|
5301
|
Foresight Global Investors
Purchase,
New York
|
$174M
|
-$5.28M
|
-3%
|
9.48%
|
62.9%
|
43
|
13.95%
|
|
|
5302
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$174M
|
+$12.3M
|
+8%
|
8.86%
|
46.3%
|
26
|
34.62%
|
|
|
5303
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$174M
|
+$10.9M
|
+7%
|
10.1%
|
92.2%
|
131
|
8.4%
|
|
|
5304
|
Opus Investment Management
Worcester,
Massachusetts
|
$174M
|
+$11.9M
|
+7%
|
8.17%
|
44.3%
|
41
|
2.44%
|
|
|
5305
|
BHK Investment Advisors
Birmingham,
Alabama
|
$174M
|
-$43.2M
|
-20%
|
10.9%
|
54.6%
|
56
|
8.93%
|
|
|
5306
|
Birch Capital Management
Dallas,
Texas
|
$174M
|
+$16.2M
|
+10%
|
11.3%
|
48.4%
|
99
|
8.08%
|
|
|
5307
|
Sagil Capital
London,
United Kingdom
|
$174M
|
+$29.1M
|
+20%
|
9.07%
|
140%
|
26
|
53.85%
|
|
|
5308
|
Indaba Capital Management
San Francisco,
California
|
$174M
|
-$165M
|
-49%
|
2.05%
|
66.7%
|
17
|
47.06%
|
|
|
5309
|
Moneywise Inc
Forest,
Virginia
|
$174M
|
+$14.7M
|
+9%
|
10.1%
|
58%
|
57
|
21.05%
|
|
|
5310
|
Decade Renewable Partners
Houston,
Texas
|
$174M
|
+$8.91M
|
+5%
|
4.85%
|
–
|
39
|
46.15%
|
|
|
5311
|
Baugh & Associates
Atlanta,
Georgia
|
$174M
|
+$14.1M
|
+9%
|
10.8%
|
83.8%
|
39
|
5.13%
|
|
|
5312
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$174M
|
+$17.8M
|
+11%
|
10.1%
|
54.7%
|
157
|
18.47%
|
|
|
5313
|
John W. Brooker & Co
Oakland,
California
|
$173M
|
+$15.2M
|
+10%
|
7.93%
|
38.4%
|
73
|
12.33%
|
|
|
5314
|
Tandem Wealth Advisors
Phoenix,
Arizona
|
$173M
|
+$9.76M
|
+6%
|
9.07%
|
33.1%
|
68
|
16.18%
|
|
|
5315
|
Pelion Inc
Salt Lake City,
Utah
|
$173M
|
-$16.9M
|
-9%
|
0.29%
|
16.9%
|
4
|
0%
|
|
|
5316
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$173M
|
-$30.4M
|
-15%
|
9.28%
|
51.4%
|
504
|
5.95%
|
|
|
5317
|
Ayrshire Capital Management
Westport,
Connecticut
|
$173M
|
+$18.6M
|
+12%
|
12.1%
|
78.4%
|
51
|
13.73%
|
|
|
5318
|
KM Capital Management
Austin,
Texas
|
$173M
|
+$27M
|
+18%
|
10.3%
|
50.5%
|
47
|
21.28%
|
|
|
5319
|
Creative Capital Management Investments
San Diego,
California
|
$173M
|
+$27.1M
|
+19%
|
10.3%
|
50.7%
|
245
|
14.69%
|
|
|
5320
|
Left Brain Wealth Management
Naperville,
Illinois
|
$173M
|
+$12.2M
|
+8%
|
12.2%
|
239%
|
85
|
9.41%
|
|
|
5321
|
Kiely Wealth Advisory Group
Kernersville,
North Carolina
|
$173M
|
–
|
–
|
4.56%
|
–
|
267
|
–
|
|
|
5322
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
$173M
|
+$13.5M
|
+8%
|
10.4%
|
97.3%
|
149
|
8.05%
|
|
|
5323
|
Lodestone Wealth Management
Spokane,
Washington
|
$173M
|
+$30M
|
+21%
|
11.3%
|
81.1%
|
146
|
17.12%
|
|
|
5324
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$173M
|
+$22M
|
+15%
|
7.84%
|
105%
|
65
|
20%
|
|
|
5325
|
Longitude (Cayman)
Grand Cayman,
Cayman Islands
|
$173M
|
+$15.4M
|
+10%
|
26.7%
|
–
|
63
|
26.98%
|
|