|
5701
|
Cottage Street Advisors
Marion,
Massachusetts
|
$166M
|
+$17M
|
+11%
|
9.64%
|
91.4%
|
94
|
14.89%
|
|
|
5702
|
RedJay Asset Management
Toronto,
Ontario, Canada
|
$166M
|
+$64.3M
|
+64%
|
4.16%
|
–
|
29
|
37.93%
|
|
|
5703
|
IMPACTfolio
Denver,
Colorado
|
$165M
|
+$11.8M
|
+8%
|
5.95%
|
51.2%
|
57
|
50.88%
|
|
|
5704
|
Alpha Family Trust
Los Angeles,
California
|
$165M
|
+$17.2M
|
+12%
|
17.8%
|
142%
|
166
|
19.88%
|
|
|
5705
|
Northstar Advisory Group
Northfield,
New Jersey
|
$165M
|
-$2.91M
|
-2%
|
14.2%
|
141%
|
111
|
33.33%
|
|
|
5706
|
Visa Foundation
San Francisco,
California
|
$165M
|
+$4.21M
|
+3%
|
9.56%
|
37.7%
|
1
|
0%
|
|
|
5707
|
Round Hill Asset Management
Pasadena,
California
|
$165M
|
+$5.94M
|
+4%
|
7.72%
|
40.7%
|
62
|
8.06%
|
|
|
5708
|
Berkeley Inc
Boise,
Idaho
|
$165M
|
+$6.17M
|
+4%
|
8.44%
|
40.9%
|
72
|
9.72%
|
|
|
5709
|
Motive Wealth Advisors
Birmingham,
Michigan
|
$165M
|
+$78.4M
|
+90%
|
7.91%
|
66%
|
71
|
39.44%
|
|
|
5710
|
Choice Wealth Advisors
Waterville,
Maine
|
$165M
|
+$3.65M
|
+2%
|
7.28%
|
52.3%
|
31
|
25.81%
|
|
|
5711
|
Seldon Capital
San Francisco,
California
|
$165M
|
+$27.3M
|
+20%
|
18.1%
|
449%
|
63
|
22.22%
|
|
|
5712
|
Hidden Lake Asset Management
New York
|
$165M
|
+$32.2M
|
+24%
|
17.3%
|
342%
|
33
|
69.7%
|
|
|
5713
|
Crown Advisors Management
Larkspur,
California
|
$165M
|
+$19.1M
|
+13%
|
24%
|
216%
|
46
|
15.22%
|
|
|
5714
|
Resolute Wealth Strategies
Jackson,
Mississippi
|
$165M
|
+$17.7M
|
+12%
|
10.2%
|
97%
|
96
|
10.42%
|
|
|
5715
|
|
$165M
|
+$8.55M
|
+5%
|
3.05%
|
61.7%
|
13
|
23.08%
|
|
|
5716
|
Michelson Medical Research Foundation
Los Angeles,
California
|
$165M
|
+$13.3M
|
+9%
|
2.24%
|
37.3%
|
28
|
0%
|
|
|
5717
|
Forte Asset Management
Bedford,
New York
|
$165M
|
+$18.7M
|
+13%
|
6.68%
|
48.8%
|
63
|
20.63%
|
|
|
5718
|
Dalton Investments
Las Vegas,
Nevada
|
$165M
|
+$13.9M
|
+9%
|
23.1%
|
94.7%
|
28
|
10.71%
|
|
|
5719
|
Sound Stewardship
Overland Park,
Kansas
|
$165M
|
+$13.8M
|
+9%
|
3.57%
|
43.2%
|
69
|
17.39%
|
|
|
5720
|
Southern Capital Advisors
Jackson,
Tennessee
|
$165M
|
+$23.9M
|
+17%
|
6.62%
|
58.2%
|
80
|
26.25%
|
|
|
5721
|
Coombe, Bender & Co
Ellenville,
New York
|
$165M
|
+$4.59M
|
+3%
|
7.32%
|
–
|
84
|
15.48%
|
|
|
5722
|
Everpar Advisors
Tulsa,
Oklahoma
|
$164M
|
-$50.4M
|
-23%
|
11.5%
|
–
|
290
|
24.83%
|
|
|
5723
|
Wealth Advisors of Iowa
West Des Moines,
Iowa
|
$164M
|
+$15.4M
|
+10%
|
8.62%
|
54%
|
65
|
12.31%
|
|
|
5724
|
Marmo Financial Group
Johnson City,
Tennessee
|
$164M
|
+$32.7M
|
+25%
|
7.17%
|
47.5%
|
28
|
32.14%
|
|
|
5725
|
Stonebridge Advisors
Wilton,
Connecticut
|
$164M
|
-$3.22M
|
-2%
|
1.14%
|
2.4%
|
5
|
20%
|
|