|
5001
|
USA Mutuals Advisors
Dallas,
Texas
|
$97.7M
|
-$9.15M
|
-9%
|
5.75%
|
14.1%
|
26
|
42.31%
|
|
|
5002
|
Fondren Management
Houston,
Texas
|
$97.7M
|
-$22.5M
|
-19%
|
4.14%
|
14.2%
|
107
|
48.6%
|
|
|
5003
|
Element Wealth
Ridgeland,
Mississippi
|
$97.6M
|
–
|
–
|
7.06%
|
44.8%
|
114
|
–
|
|
|
5004
|
J. Safra Asset Management
New York
|
$97.4M
|
–
|
–
|
5.75%
|
68.9%
|
13
|
–
|
|
|
5005
|
Sonic Fund II
Honolulu,
Hawaii
|
$97.4M
|
–
|
–
|
69%
|
119%
|
7
|
–
|
|
|
5006
|
|
$97.4M
|
–
|
–
|
69%
|
–
|
7
|
–
|
|
|
5007
|
Kessler Investment Group
Columbus,
Indiana
|
$97.2M
|
+$7.66M
|
+9%
|
10.7%
|
218%
|
130
|
31.54%
|
|
|
5008
|
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
|
$97.2M
|
+$801K
|
+0.8%
|
6.31%
|
95.1%
|
69
|
5.8%
|
|
|
5009
|
Aufman Associates
Sewickley,
Pennsylvania
|
$97.1M
|
–
|
–
|
8.46%
|
76.4%
|
42
|
–
|
|
|
5010
|
Springowl Associates
New York
|
$97.1M
|
+$20.4M
|
+27%
|
52.4%
|
101%
|
27
|
29.63%
|
|
|
5011
|
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
|
$97.1M
|
+$394K
|
+0.4%
|
3.54%
|
2.29%
|
5
|
40%
|
|
|
5012
|
Sustainable Insight Capital Management
New York
|
$97M
|
+$9.62M
|
+11%
|
8.92%
|
106%
|
66
|
31.82%
|
|
|
5013
|
TRV GP II
Boston,
Massachusetts
|
$96.9M
|
+$51.9M
|
+115%
|
147%
|
20.8%
|
2
|
0%
|
|
|
5014
|
HC Advisors
Sandy Springs,
Georgia
|
$96.9M
|
–
|
–
|
6.38%
|
55.2%
|
44
|
–
|
|
|
5015
|
WP Advisors
San Francisco,
California
|
$96.9M
|
+$9.62M
|
+11%
|
12.1%
|
89.7%
|
63
|
7.94%
|
|
|
5016
|
Fairbanks Capital Management
Rancho Santa Fe,
California
|
$96.8M
|
-$298K
|
-0.3%
|
4.23%
|
69.4%
|
59
|
6.78%
|
|
|
5017
|
Maxim Capital Management
San Francisco,
California
|
$96.8M
|
-$14M
|
-13%
|
4.11%
|
–
|
30
|
23.33%
|
|
|
5018
|
Crumly & Associates
Springfield,
Illinois
|
$96.5M
|
–
|
–
|
7.22%
|
55.2%
|
51
|
–
|
|
|
5019
|
BHF RG Capital
Scottsdale,
Arizona
|
$96.5M
|
–
|
–
|
6.12%
|
–
|
25
|
–
|
|
|
5020
|
Strategic Wealth Investment Group
Louisville,
Kentucky
|
$96.4M
|
–
|
–
|
5.43%
|
–
|
56
|
–
|
|
|
5021
|
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
|
$96.4M
|
–
|
–
|
5.03%
|
43.9%
|
29
|
–
|
|
|
5022
|
Euclidean Technologies Management
Seattle,
Washington
|
$96.4M
|
-$10.2M
|
-10%
|
11.1%
|
124%
|
72
|
26.39%
|
|
|
5023
|
Private Wealth Group
Tampa,
Florida
|
$96.1M
|
-$15.5M
|
-14%
|
6.54%
|
48.2%
|
37
|
32.43%
|
|
|
5024
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$96M
|
–
|
–
|
9.09%
|
24.6%
|
93
|
–
|
|
|
5025
|
Powell Investment Advisors
Miami,
Florida
|
$95.9M
|
–
|
–
|
6.27%
|
60.3%
|
117
|
–
|
|