|
5226
|
Regal Wealth Group
Seal Beach,
California
|
$177M
|
+$10.9M
|
+7%
|
6.99%
|
17%
|
51
|
3.92%
|
|
|
5227
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$177M
|
+$18M
|
+11%
|
6.45%
|
56.6%
|
167
|
8.98%
|
|
|
5228
|
Moneda SA Administradora General de Fondos
Las Condes, Santiago,
Chile
|
$177M
|
-$145K
|
-0.1%
|
2.35%
|
34.5%
|
43
|
0%
|
|
|
5229
|
Cape Ann Asset Management
London,
United Kingdom
|
$177M
|
-$22.1M
|
-11%
|
2.86%
|
199%
|
10
|
40%
|
|
|
5230
|
Your Advocates Ltd
Houston,
Texas
|
$177M
|
+$22.6M
|
+15%
|
1.2%
|
50%
|
230
|
18.7%
|
|
|
5231
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$177M
|
+$26M
|
+17%
|
9.31%
|
57.5%
|
299
|
11.71%
|
|
|
5232
|
SR One Capital Management
Wayne,
Pennsylvania
|
$177M
|
–
|
–
|
18%
|
656%
|
2
|
–
|
|
|
5233
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$177M
|
+$9.48M
|
+6%
|
6.94%
|
57.6%
|
99
|
22.22%
|
|
|
5234
|
Viewpoint Investment Partners
Calgary,
Alberta, Canada
|
$177M
|
+$5.25M
|
+3%
|
5.46%
|
31.9%
|
13
|
30.77%
|
|
|
5235
|
Hall Capital Management
Barrington,
Rhode Island
|
$177M
|
+$20.2M
|
+13%
|
11.6%
|
–
|
98
|
6.12%
|
|
|
5236
|
XTX Topco
George Town,
Cayman Islands
|
$177M
|
-$121M
|
-41%
|
2.49%
|
87.3%
|
1,117
|
84.15%
|
|
|
5237
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$177M
|
+$28.3M
|
+19%
|
11.1%
|
196%
|
116
|
57.76%
|
|
|
5238
|
TL Private Wealth
Southlake,
Texas
|
$177M
|
-$6.35M
|
-3%
|
5.75%
|
46%
|
51
|
3.92%
|
|
|
5239
|
Saxon Interests
Houston,
Texas
|
$177M
|
–
|
–
|
8.32%
|
73%
|
125
|
–
|
|
|
5240
|
Cottage Street Advisors
Marion,
Massachusetts
|
$177M
|
+$27.9M
|
+19%
|
10.1%
|
91.4%
|
109
|
22.94%
|
|
|
5241
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$177M
|
+$2.97M
|
+2%
|
5.06%
|
99.7%
|
136
|
23.53%
|
|
|
5242
|
Passive Capital Management
Baltimore,
Maryland
|
$177M
|
–
|
–
|
5.82%
|
37.7%
|
48
|
–
|
|
|
5243
|
Baron Financial Group
Fair Lawn,
New Jersey
|
$176M
|
+$11.8M
|
+7%
|
3.5%
|
52.1%
|
226
|
3.1%
|
|
|
5244
|
NEPC LLC
Boston,
Massachusetts
|
$176M
|
-$164M
|
-48%
|
4.06%
|
21.3%
|
52
|
42.31%
|
|
|
5245
|
Marlowe Partners
New York
|
$176M
|
+$8.41M
|
+5%
|
6.83%
|
16.3%
|
10
|
40%
|
|
|
5246
|
Anabranch Capital Management
Stamford,
Connecticut
|
$176M
|
+$2.16M
|
+1%
|
3.97%
|
139%
|
8
|
12.5%
|
|
|
5247
|
Carroll Investors
Mt Pleasant,
South Carolina
|
$176M
|
–
|
–
|
11.9%
|
241%
|
202
|
–
|
|
|
5248
|
Beddow Capital Management
Jackson,
Wyoming
|
$176M
|
+$9.18M
|
+5%
|
3.1%
|
50.7%
|
53
|
11.32%
|
|
|
5249
|
Newman & Schimel
Deerfield,
Illinois
|
$176M
|
+$16.3M
|
+10%
|
5.75%
|
–
|
52
|
11.54%
|
|
|
5250
|
Insight 2811 Inc
Chicago,
Illinois
|
$176M
|
+$6.84M
|
+4%
|
3.21%
|
30.8%
|
87
|
18.39%
|
|