|
4701
|
Monterey Private Wealth
Monterey,
California
|
$178M
|
+$3.92M
|
+2%
|
0.25%
|
29.8%
|
102
|
7.84%
|
|
|
4702
|
Axel Capital Management
New York
|
$178M
|
+$2.27M
|
+1%
|
0.57%
|
194%
|
39
|
33.33%
|
|
|
4703
|
NewGen Asset Management
Toronto,
Ontario, Canada
|
$178M
|
-$86.8M
|
-33%
|
0.59%
|
391%
|
61
|
73.77%
|
|
|
4704
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$178M
|
-$3.5M
|
-2%
|
6.29%
|
157%
|
104
|
9.62%
|
|
|
4705
|
TrueWealth Advisors
Birmingham,
Alabama
|
$178M
|
+$6.44M
|
+4%
|
0.3%
|
58.5%
|
147
|
16.33%
|
|
|
4706
|
Shelter Insurance Retirement Plan
Columbia,
Missouri
|
$178M
|
+$3.73M
|
+2%
|
1.22%
|
51.1%
|
8
|
0%
|
|
|
4707
|
Bennicas & Associates
Portola Valley,
California
|
$178M
|
-$4.03M
|
-2%
|
2.01%
|
40.3%
|
102
|
5.88%
|
|
|
4708
|
American Trust Investment Advisors
Lebanon,
New Hampshire
|
$178M
|
-$8.61M
|
-5%
|
0.31%
|
81.1%
|
92
|
15.22%
|
|
|
4709
|
First City Capital Management
Savannah,
Georgia
|
$178M
|
-$4.3M
|
-2%
|
1.34%
|
76.5%
|
174
|
4.6%
|
|
|
4710
|
John W. Brooker & Co
Oakland,
California
|
$178M
|
+$6.19M
|
+4%
|
0.29%
|
38.4%
|
207
|
13.04%
|
|
|
4711
|
Moneda SA Administradora General de Fondos
Las Condes, Santiago,
Chile
|
$177M
|
-$56.4M
|
-24%
|
6.51%
|
31.4%
|
46
|
17.39%
|
|
|
4712
|
JNE Partners
London,
United Kingdom
|
$177M
|
+$41.1M
|
+30%
|
5.05%
|
98.6%
|
14
|
28.57%
|
|
|
4713
|
Madison Wealth Partners
Madison,
Wisconsin
|
$177M
|
+$2.64M
|
+2%
|
0.09%
|
55.3%
|
74
|
4.05%
|
|
|
4714
|
Wade Financial Advisory
Campbell,
California
|
$177M
|
-$5.2M
|
-3%
|
1.3%
|
15.9%
|
74
|
5.41%
|
|
|
4715
|
Hickory Lane Capital Management
New York
|
$177M
|
-$27.3M
|
-13%
|
4.24%
|
–
|
50
|
40%
|
|
|
4716
|
Lakehouse Capital
Sydney NSW,
Australia
|
$177M
|
+$5.57M
|
+3%
|
0.38%
|
47.2%
|
12
|
0%
|
|
|
4717
|
Sonic Fund II
Honolulu,
Hawaii
|
$177M
|
-$42.4M
|
-19%
|
2.04%
|
119%
|
32
|
25%
|
|
|
4718
|
Bouvel Investment Partners
Phoenixville,
Pennsylvania
|
$177M
|
-$264K
|
-0.1%
|
0.41%
|
187%
|
66
|
6.06%
|
|
|
4719
|
Kabouter Management
Chicago,
Illinois
|
$177M
|
+$1.23M
|
+0.7%
|
2.9%
|
12.9%
|
7
|
14.29%
|
|
|
4720
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$177M
|
+$7.12M
|
+4%
|
0.95%
|
45%
|
75
|
21.33%
|
|
|
4721
|
Key Financial Inc
West Chester,
Pennsylvania
|
$177M
|
-$2.23M
|
-1%
|
1.39%
|
55.5%
|
964
|
9.34%
|
|
|
4722
|
LDR Capital Management
New York
|
$177M
|
+$17.5M
|
+11%
|
5.39%
|
37.1%
|
39
|
12.82%
|
|
|
4723
|
Tempus Wealth Planning
Irvine,
California
|
$177M
|
+$25.9M
|
+17%
|
1.3%
|
89.9%
|
163
|
10.43%
|
|
|
4724
|
VeraBank
Henderson,
Texas
|
$177M
|
+$8.5M
|
+5%
|
0.32%
|
51%
|
130
|
10.77%
|
|
|
4725
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$176M
|
+$2.39M
|
+1%
|
2.16%
|
141%
|
72
|
6.94%
|
|