|
8026
|
Courant Investment Management
Franklin,
Tennessee
|
$111M
|
-$15.9M
|
-13%
|
5.18%
|
33.5%
|
7
|
14.29%
|
|
|
8027
|
Pandowealth
Peachtree City,
Georgia
|
$111M
|
–
|
–
|
2.18%
|
–
|
20
|
–
|
|
|
8028
|
Miller Global Investments
Dallas,
Texas
|
$110M
|
–
|
–
|
4.7%
|
–
|
246
|
–
|
|
|
8029
|
Parrish Capital
Kennesaw,
Georgia
|
$110M
|
–
|
–
|
4.68%
|
–
|
86
|
–
|
|
|
8030
|
Lane Generational
Dover,
Massachusetts
|
$110M
|
-$10M
|
-8%
|
5.86%
|
148%
|
38
|
28.95%
|
|
|
8031
|
Incision Capital Management
San Francisco,
California
|
$110M
|
–
|
–
|
3.05%
|
–
|
6
|
–
|
|
|
8032
|
PrairieView Wealth Partners
Orland Park,
Illinois
|
$110M
|
+$3.79M
|
+4%
|
1.16%
|
–
|
30
|
3.33%
|
|
|
8033
|
Hardworking Capital Advisors
Palm Desert,
California
|
$110M
|
–
|
–
|
0.12%
|
–
|
84
|
–
|
|
|
8034
|
Ahara Advisors
Jersey City,
New Jersey
|
$110M
|
–
|
–
|
3.63%
|
–
|
50
|
–
|
|
|
8035
|
HS Investments IV Ltd
St Peter Port,
|
$110M
|
–
|
–
|
47.4%
|
–
|
2
|
–
|
|
|
8036
|
Ramsey Quantitative Systems
Louisville,
Kentucky
|
$110M
|
+$4.57M
|
+4%
|
0.91%
|
42%
|
16
|
87.5%
|
|
|
8037
|
Graetz Wealth
Jenison,
Michigan
|
$110M
|
–
|
–
|
0.97%
|
–
|
77
|
–
|
|
|
8038
|
Infinity Wealth Counsel
Loveland,
Ohio
|
$110M
|
+$6.59M
|
+6%
|
1.03%
|
–
|
65
|
6.15%
|
|
|
8039
|
Titan Investment Management
Indianapolis,
Indiana
|
$110M
|
–
|
–
|
0.64%
|
–
|
39
|
–
|
|
|
8040
|
Banta Asset Management
Newport Beach,
California
|
$110M
|
–
|
–
|
1.15%
|
–
|
17
|
–
|
|
|
8041
|
Pathway Wealth Management
Dallas,
Texas
|
$110M
|
–
|
–
|
8.28%
|
–
|
29
|
–
|
|
|
8042
|
CFG Wealth Management Services
Indianapolis,
Indiana
|
$110M
|
–
|
–
|
0.54%
|
–
|
157
|
–
|
|
|
8043
|
Kitching Partners
Conshohocken,
Pennsylvania
|
$110M
|
+$3.7M
|
+3%
|
2.2%
|
–
|
47
|
27.66%
|
|
|
8044
|
SymBiosis Capital Partners
Bentonville,
Arkansas
|
$109M
|
–
|
–
|
20.6%
|
–
|
11
|
–
|
|
|
8045
|
21 West Wealth Management
Tustin,
California
|
$109M
|
+$4.01M
|
+4%
|
1.54%
|
–
|
64
|
12.5%
|
|
|
8046
|
Strategic Financial Concepts
San Antonio,
Texas
|
$109M
|
-$579M
|
-84%
|
2.14%
|
56.8%
|
324
|
79.01%
|
|
|
8047
|
Sawyer Falduto Asset Management
Elmhurst,
Illinois
|
$109M
|
–
|
–
|
1.89%
|
–
|
260
|
–
|
|
|
8048
|
Shuttleworth & Co
Powell,
Ohio
|
$109M
|
-$866K
|
-0.8%
|
0.05%
|
–
|
64
|
9.38%
|
|
|
8049
|
DRH Investments
Thousand Oaks,
California
|
$109M
|
-$637K
|
-0.6%
|
7.61%
|
81.2%
|
16
|
31.25%
|
|
|
8050
|
Green Alpha Advisors
Niwot,
Colorado
|
$109M
|
+$5.55M
|
+5%
|
8.27%
|
267%
|
121
|
20.66%
|
|