|
3601
|
Birinyi Associates
Westport,
Connecticut
|
$270M
|
+$33.4M
|
+14%
|
11.8%
|
102%
|
71
|
12.68%
|
|
|
3602
|
REDW Wealth
Albuquerque,
New Mexico
|
$270M
|
+$32.4M
|
+14%
|
11.1%
|
44.4%
|
99
|
11.11%
|
|
|
3603
|
|
$270M
|
-$144M
|
-35%
|
21.7%
|
187%
|
171
|
92.4%
|
|
|
3604
|
Pacific Center for Financial Services
San Ramon,
California
|
$270M
|
+$28.5M
|
+12%
|
10.9%
|
43.4%
|
354
|
12.71%
|
|
|
3605
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$270M
|
+$25.4M
|
+10%
|
10.8%
|
61%
|
152
|
7.24%
|
|
|
3606
|
DCM International IV
Menlo Park,
California
|
$270M
|
–
|
–
|
36.1%
|
–
|
1
|
–
|
|
|
3607
|
Element Pointe Advisors
Miami,
Florida
|
$270M
|
+$45.5M
|
+20%
|
20%
|
54.9%
|
119
|
22.69%
|
|
|
3608
|
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
|
$269M
|
+$30.6M
|
+13%
|
16.6%
|
147%
|
219
|
3.2%
|
|
|
3609
|
Fiducient Advisors
Chicago,
Illinois
|
$269M
|
+$91.4M
|
+51%
|
11.8%
|
43.9%
|
80
|
72.5%
|
|
|
3610
|
BT Wealth Management
Atlanta,
Georgia
|
$269M
|
+$38.8M
|
+17%
|
12.5%
|
34.8%
|
67
|
19.4%
|
|
|
3611
|
Pacifica Capital Investments
Leander,
Texas
|
$269M
|
+$52.2M
|
+24%
|
36.9%
|
83.4%
|
19
|
0%
|
|
|
3612
|
Spotlight Asset Group
Oakbrook Terrace,
Illinois
|
$269M
|
+$14.3M
|
+6%
|
11.7%
|
–
|
169
|
28.99%
|
|
|
3613
|
Crossvault Capital Management
San Antonio,
Texas
|
$269M
|
+$38.4M
|
+17%
|
12%
|
56.4%
|
76
|
7.89%
|
|
|
3614
|
Argyle Capital Management
Center Valley,
Pennsylvania
|
$269M
|
+$24.5M
|
+10%
|
13.2%
|
95.8%
|
128
|
2.34%
|
|
|
3615
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$269M
|
+$31.3M
|
+13%
|
11.3%
|
42.9%
|
37
|
8.11%
|
|
|
3616
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
$268M
|
+$31.3M
|
+13%
|
11.9%
|
86.4%
|
128
|
13.28%
|
|
|
3617
|
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
|
$268M
|
+$61.5M
|
+30%
|
19.9%
|
187%
|
64
|
53.13%
|
|
|
3618
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$268M
|
+$23.8M
|
+10%
|
4.94%
|
24.5%
|
43
|
13.95%
|
|
|
3619
|
Bullseye Asset Management
Denver,
Colorado
|
$268M
|
+$48.6M
|
+22%
|
28.4%
|
55%
|
111
|
23.42%
|
|
|
3620
|
59 North Capital Management
Houston,
Texas
|
$268M
|
–
|
–
|
31.8%
|
101%
|
13
|
–
|
|
|
3621
|
Inspire Advisors
Meridian,
Idaho
|
$268M
|
–
|
–
|
12.2%
|
44%
|
833
|
–
|
|
|
3622
|
Altium Capital Management
New York
|
$268M
|
–
|
–
|
47.5%
|
–
|
94
|
–
|
|
|
3623
|
Windsor Capital Management
Phoenix,
Arizona
|
$268M
|
+$28.5M
|
+12%
|
11%
|
46.1%
|
120
|
9.17%
|
|
|
3624
|
Rice Partnership
Honolulu,
Hawaii
|
$268M
|
+$37.2M
|
+16%
|
12.6%
|
123%
|
112
|
19.64%
|
|
|
3625
|
Journey Advisory Group
Covington,
Kentucky
|
$267M
|
–
|
–
|
10.9%
|
58.7%
|
180
|
–
|
|