|
5651
|
Beaumont Asset Management
Beaumont,
Texas
|
$150M
|
+$15.7M
|
+12%
|
7.93%
|
64.3%
|
71
|
8.45%
|
|
|
5652
|
Bank of Marin
Novato,
California
|
$150M
|
+$13.4M
|
+10%
|
10.4%
|
80.3%
|
127
|
5.51%
|
|
|
5653
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$150M
|
–
|
–
|
3.69%
|
64.7%
|
46
|
–
|
|
|
5654
|
Sage Financial Management Group
Mclean,
Virginia
|
$150M
|
+$146M
|
+3,662%
|
5.45%
|
47.3%
|
31
|
87.1%
|
|
|
5655
|
Kennedy Lewis Management
New York
|
$150M
|
–
|
–
|
21.7%
|
70.2%
|
29
|
–
|
|
|
5656
|
High Pointe Capital Management
Chicago,
Illinois
|
$150M
|
+$23.5M
|
+19%
|
8.05%
|
92.4%
|
97
|
12.37%
|
|
|
5657
|
O'Rourke & Company
Boston,
Massachusetts
|
$150M
|
–
|
–
|
9.67%
|
71.9%
|
119
|
–
|
|
|
5658
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$150M
|
+$13.3M
|
+10%
|
10.1%
|
56.7%
|
260
|
24.62%
|
|
|
5659
|
Latigo Investments
Fort Lauderdale,
Florida
|
$150M
|
–
|
–
|
5.19%
|
56.6%
|
16
|
–
|
|
|
5660
|
Peterson Wealth Management
Sparks,
Nevada
|
$150M
|
+$20.7M
|
+16%
|
8.63%
|
78%
|
61
|
11.48%
|
|
|
5661
|
Burton Enright Welch
Walnut Creek,
California
|
$149M
|
–
|
–
|
8.98%
|
62.8%
|
58
|
–
|
|
|
5662
|
Planned Solutions
Folsom,
California
|
$149M
|
–
|
–
|
6.08%
|
60.8%
|
78
|
–
|
|
|
5663
|
WESPAC Advisors
Orinda,
California
|
$149M
|
-$12.8M
|
-8%
|
10.7%
|
112%
|
191
|
37.17%
|
|
|
5664
|
|
$149M
|
+$13M
|
+10%
|
15.9%
|
89.1%
|
20
|
15%
|
|
|
5665
|
Foresite Capital Opportunity Management V
Larkspur,
California
|
$149M
|
–
|
–
|
35.7%
|
–
|
9
|
–
|
|
|
5666
|
Colorado Capital Management
Boulder,
Colorado
|
$149M
|
+$7.5M
|
+5%
|
6.9%
|
53.4%
|
80
|
11.25%
|
|
|
5667
|
Chicago Wealth Management
Chicago,
Illinois
|
$149M
|
+$12M
|
+9%
|
8.37%
|
134%
|
47
|
17.02%
|
|
|
5668
|
Resource Planning Group
Atlanta,
Georgia
|
$149M
|
-$10.1M
|
-6%
|
2.79%
|
1.9%
|
90
|
25.56%
|
|
|
5669
|
Venrock Management VI
Palo Alto,
California
|
$149M
|
+$3.14M
|
+2%
|
2.16%
|
–
|
2
|
0%
|
|
|
5670
|
American Securities
New York
|
$149M
|
-$49.7M
|
-25%
|
25%
|
–
|
1
|
0%
|
|
|
5671
|
Satovsky Asset Management
New York
|
$149M
|
+$15M
|
+11%
|
11.9%
|
53.6%
|
33
|
18.18%
|
|
|
5672
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$149M
|
+$3.52M
|
+2%
|
4.97%
|
55%
|
151
|
93.38%
|
|
|
5673
|
Lightspeed Ultimate General Partner Select III
Menlo Park,
California
|
$149M
|
–
|
–
|
6.82%
|
–
|
2
|
–
|
|
|
5674
|
VELA Investment Management
New Albany,
Ohio
|
$149M
|
–
|
–
|
10.5%
|
56.8%
|
114
|
–
|
|
|
5675
|
Clarus Group
Houston,
Texas
|
$149M
|
+$3.86M
|
+3%
|
6.62%
|
65.5%
|
111
|
4.5%
|
|