|
7401
|
IDG China Capital Fund III Associates
Central Hong Kong,
China
|
$100M
|
–
|
–
|
|
|
2
|
|
|
|
7402
|
Novus Advisors
Greenville,
South Carolina
|
$100M
|
–
|
–
|
|
|
112
|
|
|
|
7403
|
Severin Investments
St. Louis,
Missouri
|
$100M
|
–
|
–
|
|
|
185
|
|
|
|
7404
|
CWC Advisors
Lake Oswego,
Oregon
|
$100M
|
-$965K
|
-1%
|
|
|
126
|
|
|
|
7405
|
Schaeffer Financial
Rockville,
Maryland
|
$100M
|
+$1.82M
|
+2%
|
|
|
19
|
|
|
|
7406
|
Pathway Capital Management
Irvine,
California
|
$100M
|
+$47.3M
|
+89%
|
|
|
10
|
|
|
|
7407
|
AG Asset Advisory
Los Angeles,
California
|
$100M
|
–
|
–
|
|
|
23
|
|
|
|
7408
|
AlphaCentric Advisors
San Juan,
Puerto Rico
|
$100M
|
-$34.3M
|
-25%
|
|
|
294
|
|
|
|
7409
|
Kinney Asset Management
Chicago,
Illinois
|
$100M
|
-$6.68M
|
-6%
|
|
|
4
|
|
|
|
7410
|
MY Wealth Management
Germantown,
Maryland
|
$100M
|
+$1.56M
|
+2%
|
|
|
27
|
|
|
|
7411
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$100M
|
-$4.26M
|
-4%
|
|
|
201
|
|
|
|
7412
|
|
$100M
|
–
|
–
|
|
|
19
|
|
|
|
7413
|
BTS Asset Management
Lincoln,
Massachusetts
|
$100M
|
-$4.81M
|
-5%
|
|
|
52
|
|
|
|
7414
|
Pictet Bank & Trust
Nassau,
Bahamas
|
$100M
|
+$1.32M
|
+1%
|
|
|
44
|
|
|
|
7415
|
Phil A. Younker & Associates
Fairbanks,
Alaska
|
$100M
|
–
|
–
|
|
|
28
|
|
|
|
7416
|
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
|
$100M
|
+$10.7M
|
+12%
|
|
|
88
|
|
|
|
7417
|
HMV Wealth Advisors
Shreveport,
Louisiana
|
$99.9M
|
–
|
–
|
|
|
78
|
|
|
|
7418
|
Agincourt Capital Management
Richmond,
Virginia
|
$99.9M
|
-$2.46M
|
-2%
|
|
|
3
|
|
|
|
7419
|
GeoSphere Capital Management
Miami Beach,
Florida
|
$99.7M
|
-$20.8M
|
-17%
|
|
|
54
|
|
|
|
7420
|
LWM Advisors
El Dorado Hills,
California
|
$99.6M
|
–
|
–
|
|
|
25
|
|
|
|
7421
|
ArborFi Advisors
Ann Arbor,
Michigan
|
$99.6M
|
–
|
–
|
|
|
45
|
|
|
|
7422
|
Intrinsic Value Partners
Phoenix,
Arizona
|
$99.6M
|
-$363K
|
-0.4%
|
|
|
62
|
|
|
|
7423
|
Golden Bell Financial Planning
Alpharetta,
Georgia
|
$99.5M
|
–
|
–
|
|
|
34
|
|
|
|
7424
|
Acuta Capital Partners
Redwood City,
California
|
$99.4M
|
-$24.1M
|
-19%
|
|
|
49
|
|
|
|
7425
|
Santa Clara Valley Transportation Authority
San Jose,
California
|
$99.4M
|
-$5.05M
|
-5%
|
|
|
4
|
|
|