|
5001
|
Saxon Interests
Houston,
Texas
|
$177M
|
–
|
–
|
8.32%
|
58.4%
|
125
|
–
|
|
|
5002
|
Cottage Street Advisors
Marion,
Massachusetts
|
$177M
|
+$27.9M
|
+19%
|
10.1%
|
91.4%
|
109
|
22.94%
|
|
|
5003
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$177M
|
+$2.97M
|
+2%
|
5.06%
|
99.7%
|
136
|
23.53%
|
|
|
5004
|
Passive Capital Management
Baltimore,
Maryland
|
$177M
|
–
|
–
|
5.82%
|
28.1%
|
48
|
–
|
|
|
5005
|
Baron Financial Group
Fair Lawn,
New Jersey
|
$176M
|
+$11.8M
|
+7%
|
3.5%
|
52.1%
|
226
|
3.1%
|
|
|
5006
|
NEPC LLC
Boston,
Massachusetts
|
$176M
|
-$164M
|
-48%
|
4.06%
|
19.2%
|
52
|
42.31%
|
|
|
5007
|
Marlowe Partners
New York
|
$176M
|
+$8.41M
|
+5%
|
6.83%
|
16.3%
|
10
|
40%
|
|
|
5008
|
Anabranch Capital Management
Stamford,
Connecticut
|
$176M
|
+$2.16M
|
+1%
|
3.97%
|
160%
|
8
|
12.5%
|
|
|
5009
|
Beddow Capital Management
Jackson,
Wyoming
|
$176M
|
+$9.18M
|
+5%
|
3.1%
|
50.7%
|
53
|
11.32%
|
|
|
5010
|
Newman & Schimel
Deerfield,
Illinois
|
$176M
|
+$16.3M
|
+10%
|
5.75%
|
–
|
52
|
11.54%
|
|
|
5011
|
Insight 2811 Inc
Chicago,
Illinois
|
$176M
|
+$6.84M
|
+4%
|
3.21%
|
22.2%
|
87
|
18.39%
|
|
|
5012
|
Matrix China Management IV
Grand Cayman,
Cayman Islands
|
$176M
|
–
|
–
|
41.6%
|
–
|
1
|
–
|
|
|
5013
|
Orleans Capital Management
Mandeville,
Louisiana
|
$176M
|
+$19.4M
|
+12%
|
13.3%
|
67.9%
|
82
|
6.1%
|
|
|
5014
|
Orion Capital Management
Coronado,
California
|
$176M
|
+$10.7M
|
+6%
|
7.47%
|
66.8%
|
392
|
9.69%
|
|
|
5015
|
Powell Investment Advisors
Miami,
Florida
|
$176M
|
+$14M
|
+9%
|
6.28%
|
60.3%
|
141
|
19.86%
|
|
|
5016
|
Signet Investment Advisory Group
Providence,
Rhode Island
|
$176M
|
+$17.3M
|
+11%
|
9.88%
|
59.9%
|
88
|
5.68%
|
|
|
5017
|
Euclidean Capital
New York
|
$176M
|
-$29.8M
|
-15%
|
0.41%
|
76.3%
|
12
|
25%
|
|
|
5018
|
SWS Partners
Columbus,
Ohio
|
$176M
|
+$14.5M
|
+9%
|
10.7%
|
75.1%
|
89
|
22.47%
|
|
|
5019
|
DeDora Capital
Napa,
California
|
$176M
|
-$54.3M
|
-24%
|
10.5%
|
81.7%
|
115
|
67.83%
|
|
|
5020
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$176M
|
+$9.05M
|
+5%
|
2.8%
|
37.8%
|
32
|
15.63%
|
|
|
5021
|
QVIDTVM Management
The Woodlands,
Texas
|
$176M
|
–
|
–
|
5.56%
|
15.4%
|
12
|
–
|
|
|
5022
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$176M
|
+$15.3M
|
+10%
|
10.9%
|
54.7%
|
118
|
3.39%
|
|
|
5023
|
One Advisory Partners
Overland Park,
Kansas
|
$176M
|
+$14.5M
|
+9%
|
4.74%
|
54.2%
|
32
|
15.63%
|
|
|
5024
|
Tacita Capital
Toronto,
Ontario, Canada
|
$176M
|
+$12.2M
|
+7%
|
5.87%
|
60.3%
|
201
|
14.43%
|
|
|
5025
|
First National Bank of Hutchinson
Hutchinson,
Kansas
|
$176M
|
-$2.7M
|
-2%
|
10.3%
|
94.8%
|
127
|
17.32%
|
|