|
6951
|
Petros Family Wealth
Bloomington,
Minnesota
|
$150M
|
+$30.7M
|
+26%
|
3.45%
|
–
|
176
|
42.05%
|
|
|
6952
|
Templeton & Phillips Capital Management
Lookout Mountain,
Tennessee
|
$150M
|
+$11.2M
|
+8%
|
6.49%
|
70.2%
|
59
|
37.29%
|
|
|
6953
|
LifeGoal Wealth Advisors
Saratoga Springs,
New York
|
$150M
|
+$29.7M
|
+25%
|
1.99%
|
–
|
82
|
21.95%
|
|
|
6954
|
Kuhn & Co Investment Counsel
Chicago,
Illinois
|
$150M
|
+$23.7M
|
+19%
|
4.02%
|
–
|
147
|
17.69%
|
|
|
6955
|
Winebrenner Capital Management
Louisville,
Kentucky
|
$150M
|
+$10.9M
|
+8%
|
0.77%
|
–
|
148
|
14.19%
|
|
|
6956
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$150M
|
+$2.75M
|
+2%
|
2.48%
|
68.9%
|
678
|
8.85%
|
|
|
6957
|
|
$150M
|
+$2.84M
|
+2%
|
1.14%
|
54.6%
|
26
|
15.38%
|
|
|
6958
|
DMC Group
Birmingham,
Alabama
|
$150M
|
+$5.42M
|
+4%
|
2.33%
|
99.2%
|
154
|
13.64%
|
|
|
6959
|
TABR Capital Management
Orange,
California
|
$150M
|
+$3.93M
|
+3%
|
2.45%
|
–
|
75
|
61.33%
|
|
|
6960
|
Pincus Capital Management
New York
|
$150M
|
–
|
–
|
4.12%
|
–
|
51
|
–
|
|
|
6961
|
Cascade Investment Group
Colorado Springs,
Colorado
|
$150M
|
-$1.24M
|
-0.8%
|
1.54%
|
86.8%
|
153
|
11.11%
|
|
|
6962
|
Minerva Advisors
Bala Cynwyd,
Pennsylvania
|
$150M
|
-$7.73M
|
-5%
|
0.64%
|
149%
|
58
|
5.17%
|
|
|
6963
|
Charter Research & Investment Group
Southport,
Connecticut
|
$150M
|
+$5.33M
|
+4%
|
7.06%
|
71.1%
|
86
|
5.81%
|
|
|
6964
|
Collar Capital Management
Appleton,
Wisconsin
|
$150M
|
+$7.52M
|
+5%
|
5.97%
|
–
|
75
|
5.33%
|
|
|
6965
|
Evansbrook
Bolingbrook,
Illinois
|
$149M
|
–
|
–
|
3%
|
–
|
113
|
–
|
|
|
6966
|
Broadview Financial Management
Wauwatosa,
Wisconsin
|
$149M
|
+$1.15M
|
+0.8%
|
1.78%
|
41.8%
|
41
|
0%
|
|
|
6967
|
Commons Capital
Needham,
Massachusetts
|
$149M
|
-$4.63M
|
-3%
|
2.44%
|
138%
|
127
|
25.2%
|
|
|
6968
|
Corepath Wealth Partners
Scottsdale,
Arizona
|
$149M
|
+$11.4M
|
+8%
|
2.8%
|
56%
|
44
|
15.91%
|
|
|
6969
|
Alapocas Investment Partners
Beverly,
Massachusetts
|
$149M
|
+$3.3M
|
+2%
|
5.8%
|
51.7%
|
20
|
5%
|
|
|
6970
|
Chan Zuckerberg Initiative
Redwood City,
California
|
$149M
|
+$55.4M
|
+59%
|
3.15%
|
39.6%
|
3
|
33.33%
|
|
|
6971
|
CPR Investments
Rochester,
Michigan
|
$149M
|
+$3.73M
|
+3%
|
1.59%
|
79.3%
|
54
|
18.52%
|
|
|
6972
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$149M
|
-$5.07M
|
-3%
|
2.37%
|
75.5%
|
87
|
6.9%
|
|
|
6973
|
Aspetuck Financial Management
Westport,
Connecticut
|
$149M
|
+$2.92M
|
+2%
|
2.71%
|
–
|
74
|
4.05%
|
|
|
6974
|
Darwins River Capital
New York
|
$149M
|
–
|
–
|
0.82%
|
–
|
24
|
–
|
|
|
6975
|
Latash Investments
Anchorage,
Alaska
|
$149M
|
+$11.6M
|
+8%
|
11.3%
|
126%
|
19
|
15.79%
|
|