|
5526
|
William Allan Corp
Fort Collins,
Colorado
|
$141M
|
–
|
–
|
11.1%
|
50.4%
|
91
|
–
|
|
|
5527
|
CJM Wealth Advisers
Falls Church,
Virginia
|
$141M
|
–
|
–
|
9.23%
|
71.5%
|
58
|
–
|
|
|
5528
|
Roth Financial Partners
Kingwood,
Texas
|
$140M
|
+$11.6M
|
+9%
|
7.04%
|
54.3%
|
28
|
7.14%
|
|
|
5529
|
Stegner Investment Associates
Louisville,
Kentucky
|
$140M
|
+$8.27M
|
+6%
|
9.33%
|
75.3%
|
24
|
16.67%
|
|
|
5530
|
Main Management Fund Advisors
San Francisco,
California
|
$140M
|
+$10.9M
|
+8%
|
3.15%
|
77.7%
|
7
|
14.29%
|
|
|
5531
|
Aristotle Pacific Capital
Newport Beach,
California
|
$140M
|
+$26.6M
|
+23%
|
2.18%
|
1.3%
|
19
|
10.53%
|
|
|
5532
|
Medina Value Partners
Los Angeles,
California
|
$140M
|
–
|
–
|
9.16%
|
78.1%
|
18
|
–
|
|
|
5533
|
Cohen Investment Advisors
Bedford,
New Hampshire
|
$140M
|
+$9.88M
|
+8%
|
8.9%
|
76.2%
|
79
|
1.27%
|
|
|
5534
|
Broadview Financial Management
Wauwatosa,
Wisconsin
|
$140M
|
+$11M
|
+8%
|
5.7%
|
41.8%
|
48
|
4.17%
|
|
|
5535
|
Solas Capital Management
Darien,
Connecticut
|
$140M
|
-$3.4M
|
-2%
|
1.18%
|
41.5%
|
30
|
36.67%
|
|
|
5536
|
Lokken Investment Group
Lewes,
Delaware
|
$140M
|
+$14.1M
|
+11%
|
8.13%
|
65.3%
|
141
|
18.44%
|
|
|
5537
|
Lighthouse Investment Partners
Palm Beach Gardens,
Florida
|
$140M
|
–
|
–
|
13.3%
|
78.5%
|
36
|
–
|
|
|
5538
|
RiverVest Venture Management
St. Louis,
Missouri
|
$140M
|
-$455M
|
-76%
|
35.4%
|
16.5%
|
6
|
16.67%
|
|
|
5539
|
swisspartners Advisors
Zurich,
Switzerland
|
$140M
|
-$2.42M
|
-2%
|
6.02%
|
86.6%
|
33
|
12.12%
|
|
|
5540
|
|
$140M
|
+$9.91M
|
+8%
|
6.98%
|
86.3%
|
150
|
22.67%
|
|
|
5541
|
Corepath Wealth Partners
Scottsdale,
Arizona
|
$140M
|
+$9.48M
|
+7%
|
3.75%
|
56%
|
42
|
11.9%
|
|
|
5542
|
Strategic Capital Advisers
Denver,
Colorado
|
$140M
|
+$11.2M
|
+9%
|
9.46%
|
51.4%
|
62
|
12.9%
|
|
|
5543
|
Monumental Financial Group
Rockville,
Maryland
|
$140M
|
+$14.4M
|
+11%
|
5.25%
|
18.2%
|
23
|
8.7%
|
|
|
5544
|
CPR Investments
Rochester,
Michigan
|
$139M
|
–
|
–
|
22.4%
|
79.3%
|
71
|
–
|
|
|
5545
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
$139M
|
+$14.2M
|
+11%
|
9.78%
|
69.3%
|
124
|
16.94%
|
|
|
5546
|
Spark Investment Management
New York
|
$139M
|
-$33.3M
|
-19%
|
5.2%
|
337%
|
35
|
20%
|
|
|
5547
|
Old North State Trust
Greensboro,
North Carolina
|
$139M
|
+$27.1M
|
+24%
|
8.6%
|
–
|
360
|
10.56%
|
|
|
5548
|
Strategic Financial Planning
Plano,
Texas
|
$139M
|
+$2.59M
|
+2%
|
2.94%
|
35%
|
35
|
8.57%
|
|
|
5549
|
Integral Investment Advisors
Turlock,
California
|
$139M
|
–
|
–
|
6.55%
|
60%
|
89
|
–
|
|
|
5550
|
Tatro Capital
Lexington,
Kentucky
|
$139M
|
+$11.2M
|
+9%
|
4.75%
|
–
|
103
|
28.16%
|
|