|
3226
|
Westside Investment Management
Santa Monica,
California
|
$437M
|
+$19.7M
|
+5%
|
|
|
1,011
|
|
|
|
3227
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$437M
|
+$43.2M
|
+11%
|
|
|
180
|
|
|
|
3228
|
IDG China Venture Capital Fund IV Associates
Hong Kong
|
$437M
|
-$6.15M
|
-1%
|
|
|
4
|
|
|
|
3229
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$436M
|
+$15.2M
|
+4%
|
|
|
176
|
|
|
|
3230
|
Fourth Sail Capital
Camana Bay Grand Cayman,
Cayman Islands
|
$436M
|
+$101M
|
+30%
|
|
|
28
|
|
|
|
3231
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$436M
|
+$40.3M
|
+10%
|
|
|
266
|
|
|
|
3232
|
Centre Asset Management
New York
|
$436M
|
+$16.5M
|
+4%
|
|
|
66
|
|
|
|
3233
|
Fermata Advisors
Sonoma,
California
|
$435M
|
-$8.48M
|
-2%
|
|
|
249
|
|
|
|
3234
|
Steginsky Capital
Port Washington,
New York
|
$435M
|
+$20M
|
+5%
|
|
|
7
|
|
|
|
3235
|
CacheTech Inc
Logan,
Utah
|
$434M
|
–
|
–
|
|
|
104
|
|
|
|
3236
|
Adams Wealth Management
Logan,
Utah
|
$434M
|
+$24.2M
|
+6%
|
|
|
106
|
|
|
|
3237
|
Vantage Wealth
Pasadena,
California
|
$434M
|
+$4.93M
|
+1%
|
|
|
37
|
|
|
|
3238
|
Gould Asset Management
Claremont,
California
|
$434M
|
+$20.1M
|
+5%
|
|
|
169
|
|
|
|
3239
|
Black Swift Group
Boulder,
Colorado
|
$433M
|
+$42.9M
|
+11%
|
|
|
138
|
|
|
|
3240
|
|
$433M
|
-$1.07M
|
-0.2%
|
|
|
53
|
|
|
|
3241
|
|
$432M
|
+$18.9M
|
+5%
|
|
|
276
|
|
|
|
3242
|
Pasadena Private Wealth
Pasadena,
California
|
$432M
|
-$2.38M
|
-0.5%
|
|
|
164
|
|
|
|
3243
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$432M
|
+$24.2M
|
+6%
|
|
|
221
|
|
|
|
3244
|
Makena Capital Management
Menlo Park,
California
|
$432M
|
+$2.01M
|
+0.5%
|
|
|
52
|
|
|
|
3245
|
Diameter Capital Partners
New York
|
$431M
|
-$167M
|
-28%
|
|
|
31
|
|
|
|
3246
|
Hohimer Wealth Management
Seattle,
Washington
|
$431M
|
+$4.16M
|
+1%
|
|
|
264
|
|
|
|
3247
|
M. Kulyk & Associates
Decatur,
Georgia
|
$430M
|
-$815K
|
-0.2%
|
|
|
115
|
|
|
|
3248
|
Cambridge Advisors
Omaha,
Nebraska
|
$430M
|
+$6.29M
|
+1%
|
|
|
169
|
|
|
|
3249
|
Perkins Coie Trust Company
Seattle,
Washington
|
$430M
|
+$3.38M
|
+0.8%
|
|
|
297
|
|
|
|
3250
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$430M
|
+$21.6M
|
+5%
|
|
|
136
|
|
|