|
4001
|
NWK Group
San Francisco,
California
|
$252M
|
+$1.38M
|
+0.6%
|
1.95%
|
227%
|
102
|
24.51%
|
|
|
4002
|
Kopp Family Office
Bloomington,
Minnesota
|
$252M
|
+$10.3M
|
+4%
|
5.44%
|
34%
|
14
|
7.14%
|
|
|
4003
|
Investment Security Group
Denver,
Colorado
|
$252M
|
-$1.08M
|
-0.4%
|
0.79%
|
–
|
18
|
0%
|
|
|
4004
|
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
|
$252M
|
-$386K
|
-0.2%
|
1.9%
|
72.2%
|
98
|
7.14%
|
|
|
4005
|
Yorktown Energy Partners VIII
New York
|
$252M
|
+$77.7M
|
+45%
|
15.2%
|
15.2%
|
3
|
33.33%
|
|
|
4006
|
Tri Locum Partners
New York
|
$252M
|
-$53.9M
|
-18%
|
21%
|
378%
|
44
|
70.45%
|
|
|
4007
|
Fourthstone LLC
St Louis,
Missouri
|
$252M
|
+$16.3M
|
+7%
|
5.22%
|
60.1%
|
70
|
31.43%
|
|
|
4008
|
SW Investment Management
Telluride,
Colorado
|
$251M
|
-$10.1M
|
-4%
|
1.78%
|
155%
|
10
|
0%
|
|
|
4009
|
Miramar Capital
Northbrook,
Illinois
|
$251M
|
+$2.99M
|
+1%
|
1.32%
|
47.3%
|
54
|
9.26%
|
|
|
4010
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$251M
|
+$4.01M
|
+2%
|
0.7%
|
50.1%
|
49
|
8.16%
|
|
|
4011
|
Sovereign Investment Advisors
Phoenix,
Arizona
|
$251M
|
-$14M
|
-5%
|
1.74%
|
34.5%
|
31
|
6.45%
|
|
|
4012
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$250M
|
+$3.77M
|
+2%
|
1.5%
|
87.4%
|
133
|
11.28%
|
|
|
4013
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$250M
|
+$30.9M
|
+14%
|
0.63%
|
68.3%
|
770
|
13.9%
|
|
|
4014
|
Shaker Financial Services
Arlington,
Virginia
|
$250M
|
-$19.9M
|
-7%
|
2.92%
|
13.1%
|
176
|
31.25%
|
|
|
4015
|
Biltmore Wealth Management
Tempe,
Arizona
|
$250M
|
+$4.5M
|
+2%
|
0.37%
|
55.6%
|
58
|
29.31%
|
|
|
4016
|
Hudson Capital Management
Ramsey,
New Jersey
|
$250M
|
+$8.4M
|
+3%
|
1.22%
|
61.6%
|
69
|
13.04%
|
|
|
4017
|
F&V Capital Management
Boca Raton,
Florida
|
$250M
|
-$22.5M
|
-8%
|
2.29%
|
107%
|
57
|
7.02%
|
|
|
4018
|
Alpha Paradigm Partners
Chicago,
Illinois
|
$250M
|
-$15.6M
|
-6%
|
2.93%
|
–
|
727
|
56.4%
|
|
|
4019
|
ETF Portfolio Partners
Leawood,
Kansas
|
$249M
|
+$2.3M
|
+0.9%
|
0.64%
|
44.3%
|
55
|
9.09%
|
|
|
4020
|
EPG Wealth Management
Atlanta,
Georgia
|
$249M
|
+$13.5M
|
+6%
|
0.32%
|
96%
|
382
|
47.12%
|
|
|
4021
|
NovaPoint Capital
Atlanta,
Georgia
|
$249M
|
+$7.63M
|
+3%
|
0.33%
|
72.2%
|
132
|
12.12%
|
|
|
4022
|
Southport Capital Management
Chattanooga,
Tennessee
|
$249M
|
-$154M
|
-38%
|
0.33%
|
80%
|
327
|
32.11%
|
|
|
4023
|
SG Capital Management
Chicago,
Illinois
|
$249M
|
-$113M
|
-31%
|
0.73%
|
187%
|
87
|
67.82%
|
|
|
4024
|
LSP Investment Advisors
New York
|
$249M
|
+$86.8M
|
+54%
|
8.07%
|
104%
|
29
|
82.76%
|
|
|
4025
|
Courage Miller Partners
Norfolk,
Virginia
|
$249M
|
+$4.19M
|
+2%
|
1.42%
|
40.3%
|
84
|
0%
|
|