|
5501
|
|
$152M
|
-$5.39M
|
-3%
|
0.01%
|
75.4%
|
119
|
10.08%
|
|
|
5502
|
AAF Wealth Management
Westborough,
Massachusetts
|
$152M
|
+$13.9M
|
+10%
|
4.18%
|
65.8%
|
33
|
27.27%
|
|
|
5503
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$152M
|
-$14.3M
|
-9%
|
3.62%
|
72.7%
|
93
|
13.98%
|
|
|
5504
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$152M
|
+$42.8M
|
+39%
|
3.12%
|
70.1%
|
40
|
35%
|
|
|
5505
|
HPC Germany & Co KG
Potsdam,
Germany
|
$152M
|
–
|
–
|
11.1%
|
233%
|
12
|
–
|
|
|
5506
|
Cherry Creek Investment Advisors
Englewood,
Colorado
|
$152M
|
-$9.24M
|
-6%
|
4.58%
|
140%
|
117
|
20.51%
|
|
|
5507
|
Moneywise Inc
Forest,
Virginia
|
$152M
|
-$3.82M
|
-2%
|
5.64%
|
58%
|
54
|
7.41%
|
|
|
5508
|
Loudon Investment Management
West Lebanon,
New Hampshire
|
$152M
|
-$4.85M
|
-3%
|
1.17%
|
61.6%
|
90
|
3.33%
|
|
|
5509
|
Solstein Capital
Menlo Park,
California
|
$152M
|
-$14.1M
|
-9%
|
2%
|
91.4%
|
441
|
19.95%
|
|
|
5510
|
GP Brinson Investments
Chicago,
Illinois
|
$152M
|
+$10.8M
|
+8%
|
3.65%
|
45.5%
|
16
|
0%
|
|
|
5511
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$151M
|
+$25.9M
|
+21%
|
4.65%
|
80.4%
|
136
|
25%
|
|
|
5512
|
Ranch Capital Advisors
Sarasota,
Florida
|
$151M
|
-$2.43M
|
-2%
|
2.81%
|
92.6%
|
174
|
18.39%
|
|
|
5513
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$151M
|
-$15.1M
|
-9%
|
2.24%
|
51.9%
|
126
|
20.63%
|
|
|
5514
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$151M
|
+$8.1M
|
+6%
|
3.42%
|
61.5%
|
165
|
16.36%
|
|
|
5515
|
Kensington Investment Counsel
Long Beach,
California
|
$151M
|
-$20.4M
|
-12%
|
6.84%
|
81.9%
|
91
|
7.69%
|
|
|
5516
|
Garland Capital Management
Bellevue,
Washington
|
$151M
|
+$6.07M
|
+4%
|
3.23%
|
55.7%
|
33
|
3.03%
|
|
|
5517
|
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
|
$151M
|
-$8.91M
|
-6%
|
0.63%
|
74.9%
|
98
|
16.33%
|
|
|
5518
|
Catawba River Capital
Lake Wylie,
South Carolina
|
$151M
|
-$13.6M
|
-8%
|
6.32%
|
89.5%
|
30
|
30%
|
|
|
5519
|
Visa Inc
San Francisco,
California
|
$151M
|
-$84.4M
|
-36%
|
35.2%
|
–
|
4
|
0%
|
|
|
5520
|
Yorktown Energy Partners IX
New York
|
$151M
|
-$29.7M
|
-16%
|
23.9%
|
67.3%
|
2
|
0%
|
|
|
5521
|
Theory Financial
Fort Collins,
Colorado
|
$151M
|
-$2.3M
|
-1%
|
2.98%
|
54.5%
|
65
|
35.38%
|
|
|
5522
|
|
$151M
|
-$4.39M
|
-3%
|
0.52%
|
87.9%
|
42
|
14.29%
|
|
|
5523
|
One Plus One Wealth Management
Jupiter,
Florida
|
$151M
|
+$6.1M
|
+4%
|
1.91%
|
69.2%
|
102
|
17.65%
|
|
|
5524
|
Rainwater Charitable Foundation
Fort Worth,
Texas
|
$151M
|
-$5.75M
|
-4%
|
6.03%
|
40.2%
|
4
|
50%
|
|
|
5525
|
Crystal Rock Capital Management
Bannockburn,
Illinois
|
$151M
|
-$34.8M
|
-19%
|
13.8%
|
172%
|
33
|
6.06%
|
|