|
5001
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$142M
|
+$13.4M
|
+10%
|
12.5%
|
–
|
164
|
6.1%
|
|
|
5002
|
VeraBank
Henderson,
Texas
|
$142M
|
+$11.8M
|
+9%
|
10.8%
|
60.6%
|
109
|
6.42%
|
|
|
5003
|
Alta Fundamental Advisers
New York
|
$142M
|
+$47M
|
+49%
|
57.8%
|
340%
|
27
|
62.96%
|
|
|
5004
|
Next Capital Management
New York
|
$142M
|
-$8.06M
|
-5%
|
13.1%
|
61.3%
|
120
|
25.83%
|
|
|
5005
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$142M
|
+$17.8M
|
+14%
|
13.2%
|
67.5%
|
82
|
23.17%
|
|
|
5006
|
Q Global Advisors
Fort Worth,
Texas
|
$142M
|
+$45.6M
|
+47%
|
30.5%
|
79%
|
74
|
77.03%
|
|
|
5007
|
Portland Hill Asset Management
London,
United Kingdom
|
$142M
|
+$21.6M
|
+18%
|
15.6%
|
30.2%
|
28
|
14.29%
|
|
|
5008
|
Marketfield Asset Management
New York
|
$142M
|
-$1.62M
|
-1%
|
11%
|
61.5%
|
39
|
5.13%
|
|
|
5009
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$142M
|
+$16.3M
|
+13%
|
19.6%
|
59%
|
44
|
22.73%
|
|
|
5010
|
Brookmont Capital Management
Dallas,
Texas
|
$142M
|
+$7.35M
|
+5%
|
8.76%
|
36.6%
|
53
|
13.21%
|
|
|
5011
|
Collaborative Holdings Management
New York
|
$142M
|
–
|
–
|
68.6%
|
591%
|
16
|
–
|
|
|
5012
|
Seafarer Capital Partners
Larkspur,
California
|
$142M
|
+$3.64M
|
+3%
|
39.2%
|
43%
|
4
|
25%
|
|
|
5013
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$142M
|
+$25M
|
+21%
|
12.2%
|
56.6%
|
164
|
17.07%
|
|
|
5014
|
GVO Asset Management
Zug,
Switzerland
|
$142M
|
-$18.2M
|
-11%
|
17.9%
|
71.2%
|
25
|
60%
|
|
|
5015
|
Tranquility Partners
Brentwood,
Tennessee
|
$142M
|
+$23.8M
|
+20%
|
14.6%
|
67.4%
|
178
|
22.47%
|
|
|
5016
|
|
$141M
|
+$2.37M
|
+2%
|
31.8%
|
506%
|
21
|
76.19%
|
|
|
5017
|
Founders Capital Management (Texas)
Houston,
Texas
|
$141M
|
–
|
–
|
12%
|
118%
|
297
|
–
|
|
|
5018
|
Arrow Investment Advisors
Laurel,
Maryland
|
$141M
|
-$11.4M
|
-7%
|
10.7%
|
36.3%
|
63
|
33.33%
|
|
|
5019
|
Demars Financial Group
Spokane Valley,
Washington
|
$141M
|
+$10.1M
|
+8%
|
7.02%
|
59.6%
|
78
|
32.05%
|
|
|
5020
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$141M
|
–
|
–
|
7.89%
|
57.6%
|
69
|
–
|
|
|
5021
|
BCGM Wealth Management
Lafayette,
Indiana
|
$141M
|
–
|
–
|
10.6%
|
54.9%
|
95
|
–
|
|
|
5022
|
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
|
$141M
|
+$16.1M
|
+13%
|
12%
|
74.9%
|
84
|
9.52%
|
|
|
5023
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$141M
|
–
|
–
|
15.7%
|
50.8%
|
584
|
–
|
|
|
5024
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$141M
|
+$14M
|
+11%
|
13.4%
|
67.8%
|
141
|
8.51%
|
|
|
5025
|
Waterfront Wealth
Overland Park,
Kansas
|
$141M
|
–
|
–
|
22.6%
|
71.8%
|
141
|
–
|
|