|
5226
|
DB Wealth Management Group
San Diego,
California
|
$158M
|
-$4.79M
|
-3%
|
3.54%
|
19%
|
381
|
7.61%
|
|
|
5227
|
Peninsula Asset Management
Bradenton,
Florida
|
$158M
|
-$11.3M
|
-7%
|
5.01%
|
44.1%
|
41
|
0%
|
|
|
5228
|
John W. Brooker & Co
Oakland,
California
|
$158M
|
+$3.71M
|
+2%
|
3.54%
|
38.4%
|
68
|
5.88%
|
|
|
5229
|
Alpha Wave Global
New York
|
$158M
|
+$5.51M
|
+4%
|
4.17%
|
226%
|
35
|
40%
|
|
|
5230
|
Kestrel Investment Management
San Mateo,
California
|
$158M
|
-$22.8M
|
-13%
|
0.62%
|
89.2%
|
42
|
19.05%
|
|
|
5231
|
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
|
$158M
|
+$14.9M
|
+10%
|
3.29%
|
206%
|
77
|
45.45%
|
|
|
5232
|
Madden Advisory Services
Jacksonville,
Florida
|
$158M
|
+$3.58M
|
+2%
|
4%
|
52.3%
|
86
|
10.47%
|
|
|
5233
|
Valence8 US
Cambridge,
Massachusetts
|
$158M
|
+$6.24M
|
+4%
|
3.73%
|
69.9%
|
14
|
14.29%
|
|
|
5234
|
Birch Capital Management
Dallas,
Texas
|
$158M
|
-$6.54M
|
-4%
|
2.61%
|
48.4%
|
103
|
5.83%
|
|
|
5235
|
iSAM Funds (UK)
London,
United Kingdom
|
$158M
|
+$46.1M
|
+41%
|
4.28%
|
53.7%
|
352
|
86.65%
|
|
|
5236
|
Kopp Family Office
Bloomington,
Minnesota
|
$158M
|
-$28.2M
|
-15%
|
9.48%
|
34%
|
22
|
4.55%
|
|
|
5237
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
$158M
|
-$1.88M
|
-1%
|
4.11%
|
41.6%
|
42
|
4.76%
|
|
|
5238
|
Buttonwood Financial Advisors
Baltimore,
Maryland
|
$158M
|
-$1.72M
|
-1%
|
2.54%
|
66.3%
|
103
|
9.71%
|
|
|
5239
|
Bond Capital Management
San Francisco,
California
|
$158M
|
-$20.8M
|
-12%
|
2.38%
|
47.5%
|
5
|
0%
|
|
|
5240
|
Treynor Bancshares
Treynor,
Iowa
|
$158M
|
+$5.03M
|
+3%
|
3.05%
|
3.35%
|
76
|
7.89%
|
|
|
5241
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$158M
|
-$5.25M
|
-3%
|
3.25%
|
68.6%
|
142
|
13.38%
|
|
|
5242
|
Kercheville Advisors
San Antonio,
Texas
|
$158M
|
-$7.56M
|
-5%
|
0.6%
|
240%
|
79
|
10.13%
|
|
|
5243
|
Juniper Investment Company
New York
|
$158M
|
+$49K
|
+0%
|
2.03%
|
358%
|
10
|
10%
|
|
|
5244
|
Longitude (Cayman)
Grand Cayman,
Cayman Islands
|
$157M
|
+$25.6M
|
+19%
|
5.94%
|
–
|
74
|
41.89%
|
|
|
5245
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$157M
|
-$1.42M
|
-0.9%
|
2.51%
|
57.8%
|
87
|
10.34%
|
|
|
5246
|
Burns Matteson Capital Management
Corning,
New York
|
$157M
|
-$5.73M
|
-4%
|
4.07%
|
144%
|
180
|
47.22%
|
|
|
5247
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$157M
|
-$310K
|
-0.2%
|
3.33%
|
37.8%
|
31
|
6.45%
|
|
|
5248
|
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
|
$157M
|
+$9.07M
|
+6%
|
2.71%
|
37.9%
|
48
|
14.58%
|
|
|
5249
|
|
$157M
|
+$21.7M
|
+16%
|
1.99%
|
26.2%
|
9
|
22.22%
|
|
|
5250
|
Trust Company of Kansas
Wichita,
Kansas
|
$157M
|
-$10.5M
|
-6%
|
2.44%
|
87%
|
50
|
12%
|
|