|
5376
|
TL Private Wealth
Southlake,
Texas
|
$202M
|
-$21.5M
|
-10%
|
1.74%
|
46%
|
43
|
4.65%
|
|
|
5377
|
Ergawealth Advisors
Oak Brook,
Illinois
|
$202M
|
-$539K
|
-0.3%
|
2.21%
|
38.1%
|
65
|
10.77%
|
|
|
5378
|
Towerpoint Wealth
Sacramento,
California
|
$202M
|
-$2.42M
|
-1%
|
1.58%
|
62.4%
|
84
|
7.14%
|
|
|
5379
|
Second Half Financial Partners
Sebring,
Florida
|
$202M
|
-$2.99M
|
-1%
|
2.71%
|
36.8%
|
99
|
23.23%
|
|
|
5380
|
O'Rourke & Company
Boston,
Massachusetts
|
$202M
|
-$2.55M
|
-1%
|
2.93%
|
62.4%
|
153
|
5.23%
|
|
|
5381
|
Argentarii
Cincinnati,
Ohio
|
$202M
|
+$2.56M
|
+1%
|
2.31%
|
–
|
177
|
20.9%
|
|
|
5382
|
Autumn Glory Partners
Dallas,
Texas
|
$201M
|
-$2.24M
|
-1%
|
0.32%
|
61.5%
|
193
|
20.73%
|
|
|
5383
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$201M
|
-$1.82M
|
-0.9%
|
0.79%
|
51.4%
|
503
|
3.18%
|
|
|
5384
|
Thomas H. Lee (THL) Partners
Boston,
Massachusetts
|
$201M
|
-$79.3M
|
-28%
|
28.3%
|
37.2%
|
1
|
0%
|
|
|
5385
|
GKV Capital Management
Walnut Creek,
California
|
$201M
|
-$43.9M
|
-18%
|
3.14%
|
–
|
182
|
21.43%
|
|
|
5386
|
Retirement Guys Formula
Maumee,
Ohio
|
$201M
|
+$2.97M
|
+2%
|
0.81%
|
57.6%
|
168
|
38.1%
|
|
|
5387
|
Ananym Capital Management
New York
|
$201M
|
+$36.2M
|
+22%
|
8.24%
|
–
|
11
|
18.18%
|
|
|
5388
|
Bridger Management
New York
|
$201M
|
+$15M
|
+8%
|
1.32%
|
98.3%
|
34
|
32.35%
|
|
|
5389
|
Aull & Monroe Investment Management
Mobile,
Alabama
|
$201M
|
+$4.91M
|
+3%
|
4.2%
|
96.6%
|
126
|
4.76%
|
|
|
5390
|
Greenbush Financial Group
Albany,
New York
|
$201M
|
+$11.3M
|
+6%
|
1.57%
|
–
|
34
|
5.88%
|
|
|
5391
|
MY.Alpha Management HK Advisors
Hong Kong
|
$201M
|
-$26.4M
|
-12%
|
22.8%
|
261%
|
22
|
40.91%
|
|
|
5392
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
$201M
|
-$4.79M
|
-2%
|
2.75%
|
69.3%
|
134
|
10.45%
|
|
|
5393
|
Sustainable Insight Capital Management
New York
|
$201M
|
-$27.6M
|
-12%
|
1.53%
|
106%
|
82
|
30.49%
|
|
|
5394
|
Prosperity Financial Group
San Ramon,
California
|
$201M
|
+$45.9K
|
+0%
|
5%
|
108%
|
199
|
29.65%
|
|
|
5395
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$201M
|
+$103K
|
+0.1%
|
1.86%
|
59%
|
49
|
8.16%
|
|
|
5396
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$201M
|
-$5.34M
|
-3%
|
2.03%
|
90.1%
|
241
|
9.96%
|
|
|
5397
|
Owen LaRue
Elizabethtown,
Kentucky
|
$201M
|
+$9.37M
|
+5%
|
0.09%
|
126%
|
108
|
31.48%
|
|
|
5398
|
Bayshore Asset Management
Coral Gables,
Florida
|
$201M
|
-$16.9M
|
-8%
|
1.73%
|
62.3%
|
56
|
39.29%
|
|
|
5399
|
Boyd Wealth Management
Sacramento,
California
|
$201M
|
-$2.14M
|
-1%
|
1.03%
|
51.1%
|
49
|
12.24%
|
|
|
5400
|
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
|
$201M
|
-$23M
|
-10%
|
3.22%
|
44.9%
|
60
|
43.33%
|
|