|
6301
|
Teca Partners
Austin,
Texas
|
$143M
|
-$750K
|
-0.5%
|
13.9%
|
86.3%
|
13
|
38.46%
|
|
|
6302
|
Osprey Private Wealth
New York
|
$143M
|
–
|
–
|
8.68%
|
–
|
49
|
–
|
|
|
6303
|
Caldwell Investment Management
Toronto,
Ontario, Canada
|
$143M
|
+$9.72M
|
+7%
|
13.7%
|
178%
|
39
|
33.33%
|
|
|
6304
|
Wealth Forward LLC
Fargo,
North Dakota
|
$143M
|
+$14.6M
|
+11%
|
6.69%
|
–
|
32
|
3.13%
|
|
|
6305
|
Clio Asset Management
Charlottesville,
Virginia
|
$142M
|
+$14.4M
|
+11%
|
10.9%
|
70%
|
14
|
14.29%
|
|
|
6306
|
Solas Capital Management
Darien,
Connecticut
|
$142M
|
-$40.5M
|
-22%
|
1.16%
|
41.5%
|
23
|
34.78%
|
|
|
6307
|
Opus Investment Management
Worcester,
Massachusetts
|
$142M
|
-$12.5M
|
-8%
|
9.79%
|
44.3%
|
38
|
21.05%
|
|
|
6308
|
VERITY Wealth Advisors
Sausalito,
United States
|
$142M
|
+$8.73M
|
+7%
|
6.1%
|
59.9%
|
76
|
6.58%
|
|
|
6309
|
EdgeRock Capital
Denver,
Colorado
|
$142M
|
+$13M
|
+10%
|
4.45%
|
71.3%
|
299
|
81.61%
|
|
|
6310
|
Crabel Capital Management
Los Angeles,
California
|
$142M
|
+$60.7M
|
+75%
|
4.64%
|
22.7%
|
49
|
28.57%
|
|
|
6311
|
Financial Alternatives
La Jolla,
California
|
$142M
|
+$9.07M
|
+7%
|
7.08%
|
42.6%
|
85
|
3.53%
|
|
|
6312
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$142M
|
+$3.9M
|
+3%
|
6.86%
|
75.5%
|
88
|
9.09%
|
|
|
6313
|
Lakehouse Capital
Sydney NSW,
Australia
|
$142M
|
-$623K
|
-0.4%
|
9.17%
|
47.2%
|
14
|
7.14%
|
|
|
6314
|
Zynergy Retirement Planning
Red Bank,
New Jersey
|
$142M
|
+$11.3M
|
+9%
|
6.9%
|
–
|
129
|
17.05%
|
|
|
6315
|
Pennant Select
Summit,
New Jersey
|
$142M
|
-$588K
|
-0.4%
|
11.6%
|
–
|
10
|
0%
|
|
|
6316
|
Guardian Wealth Management (Illinois)
Peoria,
Illinois
|
$142M
|
+$11.1M
|
+8%
|
8.5%
|
103%
|
247
|
6.07%
|
|
|
6317
|
Michelson Medical Research Foundation
Los Angeles,
California
|
$142M
|
+$25.5M
|
+22%
|
7.39%
|
37.3%
|
29
|
17.24%
|
|
|
6318
|
Udine Wealth Management
Boca Raton,
Florida
|
$142M
|
-$1.82M
|
-1%
|
4.12%
|
127%
|
30
|
26.67%
|
|
|
6319
|
|
$142M
|
+$10.8M
|
+8%
|
2.93%
|
9.67%
|
58
|
36.21%
|
|
|
6320
|
Partnership Wealth Management
Towson,
Maryland
|
$142M
|
+$6.17M
|
+5%
|
6.06%
|
–
|
223
|
21.52%
|
|
|
6321
|
Farrell Financial
Orchard Park,
New York
|
$142M
|
+$13.2M
|
+10%
|
6.14%
|
–
|
71
|
11.27%
|
|
|
6322
|
SIG Growth Equity Funds Partnership
Wilmington,
Delaware
|
$142M
|
+$37.4M
|
+36%
|
35.9%
|
–
|
1
|
0%
|
|
|
6323
|
Royal Capital Wealth Management
Carmel,
Indiana
|
$142M
|
+$8.76M
|
+7%
|
6.36%
|
75.9%
|
99
|
13.13%
|
|
|
6324
|
Sheridan Capital Management
San Rafael,
California
|
$142M
|
+$6.98M
|
+5%
|
4.85%
|
–
|
27
|
11.11%
|
|
|
6325
|
Promethium Advisors
Bethesda,
Maryland
|
$142M
|
–
|
–
|
8.87%
|
–
|
133
|
–
|
|