|
5501
|
American Financial & Tax Strategies
New York
|
$193M
|
-$4.09M
|
-2%
|
1.84%
|
–
|
92
|
2.17%
|
|
|
5502
|
Creekside Partners
Petaluma,
California
|
$193M
|
-$489K
|
-0.3%
|
1.17%
|
–
|
168
|
4.17%
|
|
|
5503
|
Melone Private Wealth
Auburn Hills,
Michigan
|
$193M
|
+$4.66M
|
+2%
|
2.17%
|
30.3%
|
52
|
7.69%
|
|
|
5504
|
Baugh & Associates
Atlanta,
Georgia
|
$193M
|
-$1.28M
|
-0.7%
|
0.73%
|
83.8%
|
40
|
2.5%
|
|
|
5505
|
Perry Creek Capital
New York
|
$193M
|
-$43.3M
|
-18%
|
1.2%
|
25.5%
|
12
|
8.33%
|
|
|
5506
|
Sterling Group Wealth Management
Pasadena,
California
|
$193M
|
+$4.16M
|
+2%
|
0.91%
|
54.6%
|
65
|
6.15%
|
|
|
5507
|
AJ Advisors
Nashville,
Tennessee
|
$193M
|
-$2.29M
|
-1%
|
0.19%
|
59.8%
|
34
|
5.88%
|
|
|
5508
|
IMPACTfolio
Denver,
Colorado
|
$193M
|
-$1.04M
|
-0.5%
|
1.36%
|
51.2%
|
59
|
27.12%
|
|
|
5509
|
Dalton Investments
Las Vegas,
Nevada
|
$193M
|
+$23M
|
+14%
|
7.03%
|
94.7%
|
29
|
17.24%
|
|
|
5510
|
Clayton Dubilier & Rice
New York
|
$193M
|
-$209M
|
-52%
|
50.7%
|
52.2%
|
4
|
25%
|
|
|
5511
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$193M
|
-$3.36M
|
-2%
|
0.31%
|
47.9%
|
106
|
23.58%
|
|
|
5512
|
Chicago Wealth Management
Chicago,
Illinois
|
$193M
|
+$5.12M
|
+3%
|
2.65%
|
110%
|
53
|
13.21%
|
|
|
5513
|
Independent Family Office
Albany,
New York
|
$192M
|
-$6.73M
|
-3%
|
1.4%
|
66.8%
|
74
|
8.11%
|
|
|
5514
|
FourWorld Capital Management
New York
|
$192M
|
+$18.8M
|
+11%
|
6.21%
|
114%
|
32
|
50%
|
|
|
5515
|
Harbert Fund Advisors
Birmingham,
Alabama
|
$192M
|
+$23.4M
|
+14%
|
7.12%
|
70.8%
|
143
|
58.04%
|
|
|
5516
|
JDM Financial Group
Austin,
Texas
|
$192M
|
+$8.49M
|
+5%
|
0%
|
51.5%
|
427
|
26.23%
|
|
|
5517
|
Perritt Capital Management
Chicago,
Illinois
|
$192M
|
-$2.11M
|
-1%
|
0.09%
|
80.9%
|
324
|
12.04%
|
|
|
5518
|
School Employees Retirement Board of Ohio
Columbus,
Ohio
|
$192M
|
+$16.7M
|
+9%
|
1.33%
|
–
|
6
|
16.67%
|
|
|
5519
|
Arrowroot Family Office
Marina Del Rey,
California
|
$192M
|
+$20.7M
|
+12%
|
0%
|
–
|
143
|
18.18%
|
|
|
5520
|
5th Street Advisors
Southport,
Connecticut
|
$192M
|
-$13.1M
|
-6%
|
2.91%
|
39.2%
|
44
|
36.36%
|
|
|
5521
|
Peak Financial Advisors
Denver,
Colorado
|
$192M
|
-$2.19M
|
-1%
|
1.91%
|
40.1%
|
88
|
31.82%
|
|
|
5522
|
Moser Wealth Advisors
Bellevue,
Washington
|
$192M
|
-$708K
|
-0.4%
|
1.49%
|
–
|
143
|
6.99%
|
|
|
5523
|
Gordian Capital (Singapore)
Singapore
|
$192M
|
-$73.8M
|
-28%
|
9.3%
|
249%
|
220
|
41.36%
|
|
|
5524
|
Cottage Street Advisors
Marion,
Massachusetts
|
$192M
|
+$8.43M
|
+5%
|
4.1%
|
91.4%
|
117
|
11.97%
|
|
|
5525
|
Proactive Wealth Strategies
Marietta,
Georgia
|
$192M
|
+$11.9M
|
+7%
|
3.26%
|
–
|
136
|
14.71%
|
|