|
5151
|
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
|
$203M
|
+$24.5M
|
+14%
|
15.6%
|
76.8%
|
15
|
13.33%
|
|
|
5152
|
Christensen King & Associates Investment Services
Richland,
Washington
|
$203M
|
+$2.51M
|
+1%
|
1.83%
|
–
|
97
|
4.12%
|
|
|
5153
|
EHP Funds Inc
Toronto,
Canada
|
$202M
|
-$41.6M
|
-17%
|
4.54%
|
173%
|
200
|
71.5%
|
|
|
5154
|
GeoSphere Capital Management
Miami Beach,
Florida
|
$202M
|
+$61.6M
|
+44%
|
19%
|
419%
|
46
|
73.91%
|
|
|
5155
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$202M
|
+$10.7M
|
+6%
|
0.52%
|
42.9%
|
213
|
9.39%
|
|
|
5156
|
VCI Wealth Management
St Louis,
Missouri
|
$202M
|
+$54.4M
|
+37%
|
2.12%
|
–
|
116
|
33.62%
|
|
|
5157
|
TRV GP IV
Boston,
Massachusetts
|
$202M
|
-$4.15M
|
-2%
|
0.94%
|
686%
|
3
|
0%
|
|
|
5158
|
Matisse Capital
Portland,
Oregon
|
$202M
|
-$5.78M
|
-3%
|
2.07%
|
52.1%
|
201
|
15.42%
|
|
|
5159
|
True Wind Capital Management
San Francisco,
California
|
$202M
|
+$6.52M
|
+3%
|
3.95%
|
119%
|
2
|
0%
|
|
|
5160
|
Caldwell Sutter Capital
Sausalito,
California
|
$202M
|
-$5.72M
|
-3%
|
0.34%
|
65.8%
|
954
|
6.5%
|
|
|
5161
|
Palisades Investment Partners
Santa Monica,
California
|
$202M
|
–
|
–
|
24%
|
–
|
40
|
–
|
|
|
5162
|
Hart & Patterson Financial Group
Amherst,
Massachusetts
|
$202M
|
-$49.6K
|
-0%
|
0.58%
|
–
|
68
|
1.47%
|
|
|
5163
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$202M
|
+$16.2M
|
+9%
|
1.6%
|
41.8%
|
99
|
8.08%
|
|
|
5164
|
Brightline Capital Management
Miami,
Florida
|
$201M
|
+$35.2M
|
+21%
|
6.9%
|
778%
|
23
|
52.17%
|
|
|
5165
|
Rainwater Charitable Foundation
Fort Worth,
Texas
|
$201M
|
-$475K
|
-0.2%
|
0.45%
|
40.2%
|
5
|
40%
|
|
|
5166
|
Arlington Partners
Birmingham,
Alabama
|
$201M
|
+$5.02M
|
+3%
|
0.17%
|
43.7%
|
61
|
6.56%
|
|
|
5167
|
Darwin Wealth Management
Tampa,
Florida
|
$201M
|
-$157M
|
-44%
|
1.6%
|
56.8%
|
146
|
52.74%
|
|
|
5168
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$201M
|
-$728K
|
-0.4%
|
3.59%
|
75.7%
|
105
|
15.24%
|
|
|
5169
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$201M
|
+$12.8M
|
+7%
|
3%
|
95.1%
|
204
|
16.67%
|
|
|
5170
|
Pinion Investment Advisors
Wichita,
Kansas
|
$201M
|
+$8.44M
|
+4%
|
3.76%
|
61.8%
|
161
|
20.5%
|
|
|
5171
|
MKT Advisors
Escondido,
California
|
$201M
|
+$18.7M
|
+10%
|
2.63%
|
49.2%
|
155
|
5.81%
|
|
|
5172
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$201M
|
+$13.4M
|
+7%
|
1.37%
|
36.3%
|
38
|
5.26%
|
|
|
5173
|
Westerly Capital Management
San Francisco,
California
|
$201M
|
-$62.9M
|
-24%
|
7.98%
|
104%
|
56
|
42.86%
|
|
|
5174
|
Constellation Investimentos e Participacoes
Sao Paulo,
Brazil
|
$201M
|
-$41.1M
|
-17%
|
1.54%
|
172%
|
12
|
41.67%
|
|
|
5175
|
WJ Interests
Sugar Land,
Texas
|
$201M
|
+$11.3M
|
+6%
|
1.19%
|
50.6%
|
15
|
20%
|
|