|
5351
|
Valence8 US
Cambridge,
Massachusetts
|
$171M
|
+$13.2M
|
+8%
|
9.81%
|
53.9%
|
15
|
53.33%
|
|
|
5352
|
Kopp Family Office
Bloomington,
Minnesota
|
$171M
|
+$13.2M
|
+8%
|
13.4%
|
34%
|
21
|
0%
|
|
|
5353
|
XY Capital
Central,
Hong Kong
|
$171M
|
-$3.11M
|
-2%
|
4.65%
|
44.3%
|
145
|
60%
|
|
|
5354
|
Crown Oak Advisors
Piedmont,
California
|
$171M
|
–
|
–
|
15.4%
|
–
|
21
|
–
|
|
|
5355
|
AAF Wealth Management
Westborough,
Massachusetts
|
$171M
|
+$15.3M
|
+10%
|
10.3%
|
65.8%
|
53
|
22.64%
|
|
|
5356
|
|
$171M
|
-$20M
|
-10%
|
2.71%
|
21.3%
|
13
|
38.46%
|
|
|
5357
|
Orion Capital Management
Coronado,
California
|
$171M
|
+$16.7M
|
+11%
|
10.7%
|
66.8%
|
542
|
12.92%
|
|
|
5358
|
Disciplined Investments
Tulsa,
Oklahoma
|
$171M
|
+$6.31M
|
+4%
|
7.55%
|
41.9%
|
115
|
13.91%
|
|
|
5359
|
Delphi Financial Group
Wilmington,
Delaware
|
$171M
|
-$36.2M
|
-18%
|
1.23%
|
48.5%
|
22
|
22.73%
|
|
|
5360
|
Cincinnati Casualty Company
Fairfield,
Ohio
|
$171M
|
+$13.9M
|
+9%
|
10.1%
|
50.5%
|
26
|
3.85%
|
|
|
5361
|
Fairfield, Bush & Co
Darien,
Connecticut
|
$171M
|
+$17.5M
|
+11%
|
12.1%
|
101%
|
532
|
79.7%
|
|
|
5362
|
Investmark Advisory Group
Shelton,
Connecticut
|
$171M
|
+$22.9M
|
+16%
|
9.33%
|
53.2%
|
120
|
14.17%
|
|
|
5363
|
Straight Path Wealth Management
Jenison,
Michigan
|
$170M
|
+$23M
|
+16%
|
6.2%
|
70.6%
|
98
|
26.53%
|
|
|
5364
|
Hall Capital Management
Barrington,
Rhode Island
|
$170M
|
+$14.4M
|
+9%
|
9.23%
|
–
|
95
|
6.32%
|
|
|
5365
|
Unison Asset Management
North Miami Beach,
Florida
|
$170M
|
+$18.3M
|
+12%
|
12.2%
|
84%
|
35
|
2.86%
|
|
|
5366
|
Silver Oak Advisory Group
Portland,
Oregon
|
$170M
|
+$15.9M
|
+10%
|
7.88%
|
20.1%
|
63
|
7.94%
|
|
|
5367
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$170M
|
+$17M
|
+11%
|
12.5%
|
71.7%
|
123
|
17.07%
|
|
|
5368
|
Caliber Wealth Management (Utah)
Orem,
Utah
|
$170M
|
+$21.5M
|
+14%
|
14.4%
|
36.5%
|
57
|
5.26%
|
|
|
5369
|
Ballentine Capital Advisors
Greenville,
South Carolina
|
$170M
|
–
|
–
|
8.93%
|
–
|
30
|
–
|
|
|
5370
|
Pinnacle Family Advisors
Springfield,
Missouri
|
$170M
|
-$4.41M
|
-3%
|
11%
|
77.3%
|
101
|
20.79%
|
|
|
5371
|
Central Valley Advisors
Sacramento,
California
|
$170M
|
–
|
–
|
11.8%
|
–
|
142
|
–
|
|
|
5372
|
Jupiter Wealth Management
Glendale,
Colorado
|
$170M
|
+$15.8M
|
+10%
|
11.2%
|
85.9%
|
86
|
0%
|
|
|
5373
|
|
$170M
|
+$9.2M
|
+6%
|
19.4%
|
82.8%
|
31
|
16.13%
|
|
|
5374
|
Capital Management Associates Inc
Minneapolis,
Minnesota
|
$170M
|
–
|
–
|
11.2%
|
–
|
83
|
–
|
|
|
5375
|
Cora Capital Advisors
Marlton,
New Jersey
|
$170M
|
+$20.8M
|
+14%
|
11.4%
|
70.5%
|
98
|
11.22%
|
|