|
5201
|
DCF Advisers
Greenwich,
Connecticut
|
$203M
|
+$18.8M
|
+10%
|
9.77%
|
372%
|
95
|
24.21%
|
|
|
5202
|
Demars Financial Group
Spokane Valley,
Washington
|
$203M
|
+$16M
|
+9%
|
9.69%
|
59.6%
|
80
|
33.75%
|
|
|
5203
|
Garner Asset Management Corp
Plano,
Texas
|
$203M
|
-$2.83M
|
-1%
|
6.05%
|
95.3%
|
345
|
60.29%
|
|
|
5204
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$203M
|
+$19.9M
|
+11%
|
8.51%
|
61.1%
|
302
|
9.93%
|
|
|
5205
|
Derbend Asset Management
Peachtree City,
Georgia
|
$203M
|
+$30.4M
|
+18%
|
9.32%
|
23.9%
|
118
|
16.1%
|
|
|
5206
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$203M
|
+$11.7M
|
+6%
|
6.36%
|
50.8%
|
83
|
13.25%
|
|
|
5207
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$203M
|
+$8.67M
|
+4%
|
3.86%
|
56.9%
|
113
|
30.09%
|
|
|
5208
|
Hall Capital Management
Barrington,
Rhode Island
|
$203M
|
+$32.3M
|
+19%
|
6.85%
|
–
|
100
|
9%
|
|
|
5209
|
Purus Wealth Management
Newport Beach,
California
|
$203M
|
+$30M
|
+17%
|
18.1%
|
156%
|
130
|
19.23%
|
|
|
5210
|
TL Private Wealth
Southlake,
Texas
|
$202M
|
+$8.61M
|
+4%
|
6.42%
|
46%
|
49
|
20.41%
|
|
|
5211
|
Pavion Blue Capital
Newport Beach,
California
|
$202M
|
+$20.8M
|
+11%
|
11.4%
|
77.6%
|
103
|
8.74%
|
|
|
5212
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$202M
|
+$17.2M
|
+9%
|
10.2%
|
92%
|
395
|
21.52%
|
|
|
5213
|
Marshall & Sullivan
Seattle,
Washington
|
$202M
|
+$12.9M
|
+7%
|
8.65%
|
82%
|
41
|
4.88%
|
|
|
5214
|
Sutton Place Investors
Katonah,
New York
|
$202M
|
+$63.9M
|
+46%
|
8.76%
|
74.3%
|
157
|
29.3%
|
|
|
5215
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$202M
|
+$25.8M
|
+15%
|
8.28%
|
75.7%
|
97
|
8.25%
|
|
|
5216
|
Hart & Patterson Financial Group
Amherst,
Massachusetts
|
$202M
|
+$9.39M
|
+5%
|
4.42%
|
–
|
68
|
14.71%
|
|
|
5217
|
Rainwater Charitable Foundation
Fort Worth,
Texas
|
$202M
|
+$71.7M
|
+55%
|
4.48%
|
40.2%
|
6
|
50%
|
|
|
5218
|
Alta Advisers
London,
United Kingdom
|
$202M
|
+$14.5M
|
+8%
|
9.7%
|
114%
|
393
|
0.51%
|
|
|
5219
|
Gen-Wealth Partners
Zeeland,
Michigan
|
$202M
|
–
|
–
|
9.21%
|
–
|
630
|
–
|
|
|
5220
|
Hunting Hill Global Capital
New York
|
$202M
|
-$36.6M
|
-15%
|
20.9%
|
132%
|
156
|
48.72%
|
|
|
5221
|
Privium Fund Management (UK)
London,
United Kingdom
|
$202M
|
+$54.3M
|
+37%
|
8.95%
|
37.1%
|
108
|
48.15%
|
|
|
5222
|
Crestmont Private Wealth
Houston,
Texas
|
$202M
|
+$5.01M
|
+3%
|
6.37%
|
54.8%
|
59
|
15.25%
|
|
|
5223
|
Bridge Advisory
Pasadena,
California
|
$202M
|
+$2.12M
|
+1%
|
4.84%
|
6.7%
|
117
|
22.22%
|
|
|
5224
|
Lunt Capital Management
Holladay,
Utah
|
$201M
|
+$8.32M
|
+4%
|
5.35%
|
42%
|
94
|
15.96%
|
|
|
5225
|
Moseley Investment Management
Bradenton,
Florida
|
$201M
|
+$21.5M
|
+12%
|
12.8%
|
96.6%
|
158
|
12.66%
|
|