|
6501
|
IDG China Venture Capital Fund V Associates
Hong Kong
|
$130M
|
+$21M
|
+19%
|
19.3%
|
24.1%
|
1
|
0%
|
|
|
6502
|
Safir Wealth Advisors
Greenland,
New Hampshire
|
$130M
|
-$409K
|
-0.3%
|
0.62%
|
46.4%
|
18
|
16.67%
|
|
|
6503
|
Kraft Asset Management
Nashville,
Tennessee
|
$129M
|
+$1.74M
|
+1%
|
1.44%
|
41%
|
54
|
14.81%
|
|
|
6504
|
Forest Hill Capital
Little Rock,
Arkansas
|
$129M
|
-$2.38M
|
-2%
|
0.75%
|
138%
|
43
|
13.95%
|
|
|
6505
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$129M
|
+$21.2M
|
+20%
|
8.3%
|
54.2%
|
135
|
40.74%
|
|
|
6506
|
Widmann Financial Services
Bowie,
Maryland
|
$129M
|
-$2.86M
|
-2%
|
0.49%
|
62.4%
|
105
|
9.52%
|
|
|
6507
|
Applied Capital LLC
Hollywood,
Florida
|
$129M
|
+$707K
|
+0.6%
|
0.27%
|
71%
|
88
|
4.55%
|
|
|
6508
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$129M
|
+$3.14M
|
+2%
|
0.74%
|
67.5%
|
113
|
7.08%
|
|
|
6509
|
Mission Hills Financial Advisory
San Diego,
California
|
$129M
|
+$11.3M
|
+10%
|
2.02%
|
–
|
35
|
11.43%
|
|
|
6510
|
Foundation Wealth Management (Missouri)
Clayton,
Missouri
|
$129M
|
-$3M
|
-2%
|
1.15%
|
50.7%
|
47
|
12.77%
|
|
|
6511
|
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
|
$129M
|
-$67.6M
|
-34%
|
1.98%
|
61.5%
|
15
|
60%
|
|
|
6512
|
Traction Financial Partners
Encampment,
Wyoming
|
$129M
|
+$1.21M
|
+0.9%
|
0.5%
|
–
|
60
|
10%
|
|
|
6513
|
FWG Investments
Lexington,
Kentucky
|
$129M
|
+$13M
|
+11%
|
0.91%
|
–
|
140
|
23.57%
|
|
|
6514
|
Mount Vernon Associates
Baltimore,
Maryland
|
$128M
|
+$2.27M
|
+2%
|
6.07%
|
119%
|
53
|
5.66%
|
|
|
6515
|
Canandaigua National Trust of Florida
Canandaigua,
New York
|
$128M
|
+$11.8M
|
+10%
|
1.48%
|
–
|
116
|
19.83%
|
|
|
6516
|
Latash Investments
Anchorage,
Alaska
|
$128M
|
+$19.5M
|
+18%
|
22.5%
|
126%
|
17
|
5.88%
|
|
|
6517
|
Bush Investment Group
Valdosta,
Georgia
|
$128M
|
+$3.06M
|
+2%
|
0.21%
|
–
|
33
|
6.06%
|
|
|
6518
|
TPG Advisors
Northfield,
Illinois
|
$128M
|
+$101K
|
+0.1%
|
1.42%
|
–
|
91
|
5.49%
|
|
|
6519
|
LRT Capital Management
Austin,
Texas
|
$128M
|
+$20.4M
|
+19%
|
2.26%
|
43.4%
|
105
|
40.95%
|
|
|
6520
|
Paragon Capital Management (Utah)
Provo,
Utah
|
$128M
|
-$7.71M
|
-6%
|
3.1%
|
69.4%
|
86
|
45.35%
|
|
|
6521
|
Applied Fundamental Research
Cambridge,
Massachusetts
|
$128M
|
-$23.6M
|
-16%
|
12.4%
|
38%
|
13
|
15.38%
|
|
|
6522
|
Virtus Investment Advisers
Hartford,
Connecticut
|
$128M
|
+$468K
|
+0.4%
|
6.27%
|
131%
|
414
|
31.88%
|
|
|
6523
|
Rolek Wealth Management
Berwyn,
Pennsylvania
|
$128M
|
–
|
–
|
3.95%
|
–
|
11
|
–
|
|
|
6524
|
Brightwater Advisory
Tampa,
Florida
|
$128M
|
-$8.32M
|
-6%
|
2.12%
|
–
|
60
|
3.33%
|
|
|
6525
|
Blodgett Wealth Advisors
Concord,
California
|
$128M
|
+$8.6M
|
+7%
|
6.4%
|
112%
|
61
|
6.56%
|
|