|
5401
|
Pinnacle Family Advisors
Springfield,
Missouri
|
$140M
|
+$24.5M
|
+21%
|
4.16%
|
85.8%
|
97
|
24.74%
|
|
|
5402
|
Keyframe Capital Partners
New York
|
$140M
|
+$39.1M
|
+39%
|
7.8%
|
6.45%
|
8
|
0%
|
|
|
5403
|
Ferguson Shapiro
Decatur,
Georgia
|
$140M
|
-$26.6M
|
-16%
|
1.66%
|
39.6%
|
50
|
34%
|
|
|
5404
|
Safeguard Financial
Minocqua,
Wisconsin
|
$140M
|
+$31.7M
|
+29%
|
7.87%
|
21.9%
|
68
|
29.41%
|
|
|
5405
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$140M
|
-$636K
|
-0.5%
|
8.66%
|
68.1%
|
209
|
16.75%
|
|
|
5406
|
Yorktown Energy Partners VIII
New York
|
$140M
|
-$29.4M
|
-17%
|
0.84%
|
15.2%
|
2
|
0%
|
|
|
5407
|
|
$140M
|
+$22.3M
|
+19%
|
7.83%
|
54.7%
|
42
|
9.52%
|
|
|
5408
|
Moseley Investment Management
Bradenton,
Florida
|
$140M
|
+$3.41M
|
+3%
|
6.85%
|
96.6%
|
150
|
10.67%
|
|
|
5409
|
Macellum Advisors
New York
|
$139M
|
-$7.55M
|
-5%
|
1.17%
|
–
|
5
|
40%
|
|
|
5410
|
AllGen Financial Advisors
Orlando,
Florida
|
$139M
|
+$11M
|
+9%
|
7.04%
|
39.7%
|
45
|
35.56%
|
|
|
5411
|
1776 Wealth
Atlanta,
Georgia
|
$139M
|
+$7.55M
|
+6%
|
3.72%
|
90.4%
|
124
|
12.9%
|
|
|
5412
|
Wealth High Governance Capital
Sao Paulo,
Brazil
|
$139M
|
–
|
–
|
10.8%
|
622%
|
10
|
–
|
|
|
5413
|
NorthLanding Financial Partners
Rochester,
New York
|
$139M
|
+$12.6M
|
+10%
|
9.2%
|
48.7%
|
66
|
9.09%
|
|
|
5414
|
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
|
$139M
|
+$14.4M
|
+12%
|
1.52%
|
0.74%
|
7
|
14.29%
|
|
|
5415
|
Clark Asset Management
Stratham,
New Hampshire
|
$139M
|
–
|
–
|
6.6%
|
45.5%
|
59
|
–
|
|
|
5416
|
Members Capital Advisors Inc
Madison,
Wisconsin
|
$139M
|
+$12.1M
|
+10%
|
14.7%
|
–
|
75
|
10.67%
|
|
|
5417
|
McGinn Penninger Investment Management
Alexandria,
Virginia
|
$139M
|
+$22.7M
|
+20%
|
14.3%
|
51.9%
|
30
|
16.67%
|
|
|
5418
|
Exor N.V.
Amsterdam,
Netherlands
|
$139M
|
–
|
–
|
11.2%
|
8.34%
|
1
|
–
|
|
|
5419
|
Applied Fundamental Research
Cambridge,
Massachusetts
|
$139M
|
+$15.7M
|
+13%
|
8.41%
|
44.6%
|
12
|
16.67%
|
|
|
5420
|
Benchmark Wealth Management
Old Lyme,
Connecticut
|
$139M
|
+$11.4M
|
+9%
|
7.45%
|
42.7%
|
55
|
16.36%
|
|
|
5421
|
Bislett Management
Palo Alto,
California
|
$139M
|
-$6.88M
|
-5%
|
8.06%
|
19.8%
|
15
|
13.33%
|
|
|
5422
|
Decatur Capital Management
Decatur,
Georgia
|
$139M
|
+$6.65M
|
+5%
|
5.44%
|
135%
|
61
|
13.11%
|
|
|
5423
|
Ascension Asset Management
New York
|
$139M
|
+$11.2M
|
+9%
|
11.6%
|
–
|
86
|
6.98%
|
|
|
5424
|
Compton Capital Management
Providence,
Rhode Island
|
$139M
|
-$10.7M
|
-7%
|
7.55%
|
75.6%
|
83
|
10.84%
|
|
|
5425
|
1623 Capital
Alexandria,
Virginia
|
$139M
|
-$23.3M
|
-14%
|
4.99%
|
11.9%
|
47
|
55.32%
|
|