|
4026
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$258M
|
-$26M
|
-9%
|
6.24%
|
105%
|
108
|
12.04%
|
|
|
4027
|
Waypoint Wealth Partners
Mill Valley,
California
|
$258M
|
+$121M
|
+88%
|
2.27%
|
52.1%
|
43
|
13.95%
|
|
|
4028
|
EWG Elevate
Roseville,
California
|
$258M
|
+$32.1M
|
+14%
|
6.01%
|
76%
|
93
|
31.18%
|
|
|
4029
|
Crestwood Capital Management
New York
|
$258M
|
+$48.5M
|
+23%
|
9.77%
|
129%
|
23
|
34.78%
|
|
|
4030
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$258M
|
-$109M
|
-30%
|
8.13%
|
70.1%
|
148
|
67.57%
|
|
|
4031
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$258M
|
+$16.3M
|
+7%
|
4.06%
|
59.1%
|
88
|
4.55%
|
|
|
4032
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$257M
|
+$14.4M
|
+6%
|
5.24%
|
56.7%
|
100
|
25%
|
|
|
4033
|
Knightsbridge Asset Management
Newport Beach,
California
|
$257M
|
+$20.8M
|
+9%
|
8.84%
|
105%
|
70
|
15.71%
|
|
|
4034
|
Liberty Wealth Management
Oakland,
California
|
$257M
|
+$52.4M
|
+26%
|
6.74%
|
55.5%
|
1,219
|
24.77%
|
|
|
4035
|
Red Door Wealth Management
Memphis,
Tennessee
|
$257M
|
+$61M
|
+31%
|
7.81%
|
100%
|
666
|
82.43%
|
|
|
4036
|
CPV Partners
Stamford,
Connecticut
|
$257M
|
+$81.7M
|
+47%
|
54.2%
|
149%
|
4
|
25%
|
|
|
4037
|
Weik Capital Management
Wyomissing,
Pennsylvania
|
$257M
|
+$20.8M
|
+9%
|
7.14%
|
67.4%
|
117
|
6.84%
|
|
|
4038
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$257M
|
+$58M
|
+29%
|
5.37%
|
40.1%
|
50
|
54%
|
|
|
4039
|
Independent Family Office
Albany,
New York
|
$256M
|
+$1.65M
|
+0.6%
|
6.09%
|
66.8%
|
70
|
21.43%
|
|
|
4040
|
Mohican Financial Management
Wilton,
Connecticut
|
$256M
|
+$102M
|
+66%
|
0%
|
0%
|
73
|
34.25%
|
|
|
4041
|
Black Diamond Financial
Towson,
Maryland
|
$256M
|
+$20.3M
|
+9%
|
6.36%
|
50.7%
|
90
|
10%
|
|
|
4042
|
Frank Rimerman Advisors
Palo Alto,
California
|
$256M
|
+$29.9M
|
+13%
|
10.6%
|
133%
|
89
|
14.61%
|
|
|
4043
|
WealthOne
Albany,
New York
|
$256M
|
+$23.2M
|
+10%
|
6.25%
|
23.4%
|
142
|
27.46%
|
|
|
4044
|
SoftVest Advisors
Abilene,
Texas
|
$256M
|
-$83.2M
|
-25%
|
4.2%
|
146%
|
11
|
36.36%
|
|
|
4045
|
Abacus Wealth Partners
Santa Monica,
California
|
$255M
|
+$115M
|
+82%
|
3.45%
|
46%
|
126
|
21.43%
|
|
|
4046
|
Wisconsin Capital Management
Madison,
Wisconsin
|
$255M
|
+$13.1M
|
+5%
|
12.4%
|
153%
|
59
|
13.56%
|
|
|
4047
|
Kuvari Partners
London,
United Kingdom
|
$255M
|
+$151M
|
+145%
|
0.84%
|
–
|
9
|
77.78%
|
|
|
4048
|
Bandera Partners
New York
|
$255M
|
+$834K
|
+0.3%
|
38.8%
|
27.6%
|
18
|
0%
|
|
|
4049
|
Howard Financial Services
Dallas,
Texas
|
$255M
|
+$32.6M
|
+15%
|
6.94%
|
50.2%
|
134
|
14.18%
|
|
|
4050
|
Bessemer Securities
New York
|
$255M
|
+$18.7M
|
+8%
|
9.33%
|
45%
|
126
|
7.14%
|
|