|
6001
|
Beacon Financial Planning
Hyannis,
Massachusetts
|
$118M
|
+$11M
|
+10%
|
8.14%
|
58.7%
|
31
|
19.35%
|
|
|
6002
|
Trustees of the Smith College
Northampton,
Massachusetts
|
$118M
|
-$16.1M
|
-12%
|
1.34%
|
–
|
5
|
0%
|
|
|
6003
|
Fairfield University
Fairfield,
Connecticut
|
$118M
|
+$3.47M
|
+3%
|
4.49%
|
48%
|
4
|
0%
|
|
|
6004
|
Washington Capital Management
Seattle,
Washington
|
$118M
|
+$5.32M
|
+5%
|
3.61%
|
76.9%
|
121
|
24.79%
|
|
|
6005
|
Guardian Investment Management
Tiburon,
California
|
$118M
|
-$15.9M
|
-12%
|
7.32%
|
89.7%
|
58
|
12.07%
|
|
|
6006
|
DHK Financial Advisors
Portsmouth,
New Hampshire
|
$118M
|
+$37M
|
+46%
|
3.94%
|
46.1%
|
62
|
33.87%
|
|
|
6007
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$117M
|
+$3.31M
|
+3%
|
5.68%
|
68%
|
62
|
27.42%
|
|
|
6008
|
Medina Value Partners
Los Angeles,
California
|
$117M
|
+$7.48K
|
+0%
|
10.6%
|
78.1%
|
19
|
57.89%
|
|
|
6009
|
Broadview Financial Management
Wauwatosa,
Wisconsin
|
$117M
|
+$2.55M
|
+2%
|
4.67%
|
41.8%
|
42
|
7.14%
|
|
|
6010
|
Onyx Financial Advisors
Idaho Falls,
Idaho
|
$117M
|
+$8.37M
|
+8%
|
4.68%
|
52.5%
|
11
|
9.09%
|
|
|
6011
|
McIntyre, Freedman & Flynn Investment Advisers
Orleans,
Massachusetts
|
$117M
|
-$768K
|
-0.7%
|
2.89%
|
81.2%
|
64
|
7.81%
|
|
|
6012
|
Olistico Wealth
Tulsa,
Oklahoma
|
$117M
|
+$12.7M
|
+12%
|
10.2%
|
95.8%
|
117
|
22.22%
|
|
|
6013
|
PB Investment Partners
Burlingame,
California
|
$117M
|
+$3.07M
|
+3%
|
10.7%
|
73.3%
|
12
|
16.67%
|
|
|
6014
|
Kaizen Financial Strategies
Campbell,
California
|
$117M
|
+$15.5M
|
+15%
|
10.4%
|
90.5%
|
122
|
22.95%
|
|
|
6015
|
KilterHowling LLC
Boulder,
Colorado
|
$117M
|
+$14.4M
|
+14%
|
4.5%
|
42.1%
|
54
|
5.56%
|
|
|
6016
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$117M
|
+$19.6M
|
+20%
|
5.02%
|
55%
|
221
|
14.48%
|
|
|
6017
|
Sassicaia Capital Advisers
Jericho,
New York
|
$117M
|
+$1.63M
|
+1%
|
29.6%
|
1,930%
|
56
|
76.79%
|
|
|
6018
|
Harvest Investment Advisors
Tallahassee,
Florida
|
$117M
|
+$4.37M
|
+4%
|
5.66%
|
–
|
54
|
3.7%
|
|
|
6019
|
Doheny Asset Management
Los Angeles,
California
|
$117M
|
+$5.3M
|
+5%
|
8.98%
|
121%
|
75
|
6.67%
|
|
|
6020
|
|
$117M
|
+$6.72M
|
+6%
|
7.39%
|
59.1%
|
65
|
3.08%
|
|
|
6021
|
Jupiter Wealth Management
Glendale,
Colorado
|
$116M
|
+$7.82M
|
+7%
|
7.42%
|
85.9%
|
72
|
13.89%
|
|
|
6022
|
New Leaf Venture Partners
New York
|
$116M
|
-$4.58M
|
-4%
|
8.17%
|
17.1%
|
17
|
17.65%
|
|
|
6023
|
Broadcrest Asset Management
Winter Park,
Florida
|
$116M
|
+$1.32M
|
+1%
|
4.96%
|
54.1%
|
7
|
14.29%
|
|
|
6024
|
Lakehouse Capital
Sydney NSW,
Australia
|
$116M
|
+$3.2M
|
+3%
|
13.7%
|
47.2%
|
13
|
0%
|
|
|
6025
|
McAlister Sweet & Associates
Houston,
Texas
|
$116M
|
+$25.3M
|
+28%
|
7.88%
|
75.8%
|
40
|
35%
|
|