|
Symphony Financial
Houston,
Texas
|
$429M
|
-$35.8M
|
-8%
|
10%
|
71.2%
|
212
|
17.45%
|
|
|
3329
|
TMD Wealth Management
Scottsdale,
Arizona
|
$429M
|
+$45.2M
|
+12%
|
4.67%
|
2.41%
|
63
|
20.63%
|
|
|
3330
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$429M
|
+$44.4M
|
+12%
|
6.37%
|
–
|
65
|
21.54%
|
|
|
3331
|
Nekton Capital
London,
United Kingdom
|
$429M
|
-$6.47M
|
-1%
|
6.64%
|
30.1%
|
21
|
61.9%
|
|
|
3332
|
Vantage Wealth
Pasadena,
California
|
$429M
|
-$25.9M
|
-6%
|
6.17%
|
56.1%
|
43
|
23.26%
|
|
|
3333
|
Dechtman Wealth Management
Centennial,
Colorado
|
$429M
|
+$48.4M
|
+13%
|
8.89%
|
–
|
64
|
14.06%
|
|
|
3334
|
New Hampshire Trust
Concord,
New Hampshire
|
$428M
|
+$11.8M
|
+3%
|
9.52%
|
75.9%
|
180
|
8.89%
|
|
|
3335
|
Investors Research Corp
Atlanta,
Georgia
|
$428M
|
+$13.4M
|
+3%
|
7.15%
|
57.2%
|
1,112
|
11.69%
|
|
|
3336
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$428M
|
+$35.5M
|
+9%
|
5.5%
|
47.8%
|
54
|
16.67%
|
|
|
3337
|
Divisadero Street Capital Management
Miami,
Florida
|
$427M
|
-$15.4M
|
-3%
|
25.6%
|
640%
|
86
|
66.28%
|
|
|
3338
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$427M
|
+$31.4M
|
+8%
|
10.2%
|
92.8%
|
197
|
6.09%
|
|
|
3339
|
Hohimer Wealth Management
Seattle,
Washington
|
$427M
|
+$32.3M
|
+8%
|
8.26%
|
85.5%
|
246
|
30.08%
|
|
|
3340
|
Perkins Coie Trust Company
Seattle,
Washington
|
$427M
|
+$30.6M
|
+8%
|
7.54%
|
70.8%
|
300
|
15%
|
|
|
3341
|
Bender Robert & Associates
Pasadena,
California
|
$427M
|
+$29.9M
|
+8%
|
17.1%
|
116%
|
50
|
14%
|
|
|
3342
|
Sivik Global Healthcare
Greenwich,
Connecticut
|
$427M
|
+$187M
|
+78%
|
12.5%
|
53.8%
|
55
|
43.64%
|
|
|
3343
|
Callan Family Office
Radnor,
Pennsylvania
|
$427M
|
+$21.6M
|
+5%
|
8.38%
|
69%
|
109
|
27.52%
|
|
|
3344
|
Schoolcraft Capital
Boulder,
Colorado
|
$426M
|
+$30.2M
|
+8%
|
7.54%
|
44.8%
|
68
|
8.82%
|
|
|
3345
|
Secure Asset Management
Troy,
Michigan
|
$425M
|
+$53.2M
|
+14%
|
8.56%
|
86.5%
|
266
|
28.95%
|
|
|
3346
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$425M
|
+$135M
|
+47%
|
7.21%
|
40.1%
|
444
|
38.29%
|
|
|
3347
|
Pacific Capital Wealth Advisors
Corona,
California
|
$425M
|
+$30.3M
|
+8%
|
5.56%
|
46.9%
|
544
|
41.18%
|
|
|
3348
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$424M
|
-$158K
|
-0%
|
5.83%
|
58.2%
|
187
|
2.14%
|
|
|
3349
|
Rice Partnership
Honolulu,
Hawaii
|
$424M
|
+$41.2M
|
+11%
|
13.1%
|
123%
|
166
|
28.31%
|
|
|
3350
|
Edenbrook Capital
Mt. Kisco,
New York
|
$424M
|
+$59.5M
|
+16%
|
13.8%
|
249%
|
17
|
29.41%
|
|