|
5301
|
Penney Financial
Houston,
Texas
|
$259M
|
+$35.8M
|
+16%
|
1.54%
|
–
|
51
|
7.84%
|
|
|
5302
|
Hall Capital Management
Barrington,
Rhode Island
|
$259M
|
+$5.42M
|
+2%
|
1%
|
–
|
102
|
7.84%
|
|
|
5303
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$259M
|
+$21.5M
|
+9%
|
2.79%
|
56%
|
96
|
14.58%
|
|
|
5304
|
Turim 21 Investimentos
Rio De Janeiro,
Brazil
|
$259M
|
-$38.2M
|
-13%
|
4.97%
|
62%
|
136
|
29.41%
|
|
|
5305
|
LTS One Management
New York
|
$259M
|
-$21.7M
|
-8%
|
5.94%
|
27.6%
|
16
|
18.75%
|
|
|
5306
|
Ceera Investments
Bellaire,
Texas
|
$259M
|
-$61.7M
|
-19%
|
1.3%
|
47.9%
|
111
|
22.52%
|
|
|
5307
|
Bluestem Financial Advisors
Champaign,
Illinois
|
$259M
|
+$3.33M
|
+1%
|
1.24%
|
39.5%
|
30
|
3.33%
|
|
|
5308
|
Continuum Wealth Advisors
Saratoga Springs,
New York
|
$259M
|
+$24.3M
|
+10%
|
3.15%
|
61.4%
|
86
|
29.07%
|
|
|
5309
|
Samjo Management
New York
|
$259M
|
-$3.04M
|
-1%
|
4.91%
|
–
|
61
|
11.48%
|
|
|
5310
|
Gallacher Capital Management
Lone Tree,
Colorado
|
$259M
|
+$5.75M
|
+2%
|
2.88%
|
70.7%
|
310
|
9.68%
|
|
|
5311
|
Pivotal bioVenture Partners Investment Advisor
San Francisco,
California
|
$259M
|
+$85.7M
|
+50%
|
32.3%
|
731%
|
12
|
16.67%
|
|
|
5312
|
InvesTrust
Oklahoma City,
Oklahoma
|
$259M
|
-$14.4M
|
-5%
|
2.89%
|
–
|
98
|
7.14%
|
|
|
5313
|
Ducere Wealth Management
Newport Beach,
California
|
$259M
|
–
|
–
|
2.91%
|
–
|
130
|
–
|
|
|
5314
|
Enstar Group
Hamilton,
Bermuda
|
$259M
|
-$12M
|
-4%
|
2.08%
|
36%
|
12
|
16.67%
|
|
|
5315
|
Intrepid Capital Management
Jacksonville Beach,
Florida
|
$259M
|
+$4.52M
|
+2%
|
4.05%
|
60%
|
115
|
11.3%
|
|
|
5316
|
AMS Capital
Sao Paulo,
Brazil
|
$258M
|
+$14M
|
+6%
|
2.71%
|
59.8%
|
19
|
57.89%
|
|
|
5317
|
Abound Financial
Granite Bay,
California
|
$258M
|
+$8.5M
|
+3%
|
1.95%
|
–
|
278
|
75.54%
|
|
|
5318
|
Weitzel Financial Services
Dubuque,
Iowa
|
$258M
|
+$12.3M
|
+5%
|
1.78%
|
42.4%
|
48
|
2.08%
|
|
|
5319
|
Riverwater Partners
Milwaukee,
Wisconsin
|
$258M
|
+$17.4M
|
+7%
|
2.03%
|
85.5%
|
227
|
11.01%
|
|
|
5320
|
S Squared Technology
New York
|
$258M
|
-$4.8M
|
-2%
|
2.28%
|
138%
|
37
|
16.22%
|
|
|
5321
|
Victrix Investment Advisors
Stuart,
Florida
|
$258M
|
+$75.8M
|
+42%
|
5.04%
|
–
|
108
|
38.89%
|
|
|
5322
|
Socorro Asset Management
Dallas,
Texas
|
$258M
|
-$19.4M
|
-7%
|
2.27%
|
38.8%
|
34
|
8.82%
|
|
|
5323
|
Dover Advisors
Richmond,
Virginia
|
$258M
|
+$7.21M
|
+3%
|
2.38%
|
60%
|
177
|
13.56%
|
|
|
5324
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$258M
|
+$3.75M
|
+1%
|
4.82%
|
41.1%
|
99
|
15.15%
|
|
|
5325
|
Bryant Woods Investment Advisors
Getzville,
New York
|
$258M
|
+$2.28M
|
+0.9%
|
2.32%
|
66.3%
|
55
|
12.73%
|
|