|
3576
|
Confluence Wealth Management
Portland,
Oregon
|
$216M
|
+$11.9M
|
+6%
|
6.99%
|
31.9%
|
118
|
5.08%
|
|
|
3577
|
Peninsula Wealth
San Francisco,
California
|
$216M
|
+$15.9M
|
+8%
|
7.64%
|
30%
|
42
|
11.9%
|
|
|
3578
|
Bayberry Capital Partners
New York
|
$216M
|
–
|
–
|
17.8%
|
85.5%
|
14
|
–
|
|
|
3579
|
Stratos Investment Management
Beachwood,
Ohio
|
$216M
|
+$39.2M
|
+22%
|
7.62%
|
48.5%
|
111
|
27.03%
|
|
|
3580
|
Winfield Associates
Cleveland,
Ohio
|
$216M
|
+$11M
|
+5%
|
7.2%
|
77.8%
|
153
|
10.46%
|
|
|
3581
|
Claybrook Capital
Wellesley,
Massachusetts
|
$215M
|
+$20.6M
|
+11%
|
3.57%
|
7.15%
|
108
|
12.04%
|
|
|
3582
|
Napier Park Global Capital (US)
New York
|
$215M
|
+$144M
|
+202%
|
7.23%
|
237%
|
37
|
86.49%
|
|
|
3583
|
Kestrel Investment Management
San Mateo,
California
|
$215M
|
+$13.4M
|
+7%
|
13.5%
|
82.9%
|
51
|
31.37%
|
|
|
3584
|
Beech Hill Advisors
New York
|
$215M
|
+$27.4M
|
+15%
|
10.3%
|
79.3%
|
81
|
16.05%
|
|
|
3585
|
Essex Woodlands Management
The Woodlands,
Texas
|
$214M
|
+$53.9M
|
+34%
|
1.97%
|
203%
|
8
|
25%
|
|
|
3586
|
Kingfisher Capital
Charlotte,
North Carolina
|
$214M
|
+$46.8M
|
+28%
|
5.99%
|
58.5%
|
152
|
13.16%
|
|
|
3587
|
Covenant Partners
Nashville,
Tennessee
|
$214M
|
+$25.9M
|
+14%
|
10.8%
|
70.3%
|
211
|
24.17%
|
|
|
3588
|
|
$214M
|
+$20.3M
|
+10%
|
9.56%
|
105%
|
130
|
13.08%
|
|
|
3589
|
American Money Management
Rancho Santa Fe,
California
|
$214M
|
+$26.8M
|
+14%
|
8.53%
|
54.1%
|
86
|
11.63%
|
|
|
3590
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$214M
|
+$21.4M
|
+11%
|
5.84%
|
54.4%
|
333
|
8.41%
|
|
|
3591
|
Trinity Legacy Partners
Houston,
Texas
|
$214M
|
+$11.6M
|
+6%
|
1.49%
|
63.3%
|
96
|
43.75%
|
|
|
3592
|
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
|
$213M
|
+$16.4M
|
+8%
|
7.58%
|
64.1%
|
186
|
6.45%
|
|
|
3593
|
Schulhoff & Co
Cincinnati,
Ohio
|
$213M
|
+$9.22M
|
+5%
|
4.68%
|
42.7%
|
112
|
6.25%
|
|
|
3594
|
Rational Advisors
Huntington,
New York
|
$213M
|
-$45.1M
|
-17%
|
7.84%
|
37.7%
|
607
|
19.77%
|
|
|
3595
|
Leap Investments
Chicago,
Illinois
|
$213M
|
+$12M
|
+6%
|
14.1%
|
–
|
697
|
85.08%
|
|
|
3596
|
Consolidated Investment Group
Englewood,
Colorado
|
$213M
|
+$18.6M
|
+10%
|
12%
|
140%
|
47
|
4.26%
|
|
|
3597
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$213M
|
+$28.9M
|
+16%
|
6.87%
|
64.8%
|
249
|
18.88%
|
|
|
3598
|
Lighthouse Financial Advisors
New Market,
Maryland
|
$213M
|
–
|
–
|
7.4%
|
–
|
293
|
–
|
|
|
3599
|
Finepoint Capital
Boston,
Massachusetts
|
$212M
|
-$127M
|
-37%
|
0%
|
24.8%
|
2
|
50%
|
|
|
3600
|
Bourne Lent Asset Management
Pawling,
New York
|
$212M
|
+$3.81M
|
+2%
|
12.2%
|
75.7%
|
61
|
9.84%
|
|