|
7401
|
Helium Advisors
Everett,
Washington
|
$120M
|
-$38.4M
|
-24%
|
7.75%
|
–
|
107
|
18.69%
|
0.7
|
|
|
7402
|
Intrepid Family Office
Sarasota,
Florida
|
$120M
|
-$2.56M
|
-2%
|
10.3%
|
–
|
47
|
36.17%
|
1.3
|
|
|
7403
|
Aryeh Capital Management
Toronto,
Ontario, Canada
|
$120M
|
-$8.17M
|
-6%
|
4.08%
|
87.7%
|
13
|
7.69%
|
1.8
|
|
|
7404
|
Petros Family Wealth
Bloomington,
Minnesota
|
$119M
|
+$9.99M
|
+9%
|
10.8%
|
–
|
154
|
25.32%
|
0.6
|
|
|
7405
|
Park Circle Company
Baltimore,
Maryland
|
$119M
|
+$1.47M
|
+1%
|
8.29%
|
70.5%
|
118
|
43.22%
|
4.6
|
|
|
7406
|
TSG Consumer Partners
Larkspur,
California
|
$119M
|
-$41.2M
|
-26%
|
23.4%
|
70.1%
|
1
|
0%
|
3.8
|
|
|
7407
|
Santa Clara Valley Transportation Authority
San Jose,
California
|
$119M
|
+$13.8M
|
+13%
|
3.94%
|
–
|
4
|
0%
|
1
|
|
|
7408
|
Hobbs Wealth Management
Zionsville,
Indiana
|
$119M
|
+$14.5M
|
+14%
|
8.92%
|
–
|
59
|
20.34%
|
0.5
|
|
|
7409
|
Freestate Advisors
Overland Park,
Kansas
|
$119M
|
+$7.23M
|
+6%
|
4.19%
|
–
|
46
|
8.7%
|
1.1
|
|
|
7410
|
Sierra Ocean
Ripon,
California
|
$119M
|
-$19.7M
|
-14%
|
6.28%
|
–
|
1,029
|
93.97%
|
0.7
|
|
|
7411
|
DBK Financial Counsel
Cuyahoga Falls,
Ohio
|
$119M
|
+$8.32M
|
+8%
|
7.05%
|
58.1%
|
59
|
10.17%
|
2.5
|
|
|
7412
|
Graver Capital Management
Columbus,
Ohio
|
$119M
|
+$5.57M
|
+5%
|
6.53%
|
–
|
26
|
3.85%
|
0.7
|
|
|
7413
|
A4 Wealth Advisors
Huntersville,
North Carolina
|
$119M
|
–
|
–
|
7.29%
|
–
|
158
|
–
|
0
|
|
|
7414
|
Bretton Capital Management
San Francisco,
California
|
$119M
|
+$7.85M
|
+7%
|
9.7%
|
–
|
20
|
5%
|
1
|
|
|
7415
|
|
$119M
|
-$5.79M
|
-5%
|
2.89%
|
19.3%
|
25
|
36%
|
2.2
|
|
|
7416
|
Red Crane Wealth Management
San Francisco,
California
|
$119M
|
+$8.81M
|
+8%
|
6.27%
|
–
|
69
|
13.04%
|
0.6
|
|
|
7417
|
Ativo Capital Management
Chicago,
Illinois
|
$118M
|
+$6.62M
|
+6%
|
5.41%
|
63.8%
|
60
|
11.67%
|
2
|
|
|
7418
|
Searchlight Capital Partners
New York
|
$118M
|
+$14.3M
|
+14%
|
36.4%
|
38.5%
|
3
|
0%
|
7.5
|
|
|
7419
|
Poinciana Advisors Group
Palm Beach Gardens,
Florida
|
$118M
|
+$7.5M
|
+7%
|
9.16%
|
–
|
138
|
18.84%
|
0.5
|
|
|
7420
|
University of Wisconsin Foundation
Madison,
Wisconsin
|
$118M
|
+$28.7M
|
+32%
|
14.2%
|
142%
|
10
|
60%
|
0.8
|
|
|
7421
|
OV Management
Minneapolis,
Minnesota
|
$118M
|
-$1.44M
|
-1%
|
0.19%
|
–
|
59
|
10.17%
|
1.5
|
|
|
7422
|
Northeast Planning Associates NH
Bedford,
New Hampshire
|
$118M
|
+$9.3M
|
+9%
|
10.9%
|
–
|
53
|
15.09%
|
0.6
|
|
|
7423
|
Guardian Investment Management
Tiburon,
California
|
$118M
|
+$18.2M
|
+18%
|
13.1%
|
89.7%
|
60
|
23.33%
|
6.8
|
|
|
7424
|
William Howard & Co Financial Advisors
Memphis,
Tennessee
|
$118M
|
+$2.9M
|
+3%
|
5.86%
|
–
|
58
|
6.9%
|
1.3
|
|
|
7425
|
Pitti Group Wealth Management
Victor,
New York
|
$117M
|
+$1.6M
|
+1%
|
6.32%
|
65.3%
|
83
|
15.66%
|
2.5
|
|