|
3376
|
Mason & Associates (California)
Los Angeles,
California
|
$313M
|
+$30.9M
|
+11%
|
6.24%
|
68.5%
|
90
|
20%
|
|
|
3377
|
Nine Masts Capital
Central,
Hong Kong
|
$313M
|
+$54.7M
|
+21%
|
3.49%
|
76.5%
|
62
|
50%
|
|
|
3378
|
Bison Wealth
Atlanta,
Georgia
|
$313M
|
+$58.3M
|
+23%
|
8.34%
|
37.4%
|
288
|
19.44%
|
|
|
3379
|
WestHill Financial Advisors
San Rafael,
California
|
$313M
|
+$19.7M
|
+7%
|
6.51%
|
55.9%
|
121
|
11.57%
|
|
|
3380
|
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
$313M
|
+$25.4M
|
+9%
|
18.1%
|
174%
|
46
|
73.91%
|
|
|
3381
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$313M
|
$0
|
0%
|
3.1%
|
70.3%
|
54
|
0%
|
|
|
3382
|
Perkins Coie Trust Company
Seattle,
Washington
|
$313M
|
+$52M
|
+20%
|
10.1%
|
70.8%
|
237
|
5.06%
|
|
|
3383
|
JT Stratford LLC
Gainesville,
Georgia
|
$313M
|
+$31.6M
|
+11%
|
6.49%
|
81.3%
|
229
|
25.76%
|
|
|
3384
|
Requisite Capital Management
Dallas,
Texas
|
$313M
|
+$16.4M
|
+6%
|
6.15%
|
31.7%
|
75
|
41.33%
|
|
|
3385
|
Pertento Partners
London,
United Kingdom
|
$312M
|
+$65.6M
|
+27%
|
0.64%
|
141%
|
20
|
40%
|
|
|
3386
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$312M
|
+$44.4M
|
+17%
|
8.14%
|
–
|
195
|
16.41%
|
|
|
3387
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$312M
|
+$38.8M
|
+14%
|
6.61%
|
76.6%
|
54
|
25.93%
|
|
|
3388
|
WrapManager Inc
Mill Valley,
California
|
$311M
|
+$15.2M
|
+5%
|
7.02%
|
51.7%
|
306
|
23.53%
|
|
|
3389
|
|
$311M
|
+$33.7M
|
+12%
|
8.44%
|
41.4%
|
49
|
6.12%
|
|
|
3390
|
Cypress Wealth Services
Palm Desert,
California
|
$311M
|
+$17.1M
|
+6%
|
6.38%
|
71.8%
|
242
|
11.57%
|
|
|
3391
|
SC XII Management
Menlo Park,
California
|
$311M
|
-$35.6M
|
-10%
|
10.3%
|
73.4%
|
1
|
0%
|
|
|
3392
|
Tucker Asset Management
Littleton,
Colorado
|
$311M
|
+$4.25M
|
+1%
|
1.49%
|
54.4%
|
943
|
14.63%
|
|
|
3393
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$311M
|
+$52.8M
|
+20%
|
13.6%
|
72.2%
|
141
|
24.11%
|
|
|
3394
|
TenCore Partners
New York
|
$310M
|
-$46.1M
|
-13%
|
5.23%
|
64.8%
|
13
|
15.38%
|
|
|
3395
|
Callan Family Office
Radnor,
Pennsylvania
|
$310M
|
–
|
–
|
10.2%
|
69%
|
102
|
–
|
|
|
3396
|
Plimoth Trust
Plymouth,
Massachusetts
|
$310M
|
+$20.8M
|
+7%
|
10.3%
|
94%
|
162
|
4.32%
|
|
|
3397
|
Pacifica Capital Investments
Leander,
Texas
|
$310M
|
+$46.1M
|
+17%
|
16.6%
|
83.4%
|
20
|
5%
|
|
|
3398
|
Finepoint Capital
Boston,
Massachusetts
|
$309M
|
+$5.25M
|
+2%
|
2.31%
|
24.8%
|
61
|
34.43%
|
|
|
3399
|
|
$309M
|
-$48.6M
|
-14%
|
7.76%
|
72.6%
|
18
|
38.89%
|
|
|
3400
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$309M
|
+$22M
|
+8%
|
9.43%
|
104%
|
603
|
10.61%
|
|