|
5801
|
GP Brinson Investments
Chicago,
Illinois
|
$132M
|
+$6.61M
|
+5%
|
5.52%
|
45.5%
|
15
|
0%
|
|
|
5802
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$132M
|
+$9.06M
|
+7%
|
6.1%
|
26%
|
196
|
6.63%
|
|
|
5803
|
Caldwell Investment Management
Toronto,
Ontario, Canada
|
$132M
|
+$31.4M
|
+31%
|
9.42%
|
162%
|
31
|
32.26%
|
|
|
5804
|
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
|
$132M
|
+$1.99M
|
+2%
|
5.32%
|
62.6%
|
257
|
36.96%
|
|
|
5805
|
Essex Woodlands Management
The Woodlands,
Texas
|
$132M
|
-$40.7M
|
-24%
|
98.6%
|
55%
|
7
|
14.29%
|
|
|
5806
|
Altium Capital Management
New York
|
$132M
|
-$48M
|
-27%
|
45.5%
|
–
|
110
|
55.45%
|
|
|
5807
|
Arrowroot Family Office
Marina Del Rey,
California
|
$132M
|
+$15M
|
+13%
|
4.87%
|
–
|
137
|
25.55%
|
|
|
5808
|
Bowman & Company
Oshkosh,
Wisconsin
|
$132M
|
-$4.28M
|
-3%
|
5.21%
|
59.7%
|
93
|
9.68%
|
|
|
5809
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$132M
|
+$1.21M
|
+0.9%
|
1.13%
|
66.3%
|
316
|
16.14%
|
|
|
5810
|
Nebula Research & Development
New York
|
$132M
|
+$75.3M
|
+133%
|
3.43%
|
–
|
478
|
86.19%
|
|
|
5811
|
Norwood Investment Partners
Mill Valley,
California
|
$132M
|
-$13.2M
|
-9%
|
11.4%
|
25.2%
|
11
|
0%
|
|
|
5812
|
Beaumont Asset Management
Beaumont,
Texas
|
$132M
|
-$4.47M
|
-3%
|
7.55%
|
64.3%
|
78
|
21.79%
|
|
|
5813
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$132M
|
+$7.58M
|
+6%
|
3.81%
|
50%
|
55
|
9.09%
|
|
|
5814
|
Piedmont Capital Management (Montana)
Whitefish,
Montana
|
$132M
|
+$6.86M
|
+5%
|
3.77%
|
94%
|
52
|
28.85%
|
|
|
5815
|
Lightspeed Opportunity Fund
Menlo Park,
California
|
$132M
|
-$47.7M
|
-27%
|
22%
|
–
|
2
|
0%
|
|
|
5816
|
Aspen Wealth Strategies
Arvada,
Colorado
|
$132M
|
+$2.72M
|
+2%
|
5.18%
|
65.8%
|
92
|
33.7%
|
|
|
5817
|
Longitude (Cayman)
Grand Cayman,
Cayman Islands
|
$132M
|
+$17.9M
|
+16%
|
25.5%
|
–
|
74
|
32.43%
|
|
|
5818
|
Mills Wealth Advisors
Southlake,
Texas
|
$132M
|
+$7.43M
|
+6%
|
1.64%
|
37.4%
|
50
|
16%
|
|
|
5819
|
Brooktree Capital Management
Gand Rapids,
Michigan
|
$132M
|
+$3.11M
|
+2%
|
8.23%
|
82.9%
|
32
|
3.13%
|
|
|
5820
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$132M
|
+$7.07M
|
+6%
|
2.33%
|
44.5%
|
41
|
9.76%
|
|
|
5821
|
Northern Capital Management (Washington)
Spokane,
Washington
|
$132M
|
+$14.8M
|
+13%
|
7.51%
|
80%
|
42
|
7.14%
|
|
|
5822
|
Wallace Advisory Group
Lafayette,
California
|
$131M
|
-$7.6K
|
-0%
|
4.3%
|
50.9%
|
174
|
0.57%
|
|
|
5823
|
Broadmark Asset Management
San Francisco,
California
|
$131M
|
+$65.5M
|
+99%
|
8.28%
|
39.6%
|
2
|
50%
|
|
|
5824
|
Covestor
London,
United Kingdom
|
$131M
|
+$16.6M
|
+14%
|
5.89%
|
136%
|
2,852
|
7.96%
|
|
|
5825
|
Avory & Company
Miami,
Florida
|
$131M
|
-$14M
|
-10%
|
1.94%
|
61.6%
|
40
|
35%
|
|