|
5351
|
Caliber Wealth Management (Utah)
Orem,
Utah
|
$141M
|
+$3.49M
|
+3%
|
12.6%
|
36.5%
|
85
|
29.41%
|
|
|
5352
|
HighVista Strategies
Boston,
Massachusetts
|
$141M
|
+$6.43M
|
+5%
|
5.41%
|
622%
|
161
|
50.31%
|
|
|
5353
|
GP Brinson Investments
Chicago,
Illinois
|
$141M
|
+$18.8M
|
+15%
|
8.59%
|
45.5%
|
17
|
11.76%
|
|
|
5354
|
Bay Rivers Group
Williamsburg,
Virginia
|
$141M
|
+$12.2M
|
+9%
|
8.34%
|
166%
|
75
|
13.33%
|
|
|
5355
|
Nine Masts Capital
Central,
Hong Kong
|
$141M
|
+$14M
|
+11%
|
0.95%
|
88.1%
|
46
|
69.57%
|
|
|
5356
|
Horan Securities
Cincinnati,
United States
|
$141M
|
+$21.7M
|
+18%
|
6.58%
|
50.1%
|
499
|
17.84%
|
|
|
5357
|
swisspartners
Vaduz,
Liechtenstein
|
$141M
|
+$17.6M
|
+14%
|
11.2%
|
–
|
90
|
22.22%
|
|
|
5358
|
Cypress Point Wealth Management
Dallas,
Texas
|
$141M
|
+$44.6M
|
+46%
|
31.9%
|
226%
|
212
|
53.3%
|
|
|
5359
|
McCarthy Asset Management
Redwood Shores,
California
|
$141M
|
+$12.8M
|
+10%
|
5.52%
|
–
|
470
|
24.26%
|
|
|
5360
|
Ascendant Capital Management
Los Angeles,
California
|
$141M
|
+$26.5M
|
+23%
|
11.5%
|
–
|
75
|
37.33%
|
|
|
5361
|
Safeguard Investment Advisory Group
Corona,
California
|
$140M
|
+$28.4M
|
+25%
|
6.55%
|
84.3%
|
87
|
16.09%
|
|
|
5362
|
R.H. Dinel Investment Counsel
Los Angeles,
California
|
$140M
|
+$9.38M
|
+7%
|
8.44%
|
34.1%
|
55
|
0%
|
|
|
5363
|
|
$140M
|
+$6.63M
|
+5%
|
6.36%
|
40.4%
|
59
|
0%
|
|
|
5364
|
Wolff Wiese Magana
Carslbad,
California
|
$140M
|
+$12.2M
|
+10%
|
8.05%
|
136%
|
899
|
20.36%
|
|
|
5365
|
Midwest Wealth Management
Indianapolis,
Indiana
|
$140M
|
+$17M
|
+14%
|
9.43%
|
–
|
99
|
11.11%
|
|
|
5366
|
Somerset Group
Wayzata,
Minnesota
|
$140M
|
+$7.46M
|
+6%
|
6.6%
|
84.6%
|
76
|
2.63%
|
|
|
5367
|
Colonial River Investments
Midlothian,
Virginia
|
$140M
|
+$16.1M
|
+13%
|
6.98%
|
144%
|
155
|
16.77%
|
|
|
5368
|
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
|
$140M
|
+$10.9M
|
+8%
|
6.88%
|
75.2%
|
158
|
6.96%
|
|
|
5369
|
McGinn Penninger Investment Management
Alexandria,
Virginia
|
$140M
|
+$4.53M
|
+3%
|
6.14%
|
51.9%
|
43
|
16.28%
|
|
|
5370
|
Motive Wealth Advisors
Birmingham,
Michigan
|
$140M
|
–
|
–
|
6.59%
|
66%
|
75
|
–
|
|
|
5371
|
Mach-1 Financial Group
Rogers,
Arkansas
|
$140M
|
+$16.7M
|
+14%
|
4.01%
|
83.4%
|
228
|
40.79%
|
|
|
5372
|
Ramiah Investment Group
Brookfield,
Wisconsin
|
$140M
|
+$6.62M
|
+5%
|
6.21%
|
55.3%
|
92
|
16.3%
|
|
|
5373
|
VIEX Capital Advisors
Sunny Isles Beach,
Florida
|
$140M
|
+$4.8M
|
+4%
|
9.25%
|
30.6%
|
19
|
84.21%
|
|
|
5374
|
Berkeley Inc
Boise,
Idaho
|
$140M
|
+$5.11M
|
+4%
|
4.74%
|
40.9%
|
88
|
13.64%
|
|
|
5375
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$140M
|
+$12.2M
|
+10%
|
5.2%
|
36.9%
|
736
|
15.63%
|
|