|
7026
|
Mercer Investments
Boston,
Massachusetts
|
$62.6M
|
-$13.1M
|
-17%
|
|
|
9
|
|
|
|
7027
|
Valued Retirements
Houston,
Texas
|
$62.5M
|
+$4.79M
|
+8%
|
|
|
73
|
|
|
|
7028
|
Sonoma Private Wealth
Sonoma,
California
|
$62.2M
|
+$1.75M
|
+3%
|
|
|
94
|
|
|
|
7029
|
DSC Advisors
Chicago,
Illinois
|
$62M
|
+$3.01M
|
+5%
|
|
|
33
|
|
|
|
7030
|
Washington Harbour Partners
Arlington,
Virginia
|
$61.7M
|
+$9.56M
|
+18%
|
|
|
33
|
|
|
|
7031
|
BHZ Capital Management
San Jose,
California
|
$61.6M
|
-$44.7M
|
-42%
|
|
|
63
|
|
|
|
7032
|
|
$61.6M
|
+$11M
|
+22%
|
|
|
8
|
|
|
|
7033
|
Firsthand Capital Management
San Jose,
California
|
$61.4M
|
-$10.7M
|
-15%
|
|
|
59
|
|
|
|
7034
|
|
$61.3M
|
-$58K
|
-0.1%
|
|
|
11
|
|
|
|
7035
|
Industry Ventures
San Francisco,
California
|
$61.2M
|
-$407K
|
-0.7%
|
|
|
8
|
|
|
|
7036
|
Center Lake Capital Management
West Palm Beach,
Florida
|
$61.1M
|
-$18.1M
|
-23%
|
|
|
13
|
|
|
|
7037
|
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
|
$61.1M
|
+$6.31M
|
+12%
|
|
|
61
|
|
|
|
7038
|
Signify Wealth
Saint Louis,
Missouri
|
$60.3M
|
-$6M
|
-9%
|
|
|
36
|
|
|
|
7039
|
BlueDrive Global Investors
London,
United Kingdom
|
$59.9M
|
+$2.81M
|
+5%
|
|
|
11
|
|
|
|
7040
|
Greylock 15
Menlo Park,
California
|
$59.7M
|
-$28.8M
|
-33%
|
|
|
3
|
|
|
|
7041
|
BlueMar Capital Management
Miami,
Florida
|
$59.5M
|
-$6.87M
|
-10%
|
|
|
24
|
|
|
|
7042
|
Graham Capital Wealth Management
Washington D.c.,
District of Columbia
|
$58.6M
|
+$20.7M
|
+55%
|
|
|
49
|
|
|
|
7043
|
Gratia Capital
Los Angeles,
California
|
$58.2M
|
+$10.1M
|
+21%
|
|
|
23
|
|
|
|
7044
|
ACME LLC
San Francisco,
California
|
$57.7M
|
-$5.91M
|
-9%
|
|
|
7
|
|
|
|
7045
|
Stapp Wealth Management
Olympia,
Washington
|
$57.3M
|
-$2.24M
|
-4%
|
|
|
26
|
|
|
|
7046
|
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
|
$57.3M
|
-$10.3M
|
-15%
|
|
|
5
|
|
|
|
7047
|
Mass General Brigham
Somerville,
Massachusetts
|
$57.1M
|
+$29.1M
|
+104%
|
|
|
6
|
|
|
|
7048
|
Knowledge Leaders Capital
Denver,
Colorado
|
$57.1M
|
-$6.38M
|
-10%
|
|
|
55
|
|
|
|
7049
|
Boxwood Ventures
Chicago,
Illinois
|
$56.8M
|
+$4.66M
|
+9%
|
|
|
26
|
|
|
|
7050
|
Connective Portfolio Management
New York
|
$56.8M
|
+$7.75M
|
+16%
|
|
|
61
|
|
|