|
5926
|
TLW Wealth Management
Indian Rocks Beach,
Florida
|
$140M
|
+$8.79M
|
+7%
|
9.9%
|
82.9%
|
20
|
10%
|
|
|
5927
|
Soros Capital Management
New York
|
$140M
|
-$98.2M
|
-41%
|
18.3%
|
422%
|
43
|
46.51%
|
|
|
5928
|
Fortis Advisors
Wayne,
Pennsylvania
|
$140M
|
+$7.28M
|
+5%
|
6.4%
|
48.4%
|
93
|
9.68%
|
|
|
5929
|
iSAM Funds (UK)
London,
United Kingdom
|
$140M
|
-$17.8M
|
-11%
|
10.9%
|
48.3%
|
364
|
86.26%
|
|
|
5930
|
Long Island Wealth Management
Melville,
New York
|
$140M
|
–
|
–
|
9.74%
|
–
|
433
|
–
|
|
|
5931
|
Planning Directions
Glen Mills,
Pennsylvania
|
$140M
|
+$9.54M
|
+7%
|
8.48%
|
36.4%
|
72
|
13.89%
|
|
|
5932
|
InceptionR
Lafayette,
California
|
$140M
|
-$36.1M
|
-20%
|
11.5%
|
50.5%
|
560
|
74.11%
|
|
|
5933
|
Superstring Capital Management
New York
|
$140M
|
–
|
–
|
49.5%
|
–
|
30
|
–
|
|
|
5934
|
Fairbanks Capital Management
Rancho Santa Fe,
California
|
$140M
|
+$21.3M
|
+18%
|
14.6%
|
81.3%
|
54
|
3.7%
|
|
|
5935
|
Aegon USA Investment Management
Cedar Rapids,
Iowa
|
$140M
|
+$1.39M
|
+1%
|
8.46%
|
39.9%
|
39
|
15.38%
|
|
|
5936
|
Ewing Morris & Co Investment Partners
Toronto,
Ontario, Canada
|
$140M
|
+$16.4M
|
+13%
|
1.38%
|
51.6%
|
37
|
35.14%
|
|
|
5937
|
American Capital Advisory
Ketchum,
Idaho
|
$140M
|
–
|
–
|
9.51%
|
–
|
439
|
–
|
|
|
5938
|
Worth Asset Management
Dallas,
Texas
|
$140M
|
+$16.2M
|
+13%
|
9.49%
|
115%
|
137
|
52.55%
|
|
|
5939
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$140M
|
+$16.4M
|
+13%
|
10.3%
|
51.7%
|
389
|
14.91%
|
|
|
5940
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$139M
|
+$14M
|
+11%
|
8.99%
|
34.4%
|
19
|
0%
|
|
|
5941
|
Black Diamond Capital Management
Stamford,
Connecticut
|
$139M
|
+$446K
|
+0.3%
|
3.37%
|
28.3%
|
11
|
9.09%
|
|
|
5942
|
William Allan Corp
Fort Collins,
Colorado
|
$139M
|
+$13.1M
|
+10%
|
13.2%
|
84.7%
|
49
|
6.12%
|
|
|
5943
|
EPIQ Partners
Minneapolis,
Minnesota
|
$139M
|
+$6.96M
|
+5%
|
7.28%
|
44.3%
|
74
|
14.86%
|
|
|
5944
|
Team Financial Group
Temecula,
California
|
$139M
|
+$18.3M
|
+15%
|
7.41%
|
42.4%
|
237
|
19.41%
|
|
|
5945
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$139M
|
+$15.6M
|
+13%
|
12.7%
|
52.7%
|
128
|
13.28%
|
|
|
5946
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$139M
|
+$6.75M
|
+5%
|
9.78%
|
54.7%
|
121
|
9.09%
|
|
|
5947
|
Mendel Capital Management
Little Rock,
Arkansas
|
$139M
|
+$17.4M
|
+14%
|
11.7%
|
–
|
94
|
7.45%
|
|
|
5948
|
Once Capital Management
New York
|
$139M
|
+$34M
|
+32%
|
30.5%
|
570%
|
24
|
8.33%
|
|
|
5949
|
Blue Creek Capital Management
Hong Kong
|
$139M
|
+$10.5M
|
+8%
|
19.4%
|
–
|
6
|
16.67%
|
|
|
5950
|
First National Bank of Hutchinson
Hutchinson,
Kansas
|
$139M
|
+$7.1M
|
+5%
|
12.4%
|
94.8%
|
104
|
14.42%
|
|