|
5101
|
Agate Pass Investment Management
Bainbridge Island,
Washington
|
$131M
|
-$11M
|
-8%
|
5.01%
|
68%
|
94
|
7.45%
|
|
|
5102
|
McElhenny Sheffield Capital Management
Dallas,
Texas
|
$131M
|
-$83.6M
|
-39%
|
3.04%
|
86.3%
|
110
|
32.73%
|
|
|
5103
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$131M
|
-$8.32M
|
-6%
|
6.67%
|
63.8%
|
83
|
32.53%
|
|
|
5104
|
Jefferies Financial Group
New York
|
$131M
|
-$18.7M
|
-12%
|
11.6%
|
104%
|
6
|
0%
|
|
|
5105
|
Profit Investment Management
North Bethesda,
Maryland
|
$131M
|
-$5.5M
|
-4%
|
1.59%
|
101%
|
79
|
3.8%
|
|
|
5106
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$131M
|
-$9.93M
|
-7%
|
5.88%
|
32.7%
|
72
|
20.83%
|
|
|
5107
|
Sturgeon Ventures
London,
United Kingdom
|
$130M
|
-$18.5M
|
-12%
|
0.86%
|
85.9%
|
42
|
40.48%
|
|
|
5108
|
Vance Wealth
Santa Clarita,
California
|
$130M
|
+$793K
|
+0.6%
|
6.22%
|
55.3%
|
68
|
13.24%
|
|
|
5109
|
Spouting Rock Asset Management
Bryn Mawr,
Pennsylvania
|
$130M
|
-$23.9M
|
-16%
|
0.49%
|
74.7%
|
161
|
29.19%
|
|
|
5110
|
Foresite Capital Management V
Larkspur,
California
|
$130M
|
-$13.1M
|
-9%
|
3.56%
|
357%
|
14
|
0%
|
|
|
5111
|
Hel Ved Capital Management
Central,
Hong Kong
|
$130M
|
-$33.1M
|
-20%
|
10.4%
|
763%
|
18
|
55.56%
|
|
|
5112
|
University of Massachusetts Foundation
Newton,
Massachusetts
|
$130M
|
+$13.3M
|
+11%
|
7.13%
|
53.6%
|
5
|
20%
|
|
|
5113
|
Zoom Communications
San Jose,
California
|
$130M
|
+$8.63M
|
+7%
|
7.88%
|
10.7%
|
3
|
0%
|
|
|
5114
|
|
$130M
|
-$10.6M
|
-8%
|
4.38%
|
41.8%
|
68
|
14.71%
|
|
|
5115
|
Byrne Asset Management
Kingston,
New Jersey
|
$130M
|
-$5.71M
|
-4%
|
4.32%
|
116%
|
567
|
17.64%
|
|
|
5116
|
Ulrich Consultants & Investment Group
Albuquerque,
New Mexico
|
$130M
|
-$52.9M
|
-29%
|
3.19%
|
–
|
71
|
28.17%
|
|
|
5117
|
Regal Wealth Group
Seal Beach,
California
|
$130M
|
-$8.98M
|
-6%
|
4.37%
|
17%
|
49
|
12.24%
|
|
|
5118
|
Goldstream Capital Management
Central,
Hong Kong
|
$130M
|
+$14.8M
|
+13%
|
15.2%
|
403%
|
21
|
61.9%
|
|
|
5119
|
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
|
$130M
|
-$43.6M
|
-25%
|
3.65%
|
107%
|
86
|
16.28%
|
|
|
5120
|
Arrow Investment Advisors
Laurel,
Maryland
|
$129M
|
+$4.29M
|
+3%
|
3.73%
|
29.6%
|
78
|
34.62%
|
|
|
5121
|
Range Financial Group
Tigard,
Oregon
|
$129M
|
-$8.23M
|
-6%
|
2.85%
|
188%
|
169
|
20.71%
|
|
|
5122
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$129M
|
-$10.4M
|
-7%
|
6.72%
|
53.3%
|
53
|
13.21%
|
|
|
5123
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
$129M
|
+$804K
|
+0.6%
|
4.4%
|
–
|
298
|
16.78%
|
|
|
5124
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$129M
|
-$7.14M
|
-5%
|
5.92%
|
64.7%
|
48
|
18.75%
|
|
|
5125
|
NWK Group
San Francisco,
California
|
$129M
|
-$19M
|
-13%
|
1.44%
|
227%
|
84
|
36.9%
|
|