|
6101
|
McCarter Private Wealth Services
Boston,
Massachusetts
|
$158M
|
–
|
–
|
3.92%
|
–
|
102
|
–
|
|
|
6102
|
Investments & Financial Planning LLC
Lexington,
Kentucky
|
$158M
|
+$8.96M
|
+6%
|
6.38%
|
63.6%
|
34
|
5.88%
|
|
|
6103
|
Kiely Wealth Advisory Group
Kernersville,
North Carolina
|
$158M
|
-$23.7M
|
-13%
|
4.4%
|
–
|
315
|
4.76%
|
|
|
6104
|
|
$158M
|
-$864M
|
-85%
|
6.17%
|
3.5%
|
19
|
15.79%
|
|
|
6105
|
Otter Creek Advisors
Palm Beach Gardens,
Florida
|
$158M
|
+$3.58M
|
+2%
|
14.8%
|
173%
|
40
|
15%
|
|
|
6106
|
Woodward Diversified Capital
Bakersfield,
California
|
$158M
|
-$12.9M
|
-8%
|
6.9%
|
107%
|
166
|
7.83%
|
|
|
6107
|
Archvest Wealth Advisors
Concord,
California
|
$158M
|
+$6.68M
|
+4%
|
5.92%
|
47.8%
|
78
|
28.21%
|
|
|
6108
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Warsaw,
Poland
|
$157M
|
+$3.67M
|
+2%
|
2.6%
|
105%
|
124
|
2.42%
|
|
|
6109
|
Kerusso Capital Management
Winston Salem,
North Carolina
|
$157M
|
+$19.7M
|
+14%
|
9.19%
|
–
|
60
|
15%
|
|
|
6110
|
Richardson Financial Services
Medway,
Massachusetts
|
$157M
|
+$18.5M
|
+13%
|
6.12%
|
–
|
600
|
2%
|
|
|
6111
|
Aflac Inc
Columbus,
Georgia
|
$157M
|
+$45.6M
|
+41%
|
41.5%
|
28.8%
|
4
|
0%
|
|
|
6112
|
Bright Financial Advisors
Portage,
Michigan
|
$157M
|
+$15.5M
|
+11%
|
6.83%
|
–
|
54
|
11.11%
|
|
|
6113
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$157M
|
+$8.93M
|
+6%
|
7.9%
|
71.4%
|
119
|
13.45%
|
|
|
6114
|
Kopp Family Office
Bloomington,
Minnesota
|
$157M
|
-$4.17M
|
-3%
|
6.84%
|
34%
|
23
|
13.04%
|
|
|
6115
|
Trust Investment Advisors
Indianapolis,
Indiana
|
$157M
|
-$341K
|
-0.2%
|
5.11%
|
167%
|
144
|
38.19%
|
|
|
6116
|
HFG Wealth Management
The Woodlands,
Texas
|
$157M
|
-$97
|
-0%
|
4.08%
|
–
|
40
|
0%
|
|
|
6117
|
Hyperion Partners
Berwyn,
Pennsylvania
|
$157M
|
+$16.6M
|
+12%
|
8.03%
|
–
|
76
|
10.53%
|
|
|
6118
|
Great Hill Partners
Boston,
Massachusetts
|
$157M
|
+$9.62M
|
+7%
|
6.54%
|
24%
|
1
|
0%
|
|
|
6119
|
Presidio Capital Management
San Diego,
California
|
$156M
|
+$13.4M
|
+9%
|
6.69%
|
56.1%
|
72
|
19.44%
|
|
|
6120
|
Peterson Wealth Management
Sparks,
Nevada
|
$156M
|
-$5.5M
|
-3%
|
5.07%
|
78%
|
54
|
16.67%
|
|
|
6121
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$156M
|
+$17.7M
|
+13%
|
6.77%
|
60.9%
|
93
|
9.68%
|
|
|
6122
|
EnCap Energy Capital Fund VIII
Houston,
Texas
|
$156M
|
-$4.1M
|
-3%
|
1.93%
|
6.16%
|
3
|
0%
|
|
|
6123
|
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
|
$156M
|
+$13.8M
|
+10%
|
6.59%
|
–
|
111
|
14.41%
|
|
|
6124
|
Regents of the University of California
Oakland,
California
|
$156M
|
-$26.7M
|
-15%
|
8.6%
|
86.1%
|
8
|
87.5%
|
|
|
6125
|
Rosalind Advisors
Toronto,
Ontario, Canada
|
$156M
|
+$26.2M
|
+20%
|
19.8%
|
–
|
44
|
36.36%
|
|