|
5401
|
Shira Ridge Wealth Management
Larkspur,
California
|
$201M
|
-$3.84M
|
-2%
|
2.96%
|
64.9%
|
83
|
16.87%
|
|
|
5402
|
Walnut Level Capital
Denver,
Colorado
|
$200M
|
-$61.9M
|
-24%
|
10.8%
|
–
|
55
|
40%
|
|
|
5403
|
May Barnhard Investments
Bethesda,
Maryland
|
$200M
|
-$9.81M
|
-5%
|
4.89%
|
–
|
93
|
12.9%
|
|
|
5404
|
Acorn Creek Capital
Fort Collins,
Colorado
|
$200M
|
+$5.71M
|
+3%
|
0.65%
|
–
|
80
|
6.25%
|
|
|
5405
|
Game Creek Capital
Boston,
Massachusetts
|
$200M
|
-$55.9M
|
-22%
|
0.94%
|
108%
|
91
|
31.87%
|
|
|
5406
|
Richmond Hill Investments
New York
|
$200M
|
-$58.7M
|
-23%
|
11.8%
|
55.2%
|
4
|
25%
|
|
|
5407
|
Conway Capital Management
Burbank,
California
|
$200M
|
-$25.9M
|
-11%
|
6.28%
|
154%
|
51
|
21.57%
|
|
|
5408
|
Lakeridge Wealth Management
Mentor,
Ohio
|
$200M
|
+$6.43M
|
+3%
|
0.55%
|
–
|
160
|
10.63%
|
|
|
5409
|
Genesee Capital Advisors
Auburn,
New York
|
$200M
|
-$15M
|
-7%
|
2.47%
|
71.5%
|
126
|
10.32%
|
|
|
5410
|
Cottage Street Advisors
Marion,
Massachusetts
|
$200M
|
+$7.94M
|
+4%
|
5.27%
|
91.4%
|
119
|
19.33%
|
|
|
5411
|
Optimist Retirement Group
Bellevue,
Washington
|
$200M
|
-$11.6M
|
-5%
|
1.3%
|
–
|
134
|
23.88%
|
|
|
5412
|
Vivid Wealth Management
West Des Moines,
Iowa
|
$200M
|
+$2.24M
|
+1%
|
4.21%
|
–
|
74
|
36.49%
|
|
|
5413
|
Henderson Brothers Financial Partners
Pittsburgh,
Pennsylvania
|
$200M
|
–
|
–
|
0.01%
|
–
|
72
|
–
|
|
|
5414
|
Uniting Wealth Partners
Mission,
Kansas
|
$200M
|
-$7.5M
|
-4%
|
1.99%
|
–
|
128
|
29.69%
|
|
|
5415
|
Bain Capital Venture Investors
Boston,
Massachusetts
|
$200M
|
-$20.2M
|
-9%
|
8.74%
|
82.1%
|
3
|
0%
|
|
|
5416
|
Consilium Wealth Advisory
Richardson,
Texas
|
$199M
|
-$10.2M
|
-5%
|
1.12%
|
91.5%
|
95
|
15.79%
|
|
|
5417
|
GE Investment Management
Norwalk,
Connecticut
|
$199M
|
+$32.2M
|
+19%
|
17%
|
–
|
4
|
0%
|
|
|
5418
|
Palisades Investment Partners
Santa Monica,
California
|
$199M
|
-$37.7M
|
-16%
|
10.2%
|
–
|
43
|
11.63%
|
|
|
5419
|
|
$199M
|
-$46.8M
|
-19%
|
1.93%
|
66.7%
|
128
|
2.34%
|
|
|
5420
|
Scion Asset Management
Saratoga,
California
|
$199M
|
+$122M
|
+157%
|
12%
|
1.91%
|
19
|
94.74%
|
|
|
5421
|
TCFG Wealth Management
Laguna Niguel,
California
|
$199M
|
+$504K
|
+0.3%
|
0.02%
|
–
|
247
|
12.15%
|
|
|
5422
|
Drummond Knight Asset Management
Crows Nest, NSW,
Australia
|
$199M
|
+$61.6M
|
+45%
|
1.55%
|
–
|
16
|
56.25%
|
|
|
5423
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$199M
|
-$12M
|
-6%
|
0.92%
|
–
|
122
|
37.7%
|
|
|
5424
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$199M
|
-$684K
|
-0.3%
|
0.07%
|
–
|
41
|
0%
|
|
|
5425
|
Viola Ventures VC Management 4
Herzliya,
Israel
|
$199M
|
-$72.7M
|
-27%
|
5.52%
|
79.1%
|
4
|
0%
|
|