|
3826
|
Doliver Advisors
Houston,
Texas
|
$326M
|
-$6.15M
|
-2%
|
1.34%
|
81%
|
153
|
11.76%
|
|
|
3827
|
Montgomery Investment Management
Rockville,
Maryland
|
$325M
|
+$35.3M
|
+12%
|
14.9%
|
98.4%
|
89
|
4.49%
|
|
|
3828
|
GSB Wealth Management
Guilford,
Connecticut
|
$325M
|
+$26.6M
|
+9%
|
8.21%
|
61.8%
|
209
|
9.09%
|
|
|
3829
|
Matthew Hamilton Rosenberg
|
$325M
|
+$24.9M
|
+8%
|
7.56%
|
48.3%
|
973
|
9.04%
|
|
|
3830
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$325M
|
+$29.9M
|
+10%
|
8.83%
|
74%
|
147
|
6.8%
|
|
|
3831
|
Firestone Capital Management
Coral Gables,
Florida
|
$325M
|
+$32.2M
|
+11%
|
10%
|
51.6%
|
134
|
8.21%
|
|
|
3832
|
Adams Street Partners
Chicago,
Illinois
|
$325M
|
+$38.3M
|
+13%
|
54.3%
|
399%
|
20
|
60%
|
|
|
3833
|
RS Crum Inc
Newport Beach,
California
|
$324M
|
+$45.9M
|
+16%
|
8.97%
|
48.5%
|
82
|
7.32%
|
|
|
3834
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$324M
|
+$30.9M
|
+11%
|
9.11%
|
52.8%
|
98
|
4.08%
|
|
|
3835
|
Whalerock Point Partners
Providence,
Rhode Island
|
$323M
|
+$34.8M
|
+12%
|
11.1%
|
103%
|
170
|
9.41%
|
|
|
3836
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$323M
|
+$38M
|
+13%
|
10.1%
|
49.6%
|
84
|
8.33%
|
|
|
3837
|
NFC Investments
Memphis,
Tennessee
|
$323M
|
–
|
–
|
10.1%
|
–
|
31
|
–
|
|
|
3838
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$323M
|
+$27.6M
|
+9%
|
10.4%
|
78.3%
|
203
|
7.39%
|
|
|
3839
|
EdenTree Asset Management
London,
United Kingdom
|
$323M
|
+$68M
|
+27%
|
12.3%
|
50.2%
|
77
|
12.99%
|
|
|
3840
|
WPWealth
Fort Worth,
Texas
|
$323M
|
+$61.7M
|
+24%
|
8.35%
|
38.2%
|
64
|
10.94%
|
|
|
3841
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$323M
|
+$23.7M
|
+8%
|
11.5%
|
72.9%
|
173
|
5.2%
|
|
|
3842
|
Sunburst Financial Group
Vestavia Hills,
Alabama
|
$323M
|
+$39.6M
|
+14%
|
8.72%
|
50.7%
|
105
|
18.1%
|
|
|
3843
|
Greenlea Lane Capital Management
Weston,
Connecticut
|
$323M
|
+$43.8M
|
+16%
|
16.8%
|
99.7%
|
10
|
10%
|
|
|
3844
|
Shikiar Asset Management
New York
|
$323M
|
+$35.4M
|
+12%
|
13.9%
|
97.8%
|
80
|
16.25%
|
|
|
3845
|
Waypoint Wealth Partners
Mill Valley,
California
|
$322M
|
+$34.4M
|
+12%
|
9.81%
|
52.1%
|
86
|
27.91%
|
|
|
3846
|
Source Financial Advisors
New York
|
$322M
|
+$25.8M
|
+9%
|
17%
|
18.5%
|
128
|
9.38%
|
|
|
3847
|
First Reserve GP XIII
Stamford,
Connecticut
|
$322M
|
-$7.71M
|
-2%
|
1.64%
|
5.56%
|
2
|
100%
|
|
|
3848
|
Halpern Financial
Ashburn,
Virginia
|
$322M
|
+$32.3M
|
+11%
|
10.5%
|
26.3%
|
274
|
31.02%
|
|
|
3849
|
Shayne & Jacobs LLC
Nashville,
Tennessee
|
$322M
|
+$21.6M
|
+7%
|
8.72%
|
73.4%
|
94
|
4.26%
|
|
|
3850
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$322M
|
+$40.4M
|
+14%
|
11.9%
|
80%
|
194
|
6.19%
|
|