|
7501
|
Camelot Technology Advisors
San Francisco,
California
|
$149M
|
+$10.8M
|
+8%
|
10.9%
|
71%
|
62
|
6.45%
|
2
|
|
|
7502
|
Sage Investment Advisers
Wappingers Falls,
New York
|
$149M
|
+$13.6M
|
+10%
|
7.89%
|
–
|
100
|
13%
|
2.5
|
|
|
7503
|
Forty-three Eighteen Advisors
Bentonville,
Arkansas
|
$149M
|
+$15.8M
|
+12%
|
24.5%
|
–
|
95
|
43.16%
|
0.3
|
|
|
7504
|
Fiduciary Advisors Inc
St. Louis,
Missouri
|
$149M
|
+$15.5M
|
+12%
|
10.2%
|
–
|
157
|
24.2%
|
0.9
|
|
|
7505
|
Stewardship Concepts Financial Services
Spokane,
Washington
|
$149M
|
+$21M
|
+16%
|
9.68%
|
–
|
72
|
16.67%
|
0.4
|
|
|
7506
|
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
|
$149M
|
+$8.64M
|
+6%
|
9.11%
|
167%
|
23
|
52.17%
|
1.7
|
|
|
7507
|
Whipplewood Advisors
Littleton,
Colorado
|
$149M
|
-$44.1M
|
-23%
|
7.96%
|
–
|
1,070
|
41.03%
|
0.7
|
|
|
7508
|
swisspartners Advisors
Zurich,
Switzerland
|
$148M
|
-$10.7M
|
-7%
|
1.2%
|
73.2%
|
24
|
4.17%
|
3.6
|
|
|
7509
|
Northstar Financial Companies
Conshohocken,
Pennsylvania
|
$148M
|
+$22.7M
|
+18%
|
16.7%
|
–
|
125
|
16.8%
|
1.1
|
|
|
7510
|
Morgan Creek Capital Management
Chapel Hill,
North Carolina
|
$148M
|
-$2.97M
|
-2%
|
8.35%
|
–
|
16
|
50%
|
0.3
|
|
|
7511
|
Tuttle Capital Management
Riverside,
Connecticut
|
$148M
|
+$87.6M
|
+144%
|
54.2%
|
115%
|
200
|
80%
|
0.4
|
|
|
7512
|
Monetta Financial Services
Wheaton,
Illinois
|
$148M
|
+$19.4M
|
+15%
|
44.2%
|
275%
|
80
|
53.75%
|
2.1
|
|
|
7513
|
Ivory Union Consulting
Road Town,
|
$148M
|
+$20.8M
|
+16%
|
17.7%
|
–
|
3
|
0%
|
0.5
|
|
|
7514
|
Phil A. Younker & Associates
Fairbanks,
Alaska
|
$148M
|
-$1.57M
|
-1%
|
6.13%
|
–
|
37
|
24.32%
|
1.2
|
|
|
7515
|
Accordant Advisory Group
Annapolis,
Maryland
|
$148M
|
-$13.1M
|
-8%
|
10.6%
|
–
|
252
|
9.52%
|
1.1
|
|
|
7516
|
Perissos Private Wealth Management
Bethany,
Oklahoma
|
$148M
|
+$33M
|
+29%
|
11.9%
|
–
|
85
|
22.35%
|
1.5
|
|
|
7517
|
Sacks & Associates
Warren,
New Jersey
|
$148M
|
+$13.7M
|
+10%
|
15.5%
|
–
|
84
|
11.9%
|
0.5
|
|
|
7518
|
Vertex Investment Solutions
Chiyoda-Ku,
|
$148M
|
+$61.7M
|
+71%
|
3.73%
|
–
|
29
|
24.14%
|
0.4
|
|
|
7519
|
Peapod Lane Capital
Bedford Hills,
New York
|
$148M
|
+$26.3M
|
+22%
|
27.7%
|
–
|
69
|
21.74%
|
1
|
|
|
7520
|
Nitor Capital Management
Englewood Cliffs,
New Jersey
|
$148M
|
+$18.3M
|
+14%
|
3.7%
|
–
|
26
|
15.38%
|
0.5
|
|
|
7521
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$148M
|
+$5.82M
|
+4%
|
16.4%
|
96.8%
|
431
|
7.89%
|
3.8
|
|
|
7522
|
9823 Capital
Dallas,
Texas
|
$148M
|
+$15.6M
|
+12%
|
13.7%
|
–
|
64
|
78.13%
|
0.2
|
|
|
7523
|
Moon Capital Management
New York
|
$148M
|
-$17.6M
|
-11%
|
12.2%
|
76.3%
|
15
|
20%
|
3.4
|
|
|
7524
|
Harbour Wealth Management Group
Daniel Island,
South Carolina
|
$148M
|
+$15.1M
|
+11%
|
16.3%
|
–
|
91
|
4.4%
|
0.5
|
|
|
7525
|
Partnership Wealth Management
Towson,
Maryland
|
$148M
|
+$16.8M
|
+13%
|
15.6%
|
67.6%
|
68
|
4.41%
|
2.3
|
|