|
5551
|
Harrington Investments
Napa,
California
|
$175M
|
+$13.4M
|
+8%
|
7.32%
|
92.5%
|
82
|
1.22%
|
|
|
5552
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$175M
|
+$21.4M
|
+14%
|
6.68%
|
68%
|
149
|
18.12%
|
|
|
5553
|
Shira Ridge Wealth Management
Larkspur,
California
|
$175M
|
+$8.13M
|
+5%
|
7.48%
|
64.9%
|
77
|
9.09%
|
|
|
5554
|
iSAM Funds (UK)
London,
United Kingdom
|
$175M
|
+$34.5M
|
+25%
|
7.1%
|
48.3%
|
361
|
81.72%
|
|
|
5555
|
Hansen & Associates Financial Group
Roseville,
California
|
$175M
|
-$16.5M
|
-9%
|
8.32%
|
–
|
19
|
52.63%
|
|
|
5556
|
Menlo Advisors
Menlo Park,
California
|
$175M
|
+$12.1M
|
+7%
|
8.06%
|
81.9%
|
29
|
3.45%
|
|
|
5557
|
Trueblood Wealth Management
Lima,
Ohio
|
$175M
|
+$15.2M
|
+10%
|
9.68%
|
–
|
233
|
14.59%
|
|
|
5558
|
Aurora Investment Counsel
Atlanta,
Georgia
|
$175M
|
+$20.8M
|
+14%
|
7.59%
|
23.4%
|
124
|
23.39%
|
|
|
5559
|
|
$174M
|
-$5.64M
|
-3%
|
2.91%
|
9.76%
|
711
|
80.03%
|
|
|
5560
|
One Plus One Wealth Management
Jupiter,
Florida
|
$174M
|
+$9.93M
|
+6%
|
4.92%
|
69.2%
|
106
|
20.75%
|
|
|
5561
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$174M
|
+$7.84M
|
+5%
|
7.09%
|
54.8%
|
112
|
1.79%
|
|
|
5562
|
Cairn Investment Group
Vancouver,
Washington
|
$174M
|
+$14M
|
+9%
|
7.85%
|
61.3%
|
67
|
7.46%
|
|
|
5563
|
Loudon Investment Management
West Lebanon,
New Hampshire
|
$174M
|
+$12.4M
|
+8%
|
7.99%
|
50.1%
|
99
|
8.08%
|
|
|
5564
|
Gibbs Wealth Management
Alpharetta,
Georgia
|
$174M
|
–
|
–
|
6.62%
|
–
|
192
|
–
|
|
|
5565
|
Quantitative Strategies
Calabasas,
California
|
$174M
|
+$8.7M
|
+5%
|
5.11%
|
–
|
21
|
4.76%
|
|
|
5566
|
EnCap Energy Capital Fund VIII
Houston,
Texas
|
$174M
|
+$15.5M
|
+10%
|
14.4%
|
6.16%
|
3
|
0%
|
|
|
5567
|
Alpine Peaks Capital
New York
|
$174M
|
+$8.99M
|
+5%
|
9.16%
|
17.2%
|
23
|
4.35%
|
|
|
5568
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$174M
|
+$12.9M
|
+8%
|
7.24%
|
53.5%
|
95
|
20%
|
|
|
5569
|
ShariaPortfolio
Lake Mary,
Florida
|
$174M
|
+$26.4M
|
+18%
|
28.8%
|
–
|
40
|
17.5%
|
|
|
5570
|
My Personal CFO LLC
Vancouver,
Washington
|
$174M
|
+$19.9M
|
+13%
|
8.61%
|
67.3%
|
98
|
9.18%
|
|
|
5571
|
Savvy Advisors Inc
New York
|
$173M
|
+$70.5M
|
+68%
|
8.74%
|
–
|
228
|
33.33%
|
|
|
5572
|
Sabby Management
Miami Beach,
Florida
|
$173M
|
+$73.3M
|
+73%
|
5.54%
|
95.9%
|
83
|
66.27%
|
|
|
5573
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$173M
|
+$12.5M
|
+8%
|
8.01%
|
70.8%
|
171
|
10.53%
|
|
|
5574
|
Tyro Capital Management
Miami,
Florida
|
$173M
|
+$31.3M
|
+22%
|
14.6%
|
–
|
20
|
55%
|
|
|
5575
|
Colorado Capital Management
Boulder,
Colorado
|
$173M
|
+$20.4M
|
+13%
|
5.53%
|
53.4%
|
92
|
16.3%
|
|