|
7051
|
Berbice Capital Management
Melville,
New York
|
$125M
|
–
|
–
|
9%
|
–
|
132
|
–
|
|
|
7052
|
Envision Financial
Brookfield,
Wisconsin
|
$125M
|
–
|
–
|
1.69%
|
–
|
38
|
–
|
|
|
7053
|
KMT Wealth Management
El Segundo,
California
|
$125M
|
–
|
–
|
1.44%
|
–
|
13
|
–
|
|
|
7054
|
Green Alpha Advisors
Niwot,
Colorado
|
$125M
|
-$2.66M
|
-2%
|
6.01%
|
267%
|
151
|
9.27%
|
|
|
7055
|
Sapphire Ventures
Austin,
Texas
|
$125M
|
+$28.9M
|
+30%
|
32.3%
|
27.9%
|
6
|
0%
|
|
|
7056
|
MFA Wealth Services
Thousand Oaks,
California
|
$125M
|
–
|
–
|
0.05%
|
–
|
108
|
–
|
|
|
7057
|
Profit Investment Management
North Bethesda,
Maryland
|
$125M
|
-$2.48M
|
-2%
|
2.63%
|
101%
|
81
|
3.7%
|
|
|
7058
|
HC Advisors
Sandy Springs,
Georgia
|
$125M
|
+$3.01M
|
+2%
|
0.09%
|
63.5%
|
64
|
25%
|
|
|
7059
|
Keene & Associates
Fort Worth,
Texas
|
$125M
|
-$7.44M
|
-6%
|
1.8%
|
20.3%
|
82
|
12.2%
|
|
|
7060
|
Symphony Financial Services
Akron,
Ohio
|
$124M
|
+$6.87M
|
+6%
|
1.64%
|
–
|
88
|
15.91%
|
|
|
7061
|
MVM Partners
Boston,
Massachusetts
|
$124M
|
+$32.8M
|
+36%
|
46.5%
|
77.3%
|
3
|
0%
|
|
|
7062
|
MPM Asset Management
Boston,
Massachusetts
|
$124M
|
-$20.9M
|
-14%
|
7.32%
|
5.89%
|
6
|
0%
|
|
|
7063
|
|
$124M
|
–
|
–
|
1.57%
|
–
|
407
|
–
|
|
|
7064
|
OmniStar Financial Group
Wilmington,
North Carolina
|
$124M
|
-$9.12M
|
-7%
|
0.27%
|
67.1%
|
129
|
10.08%
|
|
|
7065
|
Exchange Bank
Santa Rosa,
California
|
$124M
|
+$2.1M
|
+2%
|
0.4%
|
67.1%
|
117
|
6.84%
|
|
|
7066
|
Monetta Financial Services
Wheaton,
Illinois
|
$124M
|
+$6.94M
|
+6%
|
14.6%
|
275%
|
58
|
27.59%
|
|
|
7067
|
Bay Capital Advisors
Virginia Beach,
Virginia
|
$124M
|
–
|
–
|
1.23%
|
–
|
113
|
–
|
|
|
7068
|
Chancellor Financial Group WB
Wilkes-Barre,
Pennsylvania
|
$124M
|
–
|
–
|
1.83%
|
–
|
128
|
–
|
|
|
7069
|
QVIDTVM Management
The Woodlands,
Texas
|
$124M
|
-$18.7M
|
-13%
|
4.47%
|
19.5%
|
8
|
0%
|
|
|
7070
|
Babb Wealth Advisors
Flagstaff,
Arizona
|
$124M
|
–
|
–
|
1.71%
|
–
|
19
|
–
|
|
|
7071
|
Emeth Value Capital
New Orleans,
Louisiana
|
$124M
|
–
|
–
|
11.7%
|
–
|
6
|
–
|
|
|
7072
|
Barrier Capital Management
San Francisco,
California
|
$124M
|
+$16.2M
|
+15%
|
12%
|
216%
|
13
|
7.69%
|
|
|
7073
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$124M
|
-$26.4M
|
-18%
|
5.98%
|
66.3%
|
270
|
28.52%
|
|
|
7074
|
Inherent Management Corp
New York
|
$124M
|
–
|
–
|
7.19%
|
–
|
8
|
–
|
|
|
7075
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$124M
|
+$3.58M
|
+3%
|
1.85%
|
80.2%
|
90
|
5.56%
|
|