|
5376
|
Siguler Guff Advisers
New York
|
$201M
|
-$68.2M
|
-25%
|
15%
|
37.7%
|
5
|
20%
|
|
|
5377
|
Verger Capital Management
Winston-Salem,
North Carolina
|
$201M
|
-$1.39M
|
-0.7%
|
2.51%
|
53.1%
|
14
|
0%
|
|
|
5378
|
Blue Square Asset Management
New York
|
$201M
|
+$14.5M
|
+8%
|
6.34%
|
104%
|
78
|
16.67%
|
|
|
5379
|
Heritage Family Offices
Scottsdale,
Arizona
|
$200M
|
+$6.7M
|
+3%
|
1.76%
|
–
|
195
|
13.33%
|
|
|
5380
|
Stephens Group
Little Rock,
Arkansas
|
$200M
|
+$12.1M
|
+6%
|
8.77%
|
33.8%
|
3
|
0%
|
|
|
5381
|
Powers Advisory Group
Highland,
Illinois
|
$200M
|
-$731K
|
-0.4%
|
1.53%
|
37.5%
|
104
|
6.73%
|
|
|
5382
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$200M
|
-$3.05M
|
-2%
|
1.46%
|
40%
|
308
|
10.71%
|
|
|
5383
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$200M
|
-$809K
|
-0.4%
|
3.11%
|
–
|
41
|
0%
|
|
|
5384
|
New Insight Wealth Advisors
San Ramon,
California
|
$200M
|
+$9.63M
|
+5%
|
3.8%
|
–
|
97
|
13.4%
|
|
|
5385
|
Kinloch Capital
Glen Allen,
Virginia
|
$200M
|
-$6.74M
|
-3%
|
3%
|
48.9%
|
83
|
7.23%
|
|
|
5386
|
Jupiter Wealth Management
Glendale,
Colorado
|
$200M
|
+$4.11M
|
+2%
|
3.81%
|
85.9%
|
101
|
19.8%
|
|
|
5387
|
Moneywise Inc
Forest,
Virginia
|
$199M
|
-$3.84M
|
-2%
|
0.95%
|
58%
|
60
|
15%
|
|
|
5388
|
Lodestone Wealth Management
Spokane,
Washington
|
$199M
|
-$444K
|
-0.2%
|
0.19%
|
81.1%
|
159
|
12.58%
|
|
|
5389
|
MBA Advisors
Hermitage,
Pennsylvania
|
$199M
|
-$9.03M
|
-4%
|
1.25%
|
58.3%
|
139
|
13.67%
|
|
|
5390
|
Register Financial Advisors
Atlanta,
Georgia
|
$199M
|
+$4.23M
|
+2%
|
3.68%
|
126%
|
310
|
8.71%
|
|
|
5391
|
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
|
$199M
|
+$461K
|
+0.2%
|
2.23%
|
58.5%
|
30
|
10%
|
|
|
5392
|
Fogel Capital Management
Stuart,
Florida
|
$199M
|
+$5.17M
|
+3%
|
4.66%
|
–
|
43
|
13.95%
|
|
|
5393
|
Argentarii
Cincinnati,
Ohio
|
$199M
|
–
|
–
|
5.68%
|
–
|
160
|
–
|
|
|
5394
|
Sunpointe
St. Louis,
Missouri
|
$199M
|
+$77.3M
|
+64%
|
2.44%
|
–
|
214
|
29.91%
|
|
|
5395
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$199M
|
-$891K
|
-0.4%
|
2.39%
|
57.2%
|
35
|
20%
|
|
|
5396
|
Deane Retirement Strategies
New Orleans,
Louisiana
|
$199M
|
-$6.35M
|
-3%
|
0.97%
|
64.7%
|
86
|
32.56%
|
|
|
5397
|
TCFG Wealth Management
Laguna Niguel,
California
|
$199M
|
-$327K
|
-0.2%
|
3%
|
–
|
243
|
15.64%
|
|
|
5398
|
Birch Capital Management
Dallas,
Texas
|
$199M
|
-$5.99M
|
-3%
|
0.01%
|
48.4%
|
91
|
14.29%
|
|
|
5399
|
Dudley Capital Management
Middleburg,
Virginia
|
$199M
|
+$5.18M
|
+3%
|
4.31%
|
110%
|
143
|
15.38%
|
|
|
5400
|
|
$198M
|
-$12.8M
|
-6%
|
1.43%
|
93.8%
|
35
|
14.29%
|
|