|
5301
|
Wealthedge Investment Advisors
New York
|
$270M
|
+$6.07M
|
+2%
|
1.86%
|
–
|
147
|
23.81%
|
|
|
5302
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$270M
|
+$11.9M
|
+5%
|
2.99%
|
80.7%
|
102
|
12.75%
|
|
|
5303
|
State of New Jersey Common Pension Fund A
Trenton,
New Jersey
|
$270M
|
-$12.1M
|
-4%
|
4.13%
|
–
|
3
|
0%
|
|
|
5304
|
Searcy Financial Services
Overland Park,
Kansas
|
$270M
|
+$6.72M
|
+3%
|
3.12%
|
58.5%
|
25
|
0%
|
|
|
5305
|
ticino wealth
Mission Viejo,
California
|
$270M
|
–
|
–
|
4.44%
|
–
|
139
|
–
|
|
|
5306
|
Wealth Watch Advisors
Englewood,
Colorado
|
$270M
|
+$26.9M
|
+11%
|
2.6%
|
–
|
1,071
|
24%
|
|
|
5307
|
Retirement Capital Strategies
San Jose,
California
|
$270M
|
+$9M
|
+3%
|
2.51%
|
59%
|
72
|
19.44%
|
|
|
5308
|
Everpar Advisors
Tulsa,
Oklahoma
|
$270M
|
+$16.7M
|
+7%
|
3.81%
|
–
|
311
|
25.08%
|
|
|
5309
|
Harspring Capital Management
New York
|
$270M
|
+$8.4M
|
+3%
|
7.16%
|
70.6%
|
15
|
6.67%
|
|
|
5310
|
NCM Capital Management
Ramsey,
New Jersey
|
$270M
|
+$11.8M
|
+5%
|
2.93%
|
105%
|
186
|
7.53%
|
|
|
5311
|
Barbara Oil Co
Chicago,
Illinois
|
$269M
|
+$923K
|
+0.3%
|
1.42%
|
76.9%
|
78
|
6.41%
|
|
|
5312
|
Bawa N Mallick Trust
Forest Hills,
New York
|
$269M
|
+$5.01M
|
+2%
|
2.02%
|
–
|
75
|
4%
|
|
|
5313
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$269M
|
-$5.62M
|
-2%
|
1.85%
|
52%
|
97
|
7.22%
|
|
|
5314
|
Agate Pass Investment Management
Bainbridge Island,
Washington
|
$269M
|
+$6.35M
|
+2%
|
2.83%
|
68%
|
107
|
4.67%
|
|
|
5315
|
Bright Valley Capital
Hong Kong
|
$269M
|
+$100M
|
+59%
|
3.26%
|
–
|
19
|
52.63%
|
|
|
5316
|
Thomas Story & Son
Culver,
Indiana
|
$269M
|
-$2.9M
|
-1%
|
2%
|
91.8%
|
52
|
3.85%
|
|
|
5317
|
|
$269M
|
-$33.5M
|
-11%
|
3.11%
|
–
|
25
|
24%
|
|
|
5318
|
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
|
$269M
|
+$16.7M
|
+7%
|
1.66%
|
50.2%
|
64
|
6.25%
|
|
|
5319
|
Crux Wealth Advisors
Long Beach,
California
|
$269M
|
+$16.5M
|
+7%
|
2.1%
|
–
|
190
|
19.47%
|
|
|
5320
|
First Dallas Securities
Dallas,
Texas
|
$269M
|
+$1.81M
|
+0.7%
|
3.7%
|
163%
|
119
|
15.13%
|
|
|
5321
|
Quartz Partners
Saratoga Springs,
New York
|
$269M
|
-$7.4M
|
-3%
|
3.09%
|
–
|
193
|
20.73%
|
|
|
5322
|
DLK Investment Management
Solana Beach,
California
|
$269M
|
+$3.25M
|
+1%
|
3.74%
|
–
|
95
|
12.63%
|
|
|
5323
|
Strait & Sound Wealth Management
San Francisco,
California
|
$269M
|
+$8.1M
|
+3%
|
3.4%
|
74%
|
154
|
7.14%
|
|
|
5324
|
Alexis Investment Partners
Montgomery,
Texas
|
$269M
|
-$902M
|
-77%
|
2.98%
|
–
|
103
|
10.68%
|
|
|
5325
|
TAGStone Capital
Charlotte,
North Carolina
|
$268M
|
+$16.1M
|
+6%
|
2.12%
|
58.3%
|
120
|
5.83%
|
|