|
3351
|
Westside Investment Management
Santa Monica,
California
|
$437M
|
+$19.7M
|
+5%
|
4.11%
|
114%
|
1,011
|
13.65%
|
|
|
3352
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$437M
|
+$43.2M
|
+11%
|
2.84%
|
–
|
180
|
15%
|
|
|
3353
|
IDG China Venture Capital Fund IV Associates
Hong Kong
|
$437M
|
-$6.15M
|
-1%
|
14.4%
|
59.2%
|
4
|
0%
|
|
|
3354
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$436M
|
+$15.2M
|
+4%
|
4.31%
|
111%
|
176
|
7.39%
|
|
|
3355
|
Fourth Sail Capital
Camana Bay Grand Cayman,
Cayman Islands
|
$436M
|
+$101M
|
+30%
|
5.93%
|
–
|
28
|
39.29%
|
|
|
3356
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$436M
|
+$40.3M
|
+10%
|
5.35%
|
87.9%
|
266
|
16.54%
|
|
|
3357
|
Centre Asset Management
New York
|
$436M
|
+$16.5M
|
+4%
|
3.53%
|
45.3%
|
66
|
16.67%
|
|
|
3358
|
Fermata Advisors
Sonoma,
California
|
$435M
|
-$8.48M
|
-2%
|
1.88%
|
49.3%
|
249
|
23.29%
|
|
|
3359
|
Steginsky Capital
Port Washington,
New York
|
$435M
|
+$20M
|
+5%
|
6.99%
|
115%
|
7
|
0%
|
|
|
3360
|
Light Street Capital Management
Palo Alto,
California
|
$435M
|
+$21.8M
|
+5%
|
13%
|
377%
|
34
|
58.82%
|
|
|
3361
|
Adams Wealth Management
Logan,
Utah
|
$434M
|
+$24.2M
|
+6%
|
3.31%
|
105%
|
107
|
7.48%
|
|
|
3362
|
CacheTech Inc
Logan,
Utah
|
$434M
|
–
|
–
|
3.31%
|
–
|
105
|
–
|
|
|
3363
|
Burton Enright Welch
Walnut Creek,
California
|
$434M
|
+$18.2M
|
+4%
|
0.83%
|
62.8%
|
98
|
15.31%
|
|
|
3364
|
Vantage Wealth
Pasadena,
California
|
$434M
|
+$4.93M
|
+1%
|
3.07%
|
56.1%
|
37
|
16.22%
|
|
|
3365
|
Gould Asset Management
Claremont,
California
|
$434M
|
+$20.1M
|
+5%
|
1.83%
|
42.8%
|
169
|
6.51%
|
|
|
3366
|
Black Swift Group
Boulder,
Colorado
|
$433M
|
+$42.9M
|
+11%
|
7.89%
|
139%
|
138
|
49.28%
|
|
|
3367
|
|
$433M
|
-$1.07M
|
-0.2%
|
1.93%
|
95.2%
|
53
|
7.55%
|
|
|
3368
|
Pasadena Private Wealth
Pasadena,
California
|
$433M
|
-$2.14M
|
-0.5%
|
0.99%
|
53%
|
170
|
23.53%
|
|
|
3369
|
|
$432M
|
+$18.9M
|
+5%
|
2.87%
|
79.7%
|
276
|
8.7%
|
|
|
3370
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$432M
|
+$24.2M
|
+6%
|
2.38%
|
–
|
221
|
25.79%
|
|
|
3371
|
Makena Capital Management
Menlo Park,
California
|
$432M
|
+$2.01M
|
+0.5%
|
1.62%
|
78.7%
|
52
|
51.92%
|
|
|
3372
|
Hohimer Wealth Management
Seattle,
Washington
|
$431M
|
+$4.16M
|
+1%
|
2.25%
|
99.7%
|
264
|
34.47%
|
|
|
3373
|
M. Kulyk & Associates
Decatur,
Georgia
|
$430M
|
-$815K
|
-0.2%
|
1.78%
|
63.3%
|
115
|
12.17%
|
|
|
3374
|
Cambridge Advisors
Omaha,
Nebraska
|
$430M
|
+$6.29M
|
+1%
|
1.33%
|
52.9%
|
169
|
2.37%
|
|
|
3375
|
Perkins Coie Trust Company
Seattle,
Washington
|
$430M
|
+$3.38M
|
+0.8%
|
2.5%
|
70.8%
|
297
|
16.84%
|
|