|
5226
|
Altus Wealth Management
Ft Mitchell,
Kentucky
|
$129M
|
+$20.1M
|
+19%
|
12.1%
|
68.8%
|
35
|
11.43%
|
|
|
5227
|
SVB Investment Services
Salt Lake City,
Utah
|
$129M
|
+$10.8M
|
+9%
|
11.4%
|
–
|
65
|
10.77%
|
|
|
5228
|
Shone Asset Management
Walnut Creek,
California
|
$129M
|
+$16.6M
|
+15%
|
13.4%
|
–
|
42
|
14.29%
|
|
|
5229
|
Wolf Hill Capital Management
Greenwich,
Connecticut
|
$129M
|
–
|
–
|
64.6%
|
384%
|
21
|
–
|
|
|
5230
|
Legal Advantage Investments
Los Altos Hills,
California
|
$128M
|
–
|
–
|
21.3%
|
105%
|
96
|
–
|
|
|
5231
|
DUMAC Inc
Durham,
North Carolina
|
$128M
|
–
|
–
|
85.6%
|
–
|
35
|
–
|
|
|
5232
|
Kuvari Partners
London,
United Kingdom
|
$128M
|
–
|
–
|
57.6%
|
–
|
6
|
–
|
|
|
5233
|
Rain Capital Management
Lake Oswego,
Oregon
|
$128M
|
-$14.5M
|
-10%
|
5.26%
|
18.2%
|
36
|
0%
|
|
|
5234
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$128M
|
+$16.4M
|
+15%
|
16.4%
|
39.6%
|
43
|
4.65%
|
|
|
5235
|
Juniper Investment Company
New York
|
$128M
|
+$33.6M
|
+36%
|
43.4%
|
358%
|
12
|
33.33%
|
|
|
5236
|
Diversified Investment Strategies
Baton Rouge,
Louisiana
|
$128M
|
+$32M
|
+33%
|
31.4%
|
86%
|
43
|
9.3%
|
|
|
5237
|
Loudon Investment Management
West Lebanon,
New Hampshire
|
$128M
|
+$9.68M
|
+8%
|
12.3%
|
61.6%
|
78
|
8.97%
|
|
|
5238
|
Monetta Financial Services
Wheaton,
Illinois
|
$128M
|
+$9.46M
|
+8%
|
15%
|
275%
|
44
|
36.36%
|
|
|
5239
|
Wealth Management Partners
Tucson,
Arizona
|
$128M
|
–
|
–
|
13.6%
|
179%
|
123
|
–
|
|
|
5240
|
Akaris Global Partners
New York
|
$128M
|
+$14M
|
+12%
|
25%
|
35%
|
26
|
53.85%
|
|
|
5241
|
Financial Network Wealth Management
Draper,
Utah
|
$128M
|
–
|
–
|
10.3%
|
–
|
96
|
–
|
|
|
5242
|
Waypoint Wealth Partners
Mill Valley,
California
|
$128M
|
–
|
–
|
15%
|
52.1%
|
35
|
–
|
|
|
5243
|
Sage Financial Management Group
Mclean,
Virginia
|
$127M
|
–
|
–
|
11.4%
|
47.3%
|
30
|
–
|
|
|
5244
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$127M
|
+$18.2M
|
+17%
|
12.1%
|
55.8%
|
95
|
9.47%
|
|
|
5245
|
CMC Financial Group
Atlanta,
Georgia
|
$127M
|
+$24.7M
|
+24%
|
19.2%
|
102%
|
30
|
46.67%
|
|
|
5246
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$127M
|
–
|
–
|
12.7%
|
44.6%
|
189
|
–
|
|
|
5247
|
ESA Global Value Fund
Grand Cayman,
Cayman Islands
|
$127M
|
–
|
–
|
7.91%
|
–
|
5
|
–
|
|
|
5248
|
Oakwell Private Wealth Management
Austin,
Texas
|
$127M
|
–
|
–
|
14.7%
|
63%
|
62
|
–
|
|
|
5249
|
|
$127M
|
+$22.2M
|
+21%
|
16.7%
|
19.3%
|
32
|
31.25%
|
|
|
5250
|
Cordant Inc
Portland,
Oregon
|
$127M
|
+$8.81M
|
+7%
|
8.35%
|
47%
|
70
|
22.86%
|
|