|
3926
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$260M
|
+$16.8M
|
+7%
|
5.31%
|
68.1%
|
184
|
16.85%
|
|
|
3927
|
Arlington Financial Advisors
Santa Barbara,
California
|
$260M
|
+$22.5M
|
+9%
|
6.73%
|
60.7%
|
71
|
25.35%
|
|
|
3928
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$260M
|
+$21.3M
|
+9%
|
5.74%
|
44.7%
|
81
|
3.7%
|
|
|
3929
|
|
$259M
|
-$59.4M
|
-19%
|
0.51%
|
81.7%
|
2
|
0%
|
|
|
3930
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$259M
|
+$20.9M
|
+9%
|
5.21%
|
41.7%
|
52
|
7.69%
|
|
|
3931
|
S.E.E.D. Planning Group
Binghamton,
New York
|
$259M
|
+$28.4M
|
+12%
|
7.66%
|
50.4%
|
91
|
9.89%
|
|
|
3932
|
Astoria Strategic Wealth
Conroe,
Texas
|
$259M
|
+$20M
|
+8%
|
4.86%
|
42.1%
|
35
|
17.14%
|
|
|
3933
|
Bridge Advisory
Pasadena,
California
|
$259M
|
+$19.5M
|
+8%
|
5.5%
|
6.7%
|
138
|
18.84%
|
|
|
3934
|
NewGen Asset Management
Toronto,
Ontario, Canada
|
$259M
|
+$60.4M
|
+30%
|
7.27%
|
391%
|
35
|
62.86%
|
|
|
3935
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$258M
|
+$13.6M
|
+6%
|
4.62%
|
57.1%
|
136
|
7.35%
|
|
|
3936
|
Family Capital Trust
Peabody,
Massachusetts
|
$258M
|
+$11.9M
|
+5%
|
8.46%
|
32.3%
|
52
|
3.85%
|
|
|
3937
|
EnCap Energy Capital Fund XI
Houston,
Texas
|
$258M
|
-$24.2M
|
-9%
|
8.57%
|
21%
|
1
|
0%
|
|
|
3938
|
Juniper Hill Capital Management
Menlo Park,
California
|
$258M
|
-$58.5M
|
-18%
|
2.33%
|
33.6%
|
7
|
57.14%
|
|
|
3939
|
Frisch Financial Group
Melville,
New York
|
$258M
|
-$8.99M
|
-3%
|
6.19%
|
56%
|
140
|
25%
|
|
|
3940
|
Winch Advisory Services
Appleton,
Wisconsin
|
$258M
|
+$23.3M
|
+10%
|
12.1%
|
72.5%
|
463
|
3.89%
|
|
|
3941
|
Southern Wealth Management
Dallas,
Texas
|
$258M
|
+$8.67M
|
+3%
|
6.51%
|
50%
|
61
|
3.28%
|
|
|
3942
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$258M
|
+$14.8M
|
+6%
|
5.99%
|
207%
|
392
|
21.43%
|
|
|
3943
|
Alpine Global Management
New York
|
$257M
|
-$43.4M
|
-14%
|
1.66%
|
100%
|
595
|
84.2%
|
|
|
3944
|
White Pine Capital
Bloomington,
Minnesota
|
$257M
|
+$1.16M
|
+0.5%
|
6.62%
|
100%
|
215
|
13.49%
|
|
|
3945
|
Heron Bay Capital Management
Bloomfield Hills,
Michigan
|
$257M
|
+$95.8M
|
+59%
|
9.9%
|
50.9%
|
88
|
29.55%
|
|
|
3946
|
Ribbit Capital GP II
Palo Alto,
California
|
$257M
|
+$41.7M
|
+19%
|
19.3%
|
–
|
1
|
0%
|
|
|
3947
|
DDFG Inc
Thousand Oaks,
California
|
$257M
|
+$15.6M
|
+6%
|
5.85%
|
50.9%
|
75
|
10.67%
|
|
|
3948
|
Sicart Associates
New York
|
$257M
|
-$26.5M
|
-9%
|
8.41%
|
89.1%
|
78
|
16.67%
|
|
|
3949
|
XY Capital
Central,
Hong Kong
|
$257M
|
+$104M
|
+68%
|
7.92%
|
44.3%
|
130
|
72.31%
|
|
|
3950
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$257M
|
+$43.9M
|
+21%
|
4.8%
|
36.8%
|
195
|
30.26%
|
|