|
6201
|
Old Well Partners
Charlotte,
North Carolina
|
$111M
|
-$23.3M
|
-17%
|
0.54%
|
97.8%
|
36
|
19.44%
|
|
|
6202
|
Chesapeake Asset Management
New York
|
$111M
|
+$1.51M
|
+1%
|
10.6%
|
153%
|
495
|
26.26%
|
|
|
6203
|
Meridian Financial
Holliston,
Massachusetts
|
$111M
|
+$7.92M
|
+8%
|
4.89%
|
52.8%
|
101
|
5.94%
|
|
|
6204
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$111M
|
+$4.48M
|
+4%
|
3.59%
|
62.5%
|
40
|
7.5%
|
|
|
6205
|
Magnolia Capital Management
Cold Spring,
New York
|
$111M
|
+$4.37M
|
+4%
|
7.51%
|
77.6%
|
140
|
7.86%
|
|
|
6206
|
UNC Management Company
Chapel Hill,
North Carolina
|
$111M
|
-$55.2M
|
-33%
|
4.03%
|
92%
|
2
|
50%
|
|
|
6207
|
TRV GP IV
Boston,
Massachusetts
|
$111M
|
-$29.2M
|
-21%
|
19.3%
|
1,102%
|
3
|
0%
|
|
|
6208
|
Marmo Financial Group
Johnson City,
Tennessee
|
$111M
|
+$5.54M
|
+5%
|
6.71%
|
47.5%
|
19
|
10.53%
|
|
|
6209
|
Fermata Advisors
Sonoma,
California
|
$111M
|
-$55M
|
-33%
|
0.99%
|
49.3%
|
117
|
54.7%
|
|
|
6210
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
$110M
|
+$2.08M
|
+2%
|
4.02%
|
19.7%
|
72
|
15.28%
|
|
|
6211
|
Financial Alternatives
La Jolla,
California
|
$110M
|
+$6.1M
|
+6%
|
3.73%
|
50.2%
|
79
|
7.59%
|
|
|
6212
|
Dean Jacobson Financial Services
Fort Worth,
Texas
|
$110M
|
+$3.68M
|
+3%
|
3.58%
|
55.7%
|
14
|
42.86%
|
|
|
6213
|
Lanham O'Dell & Company
Hurricane,
West Virginia
|
$110M
|
+$19.4M
|
+21%
|
9.61%
|
81%
|
20
|
25%
|
|
|
6214
|
Kearns & Associates
Palos Verdes Estates,
California
|
$110M
|
+$9.87M
|
+10%
|
7.28%
|
69.4%
|
43
|
2.33%
|
|
|
6215
|
Riverview Trust Company
Vancouver,
Washington
|
$110M
|
+$1.54M
|
+1%
|
7.66%
|
87.6%
|
774
|
21.71%
|
|
|
6216
|
WealthTrust Asset Management
Destin,
Florida
|
$110M
|
+$5.15M
|
+5%
|
5.27%
|
97.9%
|
84
|
28.57%
|
|
|
6217
|
|
$110M
|
+$15.2M
|
+16%
|
16.3%
|
29.2%
|
25
|
16%
|
|
|
6218
|
|
$110M
|
+$4.2M
|
+4%
|
10.6%
|
25.8%
|
317
|
5.99%
|
|
|
6219
|
Erickson Financial Group
Allentown,
Pennsylvania
|
$110M
|
+$9.4M
|
+9%
|
7%
|
63.3%
|
24
|
4.17%
|
|
|
6220
|
Chan Zuckerberg Initiative
Redwood City,
California
|
$110M
|
-$200M
|
-64%
|
1.81%
|
59%
|
6
|
66.67%
|
|
|
6221
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$110M
|
+$9.81M
|
+10%
|
11.4%
|
225%
|
150
|
24%
|
|
|
6222
|
Unconventional Investor
Portsmouth,
New Hampshire
|
$110M
|
+$5.41M
|
+5%
|
5.73%
|
62.7%
|
34
|
8.82%
|
|
|
6223
|
Kellett Wealth Advisors
Cincinnati,
Ohio
|
$110M
|
+$6.11M
|
+6%
|
3.63%
|
68.1%
|
63
|
20.63%
|
|
|
6224
|
Verum Partners
Charlotte,
North Carolina
|
$110M
|
+$16.4M
|
+18%
|
4.63%
|
53.9%
|
108
|
43.52%
|
|
|
6225
|
|
$110M
|
-$2.37M
|
-2%
|
22.6%
|
90%
|
5
|
40%
|
|