|
5326
|
Sellwood Investment Partners
Portland,
Oregon
|
$251M
|
+$41.9M
|
+20%
|
5.35%
|
–
|
107
|
54.21%
|
|
|
5327
|
Powers Advisory Group
Highland,
Illinois
|
$251M
|
+$23.7M
|
+10%
|
4.9%
|
44.1%
|
121
|
4.96%
|
|
|
5328
|
Summit Investment Advisory Services
Roseville,
Minnesota
|
$251M
|
+$21.1M
|
+9%
|
7.01%
|
68.3%
|
77
|
9.09%
|
|
|
5329
|
Silver Lake Advisory
Cottonwood Heights,
Utah
|
$251M
|
+$16.3M
|
+7%
|
6.92%
|
70.9%
|
109
|
9.17%
|
|
|
5330
|
ECP ControlCo
Summit,
New Jersey
|
$251M
|
+$35.7M
|
+17%
|
12.8%
|
42.5%
|
4
|
0%
|
|
|
5331
|
Dover Advisors
Richmond,
Virginia
|
$251M
|
+$23.8M
|
+10%
|
7.29%
|
65%
|
175
|
12.57%
|
|
|
5332
|
Spreng Capital Management
Bucyrus,
Ohio
|
$251M
|
+$8.85M
|
+4%
|
7.21%
|
72.5%
|
79
|
7.59%
|
|
|
5333
|
Argentarii
Cincinnati,
Ohio
|
$251M
|
+$32.7M
|
+15%
|
11.6%
|
–
|
174
|
15.52%
|
|
|
5334
|
Arrowroot Family Office
Marina Del Rey,
California
|
$251M
|
+$27.5M
|
+12%
|
5.9%
|
–
|
149
|
12.75%
|
|
|
5335
|
Elevation Capital Advisory
Bend,
Oregon
|
$250M
|
+$899K
|
+0.4%
|
6.38%
|
–
|
82
|
59.76%
|
|
|
5336
|
Orin Green Financial
San Diego,
California
|
$250M
|
+$13.9M
|
+6%
|
6.28%
|
53.3%
|
88
|
11.36%
|
|
|
5337
|
Adaptive Financial Consulting
Beachwood,
Ohio
|
$250M
|
+$10.7M
|
+4%
|
4.13%
|
33.4%
|
21
|
9.52%
|
|
|
5338
|
Abound Financial
Granite Bay,
California
|
$250M
|
+$22.7M
|
+10%
|
7.43%
|
–
|
72
|
9.72%
|
|
|
5339
|
Shaker Investments
Cleveland,
Ohio
|
$250M
|
+$5.49M
|
+2%
|
10.9%
|
205%
|
112
|
26.79%
|
|
|
5340
|
Tableaux
Stockbridge,
Massachusetts
|
$250M
|
+$75.6M
|
+43%
|
6.94%
|
–
|
142
|
38.73%
|
|
|
5341
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw,
|
$250M
|
+$375K
|
+0.2%
|
10.7%
|
183%
|
213
|
16.9%
|
|
|
5342
|
TL Private Wealth
Southlake,
Texas
|
$249M
|
+$8.46M
|
+4%
|
5.2%
|
46%
|
46
|
8.7%
|
|
|
5343
|
Iams Wealth Management
Omaha,
Nebraska
|
$249M
|
+$31.4M
|
+14%
|
5.83%
|
51.3%
|
196
|
20.41%
|
|
|
5344
|
Great Hill Partners
Boston,
Massachusetts
|
$249M
|
+$107M
|
+75%
|
74.7%
|
24%
|
1
|
0%
|
|
|
5345
|
Crescent Park Management
East Palo Alto,
California
|
$249M
|
-$11M
|
-4%
|
4.46%
|
87%
|
39
|
23.08%
|
|
|
5346
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$249M
|
+$13.7M
|
+6%
|
7.33%
|
62.7%
|
113
|
10.62%
|
|
|
5347
|
Two Point Capital Management
Pittsford,
New York
|
$249M
|
+$13.8M
|
+6%
|
11.6%
|
–
|
25
|
0%
|
|
|
5348
|
Palogic Value Management
Dallas,
Texas
|
$249M
|
+$3.82M
|
+2%
|
5.66%
|
31%
|
188
|
24.47%
|
|
|
5349
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$249M
|
+$24M
|
+11%
|
10.4%
|
117%
|
251
|
9.16%
|
|
|
5350
|
Security Benefit Life Insurance Company
Topeka,
Kansas
|
$249M
|
+$36.7M
|
+17%
|
21.7%
|
60.6%
|
20
|
10%
|
|