|
4951
|
Holistic Planning
Nacogdoches,
Texas
|
$236M
|
+$106M
|
+82%
|
4.43%
|
–
|
168
|
37.5%
|
|
|
4952
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$236M
|
+$20.2M
|
+9%
|
6.96%
|
56.5%
|
108
|
22.22%
|
|
|
4953
|
Edenbrook Capital
Mt. Kisco,
New York
|
$236M
|
-$29.2M
|
-11%
|
5.83%
|
249%
|
20
|
45%
|
|
|
4954
|
Ovata Capital Management
Hong Kong
|
$236M
|
+$52.2M
|
+28%
|
4.17%
|
69.1%
|
47
|
48.94%
|
|
|
4955
|
Sivik Global Healthcare
Greenwich,
Connecticut
|
$236M
|
-$42.2M
|
-15%
|
8.23%
|
53.8%
|
47
|
44.68%
|
|
|
4956
|
Visa Foundation
San Francisco,
California
|
$236M
|
+$1.69M
|
+0.7%
|
1.21%
|
37.7%
|
2
|
0%
|
|
|
4957
|
|
$236M
|
-$1.91M
|
-0.8%
|
4.39%
|
159%
|
14
|
28.57%
|
|
|
4958
|
Purus Wealth Management
Newport Beach,
California
|
$236M
|
+$9.67M
|
+4%
|
4.39%
|
156%
|
121
|
7.44%
|
|
|
4959
|
Prairiewood Capital
Fargo,
North Dakota
|
$236M
|
+$25.4M
|
+12%
|
8.06%
|
43%
|
81
|
6.17%
|
|
|
4960
|
Gunderson Capital Management
Mt. Pleasant,
South Carolina
|
$236M
|
+$3.1M
|
+1%
|
5.42%
|
947%
|
49
|
38.78%
|
|
|
4961
|
Perry Creek Capital
New York
|
$236M
|
+$24.5M
|
+12%
|
17.9%
|
25.5%
|
14
|
21.43%
|
|
|
4962
|
Berkshire Capital Holdings
San Jose,
California
|
$236M
|
-$11.6M
|
-5%
|
14.4%
|
1,364%
|
91
|
5.49%
|
|
|
4963
|
Providence First Trust
Scottsdale,
Arizona
|
$236M
|
+$13.7M
|
+6%
|
4.64%
|
64.1%
|
110
|
27.27%
|
|
|
4964
|
Dean Capital Management
Overland Park,
Kansas
|
$236M
|
+$158M
|
+203%
|
12.7%
|
57.7%
|
142
|
47.89%
|
|
|
4965
|
Maxwell Wealth Strategies
Pleasanton,
California
|
$235M
|
+$31.2M
|
+15%
|
6.14%
|
–
|
109
|
7.34%
|
|
|
4966
|
BCS Wealth Management
Johnson City,
Tennessee
|
$235M
|
+$29.6M
|
+14%
|
4.15%
|
46.7%
|
169
|
9.47%
|
|
|
4967
|
Greenhaven Road Investment Management
Greenwich,
Connecticut
|
$235M
|
+$19.3M
|
+9%
|
18.7%
|
76.8%
|
19
|
26.32%
|
|
|
4968
|
Vienna Insurance Group
Warsaw,
Poland
|
$235M
|
-$20.3M
|
-8%
|
4.43%
|
188%
|
94
|
3.19%
|
|
|
4969
|
Lavaca Capital
Houston,
Texas
|
$235M
|
+$40.2M
|
+21%
|
6.32%
|
32%
|
118
|
30.51%
|
|
|
4970
|
Weinberger Asset Management
Los Angeles,
California
|
$235M
|
+$22.5M
|
+11%
|
7.77%
|
66.4%
|
82
|
2.44%
|
|
|
4971
|
Oxbow Capital Management (HK)
Hong Kong
|
$235M
|
-$61.2M
|
-21%
|
5.53%
|
1,497%
|
9
|
11.11%
|
|
|
4972
|
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
$234M
|
+$28.6M
|
+14%
|
8.76%
|
31%
|
42
|
4.76%
|
|
|
4973
|
S Squared Technology
New York
|
$234M
|
+$7.83M
|
+3%
|
3.68%
|
138%
|
36
|
11.11%
|
|
|
4974
|
INCA Investments
Miami,
Florida
|
$234M
|
-$2.11M
|
-0.9%
|
15.3%
|
128%
|
10
|
0%
|
|
|
4975
|
Solitude Financial Services
Charlottesville,
Virginia
|
$234M
|
+$19.1M
|
+9%
|
7.15%
|
55.4%
|
36
|
8.33%
|
|