|
5401
|
Quantitative Strategies
Calabasas,
California
|
$149M
|
–
|
–
|
4.24%
|
–
|
20
|
–
|
|
|
5402
|
Eudaimonia Advisors
Winchester,
Tennessee
|
$149M
|
+$715K
|
+0.5%
|
4.11%
|
–
|
158
|
13.29%
|
|
|
5403
|
West Bancorporation
West Des Moines,
Iowa
|
$149M
|
+$17.6M
|
+13%
|
10.5%
|
64.4%
|
99
|
13.13%
|
|
|
5404
|
X-Square Capital
Guaynabo,
Puerto Rico
|
$149M
|
-$20.7M
|
-12%
|
6.83%
|
112%
|
166
|
21.08%
|
|
|
5405
|
Cherry Creek Investment Advisors
Englewood,
Colorado
|
$149M
|
+$12.3M
|
+9%
|
11.6%
|
123%
|
99
|
10.1%
|
|
|
5406
|
Dudley Capital Management
Middleburg,
Virginia
|
$149M
|
+$1.58M
|
+1%
|
6.85%
|
110%
|
129
|
13.18%
|
|
|
5407
|
Garland Capital Management
Bellevue,
Washington
|
$149M
|
+$1.49M
|
+1%
|
0.65%
|
55.7%
|
36
|
5.56%
|
|
|
5408
|
Monumental Financial Group
Rockville,
Maryland
|
$149M
|
+$8.88M
|
+6%
|
4.64%
|
18.2%
|
93
|
67.74%
|
|
|
5409
|
Moser Wealth Advisors
Bellevue,
Washington
|
$149M
|
–
|
–
|
8.25%
|
–
|
127
|
–
|
|
|
5410
|
Berkeley Inc
Boise,
Idaho
|
$148M
|
+$10.7M
|
+8%
|
4.22%
|
40.9%
|
79
|
2.53%
|
|
|
5411
|
Centennial Bank
Conway,
Arkansas
|
$148M
|
-$4.87M
|
-3%
|
5.15%
|
56.6%
|
327
|
6.73%
|
|
|
5412
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$148M
|
+$13.5M
|
+10%
|
4.28%
|
39.6%
|
104
|
38.46%
|
|
|
5413
|
CPV Partners
Stamford,
Connecticut
|
$148M
|
+$26.2M
|
+21%
|
32.8%
|
149%
|
6
|
0%
|
|
|
5414
|
Miller Wealth Advisors
Ridgeway,
Colorado
|
$148M
|
+$128M
|
+620%
|
14.6%
|
180%
|
79
|
24.05%
|
|
|
5415
|
Gemsstock Ltd
London,
United Kingdom
|
$148M
|
+$56.7M
|
+62%
|
24.7%
|
237%
|
10
|
60%
|
|
|
5416
|
Lexington Partners
New York
|
$148M
|
-$7.95M
|
-5%
|
4.41%
|
53.9%
|
7
|
28.57%
|
|
|
5417
|
Blue Water Life Science Advisors
Larkspur,
California
|
$148M
|
-$3.08M
|
-2%
|
6.71%
|
243%
|
9
|
33.33%
|
|
|
5418
|
Flynn Zito Capital Management
Garden City,
New York
|
$148M
|
+$10.4M
|
+8%
|
5.61%
|
97.3%
|
78
|
10.26%
|
|
|
5419
|
Family Asset Management
Charleston,
South Carolina
|
$148M
|
+$11.2M
|
+8%
|
4.79%
|
–
|
196
|
14.29%
|
|
|
5420
|
Executive Wealth Group
Kirkland,
Washington
|
$148M
|
+$6.8M
|
+5%
|
4.56%
|
14.9%
|
47
|
4.26%
|
|
|
5421
|
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
$148M
|
+$23.7M
|
+19%
|
1.1%
|
31%
|
35
|
11.43%
|
|
|
5422
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$148M
|
+$4.91M
|
+3%
|
1.38%
|
26.9%
|
41
|
21.95%
|
|
|
5423
|
Derbend Asset Management
Peachtree City,
Georgia
|
$148M
|
+$14.4M
|
+11%
|
6.98%
|
23.9%
|
85
|
15.29%
|
|
|
5424
|
FOCUS Wealth Advisors
Houston,
Texas
|
$148M
|
-$4.41M
|
-3%
|
3.62%
|
63.8%
|
70
|
31.43%
|
|
|
5425
|
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
|
$148M
|
+$20.7M
|
+16%
|
3.23%
|
37.9%
|
45
|
6.67%
|
|