|
5401
|
DCM International VI
Menlo Park,
California
|
$114M
|
-$19.8M
|
-15%
|
1.6%
|
–
|
3
|
0%
|
|
|
5402
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$114M
|
-$12.3M
|
-10%
|
5.17%
|
56.7%
|
165
|
2.42%
|
|
|
5403
|
Solstein Capital
Menlo Park,
California
|
$114M
|
-$17.1M
|
-13%
|
1.96%
|
83.6%
|
350
|
14.57%
|
|
|
5404
|
Covestor
London,
United Kingdom
|
$114M
|
-$12.7M
|
-10%
|
3.48%
|
95.7%
|
2,892
|
20.92%
|
|
|
5405
|
Sage Financial Management Group
Mclean,
Virginia
|
$113M
|
-$29.4M
|
-21%
|
5.62%
|
47.3%
|
33
|
12.12%
|
|
|
5406
|
Pinnacle Wealth Management Group
Plymouth,
Michigan
|
$113M
|
-$6.04M
|
-5%
|
4.62%
|
55.7%
|
120
|
15.83%
|
|
|
5407
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$113M
|
-$13.7M
|
-11%
|
5.63%
|
54.2%
|
158
|
26.58%
|
|
|
5408
|
Renasant Bank
Tupelo,
Mississippi
|
$113M
|
-$9.16M
|
-7%
|
5.14%
|
53.8%
|
192
|
19.79%
|
|
|
5409
|
Olympus Peak Asset Management
Greenwich,
Connecticut
|
$113M
|
-$113M
|
-50%
|
9.7%
|
–
|
5
|
20%
|
|
|
5410
|
Masso Torrence Wealth Management
Marlton,
New Jersey
|
$113M
|
-$451K
|
-0.4%
|
4.23%
|
130%
|
87
|
11.49%
|
|
|
5411
|
Barnett & Company
Chattanooga,
Tennessee
|
$113M
|
-$11.8M
|
-9%
|
2.94%
|
50.8%
|
92
|
20.65%
|
|
|
5412
|
FWL Investment Management
Dallas,
Texas
|
$113M
|
-$24.7M
|
-18%
|
0.08%
|
127%
|
74
|
59.46%
|
|
|
5413
|
Jackson Hill Advisors
Houston,
Texas
|
$113M
|
-$1.65M
|
-1%
|
3.62%
|
79.4%
|
12
|
25%
|
|
|
5414
|
Spreng Capital Management
Bucyrus,
Ohio
|
$113M
|
-$21.2M
|
-16%
|
5.69%
|
72.5%
|
93
|
10.75%
|
|
|
5415
|
Carl Stuart Investment Advisor
Austin,
Texas
|
$113M
|
-$2.12M
|
-2%
|
5.56%
|
78.6%
|
26
|
11.54%
|
|
|
5416
|
IDG Technology Venture Investment IV
Hong Kong
|
$113M
|
+$30.3M
|
+37%
|
36.9%
|
420%
|
3
|
0%
|
|
|
5417
|
Pacific Wealth Management
San Diego,
California
|
$113M
|
+$21.9M
|
+24%
|
6.43%
|
37.5%
|
19
|
26.32%
|
|
|
5418
|
Coombe, Bender & Co
Ellenville,
New York
|
$113M
|
-$5.54M
|
-5%
|
7.12%
|
–
|
80
|
6.25%
|
|
|
5419
|
Stone House Capital Management
Bay Harbor Islands,
Florida
|
$113M
|
-$6.64M
|
-6%
|
7.02%
|
238%
|
2
|
0%
|
|
|
5420
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$112M
|
-$17.1M
|
-13%
|
5.13%
|
55.2%
|
69
|
11.59%
|
|
|
5421
|
Briaud Financial Planning
College Station,
Texas
|
$112M
|
-$40M
|
-26%
|
7.4%
|
81.6%
|
31
|
22.58%
|
|
|
5422
|
RHS Financial
San Francisco,
California
|
$112M
|
-$9.21M
|
-8%
|
7.58%
|
47.5%
|
86
|
13.95%
|
|
|
5423
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$112M
|
-$17.3M
|
-13%
|
4.93%
|
39.5%
|
61
|
14.75%
|
|
|
5424
|
Argus Investors Counsel
New York
|
$112M
|
-$23.1M
|
-17%
|
4.37%
|
92.3%
|
92
|
5.43%
|
|
|
5425
|
Roubaix Capital
Denver,
Colorado
|
$112M
|
-$3.91M
|
-3%
|
0.57%
|
104%
|
57
|
61.4%
|
|