|
5926
|
IMPACTfolio
Denver,
Colorado
|
$126M
|
+$6.45M
|
+5%
|
4.53%
|
51.2%
|
52
|
34.62%
|
|
|
5927
|
Pioneer Wealth Management Group
Austin,
Texas
|
$126M
|
+$13.5M
|
+12%
|
2.09%
|
–
|
37
|
16.22%
|
|
|
5928
|
Alden Global Capital
Brandon,
Florida
|
$126M
|
+$95.9M
|
+320%
|
10.7%
|
99.8%
|
23
|
65.22%
|
|
|
5929
|
Lane & Associates
Moorestown,
New Jersey
|
$126M
|
+$13.5M
|
+12%
|
5.64%
|
–
|
101
|
4.95%
|
|
|
5930
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$126M
|
+$7.13M
|
+6%
|
6.35%
|
93.9%
|
134
|
7.46%
|
|
|
5931
|
RFG Holdings
Argyle,
Texas
|
$126M
|
-$55.6K
|
-0%
|
5.22%
|
72.3%
|
18
|
5.56%
|
|
|
5932
|
Israel Discount Bank of New York
New York
|
$126M
|
-$7.53M
|
-6%
|
4.04%
|
37.3%
|
87
|
5.75%
|
|
|
5933
|
Gates Foundation
Seattle,
Washington
|
$126M
|
+$12.4M
|
+11%
|
13.8%
|
58.1%
|
9
|
0%
|
|
|
5934
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$125M
|
-$17M
|
-12%
|
4.42%
|
75.4%
|
105
|
16.19%
|
|
|
5935
|
Foursixthree Capital
New York
|
$125M
|
+$89.2M
|
+246%
|
49.5%
|
–
|
24
|
54.17%
|
|
|
5936
|
Ariose Capital Management
Central, Hong Kong,
Hong Kong
|
$125M
|
-$138M
|
-52%
|
4.06%
|
1,745%
|
19
|
68.42%
|
|
|
5937
|
Catawba River Capital
Lake Wylie,
South Carolina
|
$125M
|
+$15.4M
|
+14%
|
2.17%
|
89.5%
|
23
|
21.74%
|
|
|
5938
|
Sebold Capital Management
Lisle,
Illinois
|
$125M
|
-$1.38M
|
-1%
|
4.4%
|
–
|
72
|
11.11%
|
|
|
5939
|
4Thought Financial Group
Syosset,
New York
|
$125M
|
+$4.46M
|
+4%
|
3.31%
|
37.6%
|
92
|
10.87%
|
|
|
5940
|
Palo Alto Wealth Advisors
Palo Alto,
California
|
$125M
|
+$479K
|
+0.4%
|
9.37%
|
108%
|
43
|
13.95%
|
|
|
5941
|
Oxbow Capital Management (HK)
Hong Kong
|
$125M
|
-$143M
|
-53%
|
36.6%
|
2,244%
|
12
|
83.33%
|
|
|
5942
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$125M
|
+$9.38M
|
+8%
|
11.4%
|
84.6%
|
132
|
18.18%
|
|
|
5943
|
Mendel Capital Management
Little Rock,
Arkansas
|
$125M
|
+$14.3M
|
+13%
|
6.91%
|
–
|
94
|
10.64%
|
|
|
5944
|
FFG Retirement Advisors
Centennial,
Colorado
|
$125M
|
+$8.15M
|
+7%
|
2.72%
|
41.1%
|
37
|
18.92%
|
|
|
5945
|
Presidio Capital Management
San Diego,
California
|
$125M
|
+$9.57M
|
+8%
|
3.66%
|
56.1%
|
44
|
11.36%
|
|
|
5946
|
WESPAC Advisors
Orinda,
California
|
$125M
|
+$18.5M
|
+17%
|
2.98%
|
112%
|
134
|
26.12%
|
|
|
5947
|
Tower Wealth Partners
Lewisburg,
Pennsylvania
|
$125M
|
+$5.04M
|
+4%
|
5.08%
|
53.7%
|
53
|
13.21%
|
|
|
5948
|
Paladin Advisory Group
Clive,
Iowa
|
$125M
|
+$4.46M
|
+4%
|
5.13%
|
71.9%
|
270
|
2.96%
|
|
|
5949
|
Ervin Investment Management
Seattle,
Washington
|
$125M
|
+$10.1M
|
+9%
|
9.75%
|
84.3%
|
37
|
8.11%
|
|
|
5950
|
Werlinich Asset Management
Stamford,
Connecticut
|
$125M
|
+$10.8M
|
+9%
|
12.5%
|
215%
|
58
|
8.62%
|
|