|
5101
|
Blue Square Asset Management
New York
|
$156M
|
+$8.67M
|
+6%
|
0.66%
|
104%
|
35
|
54.29%
|
|
|
5102
|
Whitford Management
New York
|
$156M
|
–
|
–
|
8.95%
|
76.2%
|
30
|
–
|
|
|
5103
|
Windmill Hill Asset Management
Waddesdon,
United Kingdom
|
$156M
|
-$15.8M
|
-9%
|
5.99%
|
97%
|
33
|
36.36%
|
|
|
5104
|
Bayshore Asset Management
Coral Gables,
Florida
|
$155M
|
+$23M
|
+17%
|
11.5%
|
62.3%
|
31
|
6.45%
|
|
|
5105
|
Harbor Group
Bedford,
New Hampshire
|
$155M
|
+$17.7M
|
+13%
|
7.64%
|
41.4%
|
59
|
18.64%
|
|
|
5106
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$155M
|
+$5.99M
|
+4%
|
7.92%
|
71.7%
|
128
|
20.31%
|
|
|
5107
|
Tradewinds LLC
Raleigh,
North Carolina
|
$155M
|
+$17.5M
|
+13%
|
4.78%
|
–
|
215
|
95.81%
|
|
|
5108
|
Slocum, Gordon & Co
Newport,
Rhode Island
|
$155M
|
–
|
–
|
14.7%
|
55.2%
|
142
|
–
|
|
|
5109
|
|
$155M
|
-$18.8M
|
-11%
|
14.3%
|
17.9%
|
38
|
50%
|
|
|
5110
|
Field & Main Bank
Henderson,
Kentucky
|
$155M
|
+$6.19M
|
+4%
|
9.86%
|
107%
|
277
|
9.39%
|
|
|
5111
|
1492 Capital Management
Milwaukee,
Wisconsin
|
$155M
|
+$16.2M
|
+12%
|
19%
|
332%
|
127
|
34.65%
|
|
|
5112
|
Laurel Wealth Planning
Edina,
Minnesota
|
$155M
|
+$19.2M
|
+14%
|
8.46%
|
53.1%
|
224
|
4.02%
|
|
|
5113
|
Two Point Capital Management
Pittsford,
New York
|
$155M
|
–
|
–
|
11.6%
|
–
|
22
|
–
|
|
|
5114
|
Avalon Advisory Group
Wexford,
Pennsylvania
|
$155M
|
-$4.66M
|
-3%
|
4.75%
|
41.4%
|
9
|
22.22%
|
|
|
5115
|
Newton One Investments
Newark,
Delaware
|
$155M
|
+$14.5M
|
+10%
|
6.27%
|
38.7%
|
124
|
8.06%
|
|
|
5116
|
Greenhaven Road Investment Management
Greenwich,
Connecticut
|
$155M
|
-$11.4M
|
-7%
|
1.81%
|
70.2%
|
43
|
25.58%
|
|
|
5117
|
Bouvel Investment Partners
Phoenixville,
Pennsylvania
|
$155M
|
+$4.95M
|
+3%
|
5.54%
|
187%
|
69
|
5.8%
|
|
|
5118
|
Soundmark Wealth Management
Kirkland,
Washington
|
$155M
|
+$12.3M
|
+9%
|
8.85%
|
17.2%
|
61
|
9.84%
|
|
|
5119
|
MBE Wealth Management
Tomah,
Wisconsin
|
$155M
|
+$17.9M
|
+13%
|
6.81%
|
60.9%
|
67
|
11.94%
|
|
|
5120
|
Catterton Management Company
Greenwich,
Connecticut
|
$155M
|
-$167M
|
-52%
|
15.9%
|
32.9%
|
3
|
0%
|
|
|
5121
|
GoalVest Advisory
New York
|
$155M
|
+$12.3M
|
+9%
|
7.86%
|
86.8%
|
274
|
16.42%
|
|
|
5122
|
Financial Services Advisory
Rockville,
Maryland
|
$155M
|
+$127M
|
+465%
|
6.8%
|
75.8%
|
35
|
77.14%
|
|
|
5123
|
Garrison Asset Management
Fayetteville,
Arkansas
|
$155M
|
+$13.1M
|
+9%
|
12%
|
52.1%
|
98
|
7.14%
|
|
|
5124
|
Retirement Investment Advisors
Oklahoma City,
Oklahoma
|
$155M
|
–
|
–
|
7.53%
|
–
|
48
|
–
|
|
|
5125
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$154M
|
+$3.6M
|
+2%
|
10.5%
|
99.7%
|
125
|
14.4%
|
|