|
7001
|
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
|
$70.5M
|
-$3.89M
|
-5%
|
1.1%
|
91.9%
|
38
|
7.89%
|
|
|
7002
|
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
|
$69.6M
|
+$17.7M
|
+34%
|
3.37%
|
–
|
220
|
27.73%
|
|
|
7003
|
Signify Wealth
Saint Louis,
Missouri
|
$69.5M
|
+$9.19M
|
+15%
|
7.68%
|
36.7%
|
26
|
19.23%
|
|
|
7004
|
Heritage Wealth Partners
Dublin,
Ohio
|
$69M
|
+$20M
|
+41%
|
6.75%
|
–
|
62
|
35.48%
|
|
|
7005
|
Fifth Lane Capital
Austin,
Texas
|
$69M
|
-$46.8M
|
-40%
|
1.36%
|
80%
|
205
|
74.63%
|
|
|
7006
|
EntryPoint Capital
New York
|
$68.4M
|
-$43.1M
|
-39%
|
2.53%
|
–
|
1,768
|
75.17%
|
|
|
7007
|
Totem Point Management
New York
|
$68.3M
|
-$23.1M
|
-25%
|
15.5%
|
375%
|
21
|
52.38%
|
|
|
7008
|
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
|
$68.1M
|
+$3.34M
|
+5%
|
1.36%
|
71.3%
|
50
|
14%
|
|
|
7009
|
Park Avenue Institutional Advisers
New York
|
$67.2M
|
+$21.9M
|
+48%
|
0.59%
|
–
|
6
|
33.33%
|
|
|
7010
|
Hanseatic Management Services
Albuquerque,
New Mexico
|
$66.6M
|
+$618K
|
+0.9%
|
8.66%
|
–
|
141
|
39.01%
|
|
|
7011
|
Cowen Investment Management
New York
|
$66.3M
|
-$14.9M
|
-18%
|
3.98%
|
1.87%
|
9
|
44.44%
|
|
|
7012
|
PMC FIG Opportunities
Jerusalem,
Israel
|
$66.2M
|
-$444K
|
-0.7%
|
0.37%
|
164%
|
44
|
56.82%
|
|
|
7013
|
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
|
$66M
|
+$4.9M
|
+8%
|
4.42%
|
–
|
64
|
12.5%
|
|
|
7014
|
DCVC Opportunity Fund II
Palo Alto,
California
|
$65.9M
|
-$5.52M
|
-8%
|
3.11%
|
–
|
3
|
0%
|
|
|
7015
|
Valliance Asset Management
Central,
Hong Kong
|
$65.9M
|
+$24.9M
|
+61%
|
8.54%
|
2,198%
|
19
|
78.95%
|
|
|
7016
|
Valued Retirements
Houston,
Texas
|
$65.9M
|
+$3.36M
|
+5%
|
2.03%
|
–
|
79
|
20.25%
|
|
|
7017
|
JNE Partners
London,
United Kingdom
|
$65.7M
|
-$3.22M
|
-5%
|
4.61%
|
98.6%
|
4
|
0%
|
|
|
7018
|
Dan L. Duncan Foundation
Houston,
Texas
|
$65.5M
|
-$1.23M
|
-2%
|
1.59%
|
11.8%
|
2
|
0%
|
|
|
7019
|
Vista Finance
Clayton,
Missouri
|
$65.3M
|
+$25.1M
|
+63%
|
2.4%
|
47%
|
26
|
23.08%
|
|
|
7020
|
Industry Ventures
San Francisco,
California
|
$64.9M
|
+$3.73M
|
+6%
|
12.4%
|
37.5%
|
10
|
50%
|
|
|
7021
|
Touchstone Capital
Pittsburgh,
Pennsylvania
|
$63.7M
|
-$16M
|
-20%
|
7.43%
|
–
|
26
|
7.69%
|
|
|
7022
|
Titan Managers
Scottsdale,
Arizona
|
$63.7M
|
-$6.89M
|
-10%
|
0%
|
2.57%
|
5
|
0%
|
|
|
7023
|
Redmont Wealth Advisors
Chicago,
Illinois
|
$63.6M
|
-$8.59M
|
-12%
|
0.01%
|
46.1%
|
354
|
13.56%
|
|
|
7024
|
Wiser Advisor Group
Phoenix,
Arizona
|
$63.6M
|
-$240K
|
-0.4%
|
2.96%
|
–
|
321
|
10.59%
|
|
|
7025
|
PATRIZIA Pty Ltd
Barton,
Australia
|
$63.5M
|
+$9.79K
|
+0%
|
1.82%
|
–
|
12
|
0%
|
|