|
3351
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$313M
|
$0
|
0%
|
|
|
54
|
|
|
|
3352
|
Perkins Coie Trust Company
Seattle,
Washington
|
$313M
|
+$52M
|
+20%
|
|
|
239
|
|
|
|
3353
|
JT Stratford LLC
Gainesville,
Georgia
|
$313M
|
+$31.6M
|
+11%
|
|
|
228
|
|
|
|
3354
|
ALM First Financial Advisors
Dallas,
Texas
|
$313M
|
–
|
–
|
|
|
16
|
|
|
|
3355
|
Requisite Capital Management
Dallas,
Texas
|
$313M
|
+$16.3M
|
+6%
|
|
|
73
|
|
|
|
3356
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$312M
|
+$44.4M
|
+17%
|
|
|
195
|
|
|
|
3357
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$312M
|
+$38.8M
|
+14%
|
|
|
54
|
|
|
|
3358
|
WrapManager Inc
Mill Valley,
California
|
$311M
|
+$15.2M
|
+5%
|
|
|
306
|
|
|
|
3359
|
|
$311M
|
+$33.7M
|
+12%
|
|
|
49
|
|
|
|
3360
|
Cypress Wealth Services
Palm Desert,
California
|
$311M
|
+$17.1M
|
+6%
|
|
|
242
|
|
|
|
3361
|
SC XII Management
Menlo Park,
California
|
$311M
|
-$35.6M
|
-10%
|
|
|
1
|
|
|
|
3362
|
Tucker Asset Management
Littleton,
Colorado
|
$311M
|
+$4.25M
|
+1%
|
|
|
945
|
|
|
|
3363
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$311M
|
+$52.8M
|
+20%
|
|
|
141
|
|
|
|
3364
|
Callan Family Office
Radnor,
Pennsylvania
|
$310M
|
–
|
–
|
|
|
102
|
|
|
|
3365
|
Plimoth Trust
Plymouth,
Massachusetts
|
$310M
|
+$20.8M
|
+7%
|
|
|
162
|
|
|
|
3366
|
Pacifica Capital Investments
Leander,
Texas
|
$310M
|
+$46.1M
|
+17%
|
|
|
20
|
|
|
|
3367
|
Finepoint Capital
Boston,
Massachusetts
|
$309M
|
+$5.25M
|
+2%
|
|
|
61
|
|
|
|
3368
|
|
$309M
|
-$48.6M
|
-14%
|
|
|
18
|
|
|
|
3369
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$309M
|
+$22M
|
+8%
|
|
|
603
|
|
|
|
3370
|
Riversedge Advisors
Wilmington,
Delaware
|
$309M
|
+$32.2M
|
+12%
|
|
|
77
|
|
|
|
3371
|
Institutional Venture Management XV
Menlo Park,
California
|
$309M
|
-$36.1M
|
-10%
|
|
|
7
|
|
|
|
3372
|
Punch Card Management
Winter Park,
Florida
|
$309M
|
+$8M
|
+3%
|
|
|
4
|
|
|
|
3373
|
Delta Investment Management
San Francisco,
California
|
$309M
|
+$77.4M
|
+33%
|
|
|
186
|
|
|
|
3374
|
SMI Advisory Services
Columbus,
Indiana
|
$309M
|
+$1.08M
|
+0.4%
|
|
|
41
|
|
|
|
3375
|
Annapolis Financial Services
Annapolis,
Maryland
|
$309M
|
+$36.1M
|
+13%
|
|
|
556
|
|
|