|
5851
|
iSAM Funds (UK)
London,
United Kingdom
|
$140M
|
-$17.8M
|
-11%
|
|
|
364
|
|
|
|
5852
|
Long Island Wealth Management
Melville,
New York
|
$140M
|
–
|
–
|
|
|
434
|
|
|
|
5853
|
Planning Directions
Glen Mills,
Pennsylvania
|
$140M
|
+$9.54M
|
+7%
|
|
|
72
|
|
|
|
5854
|
InceptionR
Lafayette,
California
|
$140M
|
-$36.1M
|
-20%
|
|
|
560
|
|
|
|
5855
|
Superstring Capital Management
New York
|
$140M
|
–
|
–
|
|
|
30
|
|
|
|
5856
|
Fairbanks Capital Management
Rancho Santa Fe,
California
|
$140M
|
+$21.3M
|
+18%
|
|
|
54
|
|
|
|
5857
|
Aegon USA Investment Management
Cedar Rapids,
Iowa
|
$140M
|
+$1.39M
|
+1%
|
|
|
40
|
|
|
|
5858
|
Ewing Morris & Co Investment Partners
Toronto,
Ontario, Canada
|
$140M
|
+$16.4M
|
+13%
|
|
|
37
|
|
|
|
5859
|
American Capital Advisory
Ketchum,
Idaho
|
$140M
|
–
|
–
|
|
|
439
|
|
|
|
5860
|
Worth Asset Management
Dallas,
Texas
|
$140M
|
+$16.2M
|
+13%
|
|
|
137
|
|
|
|
5861
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$140M
|
+$16.4M
|
+13%
|
|
|
389
|
|
|
|
5862
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$139M
|
+$14M
|
+11%
|
|
|
19
|
|
|
|
5863
|
Black Diamond Capital Management
Stamford,
Connecticut
|
$139M
|
+$446K
|
+0.3%
|
|
|
11
|
|
|
|
5864
|
William Allan Corp
Fort Collins,
Colorado
|
$139M
|
+$13.1M
|
+10%
|
|
|
49
|
|
|
|
5865
|
EPIQ Partners
Minneapolis,
Minnesota
|
$139M
|
+$6.96M
|
+5%
|
|
|
74
|
|
|
|
5866
|
Team Financial Group
Temecula,
California
|
$139M
|
+$18.3M
|
+15%
|
|
|
237
|
|
|
|
5867
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$139M
|
+$15.6M
|
+13%
|
|
|
128
|
|
|
|
5868
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$139M
|
+$6.75M
|
+5%
|
|
|
121
|
|
|
|
5869
|
Mendel Capital Management
Little Rock,
Arkansas
|
$139M
|
+$17.4M
|
+14%
|
|
|
94
|
|
|
|
5870
|
Once Capital Management
New York
|
$139M
|
+$34M
|
+32%
|
|
|
24
|
|
|
|
5871
|
Blue Creek Capital Management
Hong Kong
|
$139M
|
+$10.5M
|
+8%
|
|
|
6
|
|
|
|
5872
|
First National Bank of Hutchinson
Hutchinson,
Kansas
|
$139M
|
+$7.1M
|
+5%
|
|
|
104
|
|
|
|
5873
|
Little Harbor Advisors
Marblehead,
Massachusetts
|
$139M
|
+$15.2M
|
+12%
|
|
|
9
|
|
|
|
5874
|
Latash Investments
Anchorage,
Alaska
|
$139M
|
+$21.8M
|
+19%
|
|
|
21
|
|
|
|
5875
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$139M
|
–
|
–
|
|
|
100
|
|
|