|
5501
|
Hall Private Wealth Advisors
Waxhaw,
North Carolina
|
$161M
|
+$4.15M
|
+3%
|
7.78%
|
–
|
56
|
26.79%
|
|
|
5502
|
Long Path Partners Fund
Stamford,
Connecticut
|
$161M
|
–
|
–
|
6.62%
|
–
|
7
|
–
|
|
|
5503
|
Bluestem Financial Advisors
Champaign,
Illinois
|
$161M
|
+$7.84M
|
+5%
|
4.54%
|
39.5%
|
27
|
11.11%
|
|
|
5504
|
Agate Pass Investment Management
Bainbridge Island,
Washington
|
$161M
|
–
|
–
|
8.87%
|
68%
|
99
|
–
|
|
|
5505
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$161M
|
+$48.9M
|
+44%
|
0.46%
|
7.8%
|
284
|
58.45%
|
|
|
5506
|
Matrix IX Management Company
Cambridge,
Massachusetts
|
$161M
|
–
|
–
|
18.1%
|
–
|
1
|
–
|
|
|
5507
|
Sterling Investment Management
Tucson,
Arizona
|
$161M
|
+$3.67M
|
+2%
|
5.12%
|
44.1%
|
72
|
6.94%
|
|
|
5508
|
DGS Capital Management
Jersey City,
New Jersey
|
$161M
|
–
|
–
|
7.14%
|
177%
|
182
|
–
|
|
|
5509
|
Summit Street Capital Management
New York
|
$160M
|
+$9.95M
|
+7%
|
11.6%
|
217%
|
32
|
0%
|
|
|
5510
|
Chimera Capital Management
New York
|
$160M
|
–
|
–
|
10.4%
|
–
|
35
|
–
|
|
|
5511
|
TVL Management Corporation
Menlo Park,
California
|
$160M
|
–
|
–
|
11.6%
|
–
|
3
|
–
|
|
|
5512
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$160M
|
+$17M
|
+12%
|
7.57%
|
61%
|
202
|
20.3%
|
|
|
5513
|
Cordasco Financial Network
Naples,
Florida
|
$160M
|
+$13.5M
|
+9%
|
8.97%
|
31.1%
|
612
|
14.22%
|
|
|
5514
|
Scott Investment Partners
Henley-On-Thames,
United Kingdom
|
$160M
|
+$14.4M
|
+10%
|
13.5%
|
44%
|
45
|
2.22%
|
|
|
5515
|
Leeward Financial Partners
Bellevue,
Washington
|
$160M
|
–
|
–
|
6.58%
|
83%
|
71
|
–
|
|
|
5516
|
JVL Associates
Wyoming,
Michigan
|
$160M
|
+$14.9M
|
+10%
|
9.13%
|
73.3%
|
39
|
5.13%
|
|
|
5517
|
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
|
$160M
|
+$5.93M
|
+4%
|
7.46%
|
74.9%
|
98
|
12.24%
|
|
|
5518
|
Sterling Financial Planning
Sparta,
New Jersey
|
$160M
|
+$2.83M
|
+2%
|
7.39%
|
55.5%
|
427
|
77.52%
|
|
|
5519
|
Midwest Wealth Management
Indianapolis,
Indiana
|
$160M
|
+$14.5M
|
+10%
|
9.33%
|
–
|
100
|
9%
|
|
|
5520
|
Palumbo Wealth Management
Great Neck,
New York
|
$160M
|
+$7.99M
|
+5%
|
7.31%
|
115%
|
101
|
16.83%
|
|
|
5521
|
Ravenstone Capital Management
Toronto,
|
$160M
|
+$24.3M
|
+18%
|
13%
|
63%
|
89
|
50.56%
|
|
|
5522
|
Purus Wealth Management
Newport Beach,
California
|
$160M
|
+$14.8M
|
+10%
|
9.07%
|
156%
|
123
|
21.14%
|
|
|
5523
|
Mach-1 Financial Group
Rogers,
Arkansas
|
$159M
|
+$22.1M
|
+16%
|
3.69%
|
83.4%
|
321
|
94.39%
|
|
|
5524
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$159M
|
+$19.1M
|
+14%
|
11.7%
|
69.6%
|
118
|
27.97%
|
|
|
5525
|
FirstPurpose Wealth
Orem,
Utah
|
$159M
|
–
|
–
|
5.34%
|
–
|
145
|
–
|
|