|
8001
|
Torrey-Payne Wealth Management
Pasadena,
California
|
$122M
|
+$12.6M
|
+12%
|
10.8%
|
–
|
42
|
11.9%
|
|
|
8002
|
Institutional Venture Management XV
Menlo Park,
California
|
$122M
|
+$46M
|
+61%
|
63.7%
|
116%
|
3
|
0%
|
|
|
8003
|
Portus Wealth Advisors
Charlotte,
North Carolina
|
$121M
|
+$15.3M
|
+14%
|
22.2%
|
–
|
568
|
91.37%
|
|
|
8004
|
Pandowealth
Peachtree City,
Georgia
|
$121M
|
+$5.02M
|
+4%
|
13.8%
|
–
|
21
|
19.05%
|
|
|
8005
|
Alexander Randolph Advisory
Mclean,
Virginia
|
$121M
|
+$5.41M
|
+5%
|
15.9%
|
–
|
57
|
33.33%
|
|
|
8006
|
Dala Group
Hoffman Estates,
Illinois
|
$121M
|
+$1.74M
|
+1%
|
22.2%
|
–
|
75
|
12%
|
|
|
8007
|
Verus Wealth Management
De Pere,
Wisconsin
|
$121M
|
+$13.6M
|
+13%
|
9.68%
|
–
|
57
|
14.04%
|
|
|
8008
|
Chapman Investment Management
San Anselmo,
California
|
$121M
|
+$47.9K
|
+0%
|
0%
|
44%
|
53
|
100%
|
|
|
8009
|
Worthington Financial Partners
Worthington,
Ohio
|
$121M
|
+$4.39M
|
+4%
|
41%
|
–
|
108
|
11.11%
|
|
|
8010
|
Miller Global Investments
Dallas,
Texas
|
$121M
|
+$11.7M
|
+11%
|
9.93%
|
–
|
310
|
14.84%
|
|
|
8011
|
Stoic Point Capital Management
Palo Alto,
California
|
$121M
|
+$17.9M
|
+17%
|
11.5%
|
–
|
78
|
30.77%
|
|
|
8012
|
Roan Capital Partners
Johnson City,
Tennessee
|
$121M
|
+$12.3M
|
+11%
|
8.34%
|
–
|
89
|
25.84%
|
|
|
8013
|
KDK Private Wealth Management
Houston,
Texas
|
$121M
|
+$11.3M
|
+10%
|
9.05%
|
–
|
62
|
11.29%
|
|
|
8014
|
Mission Financial Group
Las Vegas,
Nevada
|
$121M
|
–
|
–
|
13.5%
|
–
|
158
|
–
|
|
|
8015
|
Viaable
Wayne,
Pennsylvania
|
$121M
|
–
|
–
|
2.91%
|
–
|
36
|
–
|
|
|
8016
|
Morangie Management
Vero Beach,
Florida
|
$120M
|
+$11.8M
|
+11%
|
15.3%
|
–
|
35
|
5.71%
|
|
|
8017
|
Helium Advisors
Everett,
Washington
|
$120M
|
+$15.3M
|
+15%
|
15.1%
|
–
|
110
|
18.18%
|
|
|
8018
|
Mirabaud Asset Management
London,
United Kingdom
|
$120M
|
-$1.16M
|
-1%
|
25.5%
|
–
|
53
|
47.17%
|
|
|
8019
|
RHL Group
Holly,
Michigan
|
$120M
|
+$3.1M
|
+3%
|
15.9%
|
–
|
297
|
28.96%
|
|
|
8020
|
Blom & Howell Financial Planning
Modesto,
California
|
$120M
|
+$18.2M
|
+18%
|
16.3%
|
–
|
67
|
8.96%
|
|
|
8021
|
Payne Capital
Lake Oswego,
Oregon
|
$120M
|
+$11.1M
|
+10%
|
11.1%
|
–
|
59
|
6.78%
|
|
|
8022
|
Blue Line Capital
Chicago,
Illinois
|
$120M
|
+$31.5M
|
+36%
|
30.3%
|
–
|
98
|
40.82%
|
|
|
8023
|
Investment Management Corporation
Roanoke,
Virginia
|
$120M
|
+$3.37M
|
+3%
|
11.2%
|
–
|
56
|
17.86%
|
|
|
8024
|
January Capital Advisors
San Francisco,
California
|
$120M
|
+$45.5M
|
+61%
|
13.1%
|
–
|
58
|
15.52%
|
|
|
8025
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$120M
|
+$11.5M
|
+11%
|
13.6%
|
161%
|
220
|
10%
|
|