|
8526
|
Blue Barn Wealth
Orem,
Utah
|
$68.7M
|
-$159M
|
-70%
|
1.97%
|
46.4%
|
173
|
74.57%
|
|
|
8527
|
Charles Schwab Trust Bank
Henderson,
Nevada
|
$68.5M
|
+$13.4M
|
+24%
|
0.48%
|
–
|
1
|
0%
|
|
|
8528
|
Capital Management Associates (New York)
New York
|
$68.2M
|
+$1.16M
|
+2%
|
6.33%
|
205%
|
47
|
27.66%
|
|
|
8529
|
Charis Legacy Partners
Bryan,
Texas
|
$67.8M
|
+$728K
|
+1%
|
2.32%
|
–
|
31
|
22.58%
|
|
|
8530
|
Stronghold Wealth Management
Tampa,
Florida
|
$67.7M
|
–
|
–
|
1.82%
|
–
|
119
|
–
|
|
|
8531
|
QSV Equity Investors
Naperville,
Illinois
|
$67.6M
|
-$30.3M
|
-31%
|
1.36%
|
–
|
97
|
13.4%
|
|
|
8532
|
Fountainhead AM
Warren,
New Jersey
|
$67.5M
|
-$695M
|
-91%
|
2.53%
|
65.6%
|
251
|
44.22%
|
|
|
8533
|
China-UAE Investment Cooperation
George Town,
|
$67.4M
|
–
|
–
|
12.3%
|
–
|
1
|
–
|
|
|
8534
|
Navigation Wealth Management
Fort Collins,
Colorado
|
$67.3M
|
-$742K
|
-1%
|
1.95%
|
9.65%
|
34
|
5.88%
|
|
|
8535
|
Van Diest Capital
Poly City,
Iowa
|
$67M
|
–
|
–
|
3.77%
|
–
|
138
|
–
|
|
|
8536
|
Ampfield Management
New York
|
$66.7M
|
-$23M
|
-26%
|
2.61%
|
56.9%
|
5
|
40%
|
|
|
8537
|
Sullivan Wood Capital Management
Washington,
District of Columbia
|
$66.3M
|
-$1.58M
|
-2%
|
15.1%
|
–
|
24
|
25%
|
|
|
8538
|
Solutions 4 Wealth
Southlake,
Texas
|
$66.2M
|
+$1.74M
|
+3%
|
1.01%
|
–
|
59
|
8.47%
|
|
|
8539
|
Redmont Wealth Advisors
Chicago,
Illinois
|
$66M
|
-$5.75M
|
-8%
|
1.45%
|
46.1%
|
315
|
5.4%
|
|
|
8540
|
KW Wealth Management
Sacramento,
California
|
$65.9M
|
+$7.22M
|
+12%
|
2.68%
|
–
|
86
|
12.79%
|
|
|
8541
|
Capital CS Group
Irvine,
California
|
$64.9M
|
+$1.59M
|
+3%
|
6.6%
|
22.5%
|
101
|
52.48%
|
|
|
8542
|
Parametrica Management
Wanchai,
Hong Kong
|
$64.9M
|
+$322K
|
+0.5%
|
2.43%
|
584%
|
27
|
33.33%
|
|
|
8543
|
Sanders Morris Harris
Houston,
Texas
|
$64.7M
|
-$693M
|
-91%
|
0.06%
|
83.1%
|
312
|
90.38%
|
|
|
8544
|
Marathon Asset Management (New York)
New York
|
$64.3M
|
-$10.8M
|
-14%
|
3.41%
|
490%
|
19
|
42.11%
|
|
|
8545
|
AlpInvest Partners
Amsterdam,
Netherlands
|
$64.2M
|
+$24.3M
|
+61%
|
5.51%
|
138%
|
12
|
41.67%
|
|
|
8546
|
Man Investment Partners (US)
New York
|
$63.9M
|
–
|
–
|
13%
|
–
|
5
|
–
|
|
|
8547
|
PMC FIG Opportunities
Jerusalem,
Israel
|
$63.7M
|
-$2.65M
|
-4%
|
5.68%
|
210%
|
44
|
59.09%
|
|
|
8548
|
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
|
$63.6M
|
–
|
–
|
0.07%
|
–
|
130
|
–
|
|
|
8549
|
Prentice Capital Management
Greenwich,
Connecticut
|
$63.5M
|
-$2.01M
|
-3%
|
7.53%
|
128%
|
26
|
38.46%
|
|
|
8550
|
Bratton Capital Management
Fort Worth,
Texas
|
$63.4M
|
+$8.54M
|
+16%
|
15.6%
|
152%
|
1
|
0%
|
|