|
5801
|
Optima Capital
Beaverton,
Oregon
|
$2.31億
|
+$2472万
|
+12%
|
1.75%
|
–
|
1,413
|
88.96%
|
0.1
|
|
|
5802
|
Viewpoint Capital Management
Seattle,
Washington
|
$2.31億
|
+$370万
|
+2%
|
2.63%
|
127%
|
153
|
14.38%
|
3.4
|
|
|
5803
|
American Capital Advisory
Ketchum,
Idaho
|
$2.31億
|
+$1528万
|
+7%
|
3.87%
|
69%
|
1,149
|
18.45%
|
0.9
|
|
|
5804
|
Union Savings Bank
Litchfield,
Connecticut
|
$2.31億
|
–
|
–
|
2.04%
|
–
|
321
|
–
|
2
|
|
|
5805
|
RPD Fund Management
New York
|
$2.31億
|
+$7144万
|
+45%
|
18.5%
|
–
|
7
|
42.86%
|
0.5
|
|
|
5806
|
Estate Planners Group
Yardley,
Pennsylvania
|
$2.31億
|
–
|
–
|
3.87%
|
–
|
476
|
–
|
0
|
|
|
5807
|
Heritage Wealth Management (Texas)
Houston,
Texas
|
$2.3億
|
+$361万
|
+2%
|
2.33%
|
55.9%
|
40
|
7.5%
|
1.9
|
|
|
5808
|
Scholtz & Company
Stamford,
Connecticut
|
$2.3億
|
+$268万
|
+1%
|
1.22%
|
89.2%
|
55
|
14.55%
|
2.4
|
|
|
5809
|
Postrock Partners
Overland Park,
Oregon
|
$2.3億
|
+$403万
|
+2%
|
3.87%
|
–
|
84
|
5.95%
|
0.9
|
|
|
5810
|
Blue Sky Capital Consultants Group
Poway,
California
|
$2.3億
|
-$115万
|
-0.5%
|
2.34%
|
–
|
78
|
20.51%
|
0.7
|
|
|
5811
|
Banyan Capital Management
Atlanta,
Georgia
|
$2.3億
|
+$991万
|
+4%
|
3.19%
|
44.4%
|
59
|
11.86%
|
1.7
|
|
|
5812
|
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
|
$2.3億
|
+$700万
|
+3%
|
3.2%
|
74.4%
|
157
|
4.46%
|
3.2
|
|
|
5813
|
Dudley Capital Management
Middleburg,
Virginia
|
$2.3億
|
+$737万
|
+3%
|
2.95%
|
129%
|
148
|
17.57%
|
2.2
|
|
|
5814
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$2.3億
|
+$617万
|
+3%
|
2.63%
|
81.9%
|
193
|
12.44%
|
3
|
|
|
5815
|
NBZ Investment Advisors
Knoxville,
Tennessee
|
$2.3億
|
+$3805万
|
+20%
|
0.64%
|
–
|
73
|
16.44%
|
0.8
|
|
|
5816
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$2.3億
|
+$1145万
|
+5%
|
2.65%
|
85.1%
|
116
|
7.76%
|
1.6
|
|
|
5817
|
Foresite Capital Management IV
Larkspur,
California
|
$2.3億
|
+$4710万
|
+26%
|
25.1%
|
151%
|
7
|
14.29%
|
1.7
|
|
|
5818
|
93 Financial Group
Woburn,
Massachusetts
|
$2.3億
|
–
|
–
|
0.63%
|
–
|
9
|
–
|
0
|
|
|
5819
|
Horrell Capital Management
Little Rock,
Arkansas
|
$2.29億
|
-$827万
|
-3%
|
0.43%
|
55.6%
|
203
|
8.87%
|
7.1
|
|
|
5820
|
Ewing Morris & Co Investment Partners
Toronto,
Ontario, Canada
|
$2.29億
|
-$479万
|
-2%
|
1.59%
|
63.5%
|
104
|
22.12%
|
0.9
|
|
|
5821
|
Howard Wealth Management
Madison,
Connecticut
|
$2.29億
|
+$1146万
|
+5%
|
1.99%
|
69.9%
|
140
|
10.71%
|
2.8
|
|
|
5822
|
Catalyst Private Wealth
San Mateo,
California
|
$2.29億
|
+$116万
|
+0.5%
|
0.82%
|
120%
|
81
|
6.17%
|
3.5
|
|
|
5823
|
Brogan Financial
Knoxville,
Tennessee
|
$2.29億
|
-$584万
|
-2%
|
0.57%
|
46.4%
|
62
|
6.45%
|
2.2
|
|
|
5824
|
Avos Capital Management
Seattle,
Washington
|
$2.29億
|
+$1458万
|
+7%
|
1.25%
|
–
|
70
|
22.86%
|
0.5
|
|
|
5825
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$2.29億
|
+$661万
|
+3%
|
2.22%
|
63.8%
|
87
|
12.64%
|
4.4
|
|