|
5626
|
Shira Ridge Wealth Management
Larkspur,
California
|
$175M
|
+$8.13M
|
+5%
|
7.48%
|
64.9%
|
77
|
9.09%
|
|
|
5627
|
iSAM Funds (UK)
London,
United Kingdom
|
$175M
|
+$34.5M
|
+25%
|
7.1%
|
53.7%
|
361
|
81.72%
|
|
|
5628
|
Hansen & Associates Financial Group
Roseville,
California
|
$175M
|
-$16.5M
|
-9%
|
8.32%
|
–
|
19
|
52.63%
|
|
|
5629
|
Menlo Advisors
Menlo Park,
California
|
$175M
|
+$12.1M
|
+7%
|
8.06%
|
81.9%
|
29
|
3.45%
|
|
|
5630
|
Trueblood Wealth Management
Lima,
Ohio
|
$175M
|
+$15.2M
|
+10%
|
9.68%
|
–
|
233
|
14.59%
|
|
|
5631
|
Aurora Investment Counsel
Atlanta,
Georgia
|
$175M
|
+$20.8M
|
+14%
|
7.59%
|
31.7%
|
124
|
23.39%
|
|
|
5632
|
HCC Manager
Chicago,
Illinois
|
$174M
|
–
|
–
|
29.3%
|
–
|
2
|
–
|
|
|
5633
|
|
$174M
|
-$5.64M
|
-3%
|
2.91%
|
6.42%
|
711
|
80.03%
|
|
|
5634
|
One Plus One Wealth Management
Jupiter,
Florida
|
$174M
|
+$9.93M
|
+6%
|
4.92%
|
69.2%
|
106
|
20.75%
|
|
|
5635
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$174M
|
+$7.84M
|
+5%
|
7.09%
|
54.8%
|
112
|
1.79%
|
|
|
5636
|
Cairn Investment Group
Vancouver,
Washington
|
$174M
|
+$14M
|
+9%
|
7.85%
|
61.3%
|
67
|
7.46%
|
|
|
5637
|
Loudon Investment Management
West Lebanon,
New Hampshire
|
$174M
|
+$12.4M
|
+8%
|
7.99%
|
61.6%
|
99
|
8.08%
|
|
|
5638
|
Gibbs Wealth Management
Alpharetta,
Georgia
|
$174M
|
–
|
–
|
6.62%
|
–
|
192
|
–
|
|
|
5639
|
Quantitative Strategies
Calabasas,
California
|
$174M
|
+$8.7M
|
+5%
|
5.11%
|
–
|
21
|
4.76%
|
|
|
5640
|
EnCap Energy Capital Fund VIII
Houston,
Texas
|
$174M
|
+$15.5M
|
+10%
|
14.4%
|
6.16%
|
3
|
0%
|
|
|
5641
|
Alpine Peaks Capital
New York
|
$174M
|
+$8.99M
|
+5%
|
9.16%
|
24.3%
|
23
|
4.35%
|
|
|
5642
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$174M
|
+$12.9M
|
+8%
|
7.24%
|
61.4%
|
95
|
20%
|
|
|
5643
|
ShariaPortfolio
Lake Mary,
Florida
|
$174M
|
+$26.4M
|
+18%
|
28.8%
|
233%
|
40
|
17.5%
|
|
|
5644
|
My Personal CFO LLC
Vancouver,
Washington
|
$174M
|
+$19.9M
|
+13%
|
8.61%
|
67.3%
|
98
|
9.18%
|
|
|
5645
|
Savvy Advisors Inc
New York
|
$173M
|
+$70.5M
|
+68%
|
8.74%
|
–
|
228
|
33.33%
|
|
|
5646
|
Sabby Management
Miami Beach,
Florida
|
$173M
|
+$73.3M
|
+73%
|
5.54%
|
95.5%
|
83
|
66.27%
|
|
|
5647
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$173M
|
+$12.5M
|
+8%
|
8.01%
|
70.8%
|
171
|
10.53%
|
|
|
5648
|
Tyro Capital Management
Miami,
Florida
|
$173M
|
+$31.3M
|
+22%
|
14.6%
|
–
|
20
|
55%
|
|
|
5649
|
Colorado Capital Management
Boulder,
Colorado
|
$173M
|
+$20.4M
|
+13%
|
5.53%
|
53.4%
|
92
|
16.3%
|
|
|
5650
|
Cordant Inc
Portland,
Oregon
|
$172M
|
+$9.22M
|
+6%
|
3.83%
|
47%
|
156
|
55.13%
|
|