|
5401
|
Polianta Ltd
St Helier,
Jersey
|
$207M
|
-$2.15M
|
-1%
|
3.39%
|
31.6%
|
111
|
69.37%
|
|
|
5402
|
Kane Investment Management
Los Gatos,
California
|
$207M
|
+$28.1M
|
+16%
|
10%
|
–
|
108
|
28.7%
|
|
|
5403
|
Balanced Wealth Group
Westlake,
Ohio
|
$207M
|
-$15.9M
|
-7%
|
4.21%
|
–
|
70
|
11.43%
|
|
|
5404
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$207M
|
+$15.2M
|
+8%
|
2.59%
|
–
|
668
|
13.92%
|
|
|
5405
|
Eastover Investment Advisors
Charlotte,
North Carolina
|
$207M
|
-$6.86M
|
-3%
|
1.99%
|
102%
|
49
|
8.16%
|
|
|
5406
|
First Financial Corp
Terre Haute,
Indiana
|
$207M
|
-$7.8M
|
-4%
|
0.9%
|
88.3%
|
406
|
17.24%
|
|
|
5407
|
Apis Capital Advisors
New York
|
$207M
|
+$56.6M
|
+38%
|
7.57%
|
1,532%
|
45
|
42.22%
|
|
|
5408
|
|
$207M
|
-$213M
|
-51%
|
21.2%
|
–
|
14
|
42.86%
|
|
|
5409
|
Hahn Capital Management
Walnut Creek,
California
|
$207M
|
-$21.4M
|
-9%
|
0.21%
|
53.6%
|
29
|
0%
|
|
|
5410
|
Benchmark Wealth Management
Old Lyme,
Connecticut
|
$207M
|
+$3.57M
|
+2%
|
0.85%
|
42.7%
|
68
|
25%
|
|
|
5411
|
Ayrshire Capital Management
Westport,
Connecticut
|
$207M
|
+$1.62M
|
+0.8%
|
2.5%
|
78.4%
|
53
|
13.21%
|
|
|
5412
|
Starr Indemnity & Liability Company
New York
|
$206M
|
+$3.98M
|
+2%
|
7.85%
|
–
|
7
|
57.14%
|
|
|
5413
|
Seneca Financial Advisors
Rochester,
New York
|
$206M
|
+$4.93M
|
+2%
|
0.86%
|
47.3%
|
58
|
10.34%
|
|
|
5414
|
Peak XV Partners Operations
Trianon,
Mauritius
|
$206M
|
-$23.5M
|
-10%
|
14.9%
|
–
|
3
|
0%
|
|
|
5415
|
Arch Venture Management
Chicago,
Illinois
|
$206M
|
-$24M
|
-10%
|
27.2%
|
228%
|
10
|
20%
|
|
|
5416
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$206M
|
–
|
–
|
0.39%
|
–
|
1,189
|
–
|
|
|
5417
|
Garrison Point Advisors
Walnut Creek,
California
|
$206M
|
-$4.61M
|
-2%
|
0.73%
|
81.5%
|
166
|
5.42%
|
|
|
5418
|
Westport Asset Management
Southport,
Connecticut
|
$206M
|
-$2.8M
|
-1%
|
0.21%
|
63.9%
|
76
|
5.26%
|
|
|
5419
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$206M
|
+$7.2M
|
+4%
|
0.06%
|
57.2%
|
36
|
11.11%
|
|
|
5420
|
Cook Wealth
Raleigh,
North Carolina
|
$206M
|
-$7.16M
|
-3%
|
2.43%
|
7.36%
|
58
|
15.52%
|
|
|
5421
|
McNaughton Wealth Management
San Diego,
California
|
$206M
|
-$1.48M
|
-0.7%
|
1.58%
|
50.3%
|
78
|
35.9%
|
|
|
5422
|
Burford Brothers
Dallas,
Texas
|
$206M
|
+$2.28M
|
+1%
|
1.34%
|
–
|
169
|
14.2%
|
|
|
5423
|
Game Plan Financial Advisors
Westlake,
Ohio
|
$206M
|
-$4.89M
|
-2%
|
4.24%
|
–
|
406
|
13.55%
|
|
|
5424
|
VPR Management
Houston,
Texas
|
$206M
|
+$14M
|
+7%
|
7.51%
|
54.5%
|
55
|
0%
|
|
|
5425
|
Intrepid Capital Management
Jacksonville Beach,
Florida
|
$206M
|
+$9.44M
|
+5%
|
0.28%
|
70.2%
|
117
|
19.66%
|
|