|
7101
|
Visa Foundation
San Francisco,
California
|
$129M
|
-$4.27M
|
-3%
|
11.9%
|
48.5%
|
1
|
0%
|
|
|
7102
|
Marest Capital
Tarzana,
California
|
$129M
|
+$8.15M
|
+7%
|
12.3%
|
–
|
30
|
56.67%
|
|
|
7103
|
7G Capital Management
New York
|
$129M
|
+$11.8M
|
+10%
|
13%
|
137%
|
8
|
12.5%
|
|
|
7104
|
Delos Wealth Advisors
Dallas,
Texas
|
$128M
|
+$2.11M
|
+2%
|
6.3%
|
58%
|
262
|
79.01%
|
|
|
7105
|
Dahring Cusmano
Novi,
Michigan
|
$128M
|
+$12.2M
|
+11%
|
8.09%
|
–
|
56
|
3.57%
|
|
|
7106
|
Disciplined Investors
Waco,
Texas
|
$128M
|
+$17.5M
|
+16%
|
11%
|
–
|
123
|
8.13%
|
|
|
7107
|
Sugar Maple Asset Management
Sister Bay,
Wisconsin
|
$128M
|
+$1.24M
|
+1%
|
4.33%
|
–
|
85
|
32.94%
|
|
|
7108
|
U.S. Wealth Group
Woodbury,
New York
|
$128M
|
+$2.07M
|
+2%
|
10.2%
|
–
|
42
|
7.14%
|
|
|
7109
|
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
|
$128M
|
+$15.8M
|
+14%
|
12.6%
|
–
|
101
|
20.79%
|
|
|
7110
|
Strategent Financial
Harrisonburg,
Virginia
|
$128M
|
+$17.7M
|
+16%
|
7.9%
|
–
|
35
|
5.71%
|
|
|
7111
|
TFJ Management
Somerville,
Massachusetts
|
$128M
|
+$22.5M
|
+21%
|
20.3%
|
–
|
14
|
14.29%
|
|
|
7112
|
Pacific Financial Group
Bellevue,
Washington
|
$128M
|
+$4.2M
|
+3%
|
9.24%
|
61.1%
|
64
|
18.75%
|
|
|
7113
|
Hopwood Financial Services
Reston,
Virginia
|
$128M
|
-$1.61M
|
-1%
|
8.31%
|
–
|
313
|
9.27%
|
|
|
7114
|
American Alpha Advisors
New York
|
$128M
|
+$8.58M
|
+7%
|
10.2%
|
–
|
105
|
36.19%
|
|
|
7115
|
Aryeh Capital Management
Toronto,
Ontario, Canada
|
$128M
|
-$12.3M
|
-9%
|
1.19%
|
87.7%
|
15
|
33.33%
|
|
|
7116
|
Tiptree Advisors
New York
|
$128M
|
+$6.83M
|
+6%
|
17.4%
|
–
|
30
|
53.33%
|
|
|
7117
|
Blodgett Wealth Advisors
Concord,
California
|
$128M
|
+$10.3M
|
+9%
|
16.9%
|
124%
|
64
|
9.38%
|
|
|
7118
|
Good Steward Wealth Advisors
Clarksville,
Tennessee
|
$128M
|
+$17.7M
|
+16%
|
4.63%
|
–
|
134
|
35.07%
|
|
|
7119
|
Clio Asset Management
Charlottesville,
Virginia
|
$128M
|
+$1.81M
|
+1%
|
6.6%
|
70%
|
15
|
6.67%
|
|
|
7120
|
Haven Global Partners
Atlanta,
Georgia
|
$127M
|
+$32M
|
+34%
|
14.5%
|
–
|
10
|
0%
|
|
|
7121
|
|
$127M
|
+$19.5M
|
+18%
|
13.2%
|
105%
|
18
|
16.67%
|
|
|
7122
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$127M
|
+$2M
|
+2%
|
6.91%
|
–
|
99
|
13.13%
|
|
|
7123
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
$127M
|
+$8.13M
|
+7%
|
9.51%
|
72.1%
|
116
|
6.9%
|
|
|
7124
|
|
$127M
|
–
|
–
|
9.8%
|
–
|
115
|
–
|
|
|
7125
|
Barnett & Company
Chattanooga,
Tennessee
|
$127M
|
+$7.48M
|
+6%
|
3.17%
|
65.9%
|
86
|
16.28%
|
|