|
5051
|
Blue Water Life Science Advisors
Larkspur,
California
|
$149M
|
-$98.9M
|
-40%
|
0.91%
|
243%
|
11
|
45.45%
|
|
|
5052
|
GoodHaven Capital Management
Millburn,
New Jersey
|
$149M
|
+$10.5M
|
+8%
|
9.91%
|
87.7%
|
29
|
6.9%
|
|
|
5053
|
Cordant Inc
Portland,
Oregon
|
$148M
|
+$11.5M
|
+8%
|
6.43%
|
47%
|
78
|
15.38%
|
|
|
5054
|
Sequent Asset Management
Houston,
Texas
|
$148M
|
+$15.2M
|
+11%
|
9.41%
|
51.3%
|
76
|
19.74%
|
|
|
5055
|
Concorde Financial
Dallas,
Texas
|
$148M
|
+$318
|
+0%
|
13.9%
|
85.6%
|
58
|
0%
|
|
|
5056
|
|
$148M
|
-$6.27M
|
-4%
|
13.5%
|
78.2%
|
32
|
9.38%
|
|
|
5057
|
Lagoda Investment Management
New York
|
$148M
|
+$7.5M
|
+5%
|
21.4%
|
193%
|
41
|
9.76%
|
|
|
5058
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$148M
|
+$18.8M
|
+15%
|
6.21%
|
64.7%
|
67
|
46.27%
|
|
|
5059
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$148M
|
+$37.6M
|
+34%
|
8.13%
|
95.1%
|
162
|
33.95%
|
|
|
5060
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$148M
|
+$8.27M
|
+6%
|
6.56%
|
87.6%
|
151
|
16.56%
|
|
|
5061
|
Westhampton Capital
Winston-Salem,
North Carolina
|
$148M
|
+$15.3M
|
+11%
|
11.7%
|
95.6%
|
118
|
11.02%
|
|
|
5062
|
|
$148M
|
+$56.7M
|
+62%
|
44.1%
|
10.8%
|
7
|
57.14%
|
|
|
5063
|
DCF Advisers
Greenwich,
Connecticut
|
$148M
|
-$6.81M
|
-4%
|
8.21%
|
156%
|
85
|
34.12%
|
|
|
5064
|
Eudaimonia Advisors
Winchester,
Tennessee
|
$148M
|
+$2.82M
|
+2%
|
9.48%
|
–
|
159
|
10.06%
|
|
|
5065
|
Meditor Group
Hamilton,
Bermuda
|
$148M
|
-$2.43M
|
-2%
|
0.75%
|
41.1%
|
4
|
0%
|
|
|
5066
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$148M
|
+$18.8M
|
+15%
|
5.89%
|
46.7%
|
54
|
31.48%
|
|
|
5067
|
Neo Ivy Capital Management
New York
|
$148M
|
+$110M
|
+289%
|
7.23%
|
–
|
582
|
80.93%
|
|
|
5068
|
S Squared Technology
New York
|
$148M
|
+$11.1M
|
+8%
|
13.4%
|
138%
|
35
|
17.14%
|
|
|
5069
|
Professional Financial Advisors
North Platte,
Nebraska
|
$148M
|
-$14.4M
|
-9%
|
8.22%
|
52.8%
|
515
|
87.18%
|
|
|
5070
|
WorthPointe
La Jolla,
California
|
$148M
|
+$28.6M
|
+24%
|
9.44%
|
51%
|
53
|
26.42%
|
|
|
5071
|
Q3 Asset Management
Birmingham,
Michigan
|
$148M
|
+$10.3M
|
+7%
|
9.61%
|
96.4%
|
68
|
70.59%
|
|
|
5072
|
Hobart Private Capital
Charlotte,
North Carolina
|
$148M
|
+$8.45M
|
+6%
|
5.92%
|
52.5%
|
37
|
18.92%
|
|
|
5073
|
Nixon Capital
Austin,
Texas
|
$148M
|
-$157K
|
-0.1%
|
8.58%
|
102%
|
25
|
44%
|
|
|
5074
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$148M
|
+$24.3M
|
+20%
|
8.48%
|
66%
|
213
|
14.55%
|
|
|
5075
|
First Capital Advisors Group
Little Silver,
New Jersey
|
$148M
|
+$27.8M
|
+23%
|
8.67%
|
–
|
252
|
22.22%
|
|