|
7001
|
Octahedron Capital Management
Burlingame,
California
|
$115M
|
+$9.57M
|
+9%
|
6.11%
|
150%
|
24
|
37.5%
|
|
|
7002
|
Alpha Advisors
Richmond,
Virginia
|
$115M
|
+$17.7M
|
+18%
|
1.53%
|
–
|
45
|
17.78%
|
|
|
7003
|
LifePlan Financial
Mankato,
Minnesota
|
$115M
|
+$1.5M
|
+1%
|
1.66%
|
–
|
94
|
13.83%
|
|
|
7004
|
Empower Harvest Management Services
Grand Cayman,
Cayman Islands
|
$115M
|
+$17.5M
|
+18%
|
18%
|
–
|
1
|
0%
|
|
|
7005
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$115M
|
-$20.9M
|
-15%
|
0.76%
|
60.2%
|
85
|
15.29%
|
|
|
7006
|
Tassel Capital Management
Matthews,
North Carolina
|
$114M
|
+$1.64M
|
+1%
|
0.05%
|
–
|
42
|
21.43%
|
|
|
7007
|
First Community Trust
Dubuque,
Iowa
|
$114M
|
-$25.7M
|
-18%
|
4%
|
111%
|
331
|
9.06%
|
|
|
7008
|
Savoir Faire Capital Management
Norwalk,
Connecticut
|
$114M
|
-$96.2M
|
-46%
|
6.85%
|
1.22%
|
54
|
33.33%
|
|
|
7009
|
SharpePoint
Phoenix,
Arizona
|
$114M
|
+$3.1M
|
+3%
|
1.31%
|
–
|
86
|
25.58%
|
|
|
7010
|
Roberts Capital Advisors
Denver,
Colorado
|
$114M
|
-$5.36M
|
-4%
|
6.78%
|
–
|
110
|
51.82%
|
|
|
7011
|
Orvieto Partners
Boston,
Massachusetts
|
$114M
|
-$4.54M
|
-4%
|
11.9%
|
–
|
39
|
15.38%
|
|
|
7012
|
Madison Park Capital Advisors
Seattle,
Washington
|
$114M
|
-$11.4M
|
-9%
|
1.99%
|
–
|
63
|
14.29%
|
|
|
7013
|
Saxony Capital Management
St. Louis,
Missouri
|
$114M
|
+$330K
|
+0.3%
|
1.11%
|
–
|
146
|
26.03%
|
|
|
7014
|
CogentBlue Wealth Advisors
Knoxville,
Tennessee
|
$114M
|
+$328K
|
+0.3%
|
0.78%
|
–
|
71
|
21.13%
|
|
|
7015
|
Elm3 Financial Group
Alpharetta,
Georgia
|
$114M
|
-$3.47M
|
-3%
|
3.95%
|
–
|
105
|
18.1%
|
|
|
7016
|
Park Circle Company
Baltimore,
Maryland
|
$114M
|
+$1.57M
|
+1%
|
5.17%
|
58.1%
|
115
|
9.57%
|
|
|
7017
|
Hickory Point Bank & Trust
Decatur,
Illinois
|
$114M
|
+$1.02M
|
+0.9%
|
0.31%
|
–
|
131
|
15.27%
|
|
|
7018
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$114M
|
-$4.3M
|
-4%
|
2.08%
|
54.8%
|
132
|
12.12%
|
|
|
7019
|
Twin City Private Wealth
Winston-Salem,
North Carolina
|
$114M
|
+$553K
|
+0.5%
|
2.69%
|
–
|
98
|
7.14%
|
|
|
7020
|
Crown Advisors Management
Larkspur,
California
|
$114M
|
-$42.2M
|
-27%
|
7.7%
|
216%
|
40
|
15%
|
|
|
7021
|
Rik Saylor Financial
Fairfield,
Ohio
|
$114M
|
+$5.39M
|
+5%
|
1.73%
|
–
|
82
|
8.54%
|
|
|
7022
|
Canandaigua National Trust of Florida
Canandaigua,
New York
|
$113M
|
-$14.7M
|
-11%
|
0.34%
|
–
|
125
|
28.8%
|
|
|
7023
|
|
$113M
|
-$21.6M
|
-16%
|
6.2%
|
82.8%
|
25
|
32%
|
|
|
7024
|
Shotwell Rutter Baer
Lansing,
Michigan
|
$113M
|
-$5.33M
|
-4%
|
0.57%
|
–
|
34
|
2.94%
|
|
|
7025
|
Thunderbird Partners
London,
United Kingdom
|
$113M
|
+$51.4M
|
+83%
|
1.31%
|
38%
|
9
|
77.78%
|
|