|
3476
|
West Family Investments
Carlsbad,
California
|
$352M
|
-$14.9M
|
-4%
|
12.3%
|
76.4%
|
360
|
30.83%
|
|
|
3477
|
Orchard Capital Management
Chicago,
Illinois
|
$352M
|
+$10.8M
|
+3%
|
5.58%
|
102%
|
54
|
24.07%
|
|
|
3478
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$352M
|
+$198M
|
+129%
|
3.9%
|
56.8%
|
223
|
49.78%
|
|
|
3479
|
Bender Robert & Associates
Pasadena,
California
|
$351M
|
+$4.55M
|
+1%
|
6.8%
|
116%
|
46
|
2.17%
|
|
|
3480
|
Peninsula Wealth
San Francisco,
California
|
$351M
|
-$20.7M
|
-6%
|
5.93%
|
30%
|
70
|
10%
|
|
|
3481
|
TFC Financial Management
Boston,
Massachusetts
|
$351M
|
+$21.1M
|
+6%
|
4.46%
|
60%
|
610
|
12.46%
|
|
|
3482
|
Nextech Invest
Zurich,
Switzerland
|
$350M
|
-$29.3M
|
-8%
|
20.5%
|
631%
|
14
|
21.43%
|
|
|
3483
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$350M
|
+$3M
|
+0.9%
|
4.39%
|
61.4%
|
146
|
13.01%
|
|
|
3484
|
Pacific Capital Wealth Advisors
Corona,
California
|
$350M
|
+$2.6M
|
+0.7%
|
4.71%
|
46.9%
|
96
|
10.42%
|
|
|
3485
|
Inscription Capital
Houston,
Texas
|
$350M
|
-$16.2M
|
-4%
|
2.25%
|
–
|
228
|
19.74%
|
|
|
3486
|
Holloway Wealth Management
Gainesville,
Florida
|
$350M
|
-$730K
|
-0.2%
|
0.29%
|
50.7%
|
349
|
0%
|
|
|
3487
|
Gould Asset Management
Claremont,
California
|
$349M
|
-$7.85M
|
-2%
|
4.07%
|
37.6%
|
148
|
6.76%
|
|
|
3488
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$349M
|
+$9.36M
|
+3%
|
0.58%
|
76.6%
|
140
|
9.29%
|
|
|
3489
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$349M
|
-$9.73M
|
-3%
|
5.34%
|
42.9%
|
40
|
2.5%
|
|
|
3490
|
Cartica Management
Washington,
District of Columbia
|
$349M
|
-$124M
|
-26%
|
12.5%
|
92.9%
|
15
|
13.33%
|
|
|
3491
|
Dixon Hughes Goodman Wealth Advisors
Asheville,
North Carolina
|
$349M
|
+$41.7M
|
+14%
|
2.05%
|
–
|
1,119
|
29.67%
|
|
|
3492
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$349M
|
-$19.2M
|
-5%
|
3.78%
|
–
|
172
|
8.72%
|
|
|
3493
|
Summit Asset Management
Memphis,
Tennessee
|
$348M
|
-$4.27M
|
-1%
|
3.46%
|
43.3%
|
165
|
10.3%
|
|
|
3494
|
Marathon Capital Management
Hunt Valley,
Maryland
|
$348M
|
-$78.4M
|
-18%
|
7.25%
|
70.9%
|
173
|
49.71%
|
|
|
3495
|
IDG China Venture Capital Fund IV Associates
Hong Kong
|
$348M
|
-$152M
|
-30%
|
30%
|
89.6%
|
4
|
0%
|
|
|
3496
|
Avion Wealth
The Woodlands,
Texas
|
$348M
|
-$6.04M
|
-2%
|
0.74%
|
45.4%
|
445
|
9.44%
|
|
|
3497
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$347M
|
+$27.3M
|
+9%
|
2.35%
|
71.4%
|
251
|
7.97%
|
|
|
3498
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$347M
|
-$33.2M
|
-9%
|
1.05%
|
59.4%
|
217
|
11.52%
|
|
|
3499
|
Engine Capital Management
New York
|
$347M
|
-$30.3M
|
-8%
|
3.93%
|
22.2%
|
37
|
27.03%
|
|
|
3500
|
WestHill Financial Advisors
San Rafael,
California
|
$347M
|
-$7.15M
|
-2%
|
5.76%
|
55.9%
|
134
|
15.67%
|
|