|
5501
|
Painted Porch Advisors
Santa Barbara,
California
|
$198M
|
+$20.6M
|
+12%
|
8.71%
|
–
|
446
|
12.11%
|
|
|
5502
|
Littlejohn & Co
Greenwich,
Connecticut
|
$198M
|
+$1.38M
|
+0.7%
|
50.5%
|
56.2%
|
30
|
20%
|
|
|
5503
|
Plum Street Advisors
New Orleans,
Louisiana
|
$197M
|
+$26.1M
|
+15%
|
6.41%
|
–
|
84
|
22.62%
|
|
|
5504
|
AI-Squared Management
Hong Kong
|
$197M
|
+$19.7M
|
+11%
|
11.1%
|
–
|
38
|
65.79%
|
|
|
5505
|
Boyd Wealth Management
Sacramento,
California
|
$197M
|
+$16.2M
|
+9%
|
5.9%
|
51.1%
|
50
|
16%
|
|
|
5506
|
Tri Ri Asset Management
Toronto,
Ontario, Canada
|
$197M
|
–
|
–
|
10.2%
|
–
|
29
|
–
|
|
|
5507
|
Tandem Wealth Advisors
Phoenix,
Arizona
|
$197M
|
+$10.8M
|
+6%
|
5.69%
|
43.1%
|
51
|
5.88%
|
|
|
5508
|
Garrison Asset Management
Fayetteville,
Arkansas
|
$197M
|
+$7.07M
|
+4%
|
6.6%
|
52.1%
|
111
|
8.11%
|
|
|
5509
|
Luminus Management
Houston,
Texas
|
$197M
|
+$23.5M
|
+14%
|
26%
|
8.7%
|
28
|
35.71%
|
|
|
5510
|
American Financial & Tax Strategies
New York
|
$197M
|
+$7.38M
|
+4%
|
6.41%
|
–
|
93
|
1.08%
|
|
|
5511
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$197M
|
+$20.1M
|
+11%
|
6.26%
|
67.1%
|
165
|
19.39%
|
|
|
5512
|
Westhampton Capital
Winston-Salem,
North Carolina
|
$197M
|
+$12.5M
|
+7%
|
8.49%
|
95.6%
|
121
|
9.09%
|
|
|
5513
|
Traveka Wealth
Los Altos,
California
|
$197M
|
-$7.87M
|
-4%
|
5.7%
|
–
|
143
|
16.08%
|
|
|
5514
|
Fairway Wealth
Independence,
Ohio
|
$197M
|
+$27.2M
|
+16%
|
6.78%
|
–
|
380
|
77.89%
|
|
|
5515
|
Harvest Management
New York
|
$197M
|
+$65.7M
|
+50%
|
7.56%
|
610%
|
65
|
55.38%
|
|
|
5516
|
Jackson Hill Advisors
Houston,
Texas
|
$197M
|
+$14.2M
|
+8%
|
16.2%
|
61.2%
|
13
|
0%
|
|
|
5517
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$197M
|
-$7.33M
|
-4%
|
7.3%
|
57.5%
|
360
|
43.06%
|
|
|
5518
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$197M
|
-$19.1M
|
-9%
|
6.05%
|
75.5%
|
498
|
1.41%
|
|
|
5519
|
Wealth Advisors of Iowa
West Des Moines,
Iowa
|
$196M
|
+$17.2M
|
+10%
|
7.37%
|
60.9%
|
76
|
40.79%
|
|
|
5520
|
Serenity Capital Management (Singapore)
Singapore
|
$196M
|
+$34.8M
|
+22%
|
30.4%
|
21%
|
4
|
0%
|
|
|
5521
|
Bryant Woods Investment Advisors
Getzville,
New York
|
$196M
|
+$58.9M
|
+43%
|
6.46%
|
66.3%
|
50
|
24%
|
|
|
5522
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$196M
|
+$8.14M
|
+4%
|
6.87%
|
–
|
140
|
11.43%
|
|
|
5523
|
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
|
$196M
|
+$20M
|
+11%
|
5.07%
|
81.5%
|
15
|
0%
|
|
|
5524
|
|
$196M
|
+$22.5M
|
+13%
|
13%
|
–
|
1
|
0%
|
|
|
5525
|
Shira Ridge Wealth Management
Larkspur,
California
|
$196M
|
+$16.6M
|
+9%
|
5.39%
|
64.9%
|
84
|
14.29%
|
|