|
7151
|
Collar Capital Management
Appleton,
Wisconsin
|
$120M
|
–
|
–
|
16%
|
–
|
75
|
–
|
|
|
7152
|
Summer Road
West Palm Beach,
Florida
|
$120M
|
-$6.86M
|
-5%
|
1.92%
|
130%
|
29
|
24.14%
|
|
|
7153
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$120M
|
+$1.37M
|
+1%
|
0.23%
|
–
|
87
|
13.79%
|
|
|
7154
|
Oder Investment Management
Woodland Hills,
California
|
$120M
|
+$3.66M
|
+3%
|
12.4%
|
97.5%
|
96
|
10.42%
|
|
|
7155
|
Affinity Investment Advisors
Newport Beach,
California
|
$120M
|
-$25.7M
|
-18%
|
3.47%
|
189%
|
151
|
26.49%
|
|
|
7156
|
Richwood Investment Advisors
Cincinnati,
Ohio
|
$120M
|
-$983K
|
-0.8%
|
0.65%
|
66%
|
104
|
5.77%
|
|
|
7157
|
Synergy Financial Group
San Ramon,
California
|
$120M
|
+$14.6M
|
+14%
|
12%
|
133%
|
104
|
12.5%
|
|
|
7158
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$120M
|
-$4.63M
|
-4%
|
4.76%
|
26.4%
|
102
|
22.55%
|
|
|
7159
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$120M
|
–
|
–
|
3.44%
|
–
|
47
|
–
|
|
|
7160
|
NDWM LLC
La Jolla,
California
|
$120M
|
-$1.68M
|
-1%
|
2.29%
|
–
|
34
|
14.71%
|
|
|
7161
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$120M
|
-$12.9M
|
-10%
|
0.64%
|
38.5%
|
59
|
20.34%
|
|
|
7162
|
Seneschal Advisors
Tacoma,
Washington
|
$120M
|
–
|
–
|
0.59%
|
–
|
36
|
–
|
|
|
7163
|
Jordan Park Trust
Portsmouth,
New Hampshire
|
$120M
|
–
|
–
|
8.77%
|
–
|
12
|
–
|
|
|
7164
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$120M
|
-$21.6M
|
-15%
|
4.14%
|
36.7%
|
40
|
42.5%
|
|
|
7165
|
B. Riley Financial
Los Angeles,
California
|
$120M
|
-$30.2M
|
-20%
|
18.4%
|
682%
|
20
|
35%
|
|
|
7166
|
Immersion Capital
London,
United Kingdom
|
$120M
|
-$63.8M
|
-35%
|
4.92%
|
63.4%
|
9
|
22.22%
|
|
|
7167
|
LPF Advisors
Sarasota,
Florida
|
$120M
|
+$2.65M
|
+2%
|
1.52%
|
–
|
38
|
13.16%
|
|
|
7168
|
Roberts Capital Advisors
Denver,
Colorado
|
$119M
|
+$2.55M
|
+2%
|
6.46%
|
–
|
89
|
10.11%
|
|
|
7169
|
Financial Life Planners
Tempe,
Arizona
|
$119M
|
–
|
–
|
3.82%
|
–
|
411
|
–
|
|
|
7170
|
Michelson Medical Research Foundation
Los Angeles,
California
|
$119M
|
-$22.5M
|
-16%
|
4.31%
|
52.2%
|
29
|
6.9%
|
|
|
7171
|
Kailix Advisors
Fort Lauderdale,
Florida
|
$119M
|
+$690K
|
+0.6%
|
3.64%
|
16.3%
|
8
|
25%
|
|
|
7172
|
LTG Capital
Newton,
Massachusetts
|
$119M
|
-$1.07M
|
-0.9%
|
1.88%
|
56%
|
26
|
0%
|
|
|
7173
|
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
$119M
|
-$7.44M
|
-6%
|
0.04%
|
66%
|
77
|
32.47%
|
|
|
7174
|
Bank & Trust Company
Litchfield,
Illinois
|
$119M
|
-$4.18M
|
-3%
|
1.04%
|
–
|
287
|
0.7%
|
|
|
7175
|
Forge Financial Services
Edmond,
Oklahoma
|
$119M
|
–
|
–
|
0.59%
|
–
|
20
|
–
|
|