|
5051
|
Fortem Financial Group
Palm Desert,
California
|
$171M
|
+$1.79M
|
+1%
|
0.23%
|
179%
|
168
|
12.5%
|
|
|
5052
|
Josh Arnold Investment Consultant
Edina,
Minnesota
|
$170M
|
+$67.6M
|
+66%
|
6.23%
|
272%
|
37
|
45.95%
|
|
|
5053
|
Tradewinds LLC
Raleigh,
North Carolina
|
$170M
|
+$596K
|
+0.4%
|
3.32%
|
–
|
125
|
25.6%
|
|
|
5054
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$170M
|
-$1.6M
|
-0.9%
|
2.95%
|
60.1%
|
112
|
10.71%
|
|
|
5055
|
Acuitas Investments
Seattle,
Washington
|
$170M
|
-$1.63M
|
-0.9%
|
4.56%
|
145%
|
122
|
18.85%
|
|
|
5056
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
$170M
|
-$4.16M
|
-2%
|
0.5%
|
87.5%
|
56
|
5.36%
|
|
|
5057
|
Avalon Advisory Group
Wexford,
Pennsylvania
|
$170M
|
-$5.77M
|
-3%
|
4.23%
|
41.4%
|
9
|
22.22%
|
|
|
5058
|
Institutional Venture Management XV
Menlo Park,
California
|
$170M
|
-$84.3M
|
-33%
|
27.3%
|
116%
|
5
|
20%
|
|
|
5059
|
CNB Bank
Clearfield,
Pennsylvania
|
$170M
|
-$175K
|
-0.1%
|
3.02%
|
91.6%
|
518
|
19.31%
|
|
|
5060
|
Barrett & Company
Providence,
Rhode Island
|
$170M
|
-$2.64M
|
-2%
|
2.94%
|
74.8%
|
643
|
6.53%
|
|
|
5061
|
Dalal Street
West Lake Hills,
Texas
|
$170M
|
+$96.2M
|
+131%
|
56.7%
|
92.7%
|
3
|
33.33%
|
|
|
5062
|
WorthPointe
La Jolla,
California
|
$170M
|
+$4.15M
|
+3%
|
3.07%
|
59.7%
|
72
|
27.78%
|
|
|
5063
|
Westport Asset Management
Southport,
Connecticut
|
$170M
|
-$8.72M
|
-5%
|
3.66%
|
63.9%
|
73
|
1.37%
|
|
|
5064
|
3Chopt Investment Partners
Richmond,
Virginia
|
$169M
|
-$30.4M
|
-15%
|
2.61%
|
116%
|
141
|
63.83%
|
|
|
5065
|
Hanwha Asset Management
Seoul,
South Korea
|
$169M
|
+$5.26M
|
+3%
|
3.21%
|
–
|
1
|
0%
|
|
|
5066
|
Blueshift Asset Management
Red Bank,
New Jersey
|
$169M
|
-$92.5M
|
-35%
|
9.11%
|
38.8%
|
458
|
71.62%
|
|
|
5067
|
Beach Point Capital Management
Santa Monica,
California
|
$169M
|
-$71.1M
|
-30%
|
8.94%
|
110%
|
15
|
20%
|
|
|
5068
|
Beta Wealth Group
San Diego,
California
|
$169M
|
-$3.92M
|
-2%
|
3.77%
|
45.4%
|
107
|
14.02%
|
|
|
5069
|
Catalyst Private Wealth
San Mateo,
California
|
$169M
|
+$9.62M
|
+6%
|
4.29%
|
103%
|
75
|
8%
|
|
|
5070
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$169M
|
-$5.1M
|
-3%
|
0.51%
|
284%
|
197
|
32.49%
|
|
|
5071
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$169M
|
-$2.23M
|
-1%
|
3.26%
|
60.8%
|
86
|
9.3%
|
|
|
5072
|
Aristotle Pacific Capital
Newport Beach,
California
|
$169M
|
+$113M
|
+202%
|
0.64%
|
1.84%
|
5
|
20%
|
|
|
5073
|
SIB LLC
New York,
New York
|
$169M
|
-$7.07M
|
-4%
|
3.07%
|
29.2%
|
18
|
0%
|
|
|
5074
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$169M
|
+$6.78M
|
+4%
|
1.48%
|
70.1%
|
221
|
15.84%
|
|
|
5075
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$169M
|
+$3.57M
|
+2%
|
3.31%
|
56.6%
|
169
|
14.2%
|
|