|
6701
|
Fairfield University
Fairfield,
Connecticut
|
$102M
|
-$10.5M
|
-9%
|
11.8%
|
48%
|
4
|
25%
|
|
|
6702
|
Allen Wealth Management
Boone,
North Carolina
|
$102M
|
–
|
–
|
3.59%
|
–
|
52
|
–
|
|
|
6703
|
Doheny Asset Management
Los Angeles,
California
|
$102M
|
-$1.05M
|
-1%
|
11%
|
121%
|
72
|
12.5%
|
|
|
6704
|
Hoese & Co
Glencoe,
Minnesota
|
$102M
|
+$4.44M
|
+5%
|
9.04%
|
46.3%
|
162
|
9.88%
|
|
|
6705
|
Upper Left Wealth Management
Tampa,
Florida
|
$102M
|
+$5.93M
|
+6%
|
7.72%
|
43.1%
|
64
|
10.94%
|
|
|
6706
|
Insight Inv LLC
El Segundo,
California
|
$102M
|
+$11.8M
|
+13%
|
10.8%
|
136%
|
89
|
5.62%
|
|
|
6707
|
FCG Investment Company
Germantown,
Tennessee
|
$102M
|
–
|
–
|
12.3%
|
–
|
90
|
–
|
|
|
6708
|
Mount Vernon Associates
Baltimore,
Maryland
|
$102M
|
+$11.5M
|
+13%
|
14.8%
|
119%
|
52
|
3.85%
|
|
|
6709
|
Robinson Smith Wealth Advisors
South Portland,
Maine
|
$102M
|
–
|
–
|
9.11%
|
–
|
82
|
–
|
|
|
6710
|
Life Planning Partners
Jacksonville,
Florida
|
$102M
|
–
|
–
|
8.75%
|
–
|
263
|
–
|
|
|
6711
|
Capstone Capital
Henderson,
Nevada
|
$102M
|
–
|
–
|
11%
|
–
|
19
|
–
|
|
|
6712
|
Financial Symmetry
Raleigh,
North Carolina
|
$102M
|
–
|
–
|
9.93%
|
–
|
32
|
–
|
|
|
6713
|
FMFE Wealth Management
Syracuse,
New York
|
$102M
|
–
|
–
|
11.4%
|
–
|
22
|
–
|
|
|
6714
|
M&G Investments (USA)
Chicago,
Illinois
|
$101M
|
–
|
–
|
14.8%
|
–
|
43
|
–
|
|
|
6715
|
Stevard LLC
Chicago,
Illinois
|
$101M
|
+$2.57M
|
+3%
|
2.31%
|
–
|
55
|
23.64%
|
|
|
6716
|
Doma Perpetual Capital Management
Miami,
Florida
|
$101M
|
–
|
–
|
14.4%
|
–
|
8
|
–
|
|
|
6717
|
Gordian Advisors
Tucson,
Arizona
|
$101M
|
–
|
–
|
9.47%
|
–
|
24
|
–
|
|
|
6718
|
Sparta 24 Ltd
Tirat Hacarmel,
Israel
|
$101M
|
+$15.7M
|
+18%
|
10.6%
|
93.1%
|
10
|
20%
|
|
|
6719
|
Mosley Wealth Management
Anaheim,
California
|
$101M
|
–
|
–
|
8.78%
|
–
|
92
|
–
|
|
|
6720
|
Alpha Financial Partners
Lexington,
Kentucky
|
$101M
|
+$15.2M
|
+18%
|
9.6%
|
51.3%
|
96
|
30.21%
|
|
|
6721
|
Koa Wealth Management
Encinitas,
California
|
$101M
|
–
|
–
|
10.1%
|
–
|
49
|
–
|
|
|
6722
|
RedJay Asset Management
Toronto,
Ontario, Canada
|
$101M
|
–
|
–
|
14.5%
|
–
|
24
|
–
|
|
|
6723
|
Exome Asset Management
New York
|
$101M
|
–
|
–
|
43.4%
|
–
|
52
|
–
|
|
|
6724
|
US Asset Management LLC
Pittsburgh,
Pennsylvania
|
$101M
|
–
|
–
|
12.3%
|
–
|
124
|
–
|
|
|
6725
|
International Private Wealth Advisors
San Diego,
California
|
$101M
|
–
|
–
|
9.38%
|
–
|
106
|
–
|
|