|
5001
|
Kennedy Investment Group
West Depford,
New Jersey
|
$166M
|
-$4.58M
|
-3%
|
3.58%
|
59.5%
|
123
|
7.32%
|
|
|
5002
|
Sage Financial Management Group
Mclean,
Virginia
|
$166M
|
+$150M
|
+898%
|
3.44%
|
47.3%
|
42
|
83.33%
|
|
|
5003
|
Varde Management
Minneapolis,
Minnesota
|
$166M
|
-$2.59M
|
-2%
|
5.05%
|
108%
|
7
|
28.57%
|
|
|
5004
|
Lipe & Dalton
Syracuse,
New York
|
$166M
|
-$9.35M
|
-5%
|
4.12%
|
89.6%
|
105
|
7.62%
|
|
|
5005
|
Kempner Capital Management
Galveston,
Texas
|
$166M
|
+$10M
|
+6%
|
1.19%
|
60.9%
|
62
|
19.35%
|
|
|
5006
|
Arisaig Partners (Asia)
Singapore
|
$166M
|
-$42.7M
|
-20%
|
5.96%
|
–
|
9
|
22.22%
|
|
|
5007
|
Corepath Wealth Partners
Scottsdale,
Arizona
|
$166M
|
-$4.54M
|
-3%
|
3.68%
|
56%
|
42
|
4.76%
|
|
|
5008
|
Family Investment Center
Saint Joseph,
Missouri
|
$166M
|
+$9.31M
|
+6%
|
3.78%
|
37%
|
58
|
22.41%
|
|
|
5009
|
Searcy Financial Services
Overland Park,
Kansas
|
$166M
|
-$6.69M
|
-4%
|
2.01%
|
58.5%
|
22
|
9.09%
|
|
|
5010
|
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
|
$165M
|
+$4.51M
|
+3%
|
2.2%
|
59.2%
|
22
|
13.64%
|
|
|
5011
|
Decade Renewable Partners
Houston,
Texas
|
$165M
|
-$50.9M
|
-24%
|
8.42%
|
–
|
47
|
65.96%
|
|
|
5012
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$165M
|
-$3.22M
|
-2%
|
2.45%
|
84.9%
|
151
|
17.88%
|
|
|
5013
|
Lifestyle Asset Management
Friendswood,
Texas
|
$165M
|
-$1.69M
|
-1%
|
2.57%
|
82.6%
|
103
|
30.1%
|
|
|
5014
|
LDR Capital Management
New York
|
$165M
|
+$4.03M
|
+3%
|
1.53%
|
37.1%
|
45
|
28.89%
|
|
|
5015
|
Strategic Financial Partners
Bend,
Oregon
|
$165M
|
-$10.8M
|
-6%
|
3.89%
|
43%
|
72
|
4.17%
|
|
|
5016
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$165M
|
+$943K
|
+0.6%
|
2.06%
|
36.3%
|
31
|
12.9%
|
|
|
5017
|
Virtus ETF Advisers
New York
|
$165M
|
-$4.08M
|
-2%
|
1.04%
|
122%
|
488
|
21.93%
|
|
|
5018
|
Guardian Point Capital
Charlottesville,
Virginia
|
$165M
|
+$22.4M
|
+16%
|
5.46%
|
128%
|
7
|
14.29%
|
|
|
5019
|
Strategic Value Bank Partners
Cleveland,
Ohio
|
$165M
|
+$12M
|
+8%
|
9.07%
|
58.2%
|
26
|
3.85%
|
|
|
5020
|
Pavion Blue Capital
Newport Beach,
California
|
$165M
|
-$7.02M
|
-4%
|
2.55%
|
67.6%
|
99
|
7.07%
|
|
|
5021
|
EdgeRock Capital
Denver,
Colorado
|
$164M
|
-$41.9M
|
-20%
|
3.42%
|
71.3%
|
82
|
50%
|
|
|
5022
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$164M
|
-$6.56M
|
-4%
|
3.83%
|
92%
|
334
|
5.99%
|
|
|
5023
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$164M
|
-$2.21M
|
-1%
|
3.19%
|
47.9%
|
126
|
10.32%
|
|
|
5024
|
Disciplined Investments
Tulsa,
Oklahoma
|
$164M
|
-$22.7M
|
-12%
|
0.63%
|
41.9%
|
1,693
|
93.68%
|
|
|
5025
|
Latigo Investments
Fort Lauderdale,
Florida
|
$164M
|
+$1.28M
|
+0.8%
|
4.05%
|
45.2%
|
19
|
5.26%
|
|