|
5876
|
Spectrum Investment Advisors
Mequon,
Wisconsin
|
$245M
|
+$43.3M
|
+22%
|
10.5%
|
–
|
77
|
41.56%
|
|
|
5877
|
P. Schoenfeld Asset Management (PSAM)
New York
|
$244M
|
+$60.4M
|
+33%
|
24.3%
|
367%
|
46
|
50%
|
|
|
5878
|
Ravenstone Capital Management
Toronto,
|
$244M
|
+$44.2M
|
+22%
|
15.2%
|
63%
|
68
|
38.24%
|
|
|
5879
|
HRC Wealth Management
Moscow,
Idaho
|
$244M
|
+$32.8M
|
+15%
|
15.5%
|
–
|
66
|
12.12%
|
|
|
5880
|
Aspect Management
Palo Alto,
California
|
$244M
|
+$20.9M
|
+9%
|
9.34%
|
–
|
1
|
0%
|
|
|
5881
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$244M
|
+$33.1M
|
+16%
|
10%
|
68%
|
193
|
20.73%
|
|
|
5882
|
Potentia Wealth
San Jose,
California
|
$244M
|
-$14.8M
|
-6%
|
14%
|
–
|
97
|
46.39%
|
|
|
5883
|
Dover Advisors
Richmond,
Virginia
|
$244M
|
+$2.51M
|
+1%
|
10.1%
|
65%
|
167
|
13.17%
|
|
|
5884
|
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
|
$244M
|
-$47.4M
|
-16%
|
4.96%
|
34.1%
|
7
|
42.86%
|
|
|
5885
|
8VC AI Fund I MM
Austin,
Texas
|
$244M
|
–
|
–
|
6.16%
|
–
|
1
|
–
|
|
|
5886
|
Trademark Financial Management
Bloomington,
Minnesota
|
$244M
|
+$40M
|
+20%
|
13.1%
|
–
|
116
|
19.83%
|
|
|
5887
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$244M
|
+$23.6M
|
+11%
|
10.5%
|
46.3%
|
17
|
17.65%
|
|
|
5888
|
Georgetown University
Washington,
District of Columbia
|
$244M
|
+$23.1M
|
+10%
|
13.3%
|
79.9%
|
11
|
0%
|
|
|
5889
|
Second Half Financial Partners
Sebring,
Florida
|
$244M
|
+$21.8M
|
+10%
|
10.1%
|
36.8%
|
122
|
31.97%
|
|
|
5890
|
Sterling Group Wealth Management
Pasadena,
California
|
$244M
|
+$32.3M
|
+15%
|
14.9%
|
67.7%
|
68
|
23.53%
|
|
|
5891
|
Grey Rock Energy Management
Dallas,
Texas
|
$244M
|
-$80.7M
|
-25%
|
24.9%
|
–
|
1
|
0%
|
|
|
5892
|
Powers Capital
San Francisco,
California
|
$244M
|
+$32.1M
|
+15%
|
15.3%
|
–
|
2
|
0%
|
|
|
5893
|
Cypress Capital Advisors
Franklin,
Tennessee
|
$243M
|
+$58.9M
|
+32%
|
8.57%
|
–
|
82
|
12.2%
|
|
|
5894
|
Tejara Capital
London,
United Kingdom
|
$243M
|
-$60.1M
|
-20%
|
6.51%
|
17.3%
|
98
|
58.16%
|
|
|
5895
|
JNE Partners
London,
United Kingdom
|
$243M
|
-$1.19M
|
-0.5%
|
2.94%
|
100%
|
7
|
14.29%
|
|
|
5896
|
Motive Wealth Advisors
Birmingham,
Michigan
|
$243M
|
+$30.2M
|
+14%
|
14.9%
|
66%
|
102
|
15.69%
|
|
|
5897
|
Udine Wealth Management
Boca Raton,
Florida
|
$243M
|
+$38.3M
|
+19%
|
18.4%
|
127%
|
45
|
33.33%
|
|
|
5898
|
NewGen Asset Management
Toronto,
Ontario, Canada
|
$243M
|
-$15.9M
|
-6%
|
4.72%
|
402%
|
47
|
63.83%
|
|
|
5899
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$243M
|
+$41.5M
|
+21%
|
17.8%
|
–
|
1,072
|
84.51%
|
|
|
5900
|
Threadgill Financial
Spring,
Texas
|
$243M
|
-$102M
|
-30%
|
10.8%
|
49.3%
|
48
|
33.33%
|
|