|
5801
|
MOR Wealth Management
Philadelphia,
Pennsylvania
|
$251M
|
+$33.2M
|
+15%
|
14.8%
|
–
|
136
|
34.56%
|
|
|
5802
|
Client First Capital
San Diego,
California
|
$251M
|
+$20.6M
|
+9%
|
11.2%
|
49.6%
|
29
|
6.9%
|
|
|
5803
|
Aufman Associates
Sewickley,
Pennsylvania
|
$251M
|
+$47M
|
+23%
|
40.1%
|
136%
|
69
|
8.7%
|
|
|
5804
|
Compass Wealth Management (Georgia)
Atlanta,
Georgia
|
$251M
|
+$16.8M
|
+7%
|
12.5%
|
–
|
76
|
7.89%
|
|
|
5805
|
LTS One Management
New York
|
$251M
|
+$12.2M
|
+5%
|
20.9%
|
67.9%
|
23
|
30.43%
|
|
|
5806
|
Abound Financial
Granite Bay,
California
|
$251M
|
+$21.9M
|
+10%
|
12.1%
|
–
|
309
|
12.3%
|
|
|
5807
|
Latitude Advisors
Vero Beach,
Florida
|
$251M
|
+$32.5M
|
+15%
|
13.9%
|
72%
|
249
|
18.47%
|
|
|
5808
|
Ballast Asset Management
Dallas,
Texas
|
$251M
|
+$26M
|
+12%
|
18%
|
126%
|
55
|
9.09%
|
|
|
5809
|
Keyes Stange & Wooten Wealth Management
Daytona Beach,
Florida
|
$251M
|
+$26.6M
|
+12%
|
9.52%
|
–
|
78
|
14.1%
|
|
|
5810
|
Sherborne Investors Management
New York
|
$251M
|
+$9.72M
|
+4%
|
4.03%
|
54.2%
|
1
|
0%
|
|
|
5811
|
Pflug Koory
Omaha,
Nebraska
|
$250M
|
+$32.1M
|
+15%
|
22.7%
|
–
|
429
|
3.03%
|
|
|
5812
|
Dudley Capital Management
Middleburg,
Virginia
|
$250M
|
+$23.6M
|
+10%
|
14.2%
|
110%
|
157
|
16.56%
|
|
|
5813
|
MW Advisory
Atlanta,
Georgia
|
$250M
|
–
|
–
|
18.4%
|
–
|
139
|
–
|
|
|
5814
|
Quadratic Capital Management
Greenwich,
Connecticut
|
$250M
|
-$133M
|
-35%
|
0.4%
|
0.74%
|
2
|
0%
|
|
|
5815
|
Jupiter Wealth Management
Glendale,
Colorado
|
$250M
|
-$3.03M
|
-1%
|
15.1%
|
99.2%
|
97
|
11.34%
|
|
|
5816
|
Bernzott Capital Advisors
Camarillo,
California
|
$250M
|
+$41.2M
|
+20%
|
17.6%
|
46.6%
|
40
|
17.5%
|
|
|
5817
|
Matisse Capital
Portland,
Oregon
|
$250M
|
+$15.3M
|
+7%
|
15.8%
|
66.9%
|
179
|
20.11%
|
|
|
5818
|
Level Wealth Management
Greensboro,
North Carolina
|
$250M
|
+$36.2M
|
+17%
|
9.28%
|
–
|
73
|
12.33%
|
|
|
5819
|
Brogan Financial
Knoxville,
Tennessee
|
$250M
|
+$22.2M
|
+10%
|
9.3%
|
46.4%
|
64
|
12.5%
|
|
|
5820
|
Fox Hill Wealth Management
Dedham,
Massachusetts
|
$249M
|
+$41.5M
|
+20%
|
33.3%
|
–
|
131
|
19.08%
|
|
|
5821
|
Mirabaud & Cie
Geneva,
Switzerland
|
$249M
|
+$3.5M
|
+1%
|
30.8%
|
–
|
60
|
21.67%
|
|
|
5822
|
Rockingstone Advisors
Great Barrington,
Massachusetts
|
$249M
|
+$31.1M
|
+14%
|
16.1%
|
101%
|
119
|
8.4%
|
|
|
5823
|
VPR Management
Houston,
Texas
|
$249M
|
-$1.21M
|
-0.5%
|
0.73%
|
54.5%
|
66
|
1.52%
|
|
|
5824
|
Rising Stella Capital
Singapore,
|
$249M
|
+$35.4M
|
+17%
|
17.9%
|
–
|
3
|
0%
|
|
|
5825
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Warsaw,
Poland
|
$249M
|
+$55.2M
|
+29%
|
33.1%
|
105%
|
157
|
10.83%
|
|