|
6101
|
Trevian Wealth Management
Weston,
Massachusetts
|
$91.5M
|
+$2.86M
|
+3%
|
7.02%
|
94.1%
|
37
|
13.51%
|
|
|
6102
|
Sheets Smith Investment Management
Houston,
Texas
|
$91.3M
|
–
|
–
|
7.61%
|
–
|
28
|
–
|
|
|
6103
|
Indie Asset Partners
Carmel,
Indiana
|
$91.2M
|
-$6.34M
|
-6%
|
7.49%
|
121%
|
94
|
15.96%
|
|
|
6104
|
Breakline Capital
New York
|
$91.1M
|
+$8.14M
|
+10%
|
12.6%
|
–
|
34
|
44.12%
|
|
|
6105
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
$91M
|
+$9.02M
|
+11%
|
11.6%
|
72.1%
|
102
|
4.9%
|
|
|
6106
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$90.9M
|
+$5.82M
|
+7%
|
7.71%
|
60.6%
|
91
|
6.59%
|
|
|
6107
|
Fortune 45 LLC
Gonzales,
Louisiana
|
$90.9M
|
+$4.74M
|
+5%
|
5.72%
|
64.5%
|
39
|
7.69%
|
|
|
6108
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
$90.9M
|
–
|
–
|
7.27%
|
129%
|
95
|
–
|
|
|
6109
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$90.9M
|
+$8.39M
|
+10%
|
6.38%
|
57.4%
|
138
|
19.57%
|
|
|
6110
|
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
|
$90.7M
|
+$4.44M
|
+5%
|
9.47%
|
95.1%
|
47
|
2.13%
|
|
|
6111
|
Cape Ann Asset Management
London,
United Kingdom
|
$90.6M
|
+$7.23M
|
+9%
|
8.48%
|
210%
|
8
|
25%
|
|
|
6112
|
Metavasi Capital
Larchmont,
New York
|
$90.6M
|
-$91.9M
|
-50%
|
4.05%
|
656%
|
32
|
59.38%
|
|
|
6113
|
Sinecera Capital
Austin,
Texas
|
$90.6M
|
+$5.65M
|
+7%
|
5.91%
|
13.7%
|
32
|
21.88%
|
|
|
6114
|
Capital CS Group
Irvine,
California
|
$90.6M
|
-$2.5M
|
-3%
|
9.72%
|
11.6%
|
70
|
51.43%
|
|
|
6115
|
Trustco Bank (New York)
Albany,
New York
|
$90.5M
|
+$8.61M
|
+11%
|
15%
|
84.3%
|
64
|
1.56%
|
|
|
6116
|
LWM Advisory Services
Plantation,
Florida
|
$90.5M
|
+$2.15M
|
+2%
|
6.81%
|
58.8%
|
127
|
45.67%
|
|
|
6117
|
Hudson Portfolio Management
Garrison,
New York
|
$90.4M
|
+$5.81M
|
+7%
|
9.81%
|
–
|
106
|
7.55%
|
|
|
6118
|
Paragon Financial Partners
Woodland Hills,
California
|
$90.4M
|
+$1.47M
|
+2%
|
10.2%
|
80.6%
|
80
|
7.5%
|
|
|
6119
|
Lesa Sroufe & Co
Seattle,
Washington
|
$90.2M
|
+$7.04M
|
+8%
|
11.7%
|
–
|
72
|
15.28%
|
|
|
6120
|
Sterling Manor Financial
Saratoga Springs,
New York
|
$90.1M
|
+$9.41M
|
+12%
|
7.29%
|
42.4%
|
61
|
36.07%
|
|
|
6121
|
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
|
$89.6M
|
+$13.2M
|
+17%
|
12.3%
|
28.7%
|
77
|
38.96%
|
|
|
6122
|
Arlington Capital Management
Arlington Heights,
Illinois
|
$89.5M
|
+$48.9M
|
+120%
|
14.8%
|
154%
|
91
|
93.41%
|
|
|
6123
|
Long Corridor Asset Management
Hong Kong
|
$89.5M
|
-$19.9M
|
-18%
|
2.01%
|
58.7%
|
19
|
42.11%
|
|
|
6124
|
Martin Capital Advisors
San Antonio,
Texas
|
$89.4M
|
+$21.4M
|
+31%
|
7.7%
|
117%
|
60
|
8.33%
|
|
|
6125
|
Chico Wealth RIA
Chico,
California
|
$89.4M
|
+$3.29M
|
+4%
|
10.3%
|
55.6%
|
25
|
28%
|
|