|
5901
|
One William Street Capital Management
New York
|
$242M
|
-$937M
|
-79%
|
3.16%
|
44%
|
18
|
27.78%
|
|
|
5902
|
Pacific Sun Financial
Los Angeles,
California
|
$242M
|
+$36M
|
+17%
|
18.6%
|
70.3%
|
222
|
10.81%
|
|
|
5903
|
Sound Stewardship
Overland Park,
Kansas
|
$242M
|
+$24.1M
|
+11%
|
8.38%
|
43.2%
|
73
|
13.7%
|
|
|
5904
|
Eukles Asset Management
Cincinnati,
Ohio
|
$242M
|
+$18.1M
|
+8%
|
12.5%
|
77.2%
|
243
|
8.23%
|
|
|
5905
|
Higgins & Schmidt Wealth Strategies
Denver,
Colorado
|
$242M
|
+$23.4M
|
+11%
|
12.5%
|
–
|
68
|
11.76%
|
|
|
5906
|
IRON Financial
Northbrook,
Illinois
|
$242M
|
+$13.5M
|
+6%
|
8.66%
|
51.4%
|
156
|
10.26%
|
|
|
5907
|
Long Island Wealth Management
Melville,
New York
|
$242M
|
+$26.6M
|
+12%
|
10.4%
|
–
|
97
|
10.31%
|
|
|
5908
|
DoubleLine ETF Adviser
Tampa,
Florida
|
$242M
|
-$20.6M
|
-8%
|
6.25%
|
51.6%
|
217
|
40.55%
|
|
|
5909
|
Wealthcare Capital Partners
West Chester,
Pennsylvania
|
$242M
|
+$28.6M
|
+13%
|
10.8%
|
–
|
185
|
20.54%
|
|
|
5910
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$242M
|
-$8.88M
|
-4%
|
7.61%
|
36.4%
|
66
|
57.58%
|
|
|
5911
|
Royalty Pharma Sub-Manager
New York
|
$242M
|
+$69.2M
|
+40%
|
27.9%
|
–
|
5
|
40%
|
|
|
5912
|
Financial Harvest
Winter Park,
Florida
|
$242M
|
+$72.1M
|
+42%
|
10.2%
|
–
|
67
|
14.93%
|
|
|
5913
|
Sunesis Advisors
Overland Park,
Kansas
|
$242M
|
+$20.6M
|
+9%
|
9.96%
|
–
|
63
|
9.52%
|
|
|
5914
|
Unconventional Investor
Portsmouth,
New Hampshire
|
$242M
|
+$31.1M
|
+15%
|
11.1%
|
62.7%
|
51
|
13.73%
|
|
|
5915
|
Arcus Capital Partners
Atlanta,
Georgia
|
$242M
|
-$36.5M
|
-13%
|
13.3%
|
69.2%
|
131
|
25.19%
|
|
|
5916
|
Thayer Partners
Wyndmoor,
Pennsylvania
|
$242M
|
+$31.5M
|
+15%
|
12.2%
|
–
|
104
|
13.46%
|
|
|
5917
|
Peak Financial Advisors
Denver,
Colorado
|
$242M
|
+$15.6M
|
+7%
|
6.03%
|
40.1%
|
90
|
35.56%
|
|
|
5918
|
Curry Webb Wealth Management
Indianapolis,
Indiana
|
$241M
|
+$29.9M
|
+14%
|
11.4%
|
–
|
69
|
11.59%
|
|
|
5919
|
PACK Private Wealth
Wayzata,
Minnesota
|
$241M
|
+$23.7M
|
+11%
|
11.4%
|
52.8%
|
62
|
9.68%
|
|
|
5920
|
Alethea Capital Management
Mercer Island,
Washington
|
$241M
|
+$46.5M
|
+24%
|
33%
|
275%
|
43
|
72.09%
|
|
|
5921
|
NIA Impact Advisors
Berkeley,
California
|
$241M
|
+$16.5M
|
+7%
|
25.5%
|
–
|
94
|
28.72%
|
|
|
5922
|
Riverstone Advisors
New Braunfels,
Texas
|
$241M
|
+$38.4M
|
+19%
|
20.9%
|
104%
|
88
|
19.32%
|
|
|
5923
|
Financial Avengers
Oakland,
California
|
$241M
|
+$21.8M
|
+10%
|
10.6%
|
108%
|
156
|
3.85%
|
|
|
5924
|
Westhampton Capital
Winston-Salem,
North Carolina
|
$241M
|
+$26.9M
|
+13%
|
19.5%
|
95.6%
|
136
|
8.82%
|
|
|
5925
|
ARWA LLC
Fort Worth,
Texas
|
$241M
|
+$39.2M
|
+19%
|
10.2%
|
–
|
173
|
33.53%
|
|