|
5526
|
Wilen Investment Management
Bonita Springs,
Florida
|
$116M
|
+$3.5M
|
+3%
|
4.98%
|
79.9%
|
59
|
6.78%
|
|
|
5527
|
Platt Investment Counsel
Lake Mary,
Florida
|
$116M
|
+$4.53M
|
+4%
|
4.88%
|
58.9%
|
17
|
17.65%
|
|
|
5528
|
University of Massachusetts Foundation
Newton,
Massachusetts
|
$116M
|
+$41M
|
+54%
|
6%
|
53.6%
|
5
|
40%
|
|
|
5529
|
Peak Financial Advisors
Denver,
Colorado
|
$116M
|
-$2.35M
|
-2%
|
6.97%
|
40.1%
|
86
|
36.05%
|
|
|
5530
|
KLK Capital Management
Los Angeles,
California
|
$116M
|
–
|
–
|
4.21%
|
–
|
57
|
–
|
|
|
5531
|
Apis Capital Advisors
New York
|
$116M
|
+$6.13M
|
+6%
|
54%
|
1,035%
|
53
|
50.94%
|
|
|
5532
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$116M
|
+$12.3M
|
+12%
|
6.54%
|
54.2%
|
123
|
37.4%
|
|
|
5533
|
MTC Wealth Management
Tampa,
Florida
|
$116M
|
-$120M
|
-51%
|
4.85%
|
23%
|
14
|
14.29%
|
|
|
5534
|
Center For Asset Management
Palm Beach Gardens,
Florida
|
$116M
|
+$11.6M
|
+11%
|
4.65%
|
49.3%
|
108
|
29.63%
|
|
|
5535
|
Beam Wealth Advisors
Covington,
Louisiana
|
$116M
|
+$3.72M
|
+3%
|
5.96%
|
51.3%
|
149
|
14.77%
|
|
|
5536
|
Credit Capital Investments
Livingston,
New Jersey
|
$116M
|
+$26.9M
|
+30%
|
5.93%
|
481%
|
34
|
35.29%
|
|
|
5537
|
CAMG Solamere Management
Charlotte,
North Carolina
|
$116M
|
+$103K
|
+0.1%
|
6.14%
|
51.7%
|
89
|
16.85%
|
|
|
5538
|
Library Research
Hong Kong
|
$116M
|
-$6.75M
|
-6%
|
5.24%
|
22.4%
|
7
|
28.57%
|
|
|
5539
|
Fiduciary Planning
Englewood,
Florida
|
$116M
|
+$49.6M
|
+75%
|
5.08%
|
43.7%
|
298
|
85.57%
|
|
|
5540
|
Cephei Capital Management
Hong Kong
|
$116M
|
+$8.9M
|
+8%
|
9.04%
|
–
|
4
|
25%
|
|
|
5541
|
RK Asset Management
Grosse Pointe Farms,
Michigan
|
$116M
|
+$3.66M
|
+3%
|
6.64%
|
47.6%
|
16
|
0%
|
|
|
5542
|
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
|
$116M
|
+$7.62M
|
+7%
|
4.76%
|
45.6%
|
68
|
7.35%
|
|
|
5543
|
WealthTrust Asset Management
Destin,
Florida
|
$115M
|
–
|
–
|
8.34%
|
82.5%
|
75
|
–
|
|
|
5544
|
Armstrong Shaw Associates
New Canaan,
Connecticut
|
$115M
|
+$5.73M
|
+5%
|
9.2%
|
51.2%
|
44
|
2.27%
|
|
|
5545
|
Sippican Capital Advisors
Boston,
Massachusetts
|
$115M
|
+$6.71M
|
+6%
|
6.88%
|
90.1%
|
115
|
3.48%
|
|
|
5546
|
Laurel Wealth Planning
Edina,
Minnesota
|
$115M
|
+$5.39M
|
+5%
|
5.46%
|
41.6%
|
147
|
14.97%
|
|
|
5547
|
Unison Asset Management
North Miami Beach,
Florida
|
$115M
|
+$6.48M
|
+6%
|
9.56%
|
84%
|
27
|
11.11%
|
|
|
5548
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$115M
|
+$6.25M
|
+6%
|
8.14%
|
–
|
175
|
3.43%
|
|
|
5549
|
4J Wealth Management
Alexandria,
Virginia
|
$115M
|
+$7.04M
|
+7%
|
6.59%
|
68.2%
|
79
|
16.46%
|
|
|
5550
|
Alamar Capital Management
Santa Barbara,
California
|
$115M
|
+$10.6M
|
+10%
|
10.1%
|
–
|
58
|
5.17%
|
|