|
5201
|
Mass General Brigham
Somerville,
Massachusetts
|
$140M
|
-$51.9M
|
-27%
|
3.12%
|
–
|
5
|
40%
|
|
|
5202
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$140M
|
+$19.4M
|
+16%
|
7.77%
|
41.2%
|
126
|
14.29%
|
|
|
5203
|
|
$140M
|
+$17.3M
|
+14%
|
15.3%
|
66.7%
|
109
|
1.83%
|
|
|
5204
|
Albert D. Mason Inc
Boston,
Massachusetts
|
$140M
|
+$15.4M
|
+12%
|
10.6%
|
82%
|
161
|
10.56%
|
|
|
5205
|
Zoom Communications
San Jose,
California
|
$140M
|
+$10.1M
|
+8%
|
8.04%
|
10.7%
|
3
|
0%
|
|
|
5206
|
Pinnacle Family Advisors
Springfield,
Missouri
|
$140M
|
+$24.5M
|
+21%
|
4.16%
|
77.3%
|
97
|
24.74%
|
|
|
5207
|
Keyframe Capital Partners
New York
|
$140M
|
+$39.1M
|
+39%
|
7.8%
|
15.9%
|
8
|
0%
|
|
|
5208
|
Ferguson Shapiro
Decatur,
Georgia
|
$140M
|
-$26.6M
|
-16%
|
1.66%
|
39.6%
|
50
|
34%
|
|
|
5209
|
Safeguard Financial
Minocqua,
Wisconsin
|
$140M
|
+$31.7M
|
+29%
|
7.87%
|
21.9%
|
68
|
29.41%
|
|
|
5210
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$140M
|
-$636K
|
-0.5%
|
8.66%
|
53.5%
|
209
|
16.75%
|
|
|
5211
|
Yorktown Energy Partners VIII
New York
|
$140M
|
-$29.4M
|
-17%
|
0.84%
|
15.2%
|
2
|
0%
|
|
|
5212
|
|
$140M
|
+$22.3M
|
+19%
|
7.83%
|
42.9%
|
42
|
9.52%
|
|
|
5213
|
Moseley Investment Management
Bradenton,
Florida
|
$140M
|
+$3.41M
|
+3%
|
6.85%
|
96.6%
|
150
|
10.67%
|
|
|
5214
|
Macellum Advisors
New York
|
$139M
|
-$7.55M
|
-5%
|
1.17%
|
–
|
5
|
40%
|
|
|
5215
|
AllGen Financial Advisors
Orlando,
Florida
|
$139M
|
+$11M
|
+9%
|
7.04%
|
39.7%
|
45
|
35.56%
|
|
|
5216
|
1776 Wealth
Atlanta,
Georgia
|
$139M
|
+$7.55M
|
+6%
|
3.72%
|
87.4%
|
124
|
12.9%
|
|
|
5217
|
Wealth High Governance Capital
Sao Paulo,
Brazil
|
$139M
|
–
|
–
|
10.8%
|
424%
|
10
|
–
|
|
|
5218
|
NorthLanding Financial Partners
Rochester,
New York
|
$139M
|
+$12.6M
|
+10%
|
9.2%
|
48.7%
|
66
|
9.09%
|
|
|
5219
|
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
|
$139M
|
+$14.4M
|
+12%
|
1.52%
|
2.29%
|
7
|
14.29%
|
|
|
5220
|
Clark Asset Management
Stratham,
New Hampshire
|
$139M
|
–
|
–
|
6.6%
|
45.5%
|
59
|
–
|
|
|
5221
|
Members Capital Advisors Inc
Madison,
Wisconsin
|
$139M
|
+$12.1M
|
+10%
|
14.7%
|
22.2%
|
75
|
10.67%
|
|
|
5222
|
McGinn Penninger Investment Management
Alexandria,
Virginia
|
$139M
|
+$22.7M
|
+20%
|
14.3%
|
51.9%
|
30
|
16.67%
|
|
|
5223
|
Applied Fundamental Research
Cambridge,
Massachusetts
|
$139M
|
+$15.7M
|
+13%
|
8.41%
|
38%
|
12
|
16.67%
|
|
|
5224
|
Benchmark Wealth Management
Old Lyme,
Connecticut
|
$139M
|
+$11.4M
|
+9%
|
7.45%
|
42.7%
|
55
|
16.36%
|
|
|
5225
|
Bislett Management
Palo Alto,
California
|
$139M
|
-$6.88M
|
-5%
|
8.06%
|
6.92%
|
15
|
13.33%
|
|