|
5501
|
Providence Wealth Advisors
Frankfort,
Illinois
|
$135M
|
+$772K
|
+0.6%
|
2.47%
|
98.7%
|
96
|
4.17%
|
|
|
5502
|
Patron Partners
Houston,
Texas
|
$135M
|
+$2.12M
|
+2%
|
4.56%
|
69.3%
|
177
|
10.73%
|
|
|
5503
|
Foresite Capital Management V
Larkspur,
California
|
$135M
|
+$6.52M
|
+5%
|
24.3%
|
357%
|
11
|
0%
|
|
|
5504
|
Independent Order of Foresters
Toronto,
Ontario, Canada
|
$135M
|
+$10.5M
|
+8%
|
6.52%
|
54.8%
|
17
|
23.53%
|
|
|
5505
|
Tilt Investment Management Holdings
New York
|
$135M
|
+$17.3M
|
+15%
|
9.16%
|
–
|
151
|
9.27%
|
|
|
5506
|
Brendel Financial Advisors
Hanover,
New Hampshire
|
$135M
|
+$85.3M
|
+171%
|
3.47%
|
110%
|
87
|
63.22%
|
|
|
5507
|
Affinia Financial Group
Burlington,
Massachusetts
|
$135M
|
+$17.5M
|
+15%
|
6.52%
|
37.5%
|
35
|
17.14%
|
|
|
5508
|
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
$135M
|
+$71.4M
|
+112%
|
3.23%
|
26.9%
|
12
|
16.67%
|
|
|
5509
|
Southern Capital Advisors
Jackson,
Tennessee
|
$135M
|
+$5.85M
|
+5%
|
6.15%
|
58.2%
|
87
|
31.03%
|
|
|
5510
|
Renaissance Capital
Stamford,
Connecticut
|
$135M
|
+$6.88M
|
+5%
|
24%
|
248%
|
93
|
11.83%
|
|
|
5511
|
PATRIZIA Pty Ltd
Barton,
Australia
|
$135M
|
+$898K
|
+0.7%
|
3.41%
|
–
|
16
|
0%
|
|
|
5512
|
Geo Capital Gestora de Recursos
S?o Paulo,
Brazil
|
$135M
|
+$9.79M
|
+8%
|
10.7%
|
30.7%
|
40
|
2.5%
|
|
|
5513
|
Windle Wealth
Oklahoma City,
Oklahoma
|
$135M
|
+$6.77M
|
+5%
|
5.16%
|
70.5%
|
29
|
3.45%
|
|
|
5514
|
Claris Advisors
St. Louis,
Missouri
|
$135M
|
+$29.4M
|
+28%
|
4.11%
|
65.7%
|
53
|
32.08%
|
|
|
5515
|
Concentrum Wealth Management
San Jose,
California
|
$135M
|
+$23M
|
+21%
|
36.7%
|
145%
|
63
|
14.29%
|
|
|
5516
|
Vaughan & Co Securities
Ridgewood,
New Jersey
|
$135M
|
+$9.28M
|
+7%
|
5.34%
|
50.9%
|
56
|
10.71%
|
|
|
5517
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$135M
|
+$15.6M
|
+13%
|
4.97%
|
50.8%
|
91
|
29.67%
|
|
|
5518
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$135M
|
+$24.4M
|
+22%
|
3.12%
|
55.2%
|
70
|
20%
|
|
|
5519
|
Revolution Growth Management Company
Washington,
District of Columbia
|
$135M
|
+$10.5M
|
+8%
|
9.76%
|
23.5%
|
3
|
0%
|
|
|
5520
|
Gunderson Capital Management
Mt. Pleasant,
South Carolina
|
$135M
|
+$79.9M
|
+146%
|
25.6%
|
947%
|
57
|
78.95%
|
|
|
5521
|
Tactive Advisors
Jacksonville,
Florida
|
$135M
|
-$18.4M
|
-12%
|
13.2%
|
–
|
74
|
71.62%
|
|
|
5522
|
EWA LLC
Pittsbugh,
Pennsylvania
|
$135M
|
–
|
–
|
5.02%
|
102%
|
84
|
–
|
|
|
5523
|
Planning Directions
Glen Mills,
Pennsylvania
|
$135M
|
+$3.5M
|
+3%
|
3.06%
|
36.4%
|
77
|
14.29%
|
|
|
5524
|
Cora Capital Advisors
Marlton,
New Jersey
|
$134M
|
-$11.1M
|
-8%
|
6.31%
|
70.5%
|
95
|
23.16%
|
|
|
5525
|
Hook Mill Capital Partners
New York
|
$134M
|
+$16M
|
+14%
|
14.8%
|
148%
|
37
|
43.24%
|
|