|
5601
|
Sage Financial Management Group
Mclean,
Virginia
|
$146M
|
-$4.19M
|
-3%
|
5.67%
|
47.3%
|
31
|
6.45%
|
|
|
5602
|
ESA Global Value Fund
Grand Cayman,
Cayman Islands
|
$146M
|
-$8.22M
|
-5%
|
5%
|
–
|
5
|
20%
|
|
|
5603
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$146M
|
-$18M
|
-11%
|
1.64%
|
65.9%
|
269
|
20.07%
|
|
|
5604
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$146M
|
-$15M
|
-9%
|
9.87%
|
7.8%
|
291
|
25.43%
|
|
|
5605
|
Anabranch Capital Management
Stamford,
Connecticut
|
$146M
|
-$30.8M
|
-17%
|
16.3%
|
139%
|
7
|
0%
|
|
|
5606
|
Factorial Partners
Mt. Kisco,
New York
|
$146M
|
-$5.58M
|
-4%
|
5.14%
|
80.1%
|
100
|
17%
|
|
|
5607
|
Financial Guidance Group
Palm Harbor,
Florida
|
$145M
|
–
|
–
|
4.01%
|
52%
|
41
|
–
|
|
|
5608
|
Strategic Value Bank Partners
Cleveland,
Ohio
|
$145M
|
+$34.9M
|
+32%
|
1.16%
|
98.1%
|
22
|
36.36%
|
|
|
5609
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$145M
|
-$12.3M
|
-8%
|
3.42%
|
53.6%
|
184
|
8.15%
|
|
|
5610
|
Rizvi Traverse Management
West Palm Beach,
Florida
|
$145M
|
-$243M
|
-63%
|
49.6%
|
–
|
2
|
0%
|
|
|
5611
|
Cunning Capital Partners
Morrisville,
North Carolina
|
$145M
|
-$38.5M
|
-21%
|
5.44%
|
268%
|
49
|
71.43%
|
|
|
5612
|
Altus Wealth Management
Ft Mitchell,
Kentucky
|
$145M
|
-$22.7M
|
-13%
|
6.12%
|
68.8%
|
39
|
10.26%
|
|
|
5613
|
O'Rourke & Company
Boston,
Massachusetts
|
$145M
|
-$4.83M
|
-3%
|
4.36%
|
71.9%
|
127
|
10.24%
|
|
|
5614
|
Freedman Financial Associates
Peabody,
Massachusetts
|
$145M
|
-$1.29M
|
-0.9%
|
5.42%
|
–
|
517
|
12.96%
|
|
|
5615
|
Bluegrass Capital Partners
Palm Beach,
Florida
|
$145M
|
+$9.51M
|
+7%
|
10.4%
|
60.1%
|
15
|
26.67%
|
|
|
5616
|
Roubaix Capital
Denver,
Colorado
|
$145M
|
-$18.9M
|
-12%
|
11.3%
|
174%
|
61
|
62.3%
|
|
|
5617
|
Helen Stephens Group
Fort Worth,
Texas
|
$145M
|
+$20.3M
|
+16%
|
3.5%
|
49.5%
|
65
|
20%
|
|
|
5618
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$145M
|
-$4.92M
|
-3%
|
4.78%
|
56.7%
|
268
|
18.28%
|
|
|
5619
|
swisspartners Advisors
Zurich,
Switzerland
|
$145M
|
+$4.97M
|
+4%
|
6.05%
|
73.2%
|
33
|
24.24%
|
|
|
5620
|
Boothe Investment Group
Dover,
Delaware
|
$145M
|
-$42.2M
|
-23%
|
7.65%
|
59.8%
|
38
|
23.68%
|
|
|
5621
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$145M
|
-$10.6M
|
-7%
|
3.78%
|
36.5%
|
50
|
18%
|
|
|
5622
|
DRH Investments
Thousand Oaks,
California
|
$145M
|
+$7.07M
|
+5%
|
5.72%
|
81.2%
|
18
|
50%
|
|
|
5623
|
Operose Advisors
Milwaukee,
Wisconsin
|
$145M
|
+$21.8M
|
+18%
|
4.05%
|
68.8%
|
344
|
18.9%
|
|
|
5624
|
Mayport LLC
Newton,
Massachusetts
|
$145M
|
+$10.3M
|
+8%
|
5.08%
|
57%
|
67
|
17.91%
|
|
|
5625
|
Purus Wealth Management
Newport Beach,
California
|
$145M
|
-$14.9M
|
-9%
|
6.48%
|
156%
|
128
|
21.88%
|
|