|
5401
|
Peirce Capital Management
The Woodlands,
Texas
|
$251M
|
+$10.7M
|
+4%
|
2.92%
|
–
|
44
|
11.36%
|
|
|
5402
|
Georgetown University
Washington,
District of Columbia
|
$251M
|
-$48M
|
-16%
|
5.68%
|
73.1%
|
21
|
52.38%
|
|
|
5403
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$251M
|
+$14M
|
+6%
|
1.48%
|
53.8%
|
94
|
6.38%
|
|
|
5404
|
LECAP Asset Management
London,
United Kingdom
|
$251M
|
-$36.6M
|
-13%
|
2.24%
|
–
|
404
|
65.59%
|
|
|
5405
|
Lifeyrissjodur Verzlunarmanna
Reykjavik,
|
$251M
|
+$7.63M
|
+3%
|
7.28%
|
–
|
1
|
0%
|
|
|
5406
|
Red Spruce Capital
Berwyn,
Pennsylvania
|
$251M
|
+$5.58M
|
+2%
|
4.34%
|
93.3%
|
93
|
1.08%
|
|
|
5407
|
O'Connor Financial Group
Quincy,
Illinois
|
$251M
|
+$12.3M
|
+5%
|
1.24%
|
44.9%
|
66
|
21.21%
|
|
|
5408
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$251M
|
+$5.47M
|
+2%
|
0.24%
|
33.9%
|
203
|
17.73%
|
|
|
5409
|
Financial Council
Towson,
Maryland
|
$251M
|
+$25.2M
|
+11%
|
2.76%
|
63.8%
|
103
|
9.71%
|
|
|
5410
|
5T Wealth
Napa,
California
|
$250M
|
+$21M
|
+9%
|
1.49%
|
–
|
130
|
14.62%
|
|
|
5411
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$250M
|
+$6.7M
|
+3%
|
1.27%
|
68.6%
|
151
|
11.26%
|
|
|
5412
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$250M
|
+$6.56M
|
+3%
|
3.01%
|
84.4%
|
172
|
6.4%
|
|
|
5413
|
Orin Green Financial
San Diego,
California
|
$250M
|
-$179K
|
-0.1%
|
2.42%
|
53.3%
|
88
|
12.5%
|
|
|
5414
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$250M
|
+$10.9M
|
+5%
|
1.13%
|
–
|
253
|
17%
|
|
|
5415
|
SGL Investment Advisors
Missoula,
Montana
|
$250M
|
+$10M
|
+4%
|
1.95%
|
–
|
136
|
13.97%
|
|
|
5416
|
Juno Financial Group
Richmond,
Virginia
|
$250M
|
–
|
–
|
1.72%
|
–
|
69
|
–
|
|
|
5417
|
Pennington Partners & Co
Bethesda,
Maryland
|
$250M
|
+$38.7M
|
+18%
|
1.72%
|
–
|
103
|
19.42%
|
|
|
5418
|
Stash Investments
New York
|
$249M
|
+$17M
|
+7%
|
1.15%
|
–
|
5
|
0%
|
|
|
5419
|
Freshford Capital Management
Rye Brook,
New York
|
$249M
|
-$114M
|
-31%
|
5.16%
|
62.2%
|
26
|
53.85%
|
|
|
5420
|
Solstein Capital
Menlo Park,
California
|
$249M
|
-$191M
|
-43%
|
3.91%
|
83.6%
|
506
|
16.8%
|
|
|
5421
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$249M
|
+$719K
|
+0.3%
|
3.13%
|
117%
|
256
|
8.2%
|
|
|
5422
|
Beacon Investment Advisors
Gaithersburg,
Maryland
|
$249M
|
+$4.78M
|
+2%
|
3.57%
|
64.3%
|
168
|
4.17%
|
|
|
5423
|
Index Venture Life Associates VI
St. Helier,
Jersey
|
$249M
|
+$7.57M
|
+3%
|
3.13%
|
–
|
1
|
0%
|
|
|
5424
|
Shira Ridge Wealth Management
Larkspur,
California
|
$249M
|
+$13.3M
|
+6%
|
2.6%
|
64.9%
|
91
|
15.38%
|
|
|
5425
|
Chicago Wealth Management
Chicago,
Illinois
|
$249M
|
+$19.4M
|
+8%
|
8.14%
|
110%
|
56
|
16.07%
|
|