|
5201
|
Flynn Zito Capital Management
Garden City,
New York
|
$280M
|
+$8.78M
|
+3%
|
3.96%
|
97.3%
|
144
|
10.42%
|
|
|
5202
|
Seven Post Investment Office
San Francisco,
California
|
$280M
|
+$2.06M
|
+0.7%
|
2.39%
|
52.6%
|
38
|
15.79%
|
|
|
5203
|
Vantage Point Financial
Lisle,
Illinois
|
$280M
|
+$21.5M
|
+8%
|
2.76%
|
–
|
177
|
16.95%
|
|
|
5204
|
Boothe Investment Group
Dover,
Delaware
|
$279M
|
+$6.47M
|
+2%
|
2.48%
|
59.8%
|
38
|
7.89%
|
|
|
5205
|
Red Lighthouse Investment Management
New York
|
$279M
|
-$6.79M
|
-2%
|
2.88%
|
63.4%
|
115
|
22.61%
|
|
|
5206
|
Heights Capital Management
San Francisco,
California
|
$279M
|
-$72.2M
|
-21%
|
3.5%
|
–
|
256
|
54.3%
|
|
|
5207
|
Buckhead Capital Management
Atlanta,
Georgia
|
$279M
|
+$3.61M
|
+1%
|
0.34%
|
67.6%
|
141
|
12.06%
|
|
|
5208
|
Highlander Partners
Dallas,
Texas
|
$279M
|
-$8.02M
|
-3%
|
0.64%
|
241%
|
69
|
31.88%
|
|
|
5209
|
Arcus Capital Partners
Atlanta,
Georgia
|
$279M
|
+$50M
|
+22%
|
0.68%
|
69.2%
|
158
|
34.18%
|
|
|
5210
|
Panview Capital
Hong Kong
|
$278M
|
+$43.4M
|
+18%
|
2.66%
|
–
|
11
|
36.36%
|
|
|
5211
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$278M
|
+$7.8M
|
+3%
|
2.13%
|
63.8%
|
113
|
17.7%
|
|
|
5212
|
Saiph Capital
Wyckoff,
New Jersey
|
$278M
|
+$541K
|
+0.2%
|
1.33%
|
52.4%
|
75
|
12%
|
|
|
5213
|
Eley Financial Management
South Burlington,
Vermont
|
$278M
|
+$717K
|
+0.3%
|
2.46%
|
69.7%
|
68
|
1.47%
|
|
|
5214
|
Aventura Private Wealth
Aventura,
Florida
|
$278M
|
+$7.15M
|
+3%
|
2.45%
|
–
|
905
|
15.8%
|
|
|
5215
|
Goldstream Capital Management
Central,
Hong Kong
|
$278M
|
-$164M
|
-37%
|
8.72%
|
686%
|
63
|
31.75%
|
|
|
5216
|
Financial Services Advisory
Rockville,
Maryland
|
$278M
|
+$18.8M
|
+7%
|
2.67%
|
75.8%
|
77
|
31.17%
|
|
|
5217
|
Acorn Creek Capital
Fort Collins,
Colorado
|
$278M
|
+$13.3M
|
+5%
|
3.27%
|
–
|
87
|
19.54%
|
|
|
5218
|
Index Venture Growth Associates IV
St. Helier,
Jersey
|
$278M
|
-$27.5M
|
-9%
|
5.95%
|
–
|
2
|
0%
|
|
|
5219
|
iSAM Funds (UK)
London,
United Kingdom
|
$278M
|
-$209M
|
-43%
|
1.9%
|
53.7%
|
749
|
80.37%
|
|
|
5220
|
Master's Wealth Management
Lancaster,
Pennsylvania
|
$278M
|
+$47.7M
|
+21%
|
2%
|
–
|
68
|
33.82%
|
|
|
5221
|
Blue Water Asset Management
Grand Rapids,
Michigan
|
$278M
|
–
|
–
|
0.74%
|
–
|
104
|
–
|
|
|
5222
|
Overlook Investments
Grand Cayman,
Cayman Islands
|
$278M
|
–
|
–
|
24.9%
|
–
|
1
|
–
|
|
|
5223
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$278M
|
+$1.45M
|
+0.5%
|
1.86%
|
58.3%
|
621
|
12.08%
|
|
|
5224
|
Montgomery Investment Management
Rockville,
Maryland
|
$278M
|
-$6.26M
|
-2%
|
0.22%
|
98.4%
|
98
|
3.06%
|
|
|
5225
|
Prosperity Financial Group
San Ramon,
California
|
$278M
|
+$4.43M
|
+2%
|
3.5%
|
108%
|
209
|
23.44%
|
|