|
7476
|
Principia Wealth Advisory
Dallas,
Texas
|
$107M
|
–
|
–
|
1.56%
|
–
|
776
|
–
|
0
|
|
|
7477
|
University of Chicago
Chicago,
Illinois
|
$107M
|
-$11.7M
|
-10%
|
1.32%
|
62.3%
|
5
|
0%
|
2.8
|
|
|
7478
|
York GP
Grand Cayman,
Cayman Islands
|
$106M
|
–
|
–
|
23.2%
|
–
|
2
|
–
|
1.8
|
|
|
7479
|
Haven Capital Group
Westlake Village,
California
|
$106M
|
–
|
–
|
5.92%
|
–
|
36
|
–
|
0
|
|
|
7480
|
Soapstone Management
Bethesda,
Maryland
|
$106M
|
-$13.9M
|
-12%
|
7.87%
|
30.3%
|
18
|
33.33%
|
2.7
|
|
|
7481
|
Pacific Asset Management
Gig Harbor,
Washington
|
$106M
|
–
|
–
|
0.88%
|
–
|
46
|
–
|
0
|
|
|
7482
|
Caerus Investment Advisors
West Lake Hills,
Texas
|
$106M
|
+$928K
|
+0.9%
|
2.72%
|
85%
|
32
|
9.38%
|
2
|
|
|
7483
|
Journey Beyond Wealth
Roswell,
Georgia
|
$106M
|
–
|
–
|
0.99%
|
–
|
30
|
–
|
0
|
|
|
7484
|
Orca Investment Management
Roseburg,
Oregon
|
$106M
|
-$4.52M
|
-4%
|
3.62%
|
139%
|
59
|
6.78%
|
7.1
|
|
|
7485
|
Monimus Capital Management
Woodbridge,
New Jersey
|
$106M
|
–
|
–
|
1.45%
|
–
|
51
|
–
|
0
|
|
|
7486
|
Delta Wealth Advisors
Indianapolis,
Indiana
|
$106M
|
+$1.7M
|
+2%
|
0.72%
|
–
|
45
|
22.22%
|
0.6
|
|
|
7487
|
R.H. Investment Group
Scottsdale,
Arizona
|
$106M
|
–
|
–
|
0.79%
|
–
|
31
|
–
|
0
|
|
|
7488
|
Haven Global Partners
Atlanta,
Georgia
|
$106M
|
–
|
–
|
3.59%
|
–
|
10
|
–
|
0
|
|
|
7489
|
Valinor Management
New York
|
$106M
|
+$41.3M
|
+64%
|
63.7%
|
12.8%
|
1
|
0%
|
7.3
|
|
|
7490
|
Chiron Capital Management
Tallahassee,
Florida
|
$106M
|
-$7.05M
|
-6%
|
1.12%
|
–
|
133
|
25.56%
|
2.2
|
|
|
7491
|
272 Capital
Dallas,
Texas
|
$106M
|
-$69.2M
|
-40%
|
6.86%
|
222%
|
72
|
48.61%
|
0.9
|
|
|
7492
|
Wulff, Hansen & Co
San Rafael,
California
|
$106M
|
-$4.69M
|
-4%
|
1.18%
|
85.8%
|
98
|
6.12%
|
2.3
|
|
|
7493
|
Instrumental Wealth
Tampa,
Florida
|
$106M
|
+$3.11M
|
+3%
|
0.15%
|
38.2%
|
52
|
13.46%
|
1.2
|
|
|
7494
|
Northstar Financial Companies
Conshohocken,
Pennsylvania
|
$106M
|
–
|
–
|
2.3%
|
–
|
108
|
–
|
0
|
|
|
7495
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$106M
|
-$14.9M
|
-12%
|
0.24%
|
–
|
138
|
5.07%
|
3.9
|
|
|
7496
|
Red Crane Wealth Management
San Francisco,
California
|
$106M
|
–
|
–
|
0.62%
|
–
|
64
|
–
|
0
|
|
|
7497
|
Vested Financial Planning
San Carlos,
California
|
$106M
|
–
|
–
|
1.47%
|
–
|
25
|
–
|
0
|
|
|
7498
|
DKM Wealth Management
Stockton,
California
|
$105M
|
–
|
–
|
1.51%
|
–
|
52
|
–
|
0
|
|
|
7499
|
Mallini Complete Financial Planning
Gainesville,
Florida
|
$105M
|
–
|
–
|
0.81%
|
–
|
60
|
–
|
0
|
|
|
7500
|
Octahedron Capital Management
Burlingame,
California
|
$105M
|
+$15.4M
|
+17%
|
0.56%
|
234%
|
25
|
52%
|
0.9
|
|