|
7101
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$143M
|
+$6.72M
|
+5%
|
2.83%
|
–
|
128
|
21.09%
|
|
|
7102
|
Roger Wittlin Investment Advisory
San Francisco,
California
|
$143M
|
-$36.9M
|
-21%
|
1.91%
|
54.1%
|
44
|
18.18%
|
|
|
7103
|
Black Maple Capital Management
Milwaukee,
Wisconsin
|
$143M
|
-$63.5M
|
-31%
|
1.05%
|
29.7%
|
114
|
42.98%
|
|
|
7104
|
Yorktown Energy Partners XI
New York
|
$143M
|
-$52M
|
-27%
|
26.4%
|
139%
|
4
|
25%
|
|
|
7105
|
Fosse Capital Partners
London,
United Kingdom
|
$143M
|
-$21.9M
|
-13%
|
6.54%
|
68.6%
|
2
|
0%
|
|
|
7106
|
SwitchPoint Financial Planning
Lehi,
Utah
|
$143M
|
+$4.71M
|
+3%
|
3.49%
|
–
|
63
|
4.76%
|
|
|
7107
|
Guided Capital Wealth Management
Houston,
Texas
|
$143M
|
+$26M
|
+22%
|
5.02%
|
–
|
42
|
30.95%
|
|
|
7108
|
Safir Wealth Advisors
Greenland,
New Hampshire
|
$143M
|
+$1.05M
|
+0.7%
|
1.5%
|
46.4%
|
17
|
5.88%
|
|
|
7109
|
Pin Oak Investment Advisors
Houston,
Texas
|
$143M
|
+$2.54M
|
+2%
|
0.92%
|
55.7%
|
530
|
11.51%
|
|
|
7110
|
Brown University
Providence,
Rhode Island
|
$143M
|
-$26.5M
|
-16%
|
8.24%
|
7.69%
|
10
|
20%
|
|
|
7111
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$142M
|
+$14.4M
|
+11%
|
3.97%
|
85.5%
|
412
|
16.99%
|
|
|
7112
|
TME Financial
Huntington Beach,
California
|
$142M
|
+$8.89M
|
+7%
|
0.82%
|
–
|
79
|
13.92%
|
|
|
7113
|
Asset Planning Inc
Cypress,
California
|
$142M
|
+$4.13M
|
+3%
|
5.01%
|
–
|
305
|
7.21%
|
|
|
7114
|
Gladwyn Financial Advisors
Chantilly,
Virginia
|
$142M
|
+$2.98M
|
+2%
|
0.43%
|
–
|
87
|
2.3%
|
|
|
7115
|
Synergy Financial Group
San Ramon,
California
|
$142M
|
-$5.98M
|
-4%
|
0.3%
|
126%
|
119
|
6.72%
|
|
|
7116
|
Brandywine Asset Management
Thornton,
Pennsylvania
|
$142M
|
–
|
–
|
2.29%
|
–
|
15
|
–
|
|
|
7117
|
Constant Guidance Financial
Attleboro Falls,
Massachusetts
|
$142M
|
+$16.9M
|
+14%
|
1.45%
|
–
|
60
|
60%
|
|
|
7118
|
Mountain Capital Management
Houston,
Texas
|
$142M
|
–
|
–
|
17.4%
|
–
|
1
|
–
|
|
|
7119
|
Buckley Capital Advisors
Miami Beach,
Florida
|
$142M
|
–
|
–
|
9.06%
|
–
|
15
|
–
|
|
|
7120
|
Hopwood Financial Services
Reston,
Virginia
|
$142M
|
-$7.58M
|
-5%
|
1.85%
|
–
|
310
|
70.97%
|
|
|
7121
|
Ibex Investors
Denver,
Colorado
|
$142M
|
+$21.2M
|
+18%
|
7.77%
|
4.48%
|
16
|
31.25%
|
|
|
7122
|
GreatBanc Trust
Lisle,
Illinois
|
$142M
|
-$4.15M
|
-3%
|
2.18%
|
–
|
77
|
7.79%
|
|
|
7123
|
Villanova Investment Management
Wayne,
Pennsylvania
|
$142M
|
-$2.46M
|
-2%
|
3.59%
|
–
|
61
|
13.11%
|
|
|
7124
|
Visa Foundation
San Francisco,
California
|
$142M
|
+$2.96M
|
+2%
|
2.13%
|
37.7%
|
1
|
0%
|
|
|
7125
|
Hedges Asset Management
Reno,
Nevada
|
$142M
|
+$11.2M
|
+9%
|
5.25%
|
–
|
112
|
12.5%
|
|