|
6401
|
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
|
$83.5M
|
+$22.1M
|
+36%
|
4.44%
|
82.2%
|
49
|
22.45%
|
|
|
6402
|
RWQ Financial Management Services
Naples,
Florida
|
$83.4M
|
+$33M
|
+65%
|
34.2%
|
415%
|
27
|
48.15%
|
|
|
6403
|
Long Corridor Asset Management
Hong Kong
|
$83.2M
|
-$6.25M
|
-7%
|
23.1%
|
58.7%
|
17
|
23.53%
|
|
|
6404
|
Teca Partners
Austin,
Texas
|
$83.1M
|
+$12.7M
|
+18%
|
11.5%
|
86.3%
|
14
|
21.43%
|
|
|
6405
|
TRV GP III
Boston,
Massachusetts
|
$83M
|
-$44.6M
|
-35%
|
35.4%
|
170%
|
5
|
40%
|
|
|
6406
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$82.9M
|
+$369K
|
+0.4%
|
3.4%
|
68.9%
|
148
|
21.62%
|
|
|
6407
|
Qiming U.S. Ventures Management
Bellevue,
Washington
|
$82.6M
|
+$7.03M
|
+9%
|
54.5%
|
1,484%
|
7
|
0%
|
|
|
6408
|
Regency Capital Management
Honolulu,
Hawaii
|
$82.6M
|
-$4.38M
|
-5%
|
2.69%
|
82.1%
|
42
|
50%
|
|
|
6409
|
Watershed Asset Management
San Francisco,
California
|
$82.5M
|
+$3.57M
|
+5%
|
7.16%
|
–
|
156
|
51.28%
|
|
|
6410
|
Clifford Group
Wayland,
Massachusetts
|
$82.5M
|
+$2.39M
|
+3%
|
4.71%
|
52.9%
|
79
|
22.78%
|
|
|
6411
|
|
$82.3M
|
-$33.6M
|
-29%
|
1.75%
|
–
|
11
|
72.73%
|
|
|
6412
|
Wall Capital Group
Phoenix,
Arizona
|
$82.2M
|
+$9.79M
|
+14%
|
6.74%
|
–
|
37
|
67.57%
|
|
|
6413
|
In-Depth Partners
Miami,
Florida
|
$82.2M
|
+$27.3M
|
+50%
|
28.4%
|
157%
|
14
|
7.14%
|
|
|
6414
|
Epic Trust Investment Advisors
Richland,
Washington
|
$82M
|
+$15.6M
|
+23%
|
8.06%
|
–
|
125
|
31.2%
|
|
|
6415
|
OpenView Management
Boston,
Massachusetts
|
$81.9M
|
-$6.83M
|
-8%
|
7.7%
|
–
|
2
|
0%
|
|
|
6416
|
Precept Management
Dallas,
Texas
|
$81.7M
|
+$48.1M
|
+143%
|
20.9%
|
110%
|
35
|
85.71%
|
|
|
6417
|
Threadgill Financial
Spring,
Texas
|
$81.7M
|
-$15.7M
|
-16%
|
1.02%
|
49.3%
|
48
|
45.83%
|
|
|
6418
|
Ativo Capital Management
Chicago,
Illinois
|
$81.7M
|
+$2.28M
|
+3%
|
7.27%
|
57.9%
|
64
|
31.25%
|
|
|
6419
|
Hickory Lane Capital Management
New York
|
$81.7M
|
-$18.7M
|
-19%
|
11%
|
–
|
31
|
35.48%
|
|
|
6420
|
Orca Investment Management
Roseburg,
Oregon
|
$81.6M
|
+$2.77M
|
+4%
|
6.23%
|
93.2%
|
59
|
8.47%
|
|
|
6421
|
Delphia (USA)
Toronto,
Ontario, Canada
|
$81.6M
|
-$5.01M
|
-6%
|
10.1%
|
–
|
351
|
49.29%
|
|
|
6422
|
Capital Impact Advisors
Boston,
Massachusetts
|
$81.5M
|
-$20.8M
|
-20%
|
12.8%
|
–
|
250
|
34.8%
|
|
|
6423
|
Yarra Square Partners
New York
|
$81.4M
|
+$17.5M
|
+27%
|
8.95%
|
55.9%
|
19
|
31.58%
|
|
|
6424
|
Primoris Wealth Advisors
North Palm Beach,
Florida
|
$81.2M
|
+$16.3M
|
+25%
|
8.95%
|
101%
|
74
|
22.97%
|
|
|
6425
|
Pin Oak Investment Advisors
Houston,
Texas
|
$80.8M
|
-$251K
|
-0.3%
|
2.6%
|
55.7%
|
456
|
10.31%
|
|