|
5376
|
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
|
$141M
|
+$9.71M
|
+7%
|
23.6%
|
76.8%
|
12
|
16.67%
|
|
|
5377
|
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
|
$141M
|
-$3.43M
|
-2%
|
13.5%
|
59.2%
|
18
|
22.22%
|
|
|
5378
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$141M
|
+$5.4M
|
+4%
|
6.96%
|
70.8%
|
159
|
12.58%
|
|
|
5379
|
One Plus One Wealth Management
Jupiter,
Florida
|
$141M
|
-$1.81M
|
-1%
|
4.18%
|
69.2%
|
99
|
22.22%
|
|
|
5380
|
Summit Place Financial Advisors
Summit,
New Jersey
|
$141M
|
+$19.5M
|
+16%
|
9.78%
|
89.4%
|
99
|
24.24%
|
|
|
5381
|
Financial Connections Group
Corte Madera,
California
|
$141M
|
+$14M
|
+11%
|
5.91%
|
44.4%
|
292
|
23.63%
|
|
|
5382
|
Genesee Capital Advisors
Auburn,
New York
|
$141M
|
+$6.56M
|
+5%
|
5.07%
|
71.5%
|
96
|
28.13%
|
|
|
5383
|
H&F Corporate Investors IX
San Francisco,
California
|
$141M
|
+$52M
|
+59%
|
58.6%
|
53.7%
|
1
|
0%
|
|
|
5384
|
Regal Wealth Group
Seal Beach,
California
|
$141M
|
+$4.56M
|
+3%
|
5.96%
|
17%
|
51
|
19.61%
|
|
|
5385
|
Lagoda Investment Management
New York
|
$141M
|
-$7.44M
|
-5%
|
1.24%
|
193%
|
43
|
6.98%
|
|
|
5386
|
Brandywine Managers
Hockessin,
Delaware
|
$141M
|
+$112M
|
+392%
|
7.5%
|
53.1%
|
49
|
26.53%
|
|
|
5387
|
Diversified Investment Strategies
Baton Rouge,
Louisiana
|
$141M
|
+$11.7M
|
+9%
|
11.2%
|
86%
|
49
|
6.12%
|
|
|
5388
|
Summit Investment Advisory Services
Roseville,
Minnesota
|
$140M
|
+$57.9M
|
+70%
|
5.38%
|
68.3%
|
54
|
7.41%
|
|
|
5389
|
Western Financial Corp
San Diego,
California
|
$140M
|
-$13.8M
|
-9%
|
4.77%
|
260%
|
126
|
32.54%
|
|
|
5390
|
Tieton Capital Management
Yakima,
Washington
|
$140M
|
-$11M
|
-7%
|
10.6%
|
154%
|
32
|
3.13%
|
|
|
5391
|
Arkfeld Wealth Strategies
Omaha,
Nebraska
|
$140M
|
-$11.5M
|
-8%
|
5.44%
|
83.9%
|
77
|
12.99%
|
|
|
5392
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$140M
|
+$15.9M
|
+13%
|
5.94%
|
75.7%
|
78
|
17.95%
|
|
|
5393
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$140M
|
+$8.66M
|
+7%
|
7.12%
|
78.6%
|
99
|
7.07%
|
|
|
5394
|
Maxi Investments CY
Limassol,
Cyprus
|
$140M
|
+$34.4M
|
+33%
|
11.8%
|
24.6%
|
54
|
27.78%
|
|
|
5395
|
Root Financial Partners
Encinitas,
California
|
$140M
|
–
|
–
|
5.53%
|
45.9%
|
62
|
–
|
|
|
5396
|
Scholtz & Company
Stamford,
Connecticut
|
$140M
|
-$1.19M
|
-0.8%
|
5.62%
|
82.6%
|
51
|
45.1%
|
|
|
5397
|
Byrne Asset Management
Kingston,
New Jersey
|
$140M
|
+$2M
|
+1%
|
7.25%
|
116%
|
657
|
29.98%
|
|
|
5398
|
Trivant Custom Portfolio Group
San Diego,
California
|
$140M
|
–
|
–
|
4.96%
|
86.1%
|
208
|
–
|
|
|
5399
|
Prospect Hill Management
Short Hills,
New Jersey
|
$140M
|
+$27.9M
|
+25%
|
27.5%
|
93.9%
|
16
|
18.75%
|
|
|
5400
|
TRV GP IV
Boston,
Massachusetts
|
$140M
|
-$95.3M
|
-41%
|
12.5%
|
686%
|
5
|
40%
|
|