|
5201
|
Silver Heights Capital Management
Toronto,
Ontario, Canada
|
$260M
|
+$8.15M
|
+3%
|
26.8%
|
6.93%
|
5
|
20%
|
|
|
5202
|
Bull Oak Capital
San Diego,
California
|
$260M
|
+$15.4M
|
+6%
|
2.02%
|
–
|
41
|
19.51%
|
|
|
5203
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$260M
|
+$4.23M
|
+2%
|
0.16%
|
–
|
1,320
|
11.67%
|
|
|
5204
|
Robertson Opportunity Capital
Dallas,
Texas
|
$260M
|
-$15.6M
|
-6%
|
1.54%
|
93.4%
|
30
|
13.33%
|
|
|
5205
|
Bayview Asset Management
Coral Gables,
Florida
|
$260M
|
-$173M
|
-40%
|
5.05%
|
57.6%
|
96
|
63.54%
|
|
|
5206
|
Miller Wealth Advisors
Ridgeway,
Colorado
|
$260M
|
-$10.9M
|
-4%
|
0.32%
|
180%
|
140
|
19.29%
|
|
|
5207
|
Kaleidoscope Capital
Boston,
Massachusetts
|
$260M
|
-$2.06M
|
-0.8%
|
18.7%
|
–
|
15
|
26.67%
|
|
|
5208
|
Sawyer & Company
Boston,
Massachusetts
|
$260M
|
-$22.9M
|
-8%
|
4.01%
|
97.4%
|
218
|
15.14%
|
|
|
5209
|
Barbara Oil Co
Chicago,
Illinois
|
$259M
|
-$9.9M
|
-4%
|
3.27%
|
56.4%
|
78
|
14.1%
|
|
|
5210
|
JDM Financial Group
Austin,
Texas
|
$259M
|
+$1.77M
|
+0.7%
|
1.23%
|
51.5%
|
321
|
23.68%
|
|
|
5211
|
Financial Council
Towson,
Maryland
|
$259M
|
+$8.72M
|
+3%
|
2.71%
|
63.8%
|
107
|
11.21%
|
|
|
5212
|
Potentia Wealth
San Jose,
California
|
$259M
|
-$13.9M
|
-5%
|
2.73%
|
–
|
97
|
11.34%
|
|
|
5213
|
Bluestem Financial Advisors
Champaign,
Illinois
|
$259M
|
+$73.4K
|
+0%
|
1.03%
|
39.5%
|
34
|
14.71%
|
|
|
5214
|
Quartz Partners
Saratoga Springs,
New York
|
$259M
|
-$9.92M
|
-4%
|
4.01%
|
–
|
192
|
25%
|
|
|
5215
|
Colrain Capital
Boston,
Massachusetts
|
$259M
|
+$76.7M
|
+42%
|
12.7%
|
–
|
27
|
22.22%
|
|
|
5216
|
NewGen Asset Management
Toronto,
Ontario, Canada
|
$259M
|
+$96.6M
|
+60%
|
0.27%
|
391%
|
42
|
73.81%
|
|
|
5217
|
Codex Capital Asset Management
Dallas,
Texas
|
$259M
|
-$16.6M
|
-6%
|
5.3%
|
–
|
33
|
18.18%
|
|
|
5218
|
HMS Capital Management
Nashville,
Tennessee
|
$259M
|
+$16.8M
|
+7%
|
0.95%
|
130%
|
121
|
21.49%
|
|
|
5219
|
Beacon Financial Planning
Hyannis,
Massachusetts
|
$258M
|
+$50.8M
|
+25%
|
1.68%
|
58.7%
|
76
|
32.89%
|
|
|
5220
|
Glass Wealth Management
San Antonio,
Texas
|
$258M
|
+$14.3M
|
+6%
|
5.84%
|
–
|
68
|
17.65%
|
|
|
5221
|
Mendon Capital Advisors
Key Largo,
Florida
|
$258M
|
-$79.7M
|
-24%
|
1.12%
|
–
|
74
|
40.54%
|
|
|
5222
|
OMC Financial Services
Dewitt,
New York
|
$258M
|
-$10.4M
|
-4%
|
3.02%
|
–
|
66
|
3.03%
|
|
|
5223
|
Stash Investments
New York
|
$258M
|
+$8.43M
|
+3%
|
1.55%
|
–
|
5
|
0%
|
|
|
5224
|
TrustBank
Olney,
Illinois
|
$258M
|
+$18.1M
|
+8%
|
1.52%
|
–
|
166
|
23.49%
|
|
|
5225
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
$258M
|
+$2.64M
|
+1%
|
1.84%
|
58.8%
|
103
|
24.27%
|
|