|
6401
|
Del-Sette Capital Management
Schenectady,
New York
|
$114M
|
+$12M
|
+12%
|
|
|
31
|
|
|
|
6402
|
Three Seasons Wealth
Salt Lake City,
Utah
|
$114M
|
+$12.3M
|
+12%
|
|
|
84
|
|
|
|
6403
|
Kolinsky Wealth Management
Ramsey,
New Jersey
|
$114M
|
+$12.9M
|
+13%
|
|
|
147
|
|
|
|
6404
|
BluePath Capital Management
Atlanta,
Georgia
|
$114M
|
+$4.69M
|
+4%
|
|
|
340
|
|
|
|
6405
|
TI-Trust
Quincy,
Illinois
|
$113M
|
+$8.44M
|
+8%
|
|
|
107
|
|
|
|
6406
|
Steinberg Asset Management
New York
|
$113M
|
+$978K
|
+0.9%
|
|
|
45
|
|
|
|
6407
|
Oceanside Advisors
Mount Pleasant,
South Carolina
|
$113M
|
–
|
–
|
|
|
46
|
|
|
|
6408
|
Pachira Investments
Dana Point,
California
|
$113M
|
+$24.2M
|
+27%
|
|
|
39
|
|
|
|
6409
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$113M
|
+$5.29M
|
+5%
|
|
|
122
|
|
|
|
6410
|
Bellevue Asset Management
Bellevue,
Washington
|
$113M
|
-$35.6M
|
-24%
|
|
|
465
|
|
|
|
6411
|
Clear Point Advisors
Melville,
New York
|
$113M
|
–
|
–
|
|
|
555
|
|
|
|
6412
|
Pingora Partners
Wilson,
Wyoming
|
$113M
|
–
|
–
|
|
|
159
|
|
|
|
6413
|
New Millennium Group
Sandy,
Utah
|
$113M
|
+$3.6M
|
+3%
|
|
|
451
|
|
|
|
6414
|
Yale University
New Haven,
Connecticut
|
$113M
|
+$10.7M
|
+11%
|
|
|
7
|
|
|
|
6415
|
Cross Staff Investments
Pittsford,
New York
|
$113M
|
+$10.7M
|
+10%
|
|
|
116
|
|
|
|
6416
|
SVB Financial Group
Dallas,
Texas
|
$113M
|
+$59.7M
|
+112%
|
|
|
23
|
|
|
|
6417
|
Multicoin Capital Management
Austin,
Texas
|
$113M
|
–
|
–
|
|
|
3
|
|
|
|
6418
|
Shorepath Capital Management
Park City,
Utah
|
$113M
|
–
|
–
|
|
|
22
|
|
|
|
6419
|
LifeSteps Financial
Claremont,
California
|
$113M
|
+$14.5M
|
+15%
|
|
|
84
|
|
|
|
6420
|
Ridgemont Partners Management
Charlotte,
North Carolina
|
$113M
|
+$1.72M
|
+2%
|
|
|
1
|
|
|
|
6421
|
Dentgroup
Baton Rouge,
Louisiana
|
$113M
|
-$23M
|
-17%
|
|
|
113
|
|
|
|
6422
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$113M
|
–
|
–
|
|
|
93
|
|
|
|
6423
|
Addis & Hill
Wayne,
Pennsylvania
|
$113M
|
–
|
–
|
|
|
23
|
|
|
|
6424
|
Custom Portfolio Group
Englewood,
Colorado
|
$112M
|
–
|
–
|
|
|
234
|
|
|
|
6425
|
Chaney Capital Management
Lynnwood,
Washington
|
$112M
|
–
|
–
|
|
|
31
|
|
|