|
5801
|
Quadratic Capital Management
Greenwich,
Connecticut
|
$250M
|
-$133M
|
-35%
|
0.4%
|
0.74%
|
2
|
0%
|
|
|
5802
|
Jupiter Wealth Management
Glendale,
Colorado
|
$250M
|
-$3.03M
|
-1%
|
15.1%
|
99.2%
|
97
|
11.34%
|
|
|
5803
|
Bernzott Capital Advisors
Camarillo,
California
|
$250M
|
+$41.2M
|
+20%
|
17.6%
|
46.6%
|
40
|
17.5%
|
|
|
5804
|
Matisse Capital
Portland,
Oregon
|
$250M
|
+$15.3M
|
+7%
|
15.8%
|
66.9%
|
179
|
20.11%
|
|
|
5805
|
Level Wealth Management
Greensboro,
North Carolina
|
$250M
|
+$36.2M
|
+17%
|
9.28%
|
–
|
73
|
12.33%
|
|
|
5806
|
Brogan Financial
Knoxville,
Tennessee
|
$250M
|
+$22.2M
|
+10%
|
9.3%
|
46.4%
|
64
|
12.5%
|
|
|
5807
|
Fox Hill Wealth Management
Dedham,
Massachusetts
|
$249M
|
+$41.5M
|
+20%
|
33.3%
|
–
|
131
|
19.08%
|
|
|
5808
|
Mirabaud & Cie
Geneva,
Switzerland
|
$249M
|
+$3.5M
|
+1%
|
30.8%
|
–
|
60
|
21.67%
|
|
|
5809
|
Rockingstone Advisors
Great Barrington,
Massachusetts
|
$249M
|
+$31.1M
|
+14%
|
16.1%
|
101%
|
119
|
8.4%
|
|
|
5810
|
VPR Management
Houston,
Texas
|
$249M
|
-$1.21M
|
-0.5%
|
0.73%
|
54.5%
|
66
|
1.52%
|
|
|
5811
|
Rising Stella Capital
Singapore,
|
$249M
|
+$35.4M
|
+17%
|
17.9%
|
–
|
3
|
0%
|
|
|
5812
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Warsaw,
Poland
|
$249M
|
+$55.2M
|
+29%
|
33.1%
|
105%
|
157
|
10.83%
|
|
|
5813
|
Schulhoff & Co
Cincinnati,
Ohio
|
$249M
|
+$5.53M
|
+2%
|
8.49%
|
51.8%
|
136
|
3.68%
|
|
|
5814
|
Independent Family Office
Albany,
New York
|
$249M
|
+$5.94M
|
+2%
|
6%
|
68.4%
|
97
|
19.59%
|
|
|
5815
|
Union Savings Bank
Litchfield,
Connecticut
|
$249M
|
+$20.8M
|
+9%
|
13%
|
–
|
328
|
4.27%
|
|
|
5816
|
Cascade Wealth Advisors
Wenatchee,
Washington
|
$249M
|
+$21.1M
|
+9%
|
8.91%
|
–
|
63
|
7.94%
|
|
|
5817
|
Windle Wealth
Oklahoma City,
Oklahoma
|
$249M
|
+$12.2M
|
+5%
|
4.95%
|
73%
|
35
|
8.57%
|
|
|
5818
|
BlackDiamond Wealth Management
New York
|
$249M
|
+$40.7M
|
+20%
|
16.9%
|
70.8%
|
242
|
22.73%
|
|
|
5819
|
Fogel Capital Management
Stuart,
Florida
|
$249M
|
+$30M
|
+14%
|
11.6%
|
–
|
60
|
18.33%
|
|
|
5820
|
Carl Stuart Investment Advisor
Austin,
Texas
|
$249M
|
+$19.7M
|
+9%
|
8.98%
|
84.4%
|
29
|
34.48%
|
|
|
5821
|
Alpha Family Trust
Los Angeles,
California
|
$249M
|
+$42.5M
|
+21%
|
42.8%
|
198%
|
225
|
20.89%
|
|
|
5822
|
Jim Saulnier & Associates
Fort Collins,
Colorado
|
$249M
|
+$43.1M
|
+21%
|
7.7%
|
–
|
160
|
18.13%
|
|
|
5823
|
Pennsylvania State University
University Park,
Pennsylvania
|
$249M
|
+$57.2M
|
+30%
|
2.15%
|
–
|
3
|
33.33%
|
|
|
5824
|
Finley Financial
Las Vegas,
Nevada
|
$248M
|
+$34.9M
|
+16%
|
19.2%
|
–
|
110
|
2.73%
|
|
|
5825
|
Pavion Blue Capital
Newport Beach,
California
|
$248M
|
+$18.2M
|
+8%
|
12.5%
|
77.6%
|
117
|
12.82%
|
|