|
6001
|
RHS Financial
San Francisco,
California
|
$205M
|
+$12.1M
|
+6%
|
2.57%
|
47.5%
|
153
|
18.95%
|
|
|
6002
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$205M
|
+$2.16M
|
+1%
|
0.89%
|
33.2%
|
61
|
0%
|
|
|
6003
|
Gray Private Wealth
Canton,
Massachusetts
|
$205M
|
+$6.48M
|
+3%
|
1.9%
|
–
|
49
|
6.12%
|
|
|
6004
|
Avid Wealth Partners
San Antonio,
Texas
|
$205M
|
+$3.48M
|
+2%
|
3.03%
|
–
|
71
|
29.58%
|
|
|
6005
|
School Employees Retirement Board of Ohio
Columbus,
Ohio
|
$205M
|
+$10.7M
|
+6%
|
5.92%
|
–
|
5
|
20%
|
|
|
6006
|
Oakum Bay Capital
Westport,
Connecticut
|
$205M
|
–
|
–
|
7.69%
|
–
|
78
|
–
|
|
|
6007
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$204M
|
+$5.57M
|
+3%
|
2.93%
|
71.2%
|
87
|
12.64%
|
|
|
6008
|
Plan A Wealth
Lincoln,
Nebraska
|
$204M
|
+$7.9M
|
+4%
|
1.6%
|
–
|
191
|
17.8%
|
|
|
6009
|
Canerector Inc
Toronto,
Ontario, Canada
|
$204M
|
+$8.35M
|
+4%
|
10.7%
|
–
|
10
|
10%
|
|
|
6010
|
Hyperion Capital Advisors
New York
|
$204M
|
+$17.3M
|
+9%
|
9.09%
|
67.8%
|
70
|
15.71%
|
|
|
6011
|
Latko Wealth Management
Frankfort,
Illinois
|
$204M
|
+$7.04M
|
+4%
|
2.63%
|
–
|
34
|
8.82%
|
|
|
6012
|
Grafton Street Partners
North Palm Beach,
Florida
|
$204M
|
+$18.6M
|
+10%
|
4.78%
|
–
|
12
|
16.67%
|
|
|
6013
|
McDonough Capital Management
Orlando,
Florida
|
$204M
|
+$5.38M
|
+3%
|
4.26%
|
100%
|
53
|
5.66%
|
|
|
6014
|
Mader & Shannon Wealth Management
Kansas City,
Missouri
|
$204M
|
$0
|
0%
|
4.02%
|
53.1%
|
23
|
0%
|
|
|
6015
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$204M
|
+$10.1M
|
+5%
|
2.29%
|
54.9%
|
122
|
13.11%
|
|
|
6016
|
Trustees of The University of Pennsylvania
Philaldelphia,
Pennsylvania
|
$204M
|
–
|
–
|
15.1%
|
–
|
3
|
–
|
|
|
6017
|
Crestview Partners III
New York
|
$204M
|
-$149M
|
-42%
|
7.65%
|
5.73%
|
3
|
33.33%
|
|
|
6018
|
Millbank Dartmoor Portsmouth
Asheville,
North Carolina
|
$203M
|
–
|
–
|
2.36%
|
–
|
1
|
–
|
|
|
6019
|
William Marsh Rice University
Houston,
Texas
|
$203M
|
+$57.5M
|
+39%
|
1.94%
|
4.44%
|
2
|
0%
|
|
|
6020
|
Brooks Moore & Associates
Chattanooga,
Tennessee
|
$203M
|
+$6.18M
|
+3%
|
3.39%
|
57.2%
|
111
|
11.71%
|
|
|
6021
|
Baugh & Associates
Atlanta,
Georgia
|
$203M
|
+$2.18M
|
+1%
|
1.63%
|
83.8%
|
42
|
4.76%
|
|
|
6022
|
Brendel Financial Advisors
Hanover,
New Hampshire
|
$203M
|
+$8.6M
|
+4%
|
6.46%
|
110%
|
118
|
28.81%
|
|
|
6023
|
Orion Resource Partners
New York
|
$203M
|
-$71.9M
|
-26%
|
29%
|
–
|
31
|
45.16%
|
|
|
6024
|
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
|
$203M
|
-$6.25M
|
-3%
|
2.36%
|
62.6%
|
255
|
83.92%
|
|
|
6025
|
Latigo Investments
Fort Lauderdale,
Florida
|
$203M
|
+$4.81M
|
+2%
|
2.47%
|
45.2%
|
14
|
0%
|
|