|
3401
|
Moody Aldrich Partners
Marblehead,
Massachusetts
|
$155M
|
+$11.5M
|
+8%
|
12.8%
|
336%
|
113
|
38.94%
|
|
|
3402
|
La Financiere de L'Echiquier
Paris,
France
|
$155M
|
+$12.4M
|
+9%
|
1.72%
|
27.9%
|
42
|
16.67%
|
|
|
3403
|
Solaris Asset Management
New York
|
$155M
|
-$3.71M
|
-2%
|
4.94%
|
74%
|
512
|
50.39%
|
|
|
3404
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$155M
|
+$9.87M
|
+7%
|
3.64%
|
36.6%
|
26
|
42.31%
|
|
|
3405
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$155M
|
+$14.7M
|
+10%
|
2.85%
|
46.7%
|
145
|
22.07%
|
|
|
3406
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$155M
|
+$927K
|
+0.6%
|
0.49%
|
112%
|
54
|
5.56%
|
|
|
3407
|
Prime Capital Management
Hong Kong
|
$155M
|
+$47.8M
|
+45%
|
19.3%
|
579%
|
5
|
20%
|
|
|
3408
|
Bislett Management
Palo Alto,
California
|
$154M
|
+$3.35M
|
+2%
|
0.61%
|
19.8%
|
31
|
22.58%
|
|
|
3409
|
WESPAC Advisors SoCal
Pasadena,
California
|
$154M
|
+$6.2M
|
+4%
|
3.06%
|
127%
|
301
|
21.93%
|
|
|
3410
|
Yorktown Energy Partners IX
New York
|
$154M
|
–
|
–
|
8.28%
|
67.3%
|
1
|
–
|
|
|
3411
|
Liberty Capital Management
Birmingham,
Michigan
|
$154M
|
+$628K
|
+0.4%
|
3.35%
|
–
|
265
|
12.08%
|
|
|
3412
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$154M
|
+$1.32M
|
+0.9%
|
1.66%
|
36.7%
|
71
|
11.27%
|
|
|
3413
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$154M
|
+$8.18M
|
+6%
|
7.14%
|
137%
|
87
|
18.39%
|
|
|
3414
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$154M
|
+$9.3M
|
+6%
|
0.34%
|
92.5%
|
99
|
19.19%
|
|
|
3415
|
Stone Run Capital
New York
|
$154M
|
-$7.03M
|
-4%
|
1.54%
|
77.8%
|
70
|
5.71%
|
|
|
3416
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$153M
|
+$1.92M
|
+1%
|
1.29%
|
39.1%
|
26
|
7.69%
|
|
|
3417
|
Weatherstone Capital Management
Denver,
Colorado
|
$153M
|
+$30.9M
|
+25%
|
1.5%
|
32%
|
112
|
39.29%
|
|
|
3418
|
Keystone Financial Planning
Cleveland,
Ohio
|
$153M
|
+$821K
|
+0.5%
|
1.06%
|
34.1%
|
47
|
8.51%
|
|
|
3419
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$153M
|
+$8.62M
|
+6%
|
3.69%
|
65%
|
89
|
12.36%
|
|
|
3420
|
Malaga Cove Capital
Pv Estates,
California
|
$153M
|
+$14.2M
|
+10%
|
5.13%
|
88.1%
|
129
|
27.91%
|
|
|
3421
|
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
|
$153M
|
–
|
–
|
9.41%
|
39.2%
|
6
|
–
|
|
|
3422
|
Alpha Windward
Westwood,
Massachusetts
|
$153M
|
+$8.88M
|
+6%
|
6.11%
|
33.6%
|
494
|
34.21%
|
|
|
3423
|
Park Circle Company
Baltimore,
Maryland
|
$153M
|
+$8.44M
|
+6%
|
4.55%
|
70.5%
|
101
|
12.87%
|
|
|
3424
|
Wechter Feldman Wealth Management
Parsippany,
New Jersey
|
$153M
|
–
|
–
|
2.4%
|
53.8%
|
30
|
–
|
|
|
3425
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$153M
|
+$17.8M
|
+13%
|
3.14%
|
93.6%
|
55
|
36.36%
|
|