|
2826
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$510M
|
+$10.7M
|
+2%
|
5.25%
|
42.8%
|
142
|
20.42%
|
|
|
2827
|
RK Capital Management (Colorado)
Denver,
Colorado
|
$510M
|
-$40.8M
|
-7%
|
5.17%
|
89%
|
65
|
26.15%
|
|
|
2828
|
King Wealth Management Group
Naples,
Florida
|
$509M
|
-$29.5M
|
-5%
|
5.15%
|
75.4%
|
185
|
14.05%
|
|
|
2829
|
Grove Bank & Trust
Miami,
Florida
|
$508M
|
-$15.2M
|
-3%
|
3.66%
|
71.8%
|
246
|
10.57%
|
|
|
2830
|
IA Venture Strategies Fund II
New York
|
$508M
|
-$278M
|
-35%
|
27.3%
|
375%
|
2
|
0%
|
|
|
2831
|
Edge Wealth Management
New York
|
$508M
|
-$39.1M
|
-7%
|
4.48%
|
61.6%
|
523
|
82.6%
|
|
|
2832
|
Personal CFO Solutions
Chester,
New Jersey
|
$507M
|
-$27.1M
|
-5%
|
2.95%
|
74.8%
|
526
|
19.77%
|
|
|
2833
|
Hohimer Wealth Management
Seattle,
Washington
|
$507M
|
+$31.9M
|
+7%
|
3.47%
|
85.5%
|
235
|
20%
|
|
|
2834
|
Emerson Point Capital
Larchmont,
New York
|
$507M
|
-$135M
|
-21%
|
12.4%
|
94.8%
|
35
|
20%
|
|
|
2835
|
Winslow Asset Management
Beachwood,
Ohio
|
$506M
|
-$60M
|
-11%
|
5.52%
|
83.3%
|
88
|
4.55%
|
|
|
2836
|
Oracle Investment Management
Greenwich,
Connecticut
|
$506M
|
-$198M
|
-28%
|
15.2%
|
865%
|
42
|
47.62%
|
|
|
2837
|
Sourcerock Group
Denver,
Colorado
|
$506M
|
+$133M
|
+36%
|
43.8%
|
93.4%
|
24
|
50%
|
|
|
2838
|
TFO Wealth Partners
Maumee,
Ohio
|
$505M
|
-$16.8M
|
-3%
|
5.32%
|
52.9%
|
183
|
62.3%
|
|
|
2839
|
LL Funds
Philadelphia,
Pennsylvania
|
$504M
|
-$137M
|
-21%
|
21.4%
|
96.9%
|
1
|
0%
|
|
|
2840
|
Titleist Capital
San Antonio,
Texas
|
$504M
|
-$16.2M
|
-3%
|
7.8%
|
–
|
297
|
31.99%
|
|
|
2841
|
American National Bank & Trust
Wichita Falls,
Texas
|
$504M
|
-$7.95M
|
-2%
|
2.83%
|
95.1%
|
446
|
27.58%
|
|
|
2842
|
CoreView Capital Management
Hong Kong
|
$503M
|
+$129M
|
+35%
|
25.3%
|
45.2%
|
15
|
73.33%
|
|
|
2843
|
Duncker Streett & Co
St. Louis,
Missouri
|
$503M
|
-$78M
|
-13%
|
5.17%
|
90.9%
|
533
|
11.44%
|
|
|
2844
|
|
$503M
|
-$145M
|
-22%
|
22.4%
|
35.2%
|
1
|
0%
|
|
|
2845
|
Realta Investment Advisors
Wilmington,
Delaware
|
$502M
|
+$47.3M
|
+10%
|
3.6%
|
126%
|
467
|
19.49%
|
|
|
2846
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$502M
|
+$34.9M
|
+7%
|
2.77%
|
25.3%
|
187
|
17.11%
|
|
|
2847
|
Austin Private Wealth
Austin,
Texas
|
$501M
|
-$957K
|
-0.2%
|
5.08%
|
62.3%
|
183
|
25.14%
|
|
|
2848
|
Coerente Capital Management
Toronto,
Ontario, Canada
|
$501M
|
-$28.5M
|
-5%
|
5.53%
|
40%
|
40
|
10%
|
|
|
2849
|
Well Done LLC
Holland,
Michigan
|
$500M
|
+$6.59M
|
+1%
|
0.55%
|
77%
|
206
|
17.48%
|
|
|
2850
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$500M
|
-$94.8M
|
-16%
|
3.61%
|
51.4%
|
490
|
1.02%
|
|