|
5626
|
Beta Wealth Group
San Diego,
California
|
$139M
|
$0
|
0%
|
|
|
60
|
|
|
|
5627
|
Yahav Achim Ve Achayot - Provident Funds Management Company
Tel-Aviv,
Israel
|
$139M
|
+$11.4M
|
+9%
|
|
|
55
|
|
|
|
5628
|
Michael & Susan Dell Foundation
New York
|
$139M
|
-$10M
|
-7%
|
|
|
3
|
|
|
|
5629
|
Chiron Capital Management
Tallahassee,
Florida
|
$139M
|
+$1.42M
|
+1%
|
|
|
117
|
|
|
|
5630
|
Difesa Capital Management
New York
|
$138M
|
–
|
–
|
|
|
223
|
|
|
|
5631
|
ACT Capital Management
Wayne,
Pennsylvania
|
$138M
|
-$54.6M
|
-28%
|
|
|
122
|
|
|
|
5632
|
AAF Wealth Management
Westborough,
Massachusetts
|
$138M
|
+$6.62M
|
+5%
|
|
|
28
|
|
|
|
5633
|
Broadcrest Asset Management
Winter Park,
Florida
|
$138M
|
–
|
–
|
|
|
7
|
|
|
|
5634
|
Bienville Capital Management
New York
|
$138M
|
-$36.7M
|
-21%
|
|
|
115
|
|
|
|
5635
|
Gator Capital Management
Tampa,
Florida
|
$138M
|
–
|
–
|
|
|
76
|
|
|
|
5636
|
RiverGlades Family Offices
Naples,
Florida
|
$138M
|
+$10M
|
+8%
|
|
|
83
|
|
|
|
5637
|
Orin Green Financial
San Diego,
California
|
$138M
|
-$5.28M
|
-4%
|
|
|
69
|
|
|
|
5638
|
Greenstone Partners & Co
Larkspur,
California
|
$138M
|
+$4.94M
|
+4%
|
|
|
12
|
|
|
|
5639
|
Viewpoint Capital Management
Seattle,
Washington
|
$138M
|
–
|
–
|
|
|
120
|
|
|
|
5640
|
Diversified Investment Strategies
Baton Rouge,
Louisiana
|
$138M
|
+$2.83M
|
+2%
|
|
|
43
|
|
|
|
5641
|
Montis Financial
Waltham,
Massachusetts
|
$138M
|
+$20.2M
|
+17%
|
|
|
90
|
|
|
|
5642
|
Indie Asset Partners
Carmel,
Indiana
|
$138M
|
+$14.3M
|
+12%
|
|
|
136
|
|
|
|
5643
|
Carl Stuart Investment Advisor
Austin,
Texas
|
$138M
|
–
|
–
|
|
|
27
|
|
|
|
5644
|
Boyd Wealth Management
Sacramento,
California
|
$138M
|
–
|
–
|
|
|
40
|
|
|
|
5645
|
Fairbanks Capital Management
Rancho Santa Fe,
California
|
$138M
|
+$15.3M
|
+13%
|
|
|
53
|
|
|
|
5646
|
Hudson Canyon Capital Management
New York
|
$138M
|
+$7.68M
|
+6%
|
|
|
60
|
|
|
|
5647
|
Bayshore Asset Management
Coral Gables,
Florida
|
$138M
|
–
|
–
|
|
|
21
|
|
|
|
5648
|
Mason Street Advisors
Milwaukee,
Wisconsin
|
$138M
|
+$3.53M
|
+3%
|
|
|
9
|
|
|
|
5649
|
Lee Financial Group Hawaii
Honolulu,
Hawaii
|
$138M
|
+$1.6M
|
+1%
|
|
|
39
|
|
|
|
5650
|
Bullseye Investment Management
Cincinnati,
Ohio
|
$137M
|
–
|
–
|
|
|
62
|
|
|