|
6001
|
Alpha Family Trust
Los Angeles,
California
|
$111M
|
-$21.5M
|
-16%
|
5.57%
|
198%
|
132
|
76.52%
|
|
|
6002
|
Yorktown Energy Partners X
New York
|
$111M
|
+$6.07M
|
+6%
|
3.73%
|
95.8%
|
4
|
25%
|
|
|
6003
|
Capital Square
Chattanooga,
Tennessee
|
$111M
|
+$673K
|
+0.6%
|
8.43%
|
53.1%
|
151
|
16.56%
|
|
|
6004
|
Mills Wealth Advisors
Southlake,
Texas
|
$111M
|
–
|
–
|
5.56%
|
37.4%
|
51
|
–
|
|
|
6005
|
McMillion Capital Management
Greensboro,
North Carolina
|
$111M
|
+$2.49M
|
+2%
|
11.3%
|
59.3%
|
212
|
64.62%
|
|
|
6006
|
Fort Henry Capital
Wheeling,
West Virginia
|
$110M
|
+$7.75M
|
+8%
|
4.96%
|
37%
|
15
|
0%
|
|
|
6007
|
Merk Investments
Menlo Park,
California
|
$110M
|
+$8.81M
|
+9%
|
22%
|
303%
|
15
|
0%
|
|
|
6008
|
Ergawealth Advisors
Oak Brook,
Illinois
|
$110M
|
–
|
–
|
9.44%
|
47.7%
|
52
|
–
|
|
|
6009
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$110M
|
-$2.13M
|
-2%
|
11%
|
63.9%
|
67
|
14.93%
|
|
|
6010
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin,
Ohio
|
$110M
|
–
|
–
|
9.08%
|
–
|
47
|
–
|
|
|
6011
|
Presidio Capital Management
San Diego,
California
|
$110M
|
+$17.2M
|
+18%
|
8.86%
|
56.1%
|
43
|
53.49%
|
|
|
6012
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$110M
|
+$5.45M
|
+5%
|
7.61%
|
50.4%
|
35
|
2.86%
|
|
|
6013
|
Outfitter Financial
Brunswick,
Maine
|
$110M
|
+$8.08M
|
+8%
|
11.1%
|
95.9%
|
87
|
8.05%
|
|
|
6014
|
Chicago Capital Management
Chicago,
Illinois
|
$110M
|
-$73.6M
|
-40%
|
28.8%
|
295%
|
44
|
70.45%
|
|
|
6015
|
Purus Wealth Management
Newport Beach,
California
|
$110M
|
+$1.59M
|
+1%
|
5.9%
|
156%
|
110
|
8.18%
|
|
|
6016
|
Buttonwood Financial Group
Kansas City,
Missouri
|
$110M
|
+$13.8M
|
+14%
|
7.31%
|
73.1%
|
28
|
28.57%
|
|
|
6017
|
Washburn Capital Management
Vero Beach,
Florida
|
$110M
|
+$5.34M
|
+5%
|
9.58%
|
117%
|
52
|
15.38%
|
|
|
6018
|
Wealthspan Partners
Davenport,
Iowa
|
$110M
|
+$13.3M
|
+14%
|
11.1%
|
65%
|
70
|
7.14%
|
|
|
6019
|
Crown Advisors Management
Larkspur,
California
|
$110M
|
+$9.12M
|
+9%
|
13.7%
|
284%
|
51
|
31.37%
|
|
|
6020
|
Apricus Wealth
Beaufort,
South Carolina
|
$110M
|
+$9.16M
|
+9%
|
12.6%
|
78.8%
|
85
|
14.12%
|
|
|
6021
|
Ervin Investment Management
Seattle,
Washington
|
$110M
|
+$8.92M
|
+9%
|
8.68%
|
84.3%
|
35
|
8.57%
|
|
|
6022
|
Kapstone Financial Advisors
Lebanon,
Ohio
|
$110M
|
–
|
–
|
8.24%
|
131%
|
99
|
–
|
|
|
6023
|
Peak Financial Advisors
Denver,
Colorado
|
$110M
|
+$28.4M
|
+35%
|
3.91%
|
40.1%
|
78
|
41.03%
|
|
|
6024
|
Kraft Asset Management
Nashville,
Tennessee
|
$110M
|
+$11.1M
|
+11%
|
11.2%
|
41%
|
28
|
10.71%
|
|
|
6025
|
Coombe, Bender & Co
Ellenville,
New York
|
$110M
|
-$2.94M
|
-3%
|
9.96%
|
–
|
86
|
19.77%
|
|