|
5401
|
5AM Venture Management
San Francisco,
California
|
$288M
|
-$72.3M
|
-20%
|
23%
|
546%
|
20
|
20%
|
|
|
5402
|
TKG Advisors
Valparaiso,
Indiana
|
$288M
|
+$46M
|
+19%
|
22.9%
|
104%
|
104
|
24.04%
|
|
|
5403
|
Alliance Private Wealth
North Reading,
Massachusetts
|
$288M
|
+$9.54M
|
+3%
|
13.5%
|
–
|
82
|
2.44%
|
|
|
5404
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
$288M
|
+$43.3M
|
+18%
|
28.6%
|
113%
|
195
|
6.67%
|
|
|
5405
|
Maestria Partners
Atlanta,
Georgia
|
$288M
|
+$13.5M
|
+5%
|
28.3%
|
–
|
14
|
7.14%
|
|
|
5406
|
Owen LaRue
Elizabethtown,
Kentucky
|
$288M
|
+$27M
|
+10%
|
13.8%
|
126%
|
151
|
21.85%
|
|
|
5407
|
Cambridge Financial Group
Columbus,
Ohio
|
$287M
|
+$20M
|
+7%
|
13.8%
|
–
|
34
|
5.88%
|
|
|
5408
|
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
|
$287M
|
+$8.17M
|
+3%
|
10.7%
|
75.1%
|
145
|
14.48%
|
|
|
5409
|
QTR Family Wealth
Lake Mary,
Florida
|
$287M
|
+$46.9M
|
+20%
|
23.7%
|
–
|
369
|
30.89%
|
|
|
5410
|
Ogborne Capital Management
San Francisco,
California
|
$287M
|
+$90.1M
|
+46%
|
34.6%
|
251%
|
20
|
80%
|
|
|
5411
|
Pavaki Capital Management
Pueblo,
Colorado
|
$287M
|
+$51.4M
|
+22%
|
11.9%
|
–
|
177
|
19.77%
|
|
|
5412
|
Red Spruce Capital
Berwyn,
Pennsylvania
|
$287M
|
+$43.2M
|
+18%
|
24.6%
|
93.3%
|
99
|
10.1%
|
|
|
5413
|
Metavasi Capital
Larchmont,
New York
|
$287M
|
+$10.4M
|
+4%
|
55.5%
|
840%
|
33
|
60.61%
|
|
|
5414
|
Shira Ridge Wealth Management
Larkspur,
California
|
$287M
|
+$33.9M
|
+13%
|
14.9%
|
64.9%
|
89
|
17.98%
|
|
|
5415
|
O'Rourke & Company
Boston,
Massachusetts
|
$287M
|
+$33.9M
|
+13%
|
12.7%
|
71.9%
|
180
|
6.67%
|
|
|
5416
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
$286M
|
+$28.7M
|
+11%
|
14.9%
|
58.8%
|
101
|
10.89%
|
|
|
5417
|
Trueblood Wealth Management
Lima,
Ohio
|
$286M
|
+$30.8M
|
+12%
|
15.5%
|
–
|
272
|
9.93%
|
|
|
5418
|
Brown Financial Advisors
Milford,
Ohio
|
$286M
|
+$22.3M
|
+8%
|
12.2%
|
–
|
234
|
20.09%
|
|
|
5419
|
Sphera Management Technology Funds
Tel Aviv,
Israel
|
$286M
|
+$109M
|
+61%
|
46%
|
–
|
94
|
50%
|
|
|
5420
|
Garda Capital Partners
Wayzata,
Minnesota
|
$286M
|
-$98.6M
|
-26%
|
13.9%
|
9.15%
|
23
|
82.61%
|
|
|
5421
|
Luken Investment Analytics
Brentwood,
Tennessee
|
$286M
|
+$24.8M
|
+10%
|
14.1%
|
47.6%
|
172
|
8.72%
|
|
|
5422
|
Penney Financial
Houston,
Texas
|
$286M
|
+$25.4M
|
+10%
|
9.09%
|
–
|
55
|
16.36%
|
|
|
5423
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$286M
|
+$29.2M
|
+11%
|
13.7%
|
66.8%
|
114
|
10.53%
|
|
|
5424
|
ICW Investment Advisors
Scottsdale,
Arizona
|
$286M
|
+$9.04M
|
+3%
|
7.58%
|
50.1%
|
153
|
9.8%
|
|
|
5425
|
Bluestem Financial Advisors
Champaign,
Illinois
|
$286M
|
+$26.6M
|
+10%
|
9.97%
|
39.5%
|
35
|
8.57%
|
|