|
5401
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$122M
|
-$52.6M
|
-30%
|
3.97%
|
–
|
103
|
40.78%
|
|
|
5402
|
Zoom Communications
San Jose,
California
|
$121M
|
-$27M
|
-18%
|
35.5%
|
10.7%
|
3
|
33.33%
|
|
|
5403
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$121M
|
-$11.5M
|
-9%
|
13.2%
|
48.1%
|
47
|
29.79%
|
|
|
5404
|
Beaumont Capital Management
Boston,
Massachusetts
|
$121M
|
-$34M
|
-22%
|
6.51%
|
40.9%
|
47
|
57.45%
|
|
|
5405
|
Boyar Asset Management
New York
|
$121M
|
-$34.5M
|
-22%
|
15.3%
|
58.4%
|
87
|
9.2%
|
|
|
5406
|
Strategic Capital Advisers
Denver,
Colorado
|
$121M
|
-$10.1M
|
-8%
|
12.4%
|
51.4%
|
60
|
3.33%
|
|
|
5407
|
Data Collective IV
Palo Alto,
California
|
$121M
|
-$350M
|
-74%
|
24%
|
251%
|
5
|
0%
|
|
|
5408
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
$121M
|
-$7.62M
|
-6%
|
13.9%
|
66%
|
58
|
31.03%
|
|
|
5409
|
Red Tortoise LLC
Atlanta,
Georgia
|
$121M
|
-$11.3M
|
-9%
|
12.2%
|
43.7%
|
67
|
10.45%
|
|
|
5410
|
University of Maryland Foundation
Adelphi,
Maryland
|
$121M
|
+$37.9M
|
+46%
|
16.2%
|
38.1%
|
7
|
14.29%
|
|
|
5411
|
Security National Bank of So Dak
Sioux City,
Iowa
|
$121M
|
-$22.8M
|
-16%
|
12.6%
|
58.9%
|
105
|
17.14%
|
|
|
5412
|
CVS Health
Woonsocket,
Rhode Island
|
$121M
|
-$28.3M
|
-19%
|
5.67%
|
52.3%
|
6
|
0%
|
|
|
5413
|
Capital Square
Chattanooga,
Tennessee
|
$121M
|
-$19.7M
|
-14%
|
10.6%
|
43.3%
|
162
|
13.58%
|
|
|
5414
|
Garrison Point Advisors
Walnut Creek,
California
|
$120M
|
-$22.4M
|
-16%
|
13.2%
|
69.7%
|
155
|
9.03%
|
|
|
5415
|
Latigo Investments
Fort Lauderdale,
Florida
|
$120M
|
-$23.3M
|
-16%
|
15.8%
|
45.2%
|
17
|
11.76%
|
|
|
5416
|
Miller Wealth Advisors
Ridgeway,
Colorado
|
$120M
|
-$33.6M
|
-22%
|
19.1%
|
180%
|
96
|
11.46%
|
|
|
5417
|
Threadgill Financial
Spring,
Texas
|
$120M
|
-$130M
|
-52%
|
14.2%
|
49.3%
|
43
|
16.28%
|
|
|
5418
|
Strategic Investment Management
Arlington,
Virginia
|
$120M
|
-$19.5M
|
-14%
|
12.8%
|
53.3%
|
10
|
10%
|
|
|
5419
|
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
|
$120M
|
-$30.7M
|
-20%
|
8.54%
|
74.9%
|
91
|
21.98%
|
|
|
5420
|
Steward Financial Group
Colleyville,
Texas
|
$120M
|
+$8.07M
|
+7%
|
13.1%
|
–
|
1,503
|
78.24%
|
|
|
5421
|
Nierenberg Investment Management Company
Camas,
Washington
|
$120M
|
-$21.2M
|
-15%
|
16.3%
|
167%
|
46
|
23.91%
|
|
|
5422
|
Sterling Investment Management
Tucson,
Arizona
|
$120M
|
-$21.9M
|
-15%
|
11.7%
|
44.1%
|
78
|
20.51%
|
|
|
5423
|
Riverpark Capital Management
New York
|
$120M
|
-$59.6M
|
-33%
|
33.2%
|
152%
|
33
|
18.18%
|
|
|
5424
|
McMillion Capital Management
Greensboro,
North Carolina
|
$120M
|
-$41.3M
|
-26%
|
14.6%
|
59.3%
|
222
|
65.77%
|
|
|
5425
|
Resource Planning Group
Atlanta,
Georgia
|
$120M
|
-$19.1M
|
-14%
|
10.5%
|
1.9%
|
73
|
19.18%
|
|