|
5351
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$246M
|
-$8.03M
|
-3%
|
2.87%
|
50.5%
|
118
|
12.71%
|
|
|
5352
|
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
|
$246M
|
+$5.37M
|
+2%
|
5.45%
|
75.2%
|
146
|
2.74%
|
|
|
5353
|
Dravo Bay
Rehoboth Beach,
Delaware
|
$246M
|
+$5.49M
|
+2%
|
0.8%
|
36.6%
|
55
|
9.09%
|
|
|
5354
|
Hanover Advisors
Seneca,
South Carolina
|
$246M
|
-$11.5M
|
-4%
|
2.51%
|
–
|
121
|
12.4%
|
|
|
5355
|
Wealth Analytics Partners
San Diego,
California
|
$246M
|
-$9.07M
|
-4%
|
3.08%
|
–
|
48
|
6.25%
|
|
|
5356
|
Vernal Point Advisors
San Francisco,
California
|
$246M
|
+$3.45M
|
+1%
|
0.29%
|
–
|
23
|
8.7%
|
|
|
5357
|
Caldwell Sutter Capital
Sausalito,
California
|
$246M
|
+$10M
|
+4%
|
5.39%
|
65.8%
|
913
|
6.24%
|
|
|
5358
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$246M
|
-$3.45M
|
-1%
|
0.24%
|
90.1%
|
257
|
8.17%
|
|
|
5359
|
MY.Alpha Management HK Advisors
Hong Kong
|
$246M
|
+$59.4M
|
+32%
|
6.34%
|
261%
|
14
|
50%
|
|
|
5360
|
Investment Research Partners
Lemont,
Pennsylvania
|
$246M
|
+$12.8M
|
+5%
|
4.34%
|
–
|
261
|
16.86%
|
|
|
5361
|
Mirabaud & Cie
Geneva,
Switzerland
|
$246M
|
-$64.5M
|
-21%
|
6.62%
|
–
|
65
|
29.23%
|
|
|
5362
|
Pilgrim Partners Asia
Singapore
|
$246M
|
+$36.3M
|
+17%
|
7.79%
|
–
|
158
|
48.1%
|
|
|
5363
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$246M
|
+$215K
|
+0.1%
|
0.34%
|
84.2%
|
615
|
14.63%
|
|
|
5364
|
Equinox Partners Investment Management
Stamford,
Connecticut
|
$245M
|
+$53.9M
|
+28%
|
83.1%
|
284%
|
13
|
23.08%
|
|
|
5365
|
Cooper Investors
Melbourne, Victoria,
Australia
|
$245M
|
-$55.6M
|
-18%
|
1.13%
|
49.8%
|
52
|
40.38%
|
|
|
5366
|
School Employees Retirement Board of Ohio
Columbus,
Ohio
|
$245M
|
+$40.6M
|
+20%
|
8.13%
|
–
|
6
|
16.67%
|
|
|
5367
|
Nut Tree Capital Management
New York
|
$245M
|
-$285M
|
-54%
|
20.4%
|
81.7%
|
8
|
62.5%
|
|
|
5368
|
MRA Advisory Group
Parsippany,
New Jersey
|
$245M
|
+$7.08M
|
+3%
|
1.33%
|
84.5%
|
149
|
14.09%
|
|
|
5369
|
Kinloch Capital
Glen Allen,
Virginia
|
$245M
|
+$13.2M
|
+6%
|
4.72%
|
48.9%
|
90
|
22.22%
|
|
|
5370
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$245M
|
-$1.84M
|
-0.7%
|
2.64%
|
–
|
106
|
16.98%
|
|
|
5371
|
Exeter Financial
Scottsdale,
Arizona
|
$245M
|
+$9.75M
|
+4%
|
3.01%
|
50.4%
|
99
|
3.03%
|
|
|
5372
|
Melone Private Wealth
Auburn Hills,
Michigan
|
$245M
|
+$9.05M
|
+4%
|
0.95%
|
30.3%
|
63
|
12.7%
|
|
|
5373
|
Aspect Partners
Fairfax,
Virginia
|
$245M
|
+$16.2M
|
+7%
|
2.29%
|
–
|
744
|
9.27%
|
|
|
5374
|
Lloyd Harbor Capital Management
Cold Spring Harbor,
New York
|
$245M
|
+$37M
|
+18%
|
35%
|
206%
|
37
|
78.38%
|
|
|
5375
|
Lewis Asset Management
Lafayette,
California
|
$245M
|
-$978K
|
-0.4%
|
1.48%
|
–
|
218
|
23.85%
|
|