|
5076
|
SONA Asset Management (US)
New York
|
$190M
|
–
|
–
|
0.52%
|
41%
|
352
|
–
|
|
|
5077
|
ISZO Capital Management
New York
|
$190M
|
-$36.6M
|
-16%
|
14.8%
|
68.2%
|
8
|
25%
|
|
|
5078
|
Monte Financial Group
Guilford,
Connecticut
|
$190M
|
+$15.7M
|
+9%
|
8.04%
|
57.9%
|
74
|
21.62%
|
|
|
5079
|
Rex Capital Advisors
Providence,
Rhode Island
|
$190M
|
-$3.74M
|
-2%
|
0.25%
|
7.31%
|
26
|
26.92%
|
|
|
5080
|
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
$190M
|
+$13.7M
|
+8%
|
8.97%
|
88%
|
60
|
8.33%
|
|
|
5081
|
Ardmore Road Asset Management
New York
|
$190M
|
–
|
–
|
6.99%
|
245%
|
25
|
–
|
|
|
5082
|
Howard Wealth Management
Madison,
Connecticut
|
$190M
|
+$10.6M
|
+6%
|
4.86%
|
60.3%
|
134
|
8.21%
|
|
|
5083
|
Deane Retirement Strategies
New Orleans,
Louisiana
|
$189M
|
+$10.7M
|
+6%
|
5.73%
|
64.7%
|
72
|
50%
|
|
|
5084
|
Columbia Trust
Portland,
Oregon
|
$189M
|
-$271K
|
-0.1%
|
7.82%
|
36%
|
139
|
0.72%
|
|
|
5085
|
Brookmont Capital Management
Dallas,
Texas
|
$189M
|
+$19.5M
|
+12%
|
15.5%
|
36.6%
|
61
|
9.84%
|
|
|
5086
|
Little House Capital
Braintree,
Massachusetts
|
$189M
|
+$18.5M
|
+11%
|
9.59%
|
108%
|
140
|
8.57%
|
|
|
5087
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$189M
|
–
|
–
|
10.6%
|
–
|
949
|
–
|
|
|
5088
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$189M
|
+$18.6M
|
+11%
|
8.73%
|
41.6%
|
57
|
33.33%
|
|
|
5089
|
Demars Financial Group
Spokane Valley,
Washington
|
$189M
|
+$19.3M
|
+11%
|
10.1%
|
59.6%
|
91
|
10.99%
|
|
|
5090
|
Evergreen Venture Partners
Tel Aviv,
Israel
|
$189M
|
–
|
–
|
8.04%
|
88.4%
|
1
|
–
|
|
|
5091
|
Seneca House Advisors
Richmond,
Virginia
|
$189M
|
+$22.4M
|
+13%
|
9.93%
|
58.2%
|
94
|
13.83%
|
|
|
5092
|
Trust Company of Kansas
Wichita,
Kansas
|
$189M
|
+$13.6M
|
+8%
|
5.24%
|
87%
|
72
|
13.89%
|
|
|
5093
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$189M
|
+$47.6M
|
+34%
|
8.72%
|
–
|
146
|
38.36%
|
|
|
5094
|
Shelter Insurance Retirement Plan
Columbia,
Missouri
|
$189M
|
+$10.8M
|
+6%
|
6.4%
|
60.5%
|
8
|
0%
|
|
|
5095
|
NIA Impact Advisors
Berkeley,
California
|
$188M
|
-$46.1M
|
-20%
|
1.27%
|
–
|
58
|
5.17%
|
|
|
5096
|
LPWM LLC
Minneapolis,
Minnesota
|
$188M
|
+$20.1M
|
+12%
|
7.32%
|
54.3%
|
67
|
8.96%
|
|
|
5097
|
Black Diamond Capital Management
Stamford,
Connecticut
|
$188M
|
–
|
–
|
27.1%
|
28.3%
|
16
|
–
|
|
|
5098
|
Asymmetry Capital Management
San Francisco,
California
|
$188M
|
+$22M
|
+13%
|
12.2%
|
300%
|
38
|
60.53%
|
|
|
5099
|
SWMG LLC
Fort Worth,
Texas
|
$188M
|
+$16M
|
+9%
|
4.44%
|
61.3%
|
68
|
11.76%
|
|
|
5100
|
Kelleher Financial Advisors
New York
|
$188M
|
-$38.7M
|
-17%
|
11.7%
|
72.4%
|
157
|
28.03%
|
|