|
8001
|
Investors Portfolio Services
Puyallup,
Washington
|
$108M
|
-$3.13M
|
-3%
|
0.36%
|
–
|
762
|
55.38%
|
|
|
8002
|
Heights Point Management
New York
|
$108M
|
-$9.39M
|
-8%
|
10.1%
|
–
|
31
|
64.52%
|
|
|
8003
|
Sawyer Falduto Asset Management
Elmhurst,
Illinois
|
$108M
|
-$1.56M
|
-1%
|
2.36%
|
–
|
271
|
4.8%
|
|
|
8004
|
Heffernan Advisory
Flagstaff,
Arizona
|
$108M
|
+$3.34M
|
+3%
|
0.33%
|
–
|
28
|
17.86%
|
|
|
8005
|
Lawood & Co
Williamsport,
Pennsylvania
|
$108M
|
+$2.2M
|
+2%
|
4.5%
|
–
|
95
|
7.37%
|
|
|
8006
|
Haven Capital Group
Westlake Village,
California
|
$108M
|
+$1.14M
|
+1%
|
4.46%
|
–
|
38
|
13.16%
|
|
|
8007
|
Verus Wealth Management
De Pere,
Wisconsin
|
$108M
|
+$402K
|
+0.4%
|
0.96%
|
–
|
50
|
2%
|
|
|
8008
|
21 West Wealth Management
Tustin,
California
|
$108M
|
-$1.76M
|
-2%
|
1.33%
|
–
|
65
|
7.69%
|
|
|
8009
|
Bannerstone Capital Management
Wayzata,
Minnesota
|
$108M
|
+$3.27M
|
+3%
|
2.69%
|
–
|
113
|
25.66%
|
|
|
8010
|
Central Asset Investments & Management Holdings
Hong Kong
|
$108M
|
-$46.2M
|
-30%
|
66.3%
|
3,210%
|
50
|
74%
|
|
|
8011
|
Ursa Fund Management
Danville,
California
|
$108M
|
-$2.33B
|
-96%
|
4.04%
|
93.5%
|
59
|
91.53%
|
|
|
8012
|
Bedminster
Bluffton,
South Carolina
|
$107M
|
-$1.37M
|
-1%
|
1.38%
|
–
|
57
|
14.04%
|
|
|
8013
|
WestBridge Capital Management
Trianon,
Mauritius
|
$107M
|
-$56.5M
|
-34%
|
34.4%
|
33.3%
|
1
|
0%
|
|
|
8014
|
Intentional Wealth Strategies
Colorado Springs,
Colorado
|
$107M
|
–
|
–
|
0.43%
|
–
|
942
|
–
|
|
|
8015
|
Accuvest Global Advisors
Provo,
Utah
|
$107M
|
-$28.5M
|
-21%
|
8.9%
|
130%
|
80
|
35%
|
|
|
8016
|
Wealth Group
Raleigh,
North Carolina
|
$107M
|
+$4.6M
|
+4%
|
1.44%
|
–
|
93
|
15.05%
|
|
|
8017
|
LRT Capital Management
Austin,
Texas
|
$107M
|
-$9.55M
|
-8%
|
2.72%
|
76.3%
|
125
|
59.2%
|
|
|
8018
|
SkyKnight Capital
San Francisco,
California
|
$107M
|
+$17M
|
+19%
|
18.9%
|
11%
|
3
|
0%
|
|
|
8019
|
Elevation Advisory Partners
Orlando,
Florida
|
$107M
|
–
|
–
|
0.76%
|
–
|
97
|
–
|
|
|
8020
|
BRC-Global BAH Investments
Nassau,
|
$107M
|
+$22.5M
|
+27%
|
4.53%
|
–
|
1
|
0%
|
|
|
8021
|
Arnold Financial Planning
Hiawatha,
Iowa
|
$107M
|
+$10M
|
+10%
|
0.13%
|
–
|
27
|
14.81%
|
|
|
8022
|
Nano-Cap New Millennium Growth Fund
Staten Island,
New York
|
$107M
|
-$10.2M
|
-9%
|
8.33%
|
–
|
187
|
31.55%
|
|
|
8023
|
APEIRON Capital Ltd
Hong Kong
|
$107M
|
+$20.5M
|
+24%
|
14.1%
|
487%
|
14
|
71.43%
|
|
|
8024
|
Tortuga Wealth Management
Torrance,
California
|
$107M
|
+$12M
|
+13%
|
3.46%
|
–
|
125
|
20.8%
|
|
|
8025
|
St. Nicholas Private Asset Management
Jacksonville,
Florida
|
$107M
|
-$4.6M
|
-4%
|
2.65%
|
–
|
36
|
2.78%
|
|