|
5201
|
Elm Advisors
Burlingame,
California
|
$180M
|
+$12.8M
|
+8%
|
8.03%
|
50.5%
|
91
|
6.59%
|
|
|
5202
|
|
$180M
|
–
|
–
|
16.1%
|
140%
|
224
|
–
|
|
|
5203
|
E Fund Management (HK)
Central,
Hong Kong
|
$180M
|
–
|
–
|
21.8%
|
163%
|
40
|
–
|
|
|
5204
|
Atlas Private Wealth Management
Albany,
New York
|
$179M
|
+$15.8M
|
+10%
|
7.3%
|
19.8%
|
128
|
10.16%
|
|
|
5205
|
Fullen Financial Group
Columbus,
Ohio
|
$179M
|
+$4.25M
|
+2%
|
2.8%
|
28.4%
|
60
|
3.33%
|
|
|
5206
|
G2VP I Associates
Portola Valley,
California
|
$179M
|
–
|
–
|
8.4%
|
–
|
1
|
–
|
|
|
5207
|
|
$179M
|
+$57.5M
|
+47%
|
11%
|
35%
|
100
|
9%
|
|
|
5208
|
ICW Investment Advisors
Scottsdale,
Arizona
|
$179M
|
+$24.2M
|
+16%
|
12.6%
|
50.1%
|
135
|
2.96%
|
|
|
5209
|
Seafarer Capital Partners
Larkspur,
California
|
$179M
|
-$13M
|
-7%
|
3.53%
|
43%
|
6
|
50%
|
|
|
5210
|
Delta Capital Management
Red Bank,
New Jersey
|
$179M
|
+$18.1M
|
+11%
|
12.9%
|
125%
|
87
|
4.6%
|
|
|
5211
|
Lloyd Park
Wilmette,
Illinois
|
$179M
|
–
|
–
|
7.37%
|
–
|
105
|
–
|
|
|
5212
|
Tieton Capital Management
Yakima,
Washington
|
$179M
|
-$5.18M
|
-3%
|
9.33%
|
172%
|
35
|
14.29%
|
|
|
5213
|
Banco de Sabadell
Miami,
Florida
|
$178M
|
+$29.5M
|
+20%
|
14%
|
75.1%
|
101
|
25.74%
|
|
|
5214
|
Van Leeuwen & Company
Princeton,
New Jersey
|
$178M
|
+$15.2M
|
+9%
|
11.1%
|
75.4%
|
75
|
26.67%
|
|
|
5215
|
Bouvel Investment Partners
Phoenixville,
Pennsylvania
|
$178M
|
+$1.38M
|
+0.8%
|
1.49%
|
187%
|
66
|
1.52%
|
|
|
5216
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
$178M
|
–
|
–
|
8.88%
|
31.6%
|
88
|
–
|
|
|
5217
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$178M
|
+$8.06M
|
+5%
|
1.86%
|
28.1%
|
129
|
52.71%
|
|
|
5218
|
Yaupon Capital Management
New York
|
$178M
|
+$8.43M
|
+5%
|
1.5%
|
122%
|
92
|
58.7%
|
|
|
5219
|
Iron Horse Wealth Management
Johston,
Iowa
|
$178M
|
+$16.8M
|
+10%
|
4.38%
|
29.1%
|
257
|
12.06%
|
|
|
5220
|
Lakehouse Capital
Sydney NSW,
Australia
|
$178M
|
+$841K
|
+0.5%
|
4.32%
|
47.2%
|
12
|
0%
|
|
|
5221
|
First City Capital Management
Savannah,
Georgia
|
$178M
|
+$160K
|
+0.1%
|
10.6%
|
76.5%
|
177
|
12.43%
|
|
|
5222
|
Fiduciary Planning
Englewood,
Florida
|
$178M
|
-$10.1M
|
-5%
|
6.28%
|
65.5%
|
68
|
30.88%
|
|
|
5223
|
Kessler Investment Group
Columbus,
Indiana
|
$178M
|
+$36.9M
|
+26%
|
9.79%
|
218%
|
197
|
31.98%
|
|
|
5224
|
Elkhorn Partners
Omaha,
Nebraska
|
$178M
|
+$12.2M
|
+7%
|
9.44%
|
32.2%
|
44
|
13.64%
|
|
|
5225
|
Founders Fund Growth Management
San Francisco,
California
|
$177M
|
–
|
–
|
17.6%
|
48.9%
|
4
|
–
|
|