|
7001
|
Hickory Asset Management
Concord,
Ohio
|
$118M
|
–
|
–
|
|
|
90
|
|
|
|
7002
|
Arcadia Wealth Management (New York)
Smithtown,
New York
|
$118M
|
–
|
–
|
|
|
50
|
|
|
|
7003
|
Kuhn & Co Investment Counsel
Chicago,
Illinois
|
$118M
|
+$397K
|
+0.3%
|
|
|
133
|
|
|
|
7004
|
Davies Financial Advisors
Murrieta,
California
|
$118M
|
+$2.92M
|
+3%
|
|
|
75
|
|
|
|
7005
|
Washington University
St Louis,
Missouri
|
$118M
|
-$36.7M
|
-24%
|
|
|
5
|
|
|
|
7006
|
Legacy Advisory Services
Exton,
Pennsylvania
|
$117M
|
+$900K
|
+0.8%
|
|
|
52
|
|
|
|
7007
|
Elm3 Financial Group
Alpharetta,
Georgia
|
$117M
|
–
|
–
|
|
|
90
|
|
|
|
7008
|
Prodigy Asset Management
Omaha,
Nebraska
|
$117M
|
–
|
–
|
|
|
23
|
|
|
|
7009
|
Kore Advisors
Boynton Beach,
Florida
|
$117M
|
-$10.9M
|
-9%
|
|
|
23
|
|
|
|
7010
|
Yorktown Energy Partners XI
New York
|
$117M
|
+$1.77M
|
+2%
|
|
|
3
|
|
|
|
7011
|
Redwood Park Advisors
Redwood City,
California
|
$117M
|
–
|
–
|
|
|
347
|
|
|
|
7012
|
Integras Partners
Alpharetta,
Georgia
|
$117M
|
–
|
–
|
|
|
62
|
|
|
|
7013
|
Heritage Wealth Management (California)
San Diego,
California
|
$117M
|
+$6.29M
|
+6%
|
|
|
98
|
|
|
|
7014
|
Revolution Growth Management Company
Washington,
District of Columbia
|
$117M
|
-$90.1M
|
-44%
|
|
|
1
|
|
|
|
7015
|
Ipsen Advisor Group
Little Rock,
Arkansas
|
$117M
|
–
|
–
|
|
|
93
|
|
|
|
7016
|
Clear Point Advisors
Melville,
New York
|
$117M
|
-$12.4M
|
-10%
|
|
|
574
|
|
|
|
7017
|
Upper Left Wealth Management
Tampa,
Florida
|
$117M
|
+$2.81M
|
+2%
|
|
|
59
|
|
|
|
7018
|
Nan Fung Group Holdings
Kai Tak,
Hong Kong
|
$117M
|
+$850K
|
+0.7%
|
|
|
41
|
|
|
|
7019
|
TRV GP VI
Boston,
Massachusetts
|
$117M
|
–
|
–
|
|
|
4
|
|
|
|
7020
|
Alethea Capital Management
Mercer Island,
Washington
|
$117M
|
-$21.6M
|
-16%
|
|
|
51
|
|
|
|
7021
|
Persistent Asset Partners
Hong Kong
|
$117M
|
–
|
–
|
|
|
124
|
|
|
|
7022
|
SpringVest Wealth Management
Dallas,
Texas
|
$117M
|
–
|
–
|
|
|
53
|
|
|
|
7023
|
Generation Capital Management
Pittsford,
New York
|
$117M
|
–
|
–
|
|
|
77
|
|
|
|
7024
|
Two West Capital Advisors
Overland Park,
Kansas
|
$117M
|
-$6.74M
|
-5%
|
|
|
77
|
|
|
|
7025
|
Ally Bridge Group
New York
|
$117M
|
-$70.2M
|
-38%
|
|
|
38
|
|
|