|
7101
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$132M
|
+$6.11M
|
+5%
|
8.03%
|
60.2%
|
90
|
12.22%
|
|
|
7102
|
LM Asset (IM) Inc
Vancouver,
British Columbia, Canada
|
$132M
|
+$24.5M
|
+23%
|
20.8%
|
–
|
14
|
42.86%
|
|
|
7103
|
Tao Capital Management
San Francisco,
California
|
$132M
|
-$4.17M
|
-3%
|
19.2%
|
356%
|
10
|
10%
|
|
|
7104
|
Travelers Companies
Saint Paul,
Minnesota
|
$132M
|
+$12.7M
|
+11%
|
9.39%
|
–
|
2
|
50%
|
|
|
7105
|
Cannon Wealth Management Services
Winston Salem,
North Carolina
|
$132M
|
+$9.74M
|
+8%
|
6.14%
|
–
|
86
|
11.63%
|
|
|
7106
|
Kagan Cocozza Asset Management
Mickleton,
New Jersey
|
$132M
|
+$1.65M
|
+1%
|
5.22%
|
–
|
62
|
3.23%
|
|
|
7107
|
Flight Deck Capital
San Francisco,
California
|
$132M
|
+$37.6M
|
+40%
|
60%
|
274%
|
17
|
41.18%
|
|
|
7108
|
Orca Wealth Management
New Port Richey,
Florida
|
$132M
|
+$13.3M
|
+11%
|
11.2%
|
–
|
70
|
10%
|
|
|
7109
|
Opulen Financial Group
Arlington,
Virginia
|
$132M
|
+$10M
|
+8%
|
5.46%
|
–
|
108
|
9.26%
|
|
|
7110
|
Clayton Partners
Berkeley,
California
|
$132M
|
+$12.8M
|
+11%
|
12.4%
|
99%
|
41
|
21.95%
|
|
|
7111
|
Womack Financial
Dallas,
Texas
|
$132M
|
+$11.7M
|
+10%
|
7.35%
|
–
|
68
|
4.41%
|
|
|
7112
|
Leibman Financial Services
Louisville,
Nebraska
|
$132M
|
+$1.61M
|
+1%
|
6.86%
|
–
|
53
|
16.98%
|
|
|
7113
|
GeoSphere Capital Management
Miami Beach,
Florida
|
$132M
|
+$14.9M
|
+13%
|
33%
|
419%
|
55
|
49.09%
|
|
|
7114
|
Warm Springs Advisors
Larkspur,
California
|
$132M
|
+$15.2M
|
+13%
|
9.64%
|
–
|
50
|
16%
|
|
|
7115
|
Finward Bancorp
Munster,
Indiana
|
$132M
|
+$5M
|
+4%
|
8.8%
|
–
|
109
|
10.09%
|
|
|
7116
|
Carnegie Mellon University
Pittsburgh,
Pennsylvania
|
$132M
|
-$23M
|
-15%
|
13.1%
|
32.4%
|
5
|
0%
|
|
|
7117
|
Institutional Venture Management XV
Menlo Park,
California
|
$131M
|
-$111M
|
-46%
|
8.8%
|
36.3%
|
4
|
25%
|
|
|
7118
|
PMG Wealth Management
Hawthorn Woods,
Illinois
|
$131M
|
+$10.1M
|
+8%
|
6.09%
|
–
|
55
|
3.64%
|
|
|
7119
|
TT Capital Management
Coto De Caza,
California
|
$131M
|
+$7.55M
|
+6%
|
0.98%
|
–
|
77
|
22.08%
|
|
|
7120
|
Pine Brook Road Advisors
Bedford,
New York
|
$131M
|
-$1.02M
|
-0.8%
|
9.47%
|
–
|
2
|
50%
|
|
|
7121
|
Hoese & Co
Glencoe,
Minnesota
|
$131M
|
+$6.85M
|
+6%
|
4.86%
|
46.3%
|
154
|
18.83%
|
|
|
7122
|
SIMA Wealth Partners
North Chesterfield,
Virginia
|
$131M
|
+$6.89M
|
+6%
|
5.51%
|
–
|
183
|
26.23%
|
|
|
7123
|
Kids Capital Management
Los Angeles,
California
|
$131M
|
+$8.7M
|
+7%
|
7.25%
|
–
|
13
|
7.69%
|
|
|
7124
|
Family Legacy Financial Solutions
Cary,
North Carolina
|
$131M
|
+$12.7M
|
+11%
|
4.08%
|
–
|
292
|
28.08%
|
|
|
7125
|
Kennondale Capital Management
Richmond,
Virginia
|
$131M
|
+$32.6M
|
+33%
|
17.2%
|
–
|
84
|
4.76%
|
|