|
8101
|
Ruggiero Investments
West Palm Beach,
Florida
|
$103M
|
-$7.34M
|
-7%
|
3.13%
|
–
|
88
|
22.73%
|
|
|
8102
|
Crescent Sterling
Metairie,
Louisiana
|
$103M
|
+$5.79M
|
+6%
|
5.59%
|
58.4%
|
83
|
9.64%
|
|
|
8103
|
Three Bearings Fiduciary Advisors
Hampton,
New Hampshire
|
$103M
|
-$3.54M
|
-3%
|
0.07%
|
–
|
413
|
20.82%
|
|
|
8104
|
Townsend Financial Planning
Mt Sterling,
Kentucky
|
$103M
|
+$3.4M
|
+3%
|
0.82%
|
–
|
29
|
10.34%
|
|
|
8105
|
MY Wealth Management
Germantown,
Maryland
|
$103M
|
-$11.4M
|
-10%
|
1.22%
|
36.1%
|
38
|
34.21%
|
|
|
8106
|
Dalton Investments
Las Vegas,
Nevada
|
$103M
|
-$31.4M
|
-23%
|
19.2%
|
95.1%
|
21
|
28.57%
|
|
|
8107
|
SVRN Asset Management
Austin,
Texas
|
$103M
|
-$18.1M
|
-15%
|
0.22%
|
–
|
43
|
13.95%
|
|
|
8108
|
Alan B. Lancz & Associates
Toledo,
Ohio
|
$103M
|
-$10.8M
|
-9%
|
1.76%
|
–
|
141
|
14.89%
|
|
|
8109
|
Generations Wealth LLC
Mason,
Ohio
|
$103M
|
+$5.26M
|
+5%
|
0.41%
|
–
|
30
|
10%
|
|
|
8110
|
Rangeley Capital
New Canaan,
Connecticut
|
$103M
|
-$17.5M
|
-15%
|
3.19%
|
–
|
169
|
46.15%
|
|
|
8111
|
Envision Financial Transparency
Greensboro,
North Carolina
|
$103M
|
–
|
–
|
0.72%
|
–
|
56
|
–
|
|
|
8112
|
Vavra Capital Management
Collegeville,
Pennsylvania
|
$103M
|
+$1.06M
|
+1%
|
1.24%
|
–
|
24
|
4.17%
|
|
|
8113
|
1015 Capital Partners
Pottstown,
Pennsylvania
|
$103M
|
+$1.03M
|
+1%
|
1.08%
|
–
|
641
|
8.58%
|
|
|
8114
|
|
$103M
|
-$48.4M
|
-32%
|
1.37%
|
–
|
12
|
33.33%
|
|
|
8115
|
Stoic Point Capital Management
Palo Alto,
California
|
$103M
|
-$15.8M
|
-13%
|
13.9%
|
–
|
78
|
37.18%
|
|
|
8116
|
Park Capital Management
Madison,
Wisconsin
|
$103M
|
-$37M
|
-27%
|
2.2%
|
–
|
99
|
43.43%
|
|
|
8117
|
Olympus Peak Asset Management
Greenwich,
Connecticut
|
$103M
|
-$195M
|
-65%
|
8.46%
|
–
|
1
|
0%
|
|
|
8118
|
ETF Store
Overland Park,
Kansas
|
$103M
|
+$4.65M
|
+5%
|
0.64%
|
55.8%
|
104
|
9.62%
|
|
|
8119
|
Investment Management Trust
Fitchburg,
Massachusetts
|
$103M
|
–
|
–
|
1.18%
|
–
|
81
|
–
|
|
|
8120
|
Platt Wealth Management
San Diego,
California
|
$103M
|
+$1.69M
|
+2%
|
2.52%
|
–
|
50
|
12%
|
|
|
8121
|
Vision Financial Markets
Stamford,
Connecticut
|
$102M
|
+$4.49M
|
+5%
|
1.52%
|
–
|
440
|
10.45%
|
|
|
8122
|
Courant Investment Management
Franklin,
Tennessee
|
$102M
|
-$8.19M
|
-7%
|
10.5%
|
33.5%
|
7
|
14.29%
|
|
|
8123
|
Figure 8 Investment Strategies
Boise,
Idaho
|
$102M
|
-$9.92M
|
-9%
|
0.17%
|
–
|
64
|
15.63%
|
|
|
8124
|
Redwood Family Wealth
Addison,
Texas
|
$102M
|
+$633K
|
+0.6%
|
6.36%
|
–
|
116
|
19.83%
|
|
|
8125
|
HighRoad Wealth Advisors
Coos Bay,
Oregon
|
$102M
|
-$2.35M
|
-2%
|
2.26%
|
–
|
38
|
10.53%
|
|