|
5501
|
Juniper Investment Company
New York
|
$115M
|
-$44.1M
|
-28%
|
26.5%
|
387%
|
10
|
0%
|
|
|
5502
|
AFG Fiduciary Services
Hingham,
Massachusetts
|
$115M
|
-$27.1M
|
-19%
|
14.2%
|
61.9%
|
98
|
31.63%
|
|
|
5503
|
Wilen Investment Management
Bonita Springs,
Florida
|
$115M
|
-$17.5M
|
-13%
|
9.54%
|
79.9%
|
93
|
5.38%
|
|
|
5504
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$115M
|
+$555K
|
+0.5%
|
9.9%
|
44.5%
|
36
|
11.11%
|
|
|
5505
|
Resolute Financial
Newburyport,
Massachusetts
|
$115M
|
-$7.87M
|
-6%
|
10.6%
|
–
|
133
|
25.56%
|
|
|
5506
|
Carl Stuart Investment Advisor
Austin,
Texas
|
$115M
|
-$1.26B
|
-92%
|
14.6%
|
78.6%
|
97
|
75.26%
|
|
|
5507
|
Guardian Investment Management
Tiburon,
California
|
$115M
|
-$13.8M
|
-11%
|
13%
|
89.7%
|
59
|
6.78%
|
|
|
5508
|
Brendel Financial Advisors
Hanover,
New Hampshire
|
$115M
|
-$69.1M
|
-38%
|
8.03%
|
110%
|
123
|
34.96%
|
|
|
5509
|
Fairbanks Capital Management
Rancho Santa Fe,
California
|
$115M
|
-$19.7M
|
-15%
|
12.7%
|
69.4%
|
52
|
7.69%
|
|
|
5510
|
Riverview Trust Company
Vancouver,
Washington
|
$115M
|
-$20.1M
|
-15%
|
13.5%
|
67.6%
|
904
|
42.37%
|
|
|
5511
|
Jackson Hill Advisors
Houston,
Texas
|
$115M
|
-$43.2M
|
-27%
|
24.2%
|
79.4%
|
11
|
18.18%
|
|
|
5512
|
Bowman & Company
Oshkosh,
Wisconsin
|
$115M
|
-$15.4M
|
-12%
|
12.8%
|
59.7%
|
89
|
16.85%
|
|
|
5513
|
|
$114M
|
-$14.6M
|
-11%
|
11.6%
|
74.9%
|
43
|
13.95%
|
|
|
5514
|
Wealth Management Partners
Tucson,
Arizona
|
$114M
|
-$25.9M
|
-18%
|
16.9%
|
179%
|
122
|
30.33%
|
|
|
5515
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$114M
|
-$10.7M
|
-9%
|
11.1%
|
41.2%
|
111
|
9.01%
|
|
|
5516
|
MRA Advisory Group
Parsippany,
New Jersey
|
$114M
|
-$17.4M
|
-13%
|
10.4%
|
84.5%
|
123
|
23.58%
|
|
|
5517
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$114M
|
-$26.3M
|
-19%
|
11.7%
|
85.5%
|
366
|
10.38%
|
|
|
5518
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$114M
|
-$23.6M
|
-17%
|
12.4%
|
72.8%
|
128
|
18.75%
|
|
|
5519
|
Norwood Investment Partners
Mill Valley,
California
|
$114M
|
-$49.3M
|
-30%
|
16.6%
|
22.2%
|
12
|
41.67%
|
|
|
5520
|
Dean Capital Management
Overland Park,
Kansas
|
$114M
|
-$923K
|
-0.8%
|
4.61%
|
57.7%
|
83
|
19.28%
|
|
|
5521
|
Graham Capital Wealth Management
Washington D.c.,
District of Columbia
|
$114M
|
+$1.6M
|
+1%
|
3.42%
|
41.6%
|
132
|
44.7%
|
|
|
5522
|
MTM Financial Group
Bethlehem,
Pennsylvania
|
$114M
|
+$18.5M
|
+19%
|
7.83%
|
30.2%
|
51
|
11.76%
|
|
|
5523
|
Kessler Investment Group
Columbus,
Indiana
|
$114M
|
-$58.3M
|
-34%
|
16.1%
|
218%
|
196
|
16.84%
|
|
|
5524
|
Wayfinding Financial
Lynnwood,
Washington
|
$114M
|
-$5.78M
|
-5%
|
13.4%
|
58.7%
|
89
|
20.22%
|
|
|
5525
|
EnCap Energy Capital Fund IX
Houston,
Texas
|
$114M
|
-$120M
|
-51%
|
11.4%
|
69.2%
|
3
|
33.33%
|
|