|
5201
|
Daily Journal Corp
Los Angeles,
California
|
$262M
|
+$26.9M
|
+11%
|
13.4%
|
108%
|
4
|
0%
|
|
|
5202
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$262M
|
+$25.4M
|
+11%
|
7.28%
|
–
|
616
|
6.49%
|
|
|
5203
|
Potentia Wealth
San Jose,
California
|
$262M
|
+$86.6M
|
+49%
|
8.94%
|
–
|
96
|
28.13%
|
|
|
5204
|
Biltmore Wealth Management
Tempe,
Arizona
|
$262M
|
+$14.9M
|
+6%
|
6.17%
|
55.6%
|
60
|
6.67%
|
|
|
5205
|
Wealthspan Partners
Davenport,
Iowa
|
$262M
|
+$20M
|
+8%
|
6.47%
|
65%
|
127
|
5.51%
|
|
|
5206
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$262M
|
+$95.9M
|
+58%
|
6.97%
|
–
|
129
|
38.76%
|
|
|
5207
|
Samjo Management
New York
|
$262M
|
+$24.8M
|
+10%
|
11.8%
|
–
|
64
|
17.19%
|
|
|
5208
|
Cura Wealth Advisors
Chicago,
Illinois
|
$262M
|
+$11.6M
|
+5%
|
5.9%
|
–
|
142
|
28.87%
|
|
|
5209
|
Dow Chemical Company
Midland,
Michigan
|
$262M
|
+$24M
|
+10%
|
6.6%
|
29.4%
|
7
|
57.14%
|
|
|
5210
|
Lunt Capital Management
Holladay,
Utah
|
$262M
|
+$259K
|
+0.1%
|
4.91%
|
42%
|
95
|
7.37%
|
|
|
5211
|
Juniper Investment Company
New York
|
$261M
|
+$18.2M
|
+7%
|
20.2%
|
358%
|
12
|
25%
|
|
|
5212
|
Tiemann Investment Advisors
Menlo Park,
California
|
$261M
|
+$17.3M
|
+7%
|
8.27%
|
77%
|
210
|
7.14%
|
|
|
5213
|
Altman Advisors
Chicago,
Illinois
|
$261M
|
+$16.6M
|
+7%
|
9.56%
|
127%
|
98
|
8.16%
|
|
|
5214
|
Sea Cliff Partners Management
San Francisco,
California
|
$261M
|
-$32M
|
-11%
|
1.95%
|
–
|
16
|
12.5%
|
|
|
5215
|
ShariaPortfolio
Lake Mary,
Florida
|
$261M
|
+$27.8M
|
+12%
|
13.2%
|
233%
|
25
|
12%
|
|
|
5216
|
Aegis Financial
Mc Lean,
Virginia
|
$261M
|
+$91.4M
|
+54%
|
36.7%
|
266%
|
27
|
11.11%
|
|
|
5217
|
Harspring Capital Management
New York
|
$261M
|
-$23M
|
-8%
|
0.97%
|
70.6%
|
17
|
11.76%
|
|
|
5218
|
Forza Wealth Management
Sarasota,
Florida
|
$261M
|
+$17.2M
|
+7%
|
6.29%
|
65.6%
|
199
|
9.55%
|
|
|
5219
|
AXQ Capital
Jersey City,
New Jersey
|
$261M
|
-$48.6M
|
-16%
|
5.58%
|
35.5%
|
876
|
74.77%
|
|
|
5220
|
Mendon Capital Advisors
Key Largo,
Florida
|
$261M
|
+$54.4M
|
+26%
|
4.14%
|
–
|
76
|
44.74%
|
|
|
5221
|
Mullooly Asset Management
Wall Township,
New Jersey
|
$261M
|
+$22.5M
|
+9%
|
6.4%
|
–
|
51
|
7.84%
|
|
|
5222
|
Retirement Capital Strategies
San Jose,
California
|
$261M
|
+$8.3M
|
+3%
|
5.41%
|
59%
|
64
|
3.13%
|
|
|
5223
|
Strait & Sound Wealth Management
San Francisco,
California
|
$261M
|
+$25.2M
|
+11%
|
9.6%
|
74%
|
151
|
5.96%
|
|
|
5224
|
Hamilton Capital Partners
Atlanta,
Georgia
|
$261M
|
+$52M
|
+25%
|
16.1%
|
–
|
26
|
26.92%
|
|
|
5225
|
Greenbush Financial Group
Albany,
New York
|
$261M
|
+$31.1M
|
+14%
|
7.44%
|
–
|
32
|
0%
|
|