|
5151
|
Values First Advisors
Gray,
Tennessee
|
$125M
|
+$16.7M
|
+15%
|
18.3%
|
70.5%
|
149
|
9.4%
|
|
|
5152
|
Chicago Capital Management
Chicago,
Illinois
|
$125M
|
+$21M
|
+20%
|
49.2%
|
295%
|
29
|
86.21%
|
|
|
5153
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$125M
|
+$15M
|
+14%
|
11.8%
|
61.4%
|
109
|
7.34%
|
|
|
5154
|
DRH Investments
Thousand Oaks,
California
|
$125M
|
+$17.1M
|
+16%
|
11.9%
|
56.4%
|
19
|
42.11%
|
|
|
5155
|
Somerset Group
Wayzata,
Minnesota
|
$125M
|
+$14.9M
|
+13%
|
14.3%
|
68.2%
|
71
|
11.27%
|
|
|
5156
|
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
|
$125M
|
–
|
–
|
12.8%
|
60.9%
|
63
|
–
|
|
|
5157
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$125M
|
+$9.4M
|
+8%
|
10.4%
|
60.9%
|
286
|
8.04%
|
|
|
5158
|
Baron Financial Group
Fair Lawn,
New Jersey
|
$125M
|
+$18.8M
|
+18%
|
15.2%
|
52.1%
|
294
|
12.93%
|
|
|
5159
|
RiverTree Advisors
Winter Park,
Florida
|
$125M
|
–
|
–
|
9.43%
|
25.4%
|
31
|
–
|
|
|
5160
|
BCK Capital Management
Stamford,
Connecticut
|
$125M
|
–
|
–
|
31.3%
|
161%
|
55
|
–
|
|
|
5161
|
Leverage Partners Absolute Return Fund SPC
Cayman Islands Ky1-11111,
Cayman Islands
|
$125M
|
–
|
–
|
27.2%
|
–
|
72
|
–
|
|
|
5162
|
McNaughton Wealth Management
San Diego,
California
|
$125M
|
+$10.7M
|
+9%
|
8.15%
|
50.3%
|
52
|
13.46%
|
|
|
5163
|
Daily Journal Corp
Los Angeles,
California
|
$125M
|
+$26.6M
|
+27%
|
27.1%
|
108%
|
4
|
0%
|
|
|
5164
|
Iron Horse Wealth Management
Johston,
Iowa
|
$125M
|
–
|
–
|
10.3%
|
29.1%
|
188
|
–
|
|
|
5165
|
Planned Solutions
Folsom,
California
|
$125M
|
+$22.5M
|
+22%
|
12.9%
|
60.8%
|
479
|
30.69%
|
|
|
5166
|
Blooom Inc
Overland Park,
Kansas
|
$125M
|
–
|
–
|
10.6%
|
–
|
43
|
–
|
|
|
5167
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$125M
|
+$40M
|
+47%
|
17.3%
|
88.1%
|
909
|
10.01%
|
|
|
5168
|
Kopion Asset Management
Mckinney,
Texas
|
$125M
|
+$37.5M
|
+43%
|
55.5%
|
67.1%
|
23
|
13.04%
|
|
|
5169
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$124M
|
+$10.6M
|
+9%
|
14.9%
|
57.5%
|
262
|
12.98%
|
|
|
5170
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$124M
|
+$13.1M
|
+12%
|
10.5%
|
72.8%
|
112
|
15.18%
|
|
|
5171
|
Reitz Capital Advisors
Freeland,
Michigan
|
$124M
|
+$14.1M
|
+13%
|
10.7%
|
11%
|
52
|
15.38%
|
|
|
5172
|
R.H. Dinel Investment Counsel
Los Angeles,
California
|
$124M
|
+$19.6M
|
+19%
|
12.8%
|
34.1%
|
46
|
4.35%
|
|
|
5173
|
Winning Points Advisors
Boca Raton,
Florida
|
$124M
|
+$7.13M
|
+6%
|
15.4%
|
–
|
70
|
12.86%
|
|
|
5174
|
Aurora Investment Counsel
Atlanta,
Georgia
|
$124M
|
+$2.9M
|
+2%
|
25.8%
|
23.4%
|
114
|
3.51%
|
|
|
5175
|
Garrison Point Advisors
Walnut Creek,
California
|
$124M
|
+$14.1M
|
+13%
|
13.1%
|
69.7%
|
140
|
8.57%
|
|