|
5301
|
Seneca Financial Advisors
Rochester,
New York
|
$206M
|
+$4.93M
|
+2%
|
0.86%
|
47.3%
|
58
|
10.34%
|
|
|
5302
|
Peak XV Partners Operations
Trianon,
Mauritius
|
$206M
|
-$23.5M
|
-10%
|
14.9%
|
–
|
3
|
0%
|
|
|
5303
|
Arch Venture Management
Chicago,
Illinois
|
$206M
|
-$24M
|
-10%
|
27.2%
|
209%
|
10
|
20%
|
|
|
5304
|
Garrison Point Advisors
Walnut Creek,
California
|
$206M
|
-$4.61M
|
-2%
|
0.73%
|
69.7%
|
166
|
5.42%
|
|
|
5305
|
Westport Asset Management
Southport,
Connecticut
|
$206M
|
-$2.8M
|
-1%
|
0.21%
|
61.4%
|
76
|
5.26%
|
|
|
5306
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$206M
|
+$7.2M
|
+4%
|
0.06%
|
57.2%
|
36
|
11.11%
|
|
|
5307
|
Cook Wealth
Raleigh,
North Carolina
|
$206M
|
-$7.16M
|
-3%
|
2.43%
|
7.36%
|
58
|
15.52%
|
|
|
5308
|
McNaughton Wealth Management
San Diego,
California
|
$206M
|
-$1.48M
|
-0.7%
|
1.58%
|
50.3%
|
78
|
35.9%
|
|
|
5309
|
Burford Brothers
Dallas,
Texas
|
$206M
|
+$2.28M
|
+1%
|
1.34%
|
–
|
169
|
14.2%
|
|
|
5310
|
Game Plan Financial Advisors
Westlake,
Ohio
|
$206M
|
-$4.89M
|
-2%
|
4.24%
|
–
|
406
|
13.55%
|
|
|
5311
|
VPR Management
Houston,
Texas
|
$206M
|
+$14M
|
+7%
|
7.51%
|
60.8%
|
55
|
0%
|
|
|
5312
|
Intrepid Capital Management
Jacksonville Beach,
Florida
|
$206M
|
+$9.44M
|
+5%
|
0.28%
|
60%
|
117
|
19.66%
|
|
|
5313
|
Horizon Investment Services
Hammond,
Indiana
|
$206M
|
-$29.3M
|
-12%
|
3.27%
|
168%
|
133
|
24.81%
|
|
|
5314
|
Grunden Financial Advisory
Denton,
Texas
|
$206M
|
-$1.22M
|
-0.6%
|
0.77%
|
–
|
27
|
7.41%
|
|
|
5315
|
Brogan Financial
Knoxville,
Tennessee
|
$206M
|
+$1.65M
|
+0.8%
|
2.04%
|
35.5%
|
61
|
9.84%
|
|
|
5316
|
Palmer Knight Company
Jacksonville,
Florida
|
$206M
|
-$17.4M
|
-8%
|
1.54%
|
58%
|
33
|
0%
|
|
|
5317
|
Rosalind Advisors
Toronto,
Ontario, Canada
|
$206M
|
+$10.1M
|
+5%
|
1.35%
|
–
|
47
|
42.55%
|
|
|
5318
|
Keyvantage Wealth
Bethlehem,
Pennsylvania
|
$206M
|
+$65.6M
|
+47%
|
0.9%
|
–
|
103
|
16.5%
|
|
|
5319
|
Leslie Global Wealth
Itasca,
Illinois
|
$205M
|
-$10M
|
-5%
|
2.95%
|
–
|
79
|
15.19%
|
|
|
5320
|
Family Office Research
Bethesda,
Maryland
|
$205M
|
-$22.8M
|
-10%
|
6.73%
|
–
|
79
|
16.46%
|
|
|
5321
|
Catalyst Private Wealth
San Mateo,
California
|
$205M
|
-$19.3M
|
-9%
|
5.63%
|
103%
|
87
|
13.79%
|
|
|
5322
|
Gallacher Capital Management
Lone Tree,
Colorado
|
$205M
|
+$3.78M
|
+2%
|
0.29%
|
70.7%
|
355
|
42.82%
|
|
|
5323
|
Brighton Securities
Rochester,
New York
|
$205M
|
-$640K
|
-0.3%
|
0.74%
|
–
|
57
|
3.51%
|
|
|
5324
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$205M
|
-$13.2M
|
-6%
|
5.24%
|
92%
|
77
|
3.9%
|
|
|
5325
|
Adapt Wealth Advisors
Atlanta,
Georgia
|
$205M
|
+$1.88M
|
+0.9%
|
1.38%
|
–
|
71
|
19.72%
|
|