|
5276
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$237M
|
+$29.9M
|
+14%
|
10.2%
|
–
|
653
|
12.4%
|
|
|
5277
|
Hall Capital Management
Barrington,
Rhode Island
|
$237M
|
+$20.9M
|
+10%
|
7.72%
|
–
|
96
|
6.25%
|
|
|
5278
|
Act Wealth Management
Plano,
Texas
|
$237M
|
+$15.7M
|
+7%
|
6.21%
|
66.7%
|
58
|
12.07%
|
|
|
5279
|
True Wind Capital Management
San Francisco,
California
|
$236M
|
-$53.7M
|
-19%
|
18.4%
|
119%
|
2
|
0%
|
|
|
5280
|
Disciplined Investments
Tulsa,
Oklahoma
|
$236M
|
+$18.6M
|
+9%
|
5.65%
|
51.4%
|
130
|
7.69%
|
|
|
5281
|
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
|
$236M
|
+$638K
|
+0.3%
|
3.9%
|
75.1%
|
124
|
5.65%
|
|
|
5282
|
Jones Road Capital Management
New York
|
$236M
|
+$76.2M
|
+48%
|
20.7%
|
88.5%
|
36
|
58.33%
|
|
|
5283
|
Orin Green Financial
San Diego,
California
|
$236M
|
+$24.1M
|
+11%
|
7.42%
|
53.3%
|
81
|
9.88%
|
|
|
5284
|
Weitzel Financial Services
Dubuque,
Iowa
|
$236M
|
+$26.5M
|
+13%
|
6.28%
|
42.4%
|
49
|
24.49%
|
|
|
5285
|
Hoertkorn Richard Charles
|
$236M
|
+$20M
|
+9%
|
13.1%
|
172%
|
80
|
1.25%
|
|
|
5286
|
Orland Properties Ltd
Road Town, Tortola,
British Virgin Islands
|
$236M
|
+$153M
|
+185%
|
5.19%
|
77.6%
|
8
|
12.5%
|
|
|
5287
|
Thrive Capital Management (New York)
New York
|
$236M
|
-$353M
|
-60%
|
54.1%
|
205%
|
4
|
25%
|
|
|
5288
|
FNY Investment Advisers
New York
|
$236M
|
+$72.1M
|
+44%
|
29%
|
307%
|
1,277
|
61.71%
|
|
|
5289
|
Serenity Capital Management (Singapore)
Singapore
|
$236M
|
+$68.6M
|
+41%
|
5.85%
|
21%
|
8
|
12.5%
|
|
|
5290
|
Miller Value Partners
Sarasota,
Florida
|
$236M
|
+$16.2M
|
+7%
|
1.69%
|
133%
|
34
|
2.94%
|
|
|
5291
|
Verisail Partners
Chamblee,
Georgia
|
$236M
|
+$18.6M
|
+9%
|
6.82%
|
–
|
35
|
5.71%
|
|
|
5292
|
Prosperity Financial Group
San Ramon,
California
|
$235M
|
+$34.6M
|
+17%
|
15.8%
|
108%
|
184
|
21.2%
|
|
|
5293
|
Strait & Sound Wealth Management
San Francisco,
California
|
$235M
|
+$20.2M
|
+9%
|
11.3%
|
74%
|
154
|
11.69%
|
|
|
5294
|
Kennedy Investment Group
West Depford,
New Jersey
|
$235M
|
+$20M
|
+9%
|
11.6%
|
84.8%
|
139
|
12.23%
|
|
|
5295
|
Daily Journal Corp
Los Angeles,
California
|
$235M
|
+$19.6M
|
+9%
|
9.79%
|
108%
|
4
|
0%
|
|
|
5296
|
Seneca House Advisors
Richmond,
Virginia
|
$235M
|
+$351K
|
+0.1%
|
7.19%
|
58.2%
|
93
|
17.2%
|
|
|
5297
|
New Wave Wealth Advisors
Springdale,
Arkansas
|
$235M
|
+$12.1M
|
+5%
|
12.3%
|
–
|
163
|
30.67%
|
|
|
5298
|
Mechanics Financial Corp
Mansfield,
Ohio
|
$235M
|
+$14.8M
|
+7%
|
7.73%
|
81.6%
|
246
|
3.25%
|
|
|
5299
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$235M
|
+$25.2M
|
+12%
|
8.25%
|
62.7%
|
110
|
14.55%
|
|
|
5300
|
Owen LaRue
Elizabethtown,
Kentucky
|
$235M
|
+$34.4M
|
+17%
|
16.4%
|
126%
|
115
|
29.57%
|
|