|
5601
|
Ivy Lane Capital Management
Winter Park,
Florida
|
$104M
|
–
|
–
|
21.5%
|
101%
|
8
|
–
|
|
|
5602
|
Divergent Planning
Bethesda,
Maryland
|
$104M
|
–
|
–
|
12%
|
43.3%
|
15
|
–
|
|
|
5603
|
Mangham Associates
Charlottesville,
Virginia
|
$104M
|
+$11.1M
|
+12%
|
11.9%
|
24.4%
|
5
|
0%
|
|
|
5604
|
Addison Advisors
Middlebury,
Vermont
|
$104M
|
–
|
–
|
12.5%
|
50.2%
|
390
|
–
|
|
|
5605
|
Linden Rose Investment
Sugar Land,
Texas
|
$104M
|
–
|
–
|
90.3%
|
–
|
6
|
–
|
|
|
5606
|
|
$104M
|
+$32.5M
|
+45%
|
45.4%
|
44.2%
|
1
|
0%
|
|
|
5607
|
Sound Point Capital Management
New York
|
$104M
|
+$36.8M
|
+55%
|
29.1%
|
61.5%
|
18
|
11.11%
|
|
|
5608
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$104M
|
–
|
–
|
12%
|
55.3%
|
257
|
–
|
|
|
5609
|
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
|
$104M
|
+$11.1M
|
+12%
|
13.4%
|
52.6%
|
71
|
1.41%
|
|
|
5610
|
Charter Research & Investment Group
Southport,
Connecticut
|
$104M
|
+$12.6M
|
+14%
|
12.4%
|
82.3%
|
81
|
9.88%
|
|
|
5611
|
4J Wealth Management
Alexandria,
Virginia
|
$104M
|
–
|
–
|
8.39%
|
68.2%
|
73
|
–
|
|
|
5612
|
Springhouse Capital Management
Westport,
Connecticut
|
$104M
|
+$21.1M
|
+26%
|
32.6%
|
52%
|
26
|
57.69%
|
|
|
5613
|
Pacifica Partners
Surrey,
Canada
|
$104M
|
+$11.8M
|
+13%
|
14.1%
|
123%
|
411
|
18.25%
|
|
|
5614
|
Centerstone Investors
New York
|
$104M
|
+$5.65M
|
+6%
|
14%
|
73.7%
|
24
|
16.67%
|
|
|
5615
|
Outfitter Financial
Brunswick,
Maine
|
$104M
|
–
|
–
|
15.1%
|
95.9%
|
95
|
–
|
|
|
5616
|
Patron Partners
Houston,
Texas
|
$104M
|
–
|
–
|
13.7%
|
90.2%
|
141
|
–
|
|
|
5617
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$104M
|
–
|
–
|
6.31%
|
55%
|
21
|
–
|
|
|
5618
|
Gold Dragon Worldwide Asset Management
Central,
Hong Kong
|
$103M
|
–
|
–
|
28.2%
|
–
|
2
|
–
|
|
|
5619
|
Franklin Street Capital Partners
New York
|
$103M
|
-$5.27M
|
-5%
|
13.7%
|
–
|
47
|
55.32%
|
|
|
5620
|
Apis Capital Advisors
New York
|
$103M
|
–
|
–
|
55.3%
|
1,532%
|
38
|
–
|
|
|
5621
|
Endicott Management
New York
|
$103M
|
+$30.7M
|
+42%
|
43%
|
229%
|
7
|
0%
|
|
|
5622
|
Financial Management Concepts
Winter Springs,
Florida
|
$103M
|
–
|
–
|
13.8%
|
–
|
20
|
–
|
|
|
5623
|
GS Investments
Minneapolis,
Minnesota
|
$103M
|
+$66.2M
|
+179%
|
13%
|
94.1%
|
133
|
57.14%
|
|
|
5624
|
Global Frontier Investments
Charleston,
South Carolina
|
$103M
|
+$35.2M
|
+52%
|
33%
|
–
|
18
|
5.56%
|
|
|
5625
|
Alpha Omega Group
Reston,
Virginia
|
$103M
|
–
|
–
|
11.3%
|
16.1%
|
28
|
–
|
|