|
5201
|
Bonness Enterprises
Washington,
District of Columbia
|
$310M
|
+$36.9M
|
+14%
|
26.2%
|
98.6%
|
39
|
5.13%
|
12.2
|
|
|
5202
|
GKV Capital Management
Walnut Creek,
California
|
$310M
|
+$43.3M
|
+16%
|
24.7%
|
–
|
91
|
12.09%
|
1.3
|
|
|
5203
|
Sonata Capital Group
Seattle,
Washington
|
$310M
|
+$38.8M
|
+14%
|
12.6%
|
57.4%
|
133
|
11.28%
|
5.8
|
|
|
5204
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$310M
|
+$33.4M
|
+12%
|
12.3%
|
61.1%
|
284
|
6.69%
|
2.8
|
|
|
5205
|
Ratan Capital Management
Miami Beach,
Florida
|
$310M
|
+$40.5M
|
+15%
|
117%
|
616%
|
55
|
50.91%
|
1.8
|
|
|
5206
|
Outlook Capital Management
Arlington Heights,
Illinois
|
$310M
|
–
|
–
|
161%
|
–
|
42
|
–
|
0
|
|
|
5207
|
One River Asset Management
Stamford,
Connecticut
|
$310M
|
+$36.5M
|
+13%
|
4.75%
|
24%
|
297
|
31.31%
|
0.6
|
|
|
5208
|
Blue Water Asset Management
Grand Rapids,
Michigan
|
$310M
|
+$20.4M
|
+7%
|
6.38%
|
–
|
110
|
8.18%
|
0.5
|
|
|
5209
|
One Fin Capital Management
San Francisco,
California
|
$310M
|
+$29.5M
|
+11%
|
14.5%
|
92%
|
29
|
55.17%
|
0.4
|
|
|
5210
|
Disciplined Investments
Tulsa,
Oklahoma
|
$310M
|
+$31.1M
|
+11%
|
9.79%
|
51.4%
|
147
|
6.12%
|
3.9
|
|
|
5211
|
Blacksheep Fund Management
Co. Dublin,
Ireland
|
$310M
|
+$62.4M
|
+25%
|
7.19%
|
71.5%
|
8
|
12.5%
|
1.7
|
|
|
5212
|
Axis Capital Holdings
Pembroke,
|
$309M
|
+$38.9M
|
+14%
|
14.4%
|
67%
|
3
|
0%
|
5.4
|
|
|
5213
|
SmartHarvest Portfolios
Poulsbo,
Washington
|
$309M
|
+$69.6M
|
+29%
|
25%
|
–
|
489
|
26.58%
|
0.4
|
|
|
5214
|
Bawa N Mallick Trust
Forest Hills,
New York
|
$309M
|
+$64.9M
|
+27%
|
22.8%
|
–
|
78
|
11.54%
|
1.3
|
|
|
5215
|
Vision Capital
Toronto,
Ontario, Canada
|
$309M
|
-$88.4M
|
-22%
|
6.59%
|
19.8%
|
21
|
61.9%
|
0.8
|
|
|
5216
|
Eley Financial Management
South Burlington,
Vermont
|
$309M
|
+$31.7M
|
+11%
|
12%
|
69.7%
|
72
|
4.17%
|
2.8
|
|
|
5217
|
Garner Asset Management Corp
Plano,
Texas
|
$308M
|
+$53.4M
|
+21%
|
24.6%
|
95.3%
|
173
|
12.14%
|
4.9
|
|
|
5218
|
Financial Council
Towson,
Maryland
|
$308M
|
+$49.1M
|
+19%
|
18.7%
|
80%
|
110
|
11.82%
|
2.7
|
|
|
5219
|
Owls Nest Partners IA
Chadds Ford,
Pennsylvania
|
$308M
|
+$22.5M
|
+8%
|
20.3%
|
105%
|
18
|
33.33%
|
1.7
|
|
|
5220
|
Wealth Watch Advisors
Englewood,
Colorado
|
$308M
|
+$69.4M
|
+29%
|
17.5%
|
–
|
153
|
24.84%
|
0.8
|
|
|
5221
|
ER Collective Holdings
Washington,
District of Columbia
|
$308M
|
-$18.2M
|
-6%
|
5.59%
|
–
|
1
|
0%
|
0.5
|
|
|
5222
|
Defender Capital
Charlotte,
North Carolina
|
$308M
|
+$26M
|
+9%
|
13.4%
|
101%
|
41
|
26.83%
|
0.4
|
|
|
5223
|
FSA Investment Group
Pensacola,
Florida
|
$308M
|
+$59.4M
|
+24%
|
9.21%
|
–
|
51
|
19.61%
|
0.7
|
|
|
5224
|
Pivotal bioVenture Partners Investment Advisor
San Francisco,
California
|
$308M
|
+$28M
|
+10%
|
12.2%
|
667%
|
14
|
14.29%
|
2.1
|
|
|
5225
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
$308M
|
+$36.1M
|
+13%
|
14.3%
|
82%
|
108
|
16.67%
|
3.2
|
|