|
5701
|
Optimist Retirement Group
Bellevue,
Washington
|
$221M
|
+$12.7M
|
+6%
|
7.46%
|
–
|
131
|
20.61%
|
|
|
5702
|
Kaizen Financial Strategies
Campbell,
California
|
$221M
|
+$24.4M
|
+12%
|
11.7%
|
116%
|
169
|
21.89%
|
|
|
5703
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$221M
|
+$29.1M
|
+15%
|
3.91%
|
–
|
843
|
18.51%
|
|
|
5704
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$221M
|
+$31.7M
|
+17%
|
12.9%
|
89.7%
|
119
|
7.56%
|
|
|
5705
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$221M
|
+$34.1M
|
+18%
|
14%
|
168%
|
529
|
14.56%
|
|
|
5706
|
Moneywise Inc
Forest,
Virginia
|
$221M
|
+$7.77M
|
+4%
|
6.9%
|
58%
|
79
|
15.19%
|
|
|
5707
|
|
$221M
|
+$13.1M
|
+6%
|
7.6%
|
75.4%
|
123
|
5.69%
|
|
|
5708
|
Silver Oak Advisory Group
Portland,
Oregon
|
$221M
|
+$14.6M
|
+7%
|
4.06%
|
27%
|
80
|
12.5%
|
|
|
5709
|
Beach Point Capital Management
Santa Monica,
California
|
$221M
|
-$18.5M
|
-8%
|
2.63%
|
110%
|
20
|
15%
|
|
|
5710
|
Investidor Profissional Gestao de Recursos
Rio De Janeiro,
Brazil
|
$221M
|
+$25.6M
|
+13%
|
1.7%
|
51.8%
|
31
|
35.48%
|
|
|
5711
|
Shelton Wealth Management
Fort Worth,
Texas
|
$221M
|
+$13.4M
|
+6%
|
8.19%
|
88%
|
188
|
41.49%
|
|
|
5712
|
State Insurance Fund
New York
|
$221M
|
+$14.4M
|
+7%
|
6.96%
|
–
|
1
|
0%
|
|
|
5713
|
AAF Wealth Management
Westborough,
Massachusetts
|
$221M
|
+$1.23M
|
+0.6%
|
7.62%
|
65.8%
|
49
|
16.33%
|
|
|
5714
|
Melone Private Wealth
Auburn Hills,
Michigan
|
$221M
|
+$25.3M
|
+13%
|
4.29%
|
30.3%
|
56
|
10.71%
|
|
|
5715
|
Lunate Capital
Al Maryah Island, Abu Dhabi,
United Arab Emirates
|
$221M
|
+$42.6M
|
+24%
|
14.8%
|
–
|
7
|
28.57%
|
|
|
5716
|
Patron Partners
Houston,
Texas
|
$221M
|
+$18.7M
|
+9%
|
6.01%
|
90.2%
|
182
|
8.79%
|
|
|
5717
|
Catawba River Capital
Lake Wylie,
South Carolina
|
$220M
|
+$23.7M
|
+12%
|
8.23%
|
89.5%
|
20
|
10%
|
|
|
5718
|
Vawter Financial
Columbus,
Ohio
|
$220M
|
+$212M
|
+2,389%
|
6.03%
|
48%
|
118
|
80.51%
|
|
|
5719
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$220M
|
+$26.4M
|
+14%
|
3.99%
|
66.3%
|
164
|
9.15%
|
|
|
5720
|
Adalta Capital Management
New York
|
$220M
|
+$21M
|
+11%
|
8.57%
|
80.4%
|
107
|
14.02%
|
|
|
5721
|
Aspect Partners
Fairfax,
Virginia
|
$220M
|
+$17.4M
|
+9%
|
6.96%
|
–
|
742
|
22.91%
|
|
|
5722
|
Banyan Capital Management
Atlanta,
Georgia
|
$220M
|
+$25.7M
|
+13%
|
1.42%
|
42.5%
|
56
|
66.07%
|
|
|
5723
|
Logan Stone Capital
Chicago,
Illinois
|
$220M
|
+$7.63M
|
+4%
|
11.7%
|
43.9%
|
97
|
51.55%
|
|
|
5724
|
Spider Management Company
Richmond,
Virginia
|
$220M
|
-$44.4M
|
-17%
|
6.8%
|
–
|
2
|
0%
|
|
|
5725
|
VPR Management
Houston,
Texas
|
$220M
|
+$7.04M
|
+3%
|
7.84%
|
54.5%
|
61
|
3.28%
|
|