|
5226
|
FIDELIS iM
Medford,
Oregon
|
$186M
|
+$15M
|
+9%
|
8.93%
|
40.1%
|
17
|
5.88%
|
|
|
5227
|
FourWorld Capital Management
New York
|
$186M
|
-$345M
|
-65%
|
4.82%
|
132%
|
30
|
60%
|
|
|
5228
|
Breakout Capital Partners
New York
|
$186M
|
–
|
–
|
19%
|
–
|
9
|
–
|
|
|
5229
|
Anfield Capital Management
Irvine,
California
|
$186M
|
-$24.2M
|
-12%
|
9.64%
|
65.2%
|
85
|
10.59%
|
|
|
5230
|
IMZ Advisory
Boca Raton,
Florida
|
$186M
|
–
|
–
|
9.96%
|
–
|
34
|
–
|
|
|
5231
|
Evergreen Private Wealth
Greenwood Village,
Colorado
|
$185M
|
–
|
–
|
11.4%
|
–
|
225
|
–
|
|
|
5232
|
Luken Investment Analytics
Brentwood,
Tennessee
|
$185M
|
+$12.9M
|
+7%
|
8.62%
|
47.6%
|
141
|
8.51%
|
|
|
5233
|
Amtrust Financial Services
New York
|
$185M
|
+$17M
|
+10%
|
9.47%
|
53.8%
|
15
|
0%
|
|
|
5234
|
Asahi Life Asset Management
Tokyo,
Japan
|
$185M
|
-$105M
|
-36%
|
12.9%
|
122%
|
247
|
60.73%
|
|
|
5235
|
Act Wealth Management
Plano,
Texas
|
$185M
|
+$36.4M
|
+24%
|
9.53%
|
66.7%
|
47
|
25.53%
|
|
|
5236
|
Horizon Investment Services
Hammond,
Indiana
|
$185M
|
+$18.9M
|
+11%
|
12.1%
|
250%
|
121
|
27.27%
|
|
|
5237
|
Hyperion Capital Advisors
New York
|
$185M
|
+$2.71M
|
+1%
|
12.7%
|
86.1%
|
67
|
14.93%
|
|
|
5238
|
Daily Journal Corp
Los Angeles,
California
|
$185M
|
+$26.4M
|
+17%
|
17.9%
|
108%
|
4
|
0%
|
|
|
5239
|
Leisure Capital Management
Costa Mesa,
California
|
$185M
|
+$11.1M
|
+6%
|
11.4%
|
98%
|
140
|
12.86%
|
|
|
5240
|
Worth Venture Partners
Fort Lee,
New Jersey
|
$185M
|
+$16.5M
|
+10%
|
23.8%
|
105%
|
185
|
44.32%
|
|
|
5241
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$185M
|
+$20.5M
|
+12%
|
12.6%
|
92%
|
330
|
6.97%
|
|
|
5242
|
Genesis Fortune
Grand Cayman,
Cayman Islands
|
$185M
|
–
|
–
|
5.23%
|
–
|
1
|
–
|
|
|
5243
|
Bigelow Investment Advisors
Portland,
Maine
|
$185M
|
+$10.8M
|
+6%
|
9.48%
|
67.1%
|
153
|
6.54%
|
|
|
5244
|
Blue Door Asset Management
Stamford,
Connecticut
|
$185M
|
+$43.8M
|
+31%
|
12.8%
|
127%
|
26
|
38.46%
|
|
|
5245
|
Barrett & Company
Providence,
Rhode Island
|
$185M
|
+$14.9M
|
+9%
|
9.99%
|
74.8%
|
645
|
6.67%
|
|
|
5246
|
G.F.W. Energy XII
Dallas,
Texas
|
$185M
|
-$106M
|
-36%
|
16.4%
|
68.9%
|
5
|
40%
|
|
|
5247
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$185M
|
+$17M
|
+10%
|
8.96%
|
41.6%
|
176
|
11.36%
|
|
|
5248
|
NKCFO LLC
Geneva,
Illinois
|
$185M
|
+$4.43M
|
+2%
|
11.5%
|
211%
|
92
|
39.13%
|
|
|
5249
|
Ausbil Investment Management
Sydney,
Australia
|
$185M
|
+$23M
|
+14%
|
12.6%
|
120%
|
62
|
24.19%
|
|
|
5250
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$185M
|
–
|
–
|
8.94%
|
–
|
168
|
–
|
|