|
3876
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$290M
|
+$22.7M
|
+8%
|
10.5%
|
106%
|
75
|
5.33%
|
|
|
3877
|
White Pine Investment Company
Livonia,
Michigan
|
$290M
|
+$11.5M
|
+4%
|
4.35%
|
66.3%
|
64
|
9.38%
|
|
|
3878
|
SoftVest Advisors
Abilene,
Texas
|
$290M
|
-$34.6M
|
-11%
|
13.3%
|
178%
|
5
|
40%
|
|
|
3879
|
B&D White Capital Company
Lakeway,
Texas
|
$290M
|
-$5.36M
|
-2%
|
2.74%
|
38.1%
|
77
|
53.25%
|
|
|
3880
|
Trybe Capital Management
Greenwich,
Connecticut
|
$289M
|
+$106M
|
+58%
|
21.6%
|
681%
|
15
|
20%
|
|
|
3881
|
Blue Door Asset Management
Stamford,
Connecticut
|
$289M
|
+$113M
|
+64%
|
13.8%
|
127%
|
27
|
37.04%
|
|
|
3882
|
Maltese Capital Management
New York
|
$289M
|
+$21.3M
|
+8%
|
0.13%
|
114%
|
105
|
20.95%
|
|
|
3883
|
CIC Wealth
Rockville,
Maryland
|
$289M
|
+$23.9M
|
+9%
|
8.88%
|
–
|
170
|
11.76%
|
|
|
3884
|
Finepoint Capital
Boston,
Massachusetts
|
$289M
|
+$27.3M
|
+10%
|
18.4%
|
27.4%
|
42
|
21.43%
|
|
|
3885
|
Northside Capital Management
Hood River,
Oregon
|
$289M
|
-$82.7M
|
-22%
|
5.14%
|
94.8%
|
119
|
12.61%
|
|
|
3886
|
KCS Wealth Advisory
Los Angeles,
California
|
$289M
|
+$24.2M
|
+9%
|
6.57%
|
45.3%
|
161
|
14.91%
|
|
|
3887
|
Kraft Davis & Associates
St. Louis,
Missouri
|
$288M
|
–
|
–
|
5.79%
|
75%
|
109
|
–
|
|
|
3888
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$288M
|
+$33.5M
|
+13%
|
5.46%
|
67%
|
130
|
16.15%
|
|
|
3889
|
Westover Capital Advisors
Wilmington,
Delaware
|
$288M
|
+$17.9M
|
+7%
|
8.74%
|
133%
|
188
|
25%
|
|
|
3890
|
Impact Partnership Wealth
Marietta,
Georgia
|
$288M
|
–
|
–
|
4.5%
|
47.3%
|
920
|
–
|
|
|
3891
|
O'Brien Greene & Co
Media,
Pennsylvania
|
$288M
|
+$20.7M
|
+8%
|
3.5%
|
81.4%
|
127
|
6.3%
|
|
|
3892
|
Hamilton Wealth
Encino,
California
|
$287M
|
+$3.79M
|
+1%
|
7.45%
|
108%
|
105
|
24.76%
|
|
|
3893
|
Biechele Royce Advisors
Fishers,
Indiana
|
$287M
|
+$18.2M
|
+7%
|
4.59%
|
39.2%
|
73
|
15.07%
|
|
|
3894
|
Financial Management Network
Mission Viejo,
California
|
$287M
|
+$37.9M
|
+15%
|
7%
|
57.4%
|
145
|
16.55%
|
|
|
3895
|
Bourne Lent Asset Management
Pawling,
New York
|
$287M
|
+$22.3M
|
+8%
|
13%
|
76.1%
|
63
|
3.17%
|
|
|
3896
|
Family Capital Trust
Peabody,
Massachusetts
|
$287M
|
+$28.4M
|
+11%
|
13.6%
|
32.3%
|
52
|
0%
|
|
|
3897
|
Hourglass Capital
Houston,
Texas
|
$287M
|
+$9.76M
|
+4%
|
3.94%
|
89.6%
|
108
|
13.89%
|
|
|
3898
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$287M
|
+$22M
|
+8%
|
14.8%
|
197%
|
345
|
26.38%
|
|
|
3899
|
Sunburst Financial Group
Vestavia Hills,
Alabama
|
$287M
|
+$15.4M
|
+6%
|
3.99%
|
50.7%
|
93
|
5.38%
|
|
|
3900
|
WESCAP Management Group
Glendale,
California
|
$286M
|
+$2.54M
|
+0.9%
|
2.29%
|
45.7%
|
90
|
3.33%
|
|