|
4101
|
Seven Post Investment Office
San Francisco,
California
|
$140M
|
-$7.78M
|
-5%
|
5.95%
|
52.6%
|
25
|
12%
|
|
|
4102
|
Sagil Capital
London,
United Kingdom
|
$140M
|
-$5.34M
|
-4%
|
9.21%
|
104%
|
31
|
51.61%
|
|
|
4103
|
Invesco Senior Secured Management
New York
|
$140M
|
-$50.7M
|
-27%
|
6.53%
|
18.1%
|
20
|
15%
|
|
|
4104
|
RV Capital
Schindellegi,
Switzerland
|
$140M
|
+$3.9M
|
+3%
|
5.86%
|
250%
|
4
|
0%
|
|
|
4105
|
Indigo Latam Management
Phoenix,
Arizona
|
$140M
|
+$8.78M
|
+7%
|
6.72%
|
39.3%
|
1
|
0%
|
|
|
4106
|
Westport Asset Management
Southport,
Connecticut
|
$139M
|
-$6.98M
|
-5%
|
2.7%
|
63.9%
|
64
|
3.13%
|
|
|
4107
|
Mirsky Financial Management
Rochester,
New York
|
$139M
|
+$6.37M
|
+5%
|
0.55%
|
39.3%
|
37
|
8.11%
|
|
|
4108
|
Shoker Investment Counsel
Oxford,
Ohio
|
$139M
|
+$2.24M
|
+2%
|
1.85%
|
83.8%
|
101
|
6.93%
|
|
|
4109
|
New England Guild Wealth Advisors
Avon,
Connecticut
|
$139M
|
+$4.58M
|
+3%
|
0.36%
|
6.04%
|
55
|
3.64%
|
|
|
4110
|
Monetta Financial Services
Wheaton,
Illinois
|
$139M
|
-$6.79M
|
-5%
|
1.35%
|
275%
|
45
|
33.33%
|
|
|
4111
|
Benson Investment Management Company
Roanoke,
Virginia
|
$139M
|
+$6.25M
|
+5%
|
3.3%
|
91.6%
|
63
|
12.7%
|
|
|
4112
|
TCG Advisors
Austin,
Texas
|
$139M
|
+$30.1M
|
+28%
|
0.98%
|
–
|
480
|
77.5%
|
|
|
4113
|
Strategic Wealth Management Group
Fulton,
Maryland
|
$139M
|
+$7.55M
|
+6%
|
1.65%
|
–
|
89
|
12.36%
|
|
|
4114
|
WealthBridge Capital Management
Westerville,
Ohio
|
$139M
|
+$29.4M
|
+27%
|
0.79%
|
82.1%
|
130
|
20%
|
|
|
4115
|
Beacon Wealthcare Inc
Raleigh,
North Carolina
|
$139M
|
+$7.43M
|
+6%
|
1.05%
|
31.6%
|
10
|
10%
|
|
|
4116
|
Foresight Wealth Management
Draper,
Utah
|
$139M
|
+$6.33M
|
+5%
|
1.06%
|
19.1%
|
130
|
16.92%
|
|
|
4117
|
Winning Points Advisors
Boca Raton,
Florida
|
$139M
|
+$875K
|
+0.6%
|
1.79%
|
–
|
72
|
4.17%
|
|
|
4118
|
Acuta Capital Partners
Redwood City,
California
|
$139M
|
-$143M
|
-51%
|
8.44%
|
7,269%
|
41
|
51.22%
|
|
|
4119
|
Ceeto Capital Group
Coral Gables,
Florida
|
$138M
|
+$2.5M
|
+2%
|
2.61%
|
94.4%
|
137
|
7.3%
|
|
|
4120
|
Harvey Partners
Tarrytown,
New York
|
$138M
|
+$65.9M
|
+91%
|
1.77%
|
174%
|
37
|
43.24%
|
|
|
4121
|
Consolidated Capital Management
Burbank,
California
|
$138M
|
-$12.3M
|
-8%
|
0.59%
|
159%
|
35
|
2.86%
|
|
|
4122
|
Taylor Frigon Capital Management
Scottsdale,
Arizona
|
$138M
|
-$5.89M
|
-4%
|
0.98%
|
131%
|
89
|
8.99%
|
|
|
4123
|
Wealth & Pension Services Group
Atlanta,
Georgia
|
$138M
|
+$604K
|
+0.4%
|
0.89%
|
–
|
125
|
6.4%
|
|
|
4124
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$138M
|
+$10.4M
|
+8%
|
1.88%
|
50.7%
|
165
|
14.55%
|
|
|
4125
|
New England Research & Management
Chicago,
Illinois
|
$138M
|
-$9.31M
|
-6%
|
0.93%
|
56.4%
|
191
|
32.46%
|
|