|
5201
|
swisspartners
Vaduz,
Liechtenstein
|
$141M
|
+$17.6M
|
+14%
|
|
|
90
|
|
|
|
5202
|
Cypress Point Wealth Management
Dallas,
Texas
|
$141M
|
+$44.6M
|
+46%
|
|
|
212
|
|
|
|
5203
|
McCarthy Asset Management
Redwood Shores,
California
|
$141M
|
+$12.8M
|
+10%
|
|
|
470
|
|
|
|
5204
|
Ascendant Capital Management
Los Angeles,
California
|
$141M
|
+$26.5M
|
+23%
|
|
|
75
|
|
|
|
5205
|
Prince Street Capital Management
New York
|
$140M
|
+$40.2M
|
+40%
|
|
|
22
|
|
|
|
5206
|
Safeguard Investment Advisory Group
Corona,
California
|
$140M
|
+$28.4M
|
+25%
|
|
|
87
|
|
|
|
5207
|
R.H. Dinel Investment Counsel
Los Angeles,
California
|
$140M
|
+$9.38M
|
+7%
|
|
|
55
|
|
|
|
5208
|
|
$140M
|
+$6.63M
|
+5%
|
|
|
59
|
|
|
|
5209
|
Wolff Wiese Magana
Carslbad,
California
|
$140M
|
+$12.2M
|
+10%
|
|
|
899
|
|
|
|
5210
|
Midwest Wealth Management
Indianapolis,
Indiana
|
$140M
|
+$17M
|
+14%
|
|
|
99
|
|
|
|
5211
|
Somerset Group
Wayzata,
Minnesota
|
$140M
|
+$7.46M
|
+6%
|
|
|
76
|
|
|
|
5212
|
Colonial River Investments
Midlothian,
Virginia
|
$140M
|
+$16.1M
|
+13%
|
|
|
155
|
|
|
|
5213
|
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
|
$140M
|
+$11.2M
|
+9%
|
|
|
158
|
|
|
|
5214
|
Crown Advisors Management
Larkspur,
California
|
$140M
|
+$12.2M
|
+10%
|
|
|
44
|
|
|
|
5215
|
Harvey Partners
Tarrytown,
New York
|
$140M
|
+$4.34M
|
+3%
|
|
|
41
|
|
|
|
5216
|
McGinn Penninger Investment Management
Alexandria,
Virginia
|
$140M
|
+$4.53M
|
+3%
|
|
|
43
|
|
|
|
5217
|
Motive Wealth Advisors
Birmingham,
Michigan
|
$140M
|
–
|
–
|
|
|
75
|
|
|
|
5218
|
VIEX Capital Advisors
Sunny Isles Beach,
Florida
|
$140M
|
+$4.8M
|
+4%
|
|
|
19
|
|
|
|
5219
|
Berkeley Inc
Boise,
Idaho
|
$140M
|
+$5.11M
|
+4%
|
|
|
88
|
|
|
|
5220
|
Wagner Wealth Management
Greenville,
South Carolina
|
$140M
|
+$12.2M
|
+10%
|
|
|
741
|
|
|
|
5221
|
Granby Capital Management
Miami Beach,
Florida
|
$140M
|
-$1.17M
|
-0.8%
|
|
|
53
|
|
|
|
5222
|
Alta Advisers
London,
United Kingdom
|
$139M
|
+$8.65M
|
+7%
|
|
|
5
|
|
|
|
5223
|
All Season Financial Advisors
Denver,
Colorado
|
$139M
|
–
|
–
|
|
|
122
|
|
|
|
5224
|
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
|
$139M
|
+$12.9M
|
+10%
|
|
|
42
|
|
|
|
5225
|
Tabor Asset Management
New York
|
$139M
|
-$600K
|
-0.4%
|
|
|
44
|
|
|