|
5701
|
Sturgeon Ventures
London,
United Kingdom
|
$124M
|
-$6.34M
|
-5%
|
7.11%
|
85.9%
|
44
|
29.55%
|
|
|
5702
|
New Vernon Capital Holdings II
Morristown,
New Jersey
|
$124M
|
+$28.3M
|
+30%
|
8.79%
|
114%
|
81
|
18.52%
|
|
|
5703
|
GoalFusion Wealth Management
Austin,
Texas
|
$124M
|
+$18.3M
|
+17%
|
5.67%
|
43.6%
|
22
|
22.73%
|
|
|
5704
|
Lodestone Wealth Management
Spokane,
Washington
|
$124M
|
–
|
–
|
10.8%
|
81.1%
|
119
|
–
|
|
|
5705
|
Monumental Financial Group
Rockville,
Maryland
|
$124M
|
+$18.3M
|
+17%
|
6.33%
|
18.2%
|
57
|
57.89%
|
|
|
5706
|
Scoggin Management
New York
|
$124M
|
-$17.3M
|
-12%
|
2.66%
|
889%
|
69
|
69.57%
|
|
|
5707
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$124M
|
+$27.2M
|
+28%
|
8.42%
|
56.5%
|
148
|
20.95%
|
|
|
5708
|
Lakewood Asset Management
Naperville,
Illinois
|
$124M
|
–
|
–
|
9.88%
|
65.3%
|
315
|
–
|
|
|
5709
|
Herbst Group
Westport,
Connecticut
|
$124M
|
+$1.8M
|
+1%
|
8.59%
|
139%
|
76
|
10.53%
|
|
|
5710
|
Praetorian Capital Management
Coral Gables,
Florida
|
$124M
|
–
|
–
|
22.7%
|
–
|
18
|
–
|
|
|
5711
|
Omnia Family Wealth
Aventura,
Florida
|
$124M
|
+$1.9M
|
+2%
|
8.58%
|
80.6%
|
73
|
20.55%
|
|
|
5712
|
Briaud Financial Planning
College Station,
Texas
|
$124M
|
+$11.1M
|
+10%
|
9.72%
|
93.1%
|
28
|
14.29%
|
|
|
5713
|
Alpine Peaks Capital
New York
|
$124M
|
+$12.1M
|
+11%
|
7.81%
|
24.3%
|
25
|
8%
|
|
|
5714
|
Roubaix Capital
Denver,
Colorado
|
$124M
|
+$11.2M
|
+10%
|
9.27%
|
174%
|
64
|
65.63%
|
|
|
5715
|
TLW Wealth Management
Indian Rocks Beach,
Florida
|
$124M
|
+$8.86M
|
+8%
|
13.3%
|
82.9%
|
20
|
10%
|
|
|
5716
|
Bancreek Capital Management
Santa Monica,
California
|
$123M
|
+$7.36M
|
+6%
|
8.66%
|
33.6%
|
27
|
14.81%
|
|
|
5717
|
Nixon Peabody Trust
Boston,
Massachusetts
|
$123M
|
+$5.35M
|
+5%
|
8.83%
|
85.3%
|
70
|
11.43%
|
|
|
5718
|
True Capital Management
San Francisco,
California
|
$123M
|
–
|
–
|
2.32%
|
–
|
121
|
–
|
|
|
5719
|
Catalyst Private Wealth
San Mateo,
California
|
$123M
|
-$9.4M
|
-7%
|
8.58%
|
103%
|
78
|
20.51%
|
|
|
5720
|
Little Harbor Advisors
Marblehead,
Massachusetts
|
$123M
|
+$1.02M
|
+0.8%
|
6.33%
|
59%
|
4
|
50%
|
|
|
5721
|
Financial Guidance Group
Palm Harbor,
Florida
|
$123M
|
-$1.85M
|
-1%
|
8.23%
|
52%
|
53
|
13.21%
|
|
|
5722
|
Horizon Wealth Management
La Grange,
Illinois
|
$123M
|
-$13.7M
|
-10%
|
4.08%
|
97.2%
|
74
|
10.81%
|
|
|
5723
|
Latash Investments
Anchorage,
Alaska
|
$123M
|
-$1.55M
|
-1%
|
3.17%
|
110%
|
23
|
8.7%
|
|
|
5724
|
Boyar Asset Management
New York
|
$123M
|
+$1.22M
|
+1%
|
12%
|
75.5%
|
86
|
12.79%
|
|
|
5725
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$123M
|
+$6.8M
|
+6%
|
7.97%
|
54.3%
|
110
|
22.73%
|
|