|
6001
|
Brendel Financial Advisors
Hanover,
New Hampshire
|
$195M
|
+$16.2M
|
+9%
|
10.6%
|
110%
|
127
|
40.16%
|
|
|
6002
|
Tenon Financial
Metuchen,
New Jersey
|
$195M
|
-$31.7M
|
-14%
|
6.12%
|
–
|
49
|
8.16%
|
|
|
6003
|
Makaira Partners
La Jolla,
California
|
$195M
|
-$134M
|
-41%
|
8.89%
|
22%
|
13
|
7.69%
|
|
|
6004
|
Bosun Asset Management
Chicago,
Illinois
|
$195M
|
-$141M
|
-42%
|
8.35%
|
240%
|
200
|
66.5%
|
|
|
6005
|
Trivant Custom Portfolio Group
San Diego,
California
|
$195M
|
+$12.5M
|
+7%
|
7.66%
|
86.1%
|
105
|
23.81%
|
|
|
6006
|
EntreWealth
Austin,
Texas
|
$194M
|
+$49.7M
|
+34%
|
5.26%
|
–
|
86
|
26.74%
|
|
|
6007
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$194M
|
+$6.61M
|
+4%
|
8.06%
|
67.6%
|
170
|
12.35%
|
|
|
6008
|
School Employees Retirement Board of Ohio
Columbus,
Ohio
|
$194M
|
+$19M
|
+11%
|
8.15%
|
–
|
5
|
40%
|
|
|
6009
|
American Trust Investment Advisors
Lebanon,
New Hampshire
|
$194M
|
-$4.26M
|
-2%
|
6.36%
|
81.1%
|
93
|
25.81%
|
|
|
6010
|
Friedenthal Financial
Marlton,
New Jersey
|
$194M
|
+$11.2M
|
+6%
|
6.1%
|
111%
|
324
|
37.65%
|
|
|
6011
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$194M
|
+$17M
|
+10%
|
6.9%
|
54.9%
|
122
|
11.48%
|
|
|
6012
|
Delta Capital Management
Red Bank,
New Jersey
|
$193M
|
+$14.6M
|
+8%
|
10.1%
|
125%
|
106
|
8.49%
|
|
|
6013
|
Banque de Luxembourg
Luxembourg
|
$193M
|
+$18.8M
|
+11%
|
8.56%
|
–
|
93
|
20.43%
|
|
|
6014
|
|
$193M
|
+$6.74M
|
+4%
|
5.16%
|
–
|
279
|
4.66%
|
|
|
6015
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$193M
|
+$371K
|
+0.2%
|
6.18%
|
132%
|
200
|
16%
|
|
|
6016
|
Tenret Company
Tampa,
Florida
|
$193M
|
+$9.94M
|
+5%
|
5.18%
|
–
|
36
|
2.78%
|
|
|
6017
|
Beacon Financial Planning
Hyannis,
Massachusetts
|
$193M
|
+$14M
|
+8%
|
7.87%
|
58.7%
|
54
|
9.26%
|
|
|
6018
|
Griffith & Werner
Canton,
Georgia
|
$193M
|
–
|
–
|
7.54%
|
–
|
71
|
–
|
|
|
6019
|
Prospect Capital Advisors
Sausalito,
California
|
$193M
|
+$27M
|
+16%
|
20%
|
136%
|
29
|
13.79%
|
|
|
6020
|
Kerrisdale Advisers
Miami,
Florida
|
$193M
|
+$1.14M
|
+0.6%
|
14.5%
|
49.7%
|
76
|
14.47%
|
|
|
6021
|
Soviero Asset Management
New York
|
$193M
|
+$27.4M
|
+17%
|
30.5%
|
503%
|
83
|
57.83%
|
|
|
6022
|
RHS Financial
San Francisco,
California
|
$193M
|
+$16.7M
|
+10%
|
7.53%
|
47.5%
|
142
|
14.08%
|
|
|
6023
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$192M
|
+$5.83M
|
+3%
|
6.65%
|
51.7%
|
357
|
80.67%
|
|
|
6024
|
Rye Brook Capital
Greenwich,
Connecticut
|
$192M
|
+$96.4M
|
+101%
|
14.8%
|
67.3%
|
31
|
22.58%
|
|
|
6025
|
|
$192M
|
-$18.1M
|
-9%
|
11.3%
|
169%
|
20
|
25%
|
|