|
5401
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$151M
|
-$17M
|
-10%
|
1.47%
|
–
|
198
|
38.38%
|
|
|
5402
|
WJ Wealth Management
Glendale,
Arizona
|
$150M
|
-$16.9M
|
-10%
|
0.56%
|
73.3%
|
63
|
34.92%
|
|
|
5403
|
Covestor
London,
United Kingdom
|
$150M
|
+$78.9M
|
+111%
|
1.81%
|
95.7%
|
2,587
|
12.99%
|
|
|
5404
|
Delta Capital Management
Red Bank,
New Jersey
|
$150M
|
-$28.7M
|
-16%
|
2.89%
|
125%
|
89
|
12.36%
|
|
|
5405
|
Mach-1 Financial Group
Rogers,
Arkansas
|
$150M
|
-$9.24M
|
-6%
|
6%
|
74.3%
|
349
|
42.69%
|
|
|
5406
|
|
$150M
|
-$33.9M
|
-18%
|
29.4%
|
6.21%
|
23
|
21.74%
|
|
|
5407
|
Ardent Capital Management
Cincinnati,
Ohio
|
$150M
|
-$573K
|
-0.4%
|
2.94%
|
77.5%
|
28
|
10.71%
|
|
|
5408
|
Calixto Global Investors
Coral Gables,
Florida
|
$150M
|
-$33.2M
|
-18%
|
9.64%
|
180%
|
13
|
69.23%
|
|
|
5409
|
Satovsky Asset Management
New York
|
$150M
|
+$609K
|
+0.4%
|
1.51%
|
48.9%
|
41
|
26.83%
|
|
|
5410
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$150M
|
-$417K
|
-0.3%
|
5.19%
|
64.7%
|
56
|
25%
|
|
|
5411
|
McGinn Penninger Investment Management
Alexandria,
Virginia
|
$150M
|
-$1.77M
|
-1%
|
0.09%
|
50.2%
|
39
|
23.08%
|
|
|
5412
|
KEB Asset Management
Springfield,
Illinois
|
$150M
|
-$6.75M
|
-4%
|
2.45%
|
68.9%
|
54
|
24.07%
|
|
|
5413
|
Mudita Advisors
London,
United Kingdom
|
$150M
|
+$38.7M
|
+35%
|
17.7%
|
116%
|
21
|
14.29%
|
|
|
5414
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$150M
|
-$8.23M
|
-5%
|
4.71%
|
84.2%
|
555
|
15.5%
|
|
|
5415
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$150M
|
-$23.7M
|
-14%
|
2.89%
|
44.9%
|
127
|
21.26%
|
|
|
5416
|
AF Advisors
Sacramento,
California
|
$149M
|
-$24.6M
|
-14%
|
7.37%
|
81.3%
|
25
|
48%
|
|
|
5417
|
Beta Wealth Group
San Diego,
California
|
$149M
|
+$10.8M
|
+8%
|
5.79%
|
45.4%
|
100
|
49%
|
|
|
5418
|
Benedetti & Gucer
Atlanta,
Georgia
|
$149M
|
+$1.86M
|
+1%
|
3.8%
|
42.7%
|
112
|
30.36%
|
|
|
5419
|
Starr International Company
Zug,
Switzerland
|
$149M
|
+$89.4M
|
+149%
|
63%
|
26.1%
|
3
|
0%
|
|
|
5420
|
Retirement Guys Formula
Maumee,
Ohio
|
$149M
|
+$23.3M
|
+18%
|
3.04%
|
57.6%
|
149
|
34.23%
|
|
|
5421
|
Ignite Planners
San Clemente,
California
|
$149M
|
-$4.47M
|
-3%
|
2.66%
|
73.8%
|
197
|
21.32%
|
|
|
5422
|
Wolff Wiese Magana
Carslbad,
California
|
$149M
|
-$5.7M
|
-4%
|
3.09%
|
136%
|
888
|
10.59%
|
|
|
5423
|
Peterson Wealth Management
Sparks,
Nevada
|
$149M
|
-$683K
|
-0.5%
|
5.63%
|
68.5%
|
70
|
32.86%
|
|
|
5424
|
Summit Place Financial Advisors
Summit,
New Jersey
|
$149M
|
+$4.36M
|
+3%
|
2.98%
|
89.4%
|
115
|
20%
|
|
|
5425
|
ION Acquisition Corp
Herzliya,
Israel
|
$149M
|
-$23.2M
|
-13%
|
11.1%
|
–
|
5
|
0%
|
|