|
5301
|
Ted Buchan & Co
San Diego,
California
|
$211M
|
+$24.4M
|
+13%
|
5.56%
|
61%
|
90
|
11.11%
|
|
|
5302
|
Worldly Partners Management
Needham,
Massachusetts
|
$210M
|
+$24.1M
|
+13%
|
15.5%
|
19.2%
|
3
|
0%
|
|
|
5303
|
Unison Asset Management
North Miami Beach,
Florida
|
$210M
|
+$12.8M
|
+6%
|
6.55%
|
81.4%
|
35
|
8.57%
|
|
|
5304
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$210M
|
-$43.5M
|
-17%
|
7.2%
|
28.2%
|
142
|
38.03%
|
|
|
5305
|
Squire Investment Management Company
Orem,
Utah
|
$210M
|
+$33.9M
|
+19%
|
6.61%
|
–
|
62
|
11.29%
|
|
|
5306
|
Mill Road Capital Management
Greenwich,
Connecticut
|
$210M
|
+$22.5M
|
+12%
|
6.76%
|
85.1%
|
24
|
12.5%
|
|
|
5307
|
Ayrshire Capital Management
Westport,
Connecticut
|
$210M
|
+$14M
|
+7%
|
5.73%
|
78.4%
|
49
|
4.08%
|
|
|
5308
|
Bridge Advisory
Pasadena,
California
|
$210M
|
+$7.23M
|
+4%
|
5.51%
|
6.7%
|
101
|
5.94%
|
|
|
5309
|
|
$210M
|
+$22.6M
|
+12%
|
7.35%
|
65.5%
|
139
|
17.27%
|
|
|
5310
|
Bosun Asset Management
Chicago,
Illinois
|
$210M
|
+$40.7M
|
+24%
|
22%
|
278%
|
210
|
37.62%
|
|
|
5311
|
Winthrop Capital Management
Carmel,
Indiana
|
$210M
|
+$10.1M
|
+5%
|
6.32%
|
–
|
183
|
27.32%
|
|
|
5312
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$210M
|
+$10.9M
|
+5%
|
5.06%
|
67.2%
|
160
|
5.63%
|
|
|
5313
|
Tejara Capital
London,
United Kingdom
|
$210M
|
-$65.2M
|
-24%
|
4.3%
|
17.3%
|
78
|
41.03%
|
|
|
5314
|
Trail Ridge Investment Advisors
Fort Collins,
Colorado
|
$210M
|
+$16.4M
|
+8%
|
6.16%
|
76%
|
108
|
6.48%
|
|
|
5315
|
Fir Tree Capital Management
New York
|
$210M
|
+$19.6M
|
+10%
|
1.8%
|
17.3%
|
119
|
59.66%
|
|
|
5316
|
Pioneer Wealth Management Group
Austin,
Texas
|
$210M
|
+$21.4M
|
+11%
|
6.31%
|
–
|
42
|
4.76%
|
|
|
5317
|
BCK Partners
Corning,
New York
|
$210M
|
+$16.1M
|
+8%
|
6.03%
|
44.6%
|
30
|
3.33%
|
|
|
5318
|
First Financial Corp
Terre Haute,
Indiana
|
$210M
|
+$13.2M
|
+7%
|
8.36%
|
88.3%
|
471
|
7.64%
|
|
|
5319
|
Meredith Wealth Planning
Maryville,
Illinois
|
$210M
|
+$18.7M
|
+10%
|
6.08%
|
66.3%
|
49
|
16.33%
|
|
|
5320
|
KFA Private Wealth Group
Tysons,
Virginia
|
$210M
|
+$16.3M
|
+8%
|
4.55%
|
57.5%
|
83
|
10.84%
|
|
|
5321
|
NKCFO LLC
Geneva,
Illinois
|
$209M
|
+$26.1M
|
+14%
|
8.73%
|
211%
|
114
|
59.65%
|
|
|
5322
|
Stevens Capital Partners
Omaha,
Nebraska
|
$209M
|
+$15.6M
|
+8%
|
5.78%
|
68.8%
|
62
|
4.84%
|
|
|
5323
|
Mendota Financial Group
Madison,
Wisconsin
|
$209M
|
+$22.8M
|
+12%
|
7.65%
|
53.8%
|
1,219
|
71.37%
|
|
|
5324
|
Astor Investment Management
Chicago,
Illinois
|
$209M
|
-$8.22M
|
-4%
|
3.88%
|
23.3%
|
35
|
25.71%
|
|
|
5325
|
Five Oceans Advisors
Santa Monica,
California
|
$209M
|
+$18.1M
|
+10%
|
5.25%
|
78.8%
|
206
|
19.42%
|
|