|
5151
|
Westerly Capital Management
San Francisco,
California
|
$217M
|
+$38.6M
|
+22%
|
18%
|
104%
|
53
|
39.62%
|
|
|
5152
|
Searcy Financial Services
Overland Park,
Kansas
|
$217M
|
+$3.42M
|
+2%
|
2.18%
|
58.5%
|
26
|
0%
|
|
|
5153
|
WestBridge Capital Management
Trianon,
Mauritius
|
$216M
|
+$62.7M
|
+41%
|
40.9%
|
33.3%
|
1
|
0%
|
|
|
5154
|
PCA Investment Advisory Services
Cincinnati,
Ohio
|
$216M
|
+$3.65M
|
+2%
|
1.22%
|
63.7%
|
163
|
15.34%
|
|
|
5155
|
Luken Investment Analytics
Brentwood,
Tennessee
|
$216M
|
-$1.86M
|
-0.9%
|
0.12%
|
47.6%
|
143
|
14.69%
|
|
|
5156
|
Powell Investment Advisors
Miami,
Florida
|
$216M
|
+$1.76M
|
+0.8%
|
2.71%
|
76.1%
|
167
|
17.37%
|
|
|
5157
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$216M
|
+$26.5M
|
+14%
|
1.45%
|
–
|
83
|
26.51%
|
|
|
5158
|
Peoples Financial Services Corp
Dunmore,
Pennsylvania
|
$216M
|
-$4.83M
|
-2%
|
1.13%
|
93%
|
263
|
5.7%
|
|
|
5159
|
Whitebark Investors
Incline Village,
Nevada
|
$216M
|
–
|
–
|
13.7%
|
–
|
9
|
–
|
|
|
5160
|
IMS Capital Management
Portland,
Oregon
|
$216M
|
-$6.82M
|
-3%
|
1.1%
|
119%
|
148
|
12.16%
|
|
|
5161
|
Maryland Capital Advisors
Chester,
Maryland
|
$216M
|
+$9.83M
|
+5%
|
1.51%
|
–
|
284
|
23.24%
|
|
|
5162
|
Franchise Capital
Grand Cayman,
Cayman Islands
|
$216M
|
-$61.8M
|
-22%
|
3.39%
|
537%
|
18
|
55.56%
|
|
|
5163
|
Strait & Sound Wealth Management
San Francisco,
California
|
$216M
|
+$9.85M
|
+5%
|
4.23%
|
74.6%
|
152
|
11.18%
|
|
|
5164
|
SVF Sponsor III
Menlo Park,
California
|
$216M
|
-$6.18M
|
-3%
|
2.79%
|
133%
|
1
|
0%
|
|
|
5165
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$216M
|
+$1.8M
|
+0.8%
|
1.06%
|
50%
|
62
|
19.35%
|
|
|
5166
|
Leslie Global Wealth
Itasca,
Illinois
|
$215M
|
+$9.65M
|
+5%
|
0.33%
|
–
|
79
|
20.25%
|
|
|
5167
|
Madden Advisory Services
Jacksonville,
Florida
|
$215M
|
-$2.95M
|
-1%
|
0.63%
|
44.7%
|
104
|
8.65%
|
|
|
5168
|
OV Management
Minneapolis,
Minnesota
|
$215M
|
+$64.8M
|
+43%
|
3.32%
|
–
|
58
|
5.17%
|
|
|
5169
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$215M
|
+$1M
|
+0.5%
|
0.67%
|
84.9%
|
151
|
9.27%
|
|
|
5170
|
Mad River Investors
Boston,
Massachusetts
|
$215M
|
+$34.9M
|
+19%
|
25.2%
|
206%
|
27
|
7.41%
|
|
|
5171
|
CNB Bank
Clearfield,
Pennsylvania
|
$215M
|
-$1.01M
|
-0.5%
|
3.42%
|
79.1%
|
534
|
6.93%
|
|
|
5172
|
CPA Asset Management
West Palm Beach,
Florida
|
$215M
|
+$8.04M
|
+4%
|
2.61%
|
48.8%
|
81
|
8.64%
|
|
|
5173
|
William Marsh Rice University
Houston,
Texas
|
$215M
|
+$129M
|
+151%
|
0.05%
|
4.44%
|
4
|
75%
|
|
|
5174
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$215M
|
+$2.98M
|
+1%
|
4.23%
|
33.5%
|
71
|
15.49%
|
|
|
5175
|
Flynn Zito Capital Management
Garden City,
New York
|
$215M
|
+$8.41M
|
+4%
|
1.75%
|
97.3%
|
129
|
9.3%
|
|