|
5451
|
Oakcliff Capital Partners
New York
|
$150M
|
+$6.6M
|
+5%
|
6.18%
|
133%
|
9
|
11.11%
|
|
|
5452
|
Legal Advantage Investments
Los Altos Hills,
California
|
$150M
|
+$13.8M
|
+10%
|
11.2%
|
105%
|
98
|
13.27%
|
|
|
5453
|
Investmark Advisory Group
Shelton,
Connecticut
|
$150M
|
+$13.8M
|
+10%
|
4.44%
|
65.1%
|
109
|
11.93%
|
|
|
5454
|
New Vernon Capital Holdings II
Morristown,
New Jersey
|
$150M
|
+$14M
|
+10%
|
4.46%
|
114%
|
91
|
28.57%
|
|
|
5455
|
Unison Asset Management
North Miami Beach,
Florida
|
$150M
|
+$17.9M
|
+14%
|
12.9%
|
81.4%
|
34
|
5.88%
|
|
|
5456
|
Sonic GP LLC
Honolulu,
Hawaii
|
$150M
|
+$18.9M
|
+14%
|
6.16%
|
–
|
26
|
11.54%
|
|
|
5457
|
Legacy Bridge
West Des Moines,
Iowa
|
$150M
|
+$6.47M
|
+5%
|
5.91%
|
225%
|
298
|
3.36%
|
|
|
5458
|
Friedenthal Financial
Marlton,
New Jersey
|
$150M
|
+$7.58M
|
+5%
|
8.28%
|
111%
|
148
|
59.46%
|
|
|
5459
|
Adalta Capital Management
New York
|
$150M
|
+$6.63M
|
+5%
|
7.01%
|
80.4%
|
90
|
14.44%
|
|
|
5460
|
Pacific Sun Financial
Los Angeles,
California
|
$150M
|
–
|
–
|
5.57%
|
70.3%
|
174
|
–
|
|
|
5461
|
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
|
$150M
|
+$4.6M
|
+3%
|
6.08%
|
58.5%
|
33
|
12.12%
|
|
|
5462
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$149M
|
+$6.94M
|
+5%
|
4.28%
|
63.8%
|
76
|
15.79%
|
|
|
5463
|
Integral Investment Advisors
Turlock,
California
|
$149M
|
+$9.68M
|
+7%
|
6%
|
60%
|
83
|
14.46%
|
|
|
5464
|
|
$149M
|
+$470K
|
+0.3%
|
2.19%
|
129%
|
29
|
3.45%
|
|
|
5465
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$149M
|
+$5.81M
|
+4%
|
6.55%
|
74.3%
|
121
|
4.96%
|
|
|
5466
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$149M
|
+$20.1M
|
+16%
|
5.69%
|
69.5%
|
74
|
12.16%
|
|
|
5467
|
Caliber Wealth Management (Utah)
Orem,
Utah
|
$149M
|
+$15.7M
|
+12%
|
9.64%
|
36.5%
|
66
|
25.76%
|
|
|
5468
|
Nova R Wealth
Overland Park,
Kansas
|
$149M
|
+$1.4M
|
+0.9%
|
5.5%
|
54.5%
|
79
|
27.85%
|
|
|
5469
|
GHE LLC
Memphis,
Tennessee
|
$149M
|
+$22.3M
|
+18%
|
21.3%
|
188%
|
55
|
0%
|
|
|
5470
|
Prairiewood Capital
Fargo,
North Dakota
|
$149M
|
+$1.57M
|
+1%
|
1.77%
|
43%
|
79
|
16.46%
|
|
|
5471
|
Quantitative Strategies
Calabasas,
California
|
$149M
|
–
|
–
|
4.24%
|
–
|
20
|
–
|
|
|
5472
|
Eudaimonia Advisors
Winchester,
Tennessee
|
$149M
|
+$715K
|
+0.5%
|
4.11%
|
–
|
158
|
13.29%
|
|
|
5473
|
West Bancorporation
West Des Moines,
Iowa
|
$149M
|
+$17.6M
|
+13%
|
10.5%
|
64.4%
|
99
|
13.13%
|
|
|
5474
|
X-Square Capital
Guaynabo,
Puerto Rico
|
$149M
|
-$20.7M
|
-12%
|
6.83%
|
158%
|
166
|
21.08%
|
|
|
5475
|
Cherry Creek Investment Advisors
Englewood,
Colorado
|
$149M
|
+$12.3M
|
+9%
|
11.6%
|
140%
|
99
|
10.1%
|
|