|
5401
|
Idaho Trust Bank
Boise,
Idaho
|
$198M
|
-$8.72M
|
-4%
|
3.74%
|
37.7%
|
83
|
14.46%
|
|
|
5402
|
Madison International Realty Holdings
New York
|
$198M
|
-$7.4M
|
-4%
|
13.9%
|
–
|
2
|
0%
|
|
|
5403
|
Sitrin Capital Management
Century City,
California
|
$198M
|
-$1.82M
|
-0.9%
|
0.81%
|
97%
|
44
|
9.09%
|
|
|
5404
|
Nova R Wealth
Overland Park,
Kansas
|
$198M
|
-$4.73M
|
-2%
|
0.75%
|
54.5%
|
88
|
15.91%
|
|
|
5405
|
Beaton Management Company
Haverhill,
Massachusetts
|
$198M
|
+$666K
|
+0.3%
|
0.17%
|
79.9%
|
137
|
3.65%
|
|
|
5406
|
SGL Investment Advisors
Missoula,
Montana
|
$198M
|
+$3.52M
|
+2%
|
0.75%
|
–
|
122
|
19.67%
|
|
|
5407
|
Everpar Advisors
Tulsa,
Oklahoma
|
$198M
|
+$4.99M
|
+3%
|
4.02%
|
–
|
285
|
16.84%
|
|
|
5408
|
Littlejohn & Co
Greenwich,
Connecticut
|
$198M
|
+$718K
|
+0.4%
|
4.49%
|
43.7%
|
25
|
8%
|
|
|
5409
|
Wealth Advisors of Iowa
West Des Moines,
Iowa
|
$198M
|
+$1.87M
|
+0.9%
|
0.79%
|
54%
|
73
|
17.81%
|
|
|
5410
|
Retirement Guys Formula
Maumee,
Ohio
|
$198M
|
-$16.8M
|
-8%
|
0.59%
|
57.6%
|
143
|
16.08%
|
|
|
5411
|
Axon Enterprise
Scottsdale,
Arizona
|
$198M
|
–
|
–
|
30.8%
|
–
|
1
|
–
|
|
|
5412
|
AAF Wealth Management
Westborough,
Massachusetts
|
$198M
|
-$204K
|
-0.1%
|
0.75%
|
65.8%
|
49
|
14.29%
|
|
|
5413
|
Jackson Hill Advisors
Houston,
Texas
|
$198M
|
+$1.53M
|
+0.8%
|
3.45%
|
79.4%
|
13
|
15.38%
|
|
|
5414
|
Candelo Capital Management
New York
|
$198M
|
+$19M
|
+11%
|
8.8%
|
–
|
54
|
59.26%
|
|
|
5415
|
Sage Capital Management
Stockton,
New Jersey
|
$198M
|
-$10.5M
|
-5%
|
0.43%
|
–
|
165
|
6.06%
|
|
|
5416
|
State Insurance Fund
New York
|
$198M
|
+$4.6M
|
+2%
|
2.37%
|
–
|
1
|
0%
|
|
|
5417
|
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
|
$198M
|
-$16.6M
|
-8%
|
0.27%
|
43.9%
|
54
|
11.11%
|
|
|
5418
|
Prosperitas Financial
Valencia,
California
|
$198M
|
+$11.9M
|
+6%
|
3.56%
|
–
|
68
|
14.71%
|
|
|
5419
|
Continuum Wealth Advisors
Saratoga Springs,
New York
|
$198M
|
+$11.3M
|
+6%
|
0.62%
|
61.4%
|
62
|
12.9%
|
|
|
5420
|
Taylor Frigon Capital Management
Scottsdale,
Arizona
|
$198M
|
-$3.02M
|
-2%
|
10.6%
|
131%
|
92
|
5.43%
|
|
|
5421
|
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
|
$198M
|
+$7.6M
|
+4%
|
1.04%
|
50.2%
|
65
|
9.23%
|
|
|
5422
|
Broad Peak Investment Advisers
Singapore
|
$198M
|
-$128M
|
-39%
|
4.98%
|
–
|
9
|
55.56%
|
|
|
5423
|
Pflug Koory
Omaha,
Nebraska
|
$198M
|
-$5.87M
|
-3%
|
1.32%
|
–
|
399
|
1.25%
|
|
|
5424
|
Davis Rea
Toronto,
Ontario, Canada
|
$198M
|
-$32.3M
|
-14%
|
1.17%
|
50%
|
39
|
23.08%
|
|
|
5425
|
Vivid Wealth Management
West Des Moines,
Iowa
|
$198M
|
+$6.09M
|
+3%
|
5.03%
|
–
|
68
|
23.53%
|
|