|
5551
|
New Potomac Partners
Bethesda,
Maryland
|
$195M
|
+$11.7M
|
+6%
|
5.39%
|
37.2%
|
152
|
45.39%
|
|
|
5552
|
Discovery Value Fund
Singapore
|
$195M
|
-$2.18M
|
-1%
|
24.4%
|
210%
|
5
|
40%
|
|
|
5553
|
Kessler Investment Group
Columbus,
Indiana
|
$195M
|
+$9.34M
|
+5%
|
12%
|
218%
|
207
|
14.98%
|
|
|
5554
|
Perritt Capital Management
Chicago,
Illinois
|
$195M
|
+$11.4M
|
+6%
|
7.41%
|
80.9%
|
331
|
12.69%
|
|
|
5555
|
Applied Capital
Little Rock,
Arkansas
|
$194M
|
+$20.2M
|
+12%
|
6.02%
|
52.6%
|
47
|
21.28%
|
|
|
5556
|
Lee Johnson Capital Management
Fort Worth,
Texas
|
$194M
|
-$1.5M
|
-0.8%
|
3.02%
|
118%
|
37
|
67.57%
|
|
|
5557
|
Brookmont Capital Management
Dallas,
Texas
|
$194M
|
+$11.6M
|
+6%
|
9.21%
|
36.6%
|
57
|
7.02%
|
|
|
5558
|
Peak Financial Advisors
Denver,
Colorado
|
$194M
|
+$20.2M
|
+12%
|
3.51%
|
40.1%
|
93
|
43.01%
|
|
|
5559
|
First City Capital Management
Savannah,
Georgia
|
$194M
|
+$16.4M
|
+9%
|
7.57%
|
76.5%
|
166
|
7.23%
|
|
|
5560
|
Dravo Bay
Rehoboth Beach,
Delaware
|
$194M
|
+$14.3M
|
+8%
|
5.7%
|
45.2%
|
55
|
29.09%
|
|
|
5561
|
venBio Partners
San Francisco,
California
|
$194M
|
-$37.2M
|
-16%
|
1.26%
|
564%
|
7
|
28.57%
|
|
|
5562
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$194M
|
+$12.8M
|
+7%
|
6.32%
|
47.6%
|
89
|
3.37%
|
|
|
5563
|
Menlo Advisors
Menlo Park,
California
|
$194M
|
+$14.1M
|
+8%
|
8.46%
|
81.9%
|
33
|
15.15%
|
|
|
5564
|
Baugh & Associates
Atlanta,
Georgia
|
$194M
|
+$1.53M
|
+0.8%
|
6.99%
|
83.8%
|
41
|
7.32%
|
|
|
5565
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$194M
|
+$25.2M
|
+15%
|
5.4%
|
62.7%
|
103
|
12.62%
|
|
|
5566
|
Florida Financial Advisors
Tampa,
Florida
|
$194M
|
+$27.2M
|
+16%
|
5.5%
|
–
|
180
|
23.33%
|
|
|
5567
|
Fogel Capital Management
Stuart,
Florida
|
$194M
|
+$6.1M
|
+3%
|
4.48%
|
–
|
40
|
5%
|
|
|
5568
|
Adalta Capital Management
New York
|
$194M
|
+$9.96M
|
+5%
|
6.95%
|
80.4%
|
103
|
9.71%
|
|
|
5569
|
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
|
$194M
|
+$207K
|
+0.1%
|
7.97%
|
138%
|
124
|
25%
|
|
|
5570
|
|
$194M
|
+$8.82M
|
+5%
|
6.37%
|
84.3%
|
47
|
4.26%
|
|
|
5571
|
Cahill Wealth Management
Portage,
Michigan
|
$194M
|
+$26.1M
|
+16%
|
8.6%
|
24.7%
|
51
|
7.84%
|
|
|
5572
|
IMPACTfolio
Denver,
Colorado
|
$194M
|
+$15.2M
|
+9%
|
5.92%
|
51.2%
|
55
|
30.91%
|
|
|
5573
|
Heritage Family Offices
Scottsdale,
Arizona
|
$194M
|
+$13.5M
|
+8%
|
7.67%
|
–
|
188
|
14.89%
|
|
|
5574
|
Briaud Financial Planning
College Station,
Texas
|
$194M
|
+$20.4M
|
+12%
|
6.72%
|
93.1%
|
152
|
13.16%
|
|
|
5575
|
Cherry Creek Investment Advisors
Englewood,
Colorado
|
$194M
|
+$1.87M
|
+1%
|
7.23%
|
140%
|
115
|
13.91%
|
|