|
5301
|
I.G.Y. Ltd
London,
United Kingdom
|
$180M
|
+$18.4M
|
+11%
|
14.2%
|
81.2%
|
3
|
0%
|
|
|
5302
|
Searcy Financial Services
Overland Park,
Kansas
|
$180M
|
+$14.7M
|
+9%
|
8.81%
|
58.5%
|
21
|
0%
|
|
|
5303
|
Worldly Partners Management
Needham,
Massachusetts
|
$180M
|
+$23.5M
|
+15%
|
17.2%
|
19.2%
|
4
|
25%
|
|
|
5304
|
|
$180M
|
+$15.9M
|
+10%
|
8.84%
|
6.42%
|
706
|
80.17%
|
|
|
5305
|
Lakeshore Financial Planning
St. Clair Shores,
Michigan
|
$180M
|
+$4.59M
|
+3%
|
10.6%
|
56.8%
|
68
|
17.65%
|
|
|
5306
|
Moseley Investment Management
Bradenton,
Florida
|
$180M
|
+$12.5M
|
+7%
|
12%
|
96.6%
|
157
|
15.29%
|
|
|
5307
|
Lifestyle Asset Management
Friendswood,
Texas
|
$180M
|
+$15M
|
+9%
|
8.33%
|
82.6%
|
107
|
28.04%
|
|
|
5308
|
Burkett Financial Services
Rock Hill,
South Carolina
|
$180M
|
–
|
–
|
9.96%
|
–
|
198
|
–
|
|
|
5309
|
MBA Advisors
Hermitage,
Pennsylvania
|
$179M
|
+$16.4M
|
+10%
|
8.99%
|
58.3%
|
126
|
11.9%
|
|
|
5310
|
Corepath Wealth Partners
Scottsdale,
Arizona
|
$179M
|
+$13.5M
|
+8%
|
9.55%
|
56%
|
42
|
7.14%
|
|
|
5311
|
Christopher J. Hasenberg
Eau Claire,
Wisconsin
|
$179M
|
–
|
–
|
11.2%
|
–
|
21
|
–
|
|
|
5312
|
Gallacher Capital Management
Lone Tree,
Colorado
|
$179M
|
+$19.2M
|
+12%
|
9.35%
|
70.7%
|
305
|
38.36%
|
|
|
5313
|
New York Life Insurance Company
New York
|
$179M
|
-$718M
|
-80%
|
11.2%
|
61.5%
|
8
|
62.5%
|
|
|
5314
|
Wealth Management Partners
Tucson,
Arizona
|
$179M
|
+$19M
|
+12%
|
12.4%
|
179%
|
124
|
11.29%
|
|
|
5315
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$179M
|
+$16M
|
+10%
|
15%
|
120%
|
140
|
18.57%
|
|
|
5316
|
Verger Capital Management
Winston-Salem,
North Carolina
|
$179M
|
+$66M
|
+58%
|
7.85%
|
53.1%
|
13
|
0%
|
|
|
5317
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$179M
|
+$26.6M
|
+17%
|
8.58%
|
87%
|
115
|
19.13%
|
|
|
5318
|
Greenstone Partners & Co
Larkspur,
California
|
$179M
|
+$27.9M
|
+18%
|
13.1%
|
527%
|
9
|
0%
|
|
|
5319
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$179M
|
+$13.9M
|
+8%
|
11%
|
84.9%
|
155
|
21.94%
|
|
|
5320
|
LDR Capital Management
New York
|
$179M
|
+$14.2M
|
+9%
|
9.71%
|
38.9%
|
45
|
11.11%
|
|
|
5321
|
Kennedy Investment Group
West Depford,
New Jersey
|
$179M
|
+$12.7M
|
+8%
|
9.84%
|
84.8%
|
129
|
14.73%
|
|
|
5322
|
Kempner Capital Management
Galveston,
Texas
|
$179M
|
+$12.7M
|
+8%
|
8.8%
|
60.9%
|
59
|
11.86%
|
|
|
5323
|
Applied Capital
Little Rock,
Arkansas
|
$179M
|
+$15.8M
|
+10%
|
9.85%
|
52.6%
|
44
|
22.73%
|
|
|
5324
|
Miura Global Management
New York
|
$179M
|
+$32.6M
|
+22%
|
17%
|
375%
|
26
|
38.46%
|
|
|
5325
|
Perritt Capital Management
Chicago,
Illinois
|
$179M
|
+$5.99M
|
+3%
|
9.7%
|
80.9%
|
360
|
18.89%
|
|