|
5501
|
Whitford Management
New York
|
$178M
|
-$76.9M
|
-30%
|
9.19%
|
62.5%
|
24
|
20.83%
|
|
|
5502
|
Citadel Investment Advisory
Chesterland,
Ohio
|
$178M
|
+$14.2M
|
+9%
|
10.5%
|
67.4%
|
83
|
2.41%
|
|
|
5503
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$177M
|
+$12.1M
|
+7%
|
9.83%
|
61.4%
|
124
|
9.68%
|
|
|
5504
|
CV Advisors
Aventura,
Florida
|
$177M
|
+$28.8M
|
+19%
|
13.5%
|
98.9%
|
23
|
8.7%
|
|
|
5505
|
New England Capital Financial Advisors
Meriden,
Connecticut
|
$177M
|
+$10.8M
|
+7%
|
8.33%
|
55.6%
|
422
|
11.14%
|
|
|
5506
|
Daily Journal Corp
Los Angeles,
California
|
$177M
|
-$7.91M
|
-4%
|
13.2%
|
108%
|
4
|
0%
|
|
|
5507
|
State Insurance Fund
New York
|
$177M
|
+$16M
|
+10%
|
9.93%
|
–
|
1
|
0%
|
|
|
5508
|
Constitution Capital
Shelton,
Connecticut
|
$177M
|
+$11.3M
|
+7%
|
10.1%
|
70.2%
|
68
|
19.12%
|
|
|
5509
|
Colonial River Investments
Midlothian,
Virginia
|
$177M
|
+$8.81M
|
+5%
|
11.5%
|
144%
|
221
|
32.13%
|
|
|
5510
|
Profit Investment Management
North Bethesda,
Maryland
|
$177M
|
+$2.36M
|
+1%
|
20.9%
|
101%
|
82
|
8.54%
|
|
|
5511
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$177M
|
+$12.3M
|
+7%
|
13.5%
|
131%
|
240
|
15.83%
|
|
|
5512
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$177M
|
-$7.17M
|
-4%
|
6.24%
|
57.2%
|
36
|
33.33%
|
|
|
5513
|
Brightlight Capital Management
Westport,
Connecticut
|
$177M
|
+$38.3M
|
+28%
|
22.5%
|
202%
|
14
|
42.86%
|
|
|
5514
|
Orland Properties Ltd
Road Town, Tortola,
British Virgin Islands
|
$177M
|
-$27.9M
|
-14%
|
13.4%
|
101%
|
14
|
14.29%
|
|
|
5515
|
BlackBarn Capital Partners
New York
|
$177M
|
-$99.7M
|
-36%
|
6.56%
|
–
|
30
|
50%
|
|
|
5516
|
Continuum Wealth Advisors
Saratoga Springs,
New York
|
$177M
|
+$22.7M
|
+15%
|
6.81%
|
61.4%
|
64
|
21.88%
|
|
|
5517
|
Trail Ridge Investment Advisors
Fort Collins,
Colorado
|
$177M
|
+$13.8M
|
+8%
|
9.1%
|
68.2%
|
117
|
20.51%
|
|
|
5518
|
5th Street Advisors
Southport,
Connecticut
|
$177M
|
+$15.2M
|
+9%
|
4.65%
|
39.2%
|
34
|
38.24%
|
|
|
5519
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$177M
|
+$7.55M
|
+4%
|
7.32%
|
–
|
140
|
18.57%
|
|
|
5520
|
Family Wealth Partners
Matthews,
North Carolina
|
$176M
|
+$46.9M
|
+36%
|
7.44%
|
–
|
42
|
7.14%
|
|
|
5521
|
Members Advisory Group
Williamsville,
New York
|
$176M
|
+$6.65M
|
+4%
|
4.04%
|
70.6%
|
28
|
35.71%
|
|
|
5522
|
Banyan Capital Management
Atlanta,
Georgia
|
$176M
|
+$13.3M
|
+8%
|
11.8%
|
52.7%
|
20
|
10%
|
|
|
5523
|
Chelsea Counsel Company
Los Angeles,
California
|
$176M
|
-$12.1M
|
-6%
|
6.34%
|
94.6%
|
190
|
21.58%
|
|
|
5524
|
Tandem Capital Management
Woodcliff Lake,
New Jersey
|
$176M
|
+$15.2M
|
+9%
|
11.3%
|
83.8%
|
117
|
11.97%
|
|
|
5525
|
Bellevue Asset Management
Bellevue,
Washington
|
$176M
|
+$63M
|
+56%
|
7.6%
|
51%
|
469
|
6.18%
|
|