|
4501
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$186M
|
+$15M
|
+9%
|
9.83%
|
61.8%
|
532
|
5.83%
|
|
|
4502
|
Cartica Management
Washington,
District of Columbia
|
$186M
|
-$3.84M
|
-2%
|
7.05%
|
92.9%
|
14
|
7.14%
|
|
|
4503
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$186M
|
+$13.9M
|
+8%
|
8.06%
|
52.9%
|
87
|
17.24%
|
|
|
4504
|
LPWM LLC
Minneapolis,
Minnesota
|
$186M
|
+$18.1M
|
+11%
|
7.39%
|
54.3%
|
63
|
14.29%
|
|
|
4505
|
Aquamarine Zurich
Zurich,
Switzerland
|
$186M
|
+$21.5M
|
+13%
|
13.6%
|
74.8%
|
12
|
0%
|
|
|
4506
|
Oxler Private Wealth
Rye Brook,
New York
|
$186M
|
+$6.86M
|
+4%
|
6.01%
|
87.3%
|
347
|
75.5%
|
|
|
4507
|
Nut Tree Capital Management
New York
|
$186M
|
-$139M
|
-43%
|
1.83%
|
81.7%
|
9
|
33.33%
|
|
|
4508
|
Next Capital Management
New York
|
$185M
|
+$53.1M
|
+40%
|
5.88%
|
56.1%
|
131
|
19.85%
|
|
|
4509
|
Cota Capital Management
San Francisco,
California
|
$185M
|
-$8.88M
|
-5%
|
9.55%
|
46%
|
12
|
0%
|
|
|
4510
|
Monterey Private Wealth
Monterey,
California
|
$185M
|
+$18.4M
|
+11%
|
9.4%
|
29.8%
|
104
|
11.54%
|
|
|
4511
|
Iron Horse Wealth Management
Johston,
Iowa
|
$185M
|
+$116M
|
+167%
|
6.59%
|
29.1%
|
287
|
45.99%
|
|
|
4512
|
Pegasus Asset Management
Montebello,
New York
|
$185M
|
+$8.37M
|
+5%
|
10.2%
|
82%
|
75
|
8%
|
|
|
4513
|
22NW LP
Seattle,
Washington
|
$185M
|
+$8.38M
|
+5%
|
26.9%
|
131%
|
20
|
5%
|
|
|
4514
|
AH Equity Partners LSV III
Menlo Park,
California
|
$185M
|
+$8.5M
|
+5%
|
5.24%
|
–
|
3
|
0%
|
|
|
4515
|
Financial Network Wealth Management
Draper,
Utah
|
$185M
|
+$24.6M
|
+15%
|
6.55%
|
–
|
113
|
29.2%
|
|
|
4516
|
Bullseye Asset Management
Denver,
Colorado
|
$185M
|
+$12.7M
|
+7%
|
8.78%
|
55%
|
85
|
5.88%
|
|
|
4517
|
Atlantic Investment Management
New York
|
$185M
|
-$36.6M
|
-17%
|
21.8%
|
34%
|
10
|
10%
|
|
|
4518
|
Graybill Wealth Management
Elmhurst,
Illinois
|
$185M
|
+$16.3M
|
+10%
|
9.04%
|
–
|
50
|
2%
|
|
|
4519
|
Optimum Investment Advisors
Chicago,
Illinois
|
$185M
|
-$1.34M
|
-0.7%
|
9.34%
|
125%
|
860
|
13.95%
|
|
|
4520
|
Schroders
London,
United Kingdom
|
$185M
|
+$6.65M
|
+4%
|
2.55%
|
5.82%
|
4
|
25%
|
|
|
4521
|
Stableford Capital II
Scottsdale,
Arizona
|
$184M
|
-$22.3M
|
-11%
|
6.12%
|
59.3%
|
128
|
21.88%
|
|
|
4522
|
Team Hewins
Redwood City,
California
|
$184M
|
–
|
–
|
13.7%
|
60.5%
|
25
|
–
|
|
|
4523
|
Northpond Ventures
Bethesda,
Maryland
|
$184M
|
+$41.6M
|
+29%
|
37.4%
|
67.3%
|
5
|
0%
|
|
|
4524
|
OLIO Financial Planning
Mclean,
Virginia
|
$184M
|
+$15.6M
|
+9%
|
7.56%
|
47.8%
|
43
|
6.98%
|
|
|
4525
|
Greytown Advisors
Miami,
Florida
|
$184M
|
+$18.6M
|
+11%
|
9.78%
|
14.1%
|
102
|
10.78%
|
|