|
5201
|
LDR Capital Management
New York
|
$161M
|
+$8.81M
|
+6%
|
8.67%
|
37.1%
|
37
|
10.81%
|
|
|
5202
|
Slagle Financial
Edwardsville,
Illinois
|
$161M
|
–
|
–
|
4.74%
|
65.2%
|
118
|
–
|
|
|
5203
|
Visa Foundation
San Francisco,
California
|
$161M
|
-$6.19M
|
-4%
|
9.26%
|
37.7%
|
1
|
0%
|
|
|
5204
|
Family Capital Management
Grand Rapids,
Michigan
|
$160M
|
-$70.8M
|
-31%
|
6.67%
|
57.3%
|
79
|
5.06%
|
|
|
5205
|
Members Advisory Group
Williamsville,
New York
|
$160M
|
+$5.6M
|
+4%
|
2.41%
|
70.6%
|
20
|
10%
|
|
|
5206
|
Black Diamond Capital Management
Stamford,
Connecticut
|
$160M
|
-$13.1M
|
-8%
|
0.51%
|
28.3%
|
12
|
0%
|
|
|
5207
|
|
$160M
|
+$13.8M
|
+9%
|
5.16%
|
38.9%
|
45
|
2.22%
|
|
|
5208
|
22NW LP
Seattle,
Washington
|
$160M
|
-$2.6M
|
-2%
|
23.9%
|
131%
|
17
|
17.65%
|
|
|
5209
|
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
|
$160M
|
-$953K
|
-0.6%
|
3.94%
|
61.7%
|
140
|
7.86%
|
|
|
5210
|
Mountain Lake Investment Management
Boca Raton,
Florida
|
$160M
|
+$50.5M
|
+46%
|
10.1%
|
79.5%
|
26
|
50%
|
|
|
5211
|
BCK Partners
Corning,
New York
|
$160M
|
+$6.11M
|
+4%
|
3.74%
|
44.6%
|
28
|
10.71%
|
|
|
5212
|
Scholtz & Company
Stamford,
Connecticut
|
$160M
|
+$19.7M
|
+14%
|
11.8%
|
82.6%
|
42
|
26.19%
|
|
|
5213
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
$160M
|
+$15.7M
|
+11%
|
3.11%
|
30.8%
|
47
|
17.02%
|
|
|
5214
|
I.G.Y. Ltd
London,
United Kingdom
|
$160M
|
+$21.5M
|
+16%
|
16.1%
|
100%
|
3
|
0%
|
|
|
5215
|
Shira Ridge Wealth Management
Larkspur,
California
|
$160M
|
+$8.11M
|
+5%
|
6%
|
64.9%
|
66
|
6.06%
|
|
|
5216
|
Buttonwood Financial Advisors
Baltimore,
Maryland
|
$160M
|
+$30.6M
|
+24%
|
7.19%
|
66.3%
|
97
|
26.8%
|
|
|
5217
|
Camelot Portfolios
Maumee,
Ohio
|
$160M
|
+$15.8M
|
+11%
|
4.06%
|
41.3%
|
203
|
14.29%
|
|
|
5218
|
Catalyst Private Wealth
San Mateo,
California
|
$160M
|
+$14.8M
|
+10%
|
9.89%
|
103%
|
75
|
8%
|
|
|
5219
|
Thomist Capital Management
Houston,
Texas
|
$159M
|
-$9.88M
|
-6%
|
1.14%
|
71.6%
|
36
|
83.33%
|
|
|
5220
|
Applied Fundamental Research
Cambridge,
Massachusetts
|
$159M
|
+$20.6M
|
+15%
|
14.9%
|
38%
|
11
|
0%
|
|
|
5221
|
Roth Financial Partners
Kingwood,
Texas
|
$159M
|
+$9.25M
|
+6%
|
5.28%
|
54.3%
|
26
|
15.38%
|
|
|
5222
|
Bellevue Asset Management
Bellevue,
Washington
|
$159M
|
+$12M
|
+8%
|
9.62%
|
51%
|
498
|
6.83%
|
|
|
5223
|
Van Leeuwen & Company
Princeton,
New Jersey
|
$159M
|
+$10.4M
|
+7%
|
10.4%
|
75.4%
|
83
|
21.69%
|
|
|
5224
|
Pursue Wealth Partners
Clayton,
California
|
$159M
|
+$12.9M
|
+9%
|
14.8%
|
94.9%
|
110
|
21.82%
|
|
|
5225
|
Red Tortoise LLC
Atlanta,
Georgia
|
$159M
|
+$10.5M
|
+7%
|
3.31%
|
43.7%
|
630
|
24.44%
|
|