|
4001
|
Fox Run Management
Greenwich,
Connecticut
|
$151M
|
-$26.5M
|
-15%
|
2.55%
|
64%
|
727
|
84.46%
|
|
|
4002
|
Consolidated Capital Management
Burbank,
California
|
$151M
|
-$9.17M
|
-6%
|
4.91%
|
159%
|
40
|
12.5%
|
|
|
4003
|
ORIX Corporation USA
Dallas,
Texas
|
$150M
|
-$38M
|
-20%
|
2.88%
|
–
|
1
|
0%
|
|
|
4004
|
Iron Gate Global Advisors
Nsl,
Utah
|
$150M
|
-$99.4M
|
-40%
|
5.52%
|
106%
|
81
|
25.93%
|
|
|
4005
|
Hoertkorn Richard Charles
|
$150M
|
-$396K
|
-0.3%
|
4.81%
|
172%
|
88
|
5.68%
|
|
|
4006
|
Shaker Investments
Cleveland,
Ohio
|
$150M
|
+$5.8M
|
+4%
|
6.84%
|
205%
|
92
|
21.74%
|
|
|
4007
|
Maven Securities
St Helier,
Jersey
|
$150M
|
+$37.5M
|
+33%
|
7.07%
|
135%
|
115
|
77.39%
|
|
|
4008
|
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
|
$150M
|
+$12.2M
|
+9%
|
2.64%
|
72.2%
|
82
|
1.22%
|
|
|
4009
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$150M
|
+$10.4M
|
+7%
|
2.73%
|
54.8%
|
459
|
10.46%
|
|
|
4010
|
Daily Journal Corp
Los Angeles,
California
|
$150M
|
+$2.22M
|
+2%
|
1.65%
|
108%
|
4
|
0%
|
|
|
4011
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$150M
|
+$6.94M
|
+5%
|
2.66%
|
–
|
80
|
15%
|
|
|
4012
|
Little House Capital
Braintree,
Massachusetts
|
$150M
|
+$16.3M
|
+12%
|
3.82%
|
108%
|
302
|
66.23%
|
|
|
4013
|
Sawyer & Company
Boston,
Massachusetts
|
$149M
|
-$3.38M
|
-2%
|
2.5%
|
97.4%
|
179
|
4.47%
|
|
|
4014
|
Frisch Financial Group
Melville,
New York
|
$149M
|
-$14M
|
-9%
|
2.81%
|
66.6%
|
108
|
12.96%
|
|
|
4015
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$149M
|
+$4.91M
|
+3%
|
4.99%
|
51.3%
|
70
|
17.14%
|
|
|
4016
|
Poehling Capital Management
Madison,
Wisconsin
|
$149M
|
+$12M
|
+9%
|
2.72%
|
70.9%
|
108
|
12.04%
|
|
|
4017
|
Next Capital Management
New York
|
$149M
|
+$30.9M
|
+26%
|
3.48%
|
61.3%
|
907
|
74.86%
|
|
|
4018
|
Bigelow Investment Advisors
Portland,
Maine
|
$149M
|
+$4.95M
|
+3%
|
2.95%
|
67.1%
|
155
|
6.45%
|
|
|
4019
|
|
$149M
|
-$386K
|
-0.3%
|
2.41%
|
36.5%
|
77
|
6.49%
|
|
|
4020
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$149M
|
+$14.2M
|
+10%
|
4.05%
|
168%
|
471
|
16.77%
|
|
|
4021
|
Allied Investment Advisors
Billings,
Montana
|
$149M
|
+$4.87M
|
+3%
|
2.09%
|
60.6%
|
48
|
6.25%
|
|
|
4022
|
SV Health Investors
Boston,
Massachusetts
|
$149M
|
-$21.5M
|
-13%
|
16.6%
|
97.4%
|
9
|
11.11%
|
|
|
4023
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$149M
|
+$5.81M
|
+4%
|
4.73%
|
121%
|
184
|
12.5%
|
|
|
4024
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$149M
|
+$10.5M
|
+8%
|
2.4%
|
55.9%
|
79
|
13.92%
|
|
|
4025
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$149M
|
-$9.34M
|
-6%
|
3.35%
|
26.6%
|
266
|
74.06%
|
|