|
6051
|
Upper Left Wealth Management
Tampa,
Florida
|
$77M
|
-$9.43M
|
-11%
|
9.63%
|
43.1%
|
52
|
9.62%
|
|
|
6052
|
National Wealth Management Group
Cincinnati,
Ohio
|
$76.9M
|
-$2.41M
|
-3%
|
3.46%
|
123%
|
159
|
54.09%
|
|
|
6053
|
Redmont Wealth Advisors
Chicago,
Illinois
|
$76.9M
|
-$5.69M
|
-7%
|
3.73%
|
46.1%
|
114
|
19.3%
|
|
|
6054
|
SRH Advisors
Salina,
Kansas
|
$76.8M
|
-$4.27M
|
-5%
|
5.69%
|
51%
|
323
|
6.81%
|
|
|
6055
|
Mount Vernon Associates
Baltimore,
Maryland
|
$76.8M
|
-$5.25M
|
-6%
|
2.86%
|
119%
|
53
|
9.43%
|
|
|
6056
|
Once Capital Management
New York
|
$76.7M
|
-$1.8M
|
-2%
|
1.15%
|
570%
|
23
|
0%
|
|
|
6057
|
Watershed Asset Management
San Francisco,
California
|
$76.7M
|
-$4.12M
|
-5%
|
6.21%
|
–
|
160
|
51.25%
|
|
|
6058
|
Reverence Capital Partners
New York
|
$76.6M
|
-$6.62M
|
-8%
|
7.95%
|
2.37%
|
1
|
0%
|
|
|
6059
|
Orca Investment Management
Roseburg,
Oregon
|
$76.6M
|
-$31.5M
|
-29%
|
6.55%
|
93.2%
|
59
|
3.39%
|
|
|
6060
|
Provence Wealth Management Group
Irvine,
California
|
$76.6M
|
+$415K
|
+0.5%
|
5.7%
|
–
|
56
|
7.14%
|
|
|
6061
|
Ewing Morris & Co Investment Partners
Toronto,
Ontario, Canada
|
$76.5M
|
-$71M
|
-48%
|
10.5%
|
51.6%
|
21
|
28.57%
|
|
|
6062
|
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
|
$76.4M
|
+$2.23M
|
+3%
|
7.48%
|
28.7%
|
72
|
40.28%
|
|
|
6063
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
$76.4M
|
+$1.48M
|
+2%
|
0.52%
|
–
|
129
|
34.88%
|
|
|
6064
|
Community Capital Management
Plantation,
Florida
|
$76.4M
|
-$5.97M
|
-7%
|
5.11%
|
55.6%
|
81
|
12.35%
|
|
|
6065
|
Ratos AB
Stockholm,
Sweden
|
$76.4M
|
–
|
–
|
17.6%
|
–
|
1
|
–
|
|
|
6066
|
Absolute Capital Management
Pittsburgh,
Pennsylvania
|
$76.3M
|
+$13.9M
|
+22%
|
4.25%
|
91%
|
530
|
91.32%
|
|
|
6067
|
SCHF (GPE)
Wilson,
Wyoming
|
$76M
|
+$8.32M
|
+12%
|
4.71%
|
–
|
6
|
50%
|
|
|
6068
|
Echo Wealth Management
Plymouth,
Minnesota
|
$76M
|
+$1.25M
|
+2%
|
4.27%
|
41%
|
55
|
38.18%
|
|
|
6069
|
Corre Partners Management
New York
|
$76M
|
+$24.3M
|
+47%
|
3.96%
|
201%
|
6
|
16.67%
|
|
|
6070
|
Rip Road Capital Partners
Boston,
Massachusetts
|
$75.8M
|
-$86K
|
-0.1%
|
3.97%
|
121%
|
18
|
22.22%
|
|
|
6071
|
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
|
$75.7M
|
+$6.18M
|
+9%
|
4.37%
|
56.7%
|
193
|
14.51%
|
|
|
6072
|
|
$75.7M
|
+$5.58M
|
+8%
|
17.2%
|
327%
|
88
|
53.41%
|
|
|
6073
|
Trustees of The University of Pennsylvania
Philaldelphia,
Pennsylvania
|
$75.6M
|
-$6.4M
|
-8%
|
7.75%
|
–
|
6
|
33.33%
|
|
|
6074
|
Meadow Creek Wealth Advisors
Atlanta,
Georgia
|
$75.6M
|
-$5.68M
|
-7%
|
6.74%
|
–
|
104
|
17.31%
|
|
|
6075
|
Yarger Wealth Strategies
Westerville,
Ohio
|
$75.4M
|
-$2.06M
|
-3%
|
0.67%
|
55.1%
|
48
|
6.25%
|
|