|
7101
|
Chan Zuckerberg Initiative
Redwood City,
California
|
$118M
|
-$254M
|
-68%
|
5.42%
|
59%
|
3
|
33.33%
|
1.5
|
|
|
7102
|
Stoneridge Investment Partners
Radnor,
Pennsylvania
|
$118M
|
-$161M
|
-58%
|
7.59%
|
44.2%
|
162
|
45.68%
|
1.5
|
|
|
7103
|
Blue Investment Opportunities
Miami Beach,
Florida
|
$118M
|
–
|
–
|
14.8%
|
–
|
1
|
–
|
0
|
|
|
7104
|
Sky-Mountain Capital Management
Ketchum,
Idaho
|
$118M
|
–
|
–
|
0.09%
|
–
|
32
|
–
|
0
|
|
|
7105
|
Stage Harbor Financial
Westwood,
Massachusetts
|
$118M
|
+$3.18M
|
+3%
|
1.83%
|
56.4%
|
63
|
14.29%
|
0.9
|
|
|
7106
|
Keystone Financial Services (Nebraska)
Omaha,
Nebraska
|
$118M
|
+$9.05M
|
+8%
|
3.18%
|
–
|
49
|
14.29%
|
0.2
|
|
|
7107
|
1858 Wealth Management
Akron,
Ohio
|
$118M
|
-$8.2M
|
-6%
|
2.15%
|
–
|
135
|
23.7%
|
0.9
|
|
|
7108
|
Blue Rock Wealth Management
Winston-Salem,
North Carolina
|
$118M
|
+$22.9M
|
+24%
|
3.07%
|
–
|
98
|
31.63%
|
0.2
|
|
|
7109
|
Eagle Bay Advisors
New York
|
$118M
|
-$41M
|
-26%
|
1.65%
|
85%
|
1,001
|
88.61%
|
3.2
|
|
|
7110
|
Stone House Capital Management
Bay Harbor Islands,
Florida
|
$118M
|
-$50.8M
|
-30%
|
13.3%
|
151%
|
3
|
0%
|
2
|
|
|
7111
|
Axecap Investments
Mason,
Ohio
|
$118M
|
-$14.8M
|
-11%
|
2.57%
|
–
|
93
|
49.46%
|
0.3
|
|
|
7112
|
University of Wisconsin Foundation
Madison,
Wisconsin
|
$118M
|
-$19.7M
|
-14%
|
8.42%
|
142%
|
8
|
12.5%
|
1.2
|
|
|
7113
|
Partnership Wealth Management
Towson,
Maryland
|
$118M
|
-$2.34M
|
-2%
|
0.4%
|
67.6%
|
76
|
10.53%
|
1.1
|
|
|
7114
|
Monimus Capital Management
Woodbridge,
New Jersey
|
$118M
|
+$11.7M
|
+11%
|
8.33%
|
–
|
66
|
50%
|
0.2
|
|
|
7115
|
Muirfield Wealth Advisors
Charlotte,
North Carolina
|
$118M
|
-$3.56M
|
-3%
|
1.89%
|
–
|
69
|
5.8%
|
1
|
|
|
7116
|
Oder Investment Management
Woodland Hills,
California
|
$118M
|
-$2.32M
|
-2%
|
3.1%
|
115%
|
97
|
9.28%
|
2.8
|
|
|
7117
|
Richwood Investment Advisors
Cincinnati,
Ohio
|
$118M
|
-$2.31M
|
-2%
|
0.78%
|
71.9%
|
103
|
8.74%
|
3
|
|
|
7118
|
Ridgeline Wealth
Mesa,
Arizona
|
$118M
|
-$5.08M
|
-4%
|
1.63%
|
–
|
56
|
5.36%
|
0.2
|
|
|
7119
|
Collier Financial
Denver,
Colorado
|
$118M
|
+$5.66M
|
+5%
|
0.8%
|
–
|
130
|
16.92%
|
0.2
|
|
|
7120
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$118M
|
-$6.33M
|
-5%
|
5.59%
|
92.1%
|
89
|
6.74%
|
2.8
|
|
|
7121
|
Accuvest Global Advisors
Provo,
Utah
|
$117M
|
+$46M
|
+64%
|
1.38%
|
163%
|
68
|
77.94%
|
0.5
|
|
|
7122
|
FSA Investment Group
Pensacola,
Florida
|
$117M
|
+$2.61M
|
+2%
|
4.63%
|
–
|
23
|
13.04%
|
0.2
|
|
|
7123
|
Basso Capital Management
Stamford,
Connecticut
|
$117M
|
+$1.88M
|
+2%
|
0.52%
|
89%
|
81
|
18.52%
|
1.5
|
|
|
7124
|
Processus Wealth & Capital Management
Brentwood,
Tennessee
|
$117M
|
-$8M
|
-6%
|
6.15%
|
160%
|
38
|
13.16%
|
1.1
|
|
|
7125
|
Acuitas Investments
Seattle,
Washington
|
$117M
|
-$4.38M
|
-4%
|
6.4%
|
120%
|
79
|
36.71%
|
1.3
|
|