|
5701
|
Crown Oak Advisors
Piedmont,
California
|
$180M
|
+$3.05M
|
+2%
|
6.19%
|
–
|
22
|
0%
|
|
|
5702
|
Aikya Investment Management
London,
United Kingdom
|
$180M
|
-$166M
|
-48%
|
0.28%
|
–
|
3
|
0%
|
|
|
5703
|
Summit Place Financial Advisors
Summit,
New Jersey
|
$179M
|
+$10.1M
|
+6%
|
10.7%
|
89.4%
|
91
|
3.3%
|
|
|
5704
|
|
$179M
|
+$33.5M
|
+23%
|
6.08%
|
59.1%
|
106
|
28.3%
|
|
|
5705
|
|
$179M
|
+$13.8M
|
+8%
|
4.22%
|
9.76%
|
694
|
81.7%
|
|
|
5706
|
Alpha Family Trust
Los Angeles,
California
|
$179M
|
+$8.44M
|
+5%
|
7.03%
|
142%
|
167
|
17.96%
|
|
|
5707
|
Candelo Capital Management
New York
|
$179M
|
+$30.5M
|
+20%
|
16.4%
|
–
|
45
|
62.22%
|
|
|
5708
|
Viewpoint Capital Management
Seattle,
Washington
|
$179M
|
+$15.5M
|
+9%
|
8.31%
|
105%
|
145
|
7.59%
|
|
|
5709
|
Econ Financial Services
Harrisburg,
Pennsylvania
|
$179M
|
+$17.4M
|
+11%
|
3.98%
|
16.9%
|
111
|
53.15%
|
|
|
5710
|
CCG Wealth Management
San Diego,
California
|
$179M
|
+$1.38M
|
+0.8%
|
6.28%
|
63%
|
76
|
13.16%
|
|
|
5711
|
Prosperity Financial Group
San Ramon,
California
|
$179M
|
+$20.1M
|
+13%
|
5.57%
|
108%
|
166
|
19.88%
|
|
|
5712
|
Old North State Wealth Management
Wilmington,
North Carolina
|
$179M
|
+$26.7M
|
+18%
|
11%
|
76.7%
|
115
|
20.87%
|
|
|
5713
|
Krensavage Asset Management
New York
|
$178M
|
-$39.3M
|
-18%
|
6.37%
|
113%
|
14
|
14.29%
|
|
|
5714
|
Peak XV Partners Operations
Trianon,
Mauritius
|
$178M
|
-$16.5M
|
-8%
|
8.18%
|
–
|
3
|
0%
|
|
|
5715
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
$178M
|
+$84.8M
|
+91%
|
5.12%
|
57.2%
|
47
|
27.66%
|
|
|
5716
|
Burns Matteson Capital Management
Corning,
New York
|
$178M
|
+$19.2M
|
+12%
|
9.16%
|
144%
|
203
|
44.83%
|
|
|
5717
|
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
$178M
|
-$8.41M
|
-5%
|
4.65%
|
41.9%
|
75
|
53.33%
|
|
|
5718
|
Pharo Management
New York
|
$178M
|
+$144M
|
+420%
|
5.74%
|
–
|
2
|
50%
|
|
|
5719
|
Chaney Capital Management
Lynnwood,
Washington
|
$178M
|
+$27.3M
|
+18%
|
4.73%
|
–
|
38
|
10.53%
|
|
|
5720
|
Lanham O'Dell & Company
Hurricane,
West Virginia
|
$178M
|
+$82.1K
|
+0%
|
10.9%
|
81%
|
29
|
31.03%
|
|
|
5721
|
Aspect Partners
Fairfax,
Virginia
|
$178M
|
+$10.2M
|
+6%
|
7.59%
|
–
|
594
|
10.77%
|
|
|
5722
|
Sound Stewardship
Overland Park,
Kansas
|
$178M
|
+$13.6M
|
+8%
|
5.69%
|
43.2%
|
61
|
9.84%
|
|
|
5723
|
Westerly Capital Management
San Francisco,
California
|
$178M
|
-$22.9M
|
-11%
|
5.79%
|
104%
|
52
|
42.31%
|
|
|
5724
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$178M
|
+$14M
|
+9%
|
5.9%
|
37.8%
|
34
|
2.94%
|
|
|
5725
|
Carl Stuart Investment Advisor
Austin,
Texas
|
$178M
|
+$17.9M
|
+11%
|
7.1%
|
78.6%
|
17
|
17.65%
|
|