|
7051
|
Argyle Capital Partners
Los Angeles,
California
|
$139M
|
+$18.1M
|
+15%
|
6.8%
|
–
|
168
|
12.5%
|
|
|
7052
|
Gratia Capital
Los Angeles,
California
|
$139M
|
+$36.9M
|
+36%
|
22.9%
|
42.4%
|
36
|
33.33%
|
|
|
7053
|
Gladwyn Financial Advisors
Chantilly,
Virginia
|
$139M
|
+$10.1M
|
+8%
|
5.01%
|
–
|
86
|
5.81%
|
|
|
7054
|
Piper Sandler & Co
Minneapolis,
Minnesota
|
$139M
|
+$9.67M
|
+7%
|
0.13%
|
0.04%
|
24
|
8.33%
|
|
|
7055
|
Turn8 Private Wealth
Pointe Claire,
|
$139M
|
+$842K
|
+0.6%
|
10.2%
|
–
|
48
|
16.67%
|
|
|
7056
|
Robinson Smith Wealth Advisors
South Portland,
Maine
|
$139M
|
+$14.2M
|
+11%
|
7.04%
|
–
|
96
|
12.5%
|
|
|
7057
|
Hartmann Taylor Wealth Management
Dallas,
Texas
|
$139M
|
+$19.2M
|
+16%
|
6.23%
|
–
|
54
|
9.26%
|
|
|
7058
|
Oder Investment Management
Woodland Hills,
California
|
$139M
|
+$6.89M
|
+5%
|
10.3%
|
97.5%
|
101
|
6.93%
|
|
|
7059
|
Accel Growth Fund V Associates
Palo Alto,
California
|
$139M
|
+$31.2M
|
+29%
|
33.4%
|
1.17%
|
2
|
0%
|
|
|
7060
|
Steinberg Asset Management
New York
|
$139M
|
+$5.02M
|
+4%
|
5.1%
|
130%
|
39
|
5.13%
|
|
|
7061
|
Winebrenner Capital Management
Louisville,
Kentucky
|
$139M
|
+$15.2M
|
+12%
|
4.2%
|
–
|
140
|
10.71%
|
|
|
7062
|
Seek First
Campbell,
California
|
$139M
|
+$15.6M
|
+13%
|
12.1%
|
–
|
59
|
6.78%
|
|
|
7063
|
Ipsen Advisor Group
Little Rock,
Arkansas
|
$139M
|
+$7.76M
|
+6%
|
6.14%
|
–
|
106
|
8.49%
|
|
|
7064
|
Templeton & Phillips Capital Management
Lookout Mountain,
Tennessee
|
$139M
|
+$634K
|
+0.5%
|
3.09%
|
74.3%
|
55
|
21.82%
|
|
|
7065
|
Marathon Partners Equity Management
New York
|
$139M
|
+$23.9M
|
+21%
|
8.77%
|
–
|
21
|
28.57%
|
|
|
7066
|
Medici Capital
Newport Beach,
California
|
$139M
|
+$35.2M
|
+34%
|
28.1%
|
127%
|
38
|
47.37%
|
|
|
7067
|
Visa Foundation
San Francisco,
California
|
$139M
|
+$10.3M
|
+8%
|
8.03%
|
48.5%
|
1
|
0%
|
|
|
7068
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
$138M
|
+$11.2M
|
+9%
|
7.15%
|
72.1%
|
119
|
8.4%
|
|
|
7069
|
CVFG LLC
Shelbyville,
Indiana
|
$138M
|
+$12.4M
|
+10%
|
7.9%
|
–
|
101
|
5.94%
|
|
|
7070
|
Dahring Cusmano
Novi,
Michigan
|
$138M
|
+$10.1M
|
+8%
|
6.67%
|
–
|
62
|
25.81%
|
|
|
7071
|
|
$138M
|
+$11M
|
+9%
|
15.5%
|
105%
|
18
|
11.11%
|
|
|
7072
|
Asset Planning Inc
Cypress,
California
|
$138M
|
+$5.51M
|
+4%
|
4.17%
|
–
|
295
|
2.37%
|
|
|
7073
|
Bislett Management
Palo Alto,
California
|
$138M
|
-$8.07M
|
-6%
|
1.91%
|
19.8%
|
16
|
6.25%
|
|
|
7074
|
Generation Capital Management
Pittsford,
New York
|
$138M
|
+$11.7M
|
+9%
|
8%
|
–
|
86
|
18.6%
|
|
|
7075
|
SwitchPoint Financial Planning
Lehi,
Utah
|
$138M
|
+$16.1M
|
+13%
|
7.44%
|
–
|
61
|
3.28%
|
|