|
5676
|
Peak XV Partners Operations
Trianon,
Mauritius
|
$204M
|
-$2.27M
|
-1%
|
5.67%
|
–
|
3
|
66.67%
|
|
|
5677
|
Evolution Advisers
Richmond,
Virginia
|
$204M
|
+$14M
|
+7%
|
7.34%
|
33%
|
161
|
4.35%
|
|
|
5678
|
MYeCFO
La Jolla,
California
|
$204M
|
+$14.9M
|
+8%
|
7.69%
|
43.8%
|
61
|
8.2%
|
|
|
5679
|
Viewpoint Capital Management
Seattle,
Washington
|
$204M
|
+$18M
|
+10%
|
14.2%
|
105%
|
145
|
9.66%
|
|
|
5680
|
Centerline Wealth Advisors
Louisville,
Kentucky
|
$204M
|
+$36.1M
|
+22%
|
8.23%
|
–
|
44
|
22.73%
|
|
|
5681
|
Breach Inlet Capital Management
Mt. Pleasant,
South Carolina
|
$204M
|
+$28.6M
|
+16%
|
13.2%
|
–
|
11
|
27.27%
|
|
|
5682
|
PSI Advisors
Tampa,
Florida
|
$204M
|
-$104M
|
-34%
|
6.62%
|
47.5%
|
774
|
87.47%
|
|
|
5683
|
Significant Wealth Partners
Cary,
Illinois
|
$204M
|
+$8.43M
|
+4%
|
2.16%
|
–
|
103
|
17.48%
|
|
|
5684
|
Team Financial Group
Temecula,
California
|
$203M
|
+$30.1M
|
+17%
|
5.23%
|
42.4%
|
252
|
84.92%
|
|
|
5685
|
Aletheian Wealth Advisors
Bellevue,
Washington
|
$203M
|
+$25.4M
|
+14%
|
9.56%
|
–
|
104
|
12.5%
|
|
|
5686
|
Elite Financial
Lewiston,
Idaho
|
$203M
|
+$14.1M
|
+7%
|
7.02%
|
–
|
113
|
53.98%
|
|
|
5687
|
Tribune Investment Group
New York
|
$203M
|
-$29.8M
|
-13%
|
20.5%
|
–
|
46
|
80.43%
|
|
|
5688
|
Cooper/Haims Advisors
Victor,
New York
|
$203M
|
+$18.5M
|
+10%
|
6.87%
|
41.9%
|
89
|
15.73%
|
|
|
5689
|
Advantage Trust Company
Salina,
Kansas
|
$203M
|
+$38M
|
+23%
|
11.4%
|
–
|
208
|
27.88%
|
|
|
5690
|
Point72 Italy
Milan,
Italy
|
$203M
|
+$101M
|
+100%
|
29.9%
|
–
|
39
|
64.1%
|
|
|
5691
|
JW Asset Management
Miami Beach,
Florida
|
$203M
|
+$26.3M
|
+15%
|
16.6%
|
126%
|
21
|
23.81%
|
|
|
5692
|
Wheelhouse Advisory Group
St. Louis,
Missouri
|
$203M
|
+$27.8M
|
+16%
|
9.27%
|
–
|
41
|
4.88%
|
|
|
5693
|
Aspect Partners
Fairfax,
Virginia
|
$203M
|
+$28.2M
|
+16%
|
7.62%
|
–
|
675
|
19.7%
|
|
|
5694
|
Battery Global Advisors
Boston,
Massachusetts
|
$203M
|
+$23.6M
|
+13%
|
11.6%
|
–
|
143
|
3.5%
|
|
|
5695
|
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
|
$203M
|
+$8.96M
|
+5%
|
8.51%
|
76.8%
|
15
|
13.33%
|
|
|
5696
|
Worth Asset Management
Dallas,
Texas
|
$203M
|
+$19.7M
|
+11%
|
9.81%
|
115%
|
179
|
42.46%
|
|
|
5697
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$203M
|
+$17.3M
|
+9%
|
4.88%
|
57.5%
|
312
|
22.44%
|
|
|
5698
|
KM Capital Management
Austin,
Texas
|
$203M
|
+$17.1M
|
+9%
|
10.2%
|
50.5%
|
60
|
16.67%
|
|
|
5699
|
JBR Co Financial Management
Ardmore,
Oklahoma
|
$203M
|
+$31.6M
|
+19%
|
14.9%
|
–
|
122
|
13.11%
|
|
|
5700
|
Pacific Wealth Management
San Diego,
California
|
$203M
|
+$20.6M
|
+11%
|
5.74%
|
37.5%
|
23
|
26.09%
|
|