|
5801
|
Aufman Associates
Sewickley,
Pennsylvania
|
$108M
|
+$13.2M
|
+14%
|
8.57%
|
76.4%
|
45
|
15.56%
|
|
|
5802
|
Ted Buchan & Co
San Diego,
California
|
$108M
|
–
|
–
|
12%
|
61%
|
76
|
–
|
|
|
5803
|
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
|
$108M
|
+$7.47M
|
+7%
|
10.3%
|
36.3%
|
4
|
0%
|
|
|
5804
|
Werlinich Asset Management
Stamford,
Connecticut
|
$108M
|
+$10.2M
|
+10%
|
12.5%
|
215%
|
56
|
1.79%
|
|
|
5805
|
Altai Capital Management
West Hollywood,
California
|
$108M
|
+$6.22M
|
+6%
|
26.2%
|
8.09%
|
8
|
37.5%
|
|
|
5806
|
Bromfield Sneider Wealth Advisors
Westwood,
Massachusetts
|
$108M
|
+$23.3M
|
+28%
|
4.56%
|
–
|
95
|
7.37%
|
|
|
5807
|
IMPACTfolio
Denver,
Colorado
|
$108M
|
+$5.38M
|
+5%
|
6.88%
|
51.2%
|
52
|
32.69%
|
|
|
5808
|
Financial Advantage
Columbia,
Maryland
|
$108M
|
+$6.51M
|
+6%
|
10%
|
24.3%
|
128
|
74.22%
|
|
|
5809
|
AHL Investment Management
Winter Park,
Florida
|
$108M
|
+$10.5M
|
+11%
|
10.3%
|
57.7%
|
66
|
24.24%
|
|
|
5810
|
Andrews Lucia Wealth Management
Danville,
California
|
$108M
|
+$12.6M
|
+13%
|
11%
|
59.7%
|
25
|
8%
|
|
|
5811
|
|
$108M
|
+$9.67M
|
+10%
|
8.03%
|
48%
|
43
|
25.58%
|
|
|
5812
|
Merrion Investment Management
Cranford,
New Jersey
|
$107M
|
+$6.03M
|
+6%
|
9.09%
|
166%
|
97
|
19.59%
|
|
|
5813
|
Paragon Capital Management (Utah)
Provo,
Utah
|
$107M
|
+$5.24M
|
+5%
|
7.81%
|
69.4%
|
93
|
38.71%
|
|
|
5814
|
Center For Asset Management
Palm Beach Gardens,
Florida
|
$107M
|
+$6.76M
|
+7%
|
5.95%
|
49.3%
|
118
|
17.8%
|
|
|
5815
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$107M
|
+$11.7M
|
+12%
|
7.01%
|
58.8%
|
88
|
30.68%
|
|
|
5816
|
Maryland Capital Advisors
Chester,
Maryland
|
$107M
|
+$11.8M
|
+12%
|
7.8%
|
–
|
263
|
17.87%
|
|
|
5817
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$107M
|
+$10.1M
|
+10%
|
6.48%
|
50.5%
|
75
|
12%
|
|
|
5818
|
Technology Crossover Management VII
Menlo Park,
California
|
$107M
|
+$21.6M
|
+25%
|
25.3%
|
35.2%
|
1
|
0%
|
|
|
5819
|
Greenstone Partners & Co
Larkspur,
California
|
$107M
|
+$7.42M
|
+7%
|
3.68%
|
492%
|
10
|
0%
|
|
|
5820
|
Euclidean Capital
New York
|
$107M
|
-$833K
|
-0.8%
|
12.2%
|
76.3%
|
11
|
9.09%
|
|
|
5821
|
Finer Wealth Management
Salem,
Massachusetts
|
$107M
|
+$5.25M
|
+5%
|
10.1%
|
117%
|
80
|
7.5%
|
|
|
5822
|
Alapocas Investment Partners
Beverly,
Massachusetts
|
$106M
|
+$6.83M
|
+7%
|
6.03%
|
51.7%
|
18
|
0%
|
|
|
5823
|
Bank of Marin
Novato,
California
|
$106M
|
+$4.85M
|
+5%
|
7.41%
|
67.1%
|
119
|
6.72%
|
|
|
5824
|
MAS Advisors
Miami,
Florida
|
$106M
|
-$42.7M
|
-29%
|
5.92%
|
47.9%
|
108
|
23.15%
|
|
|
5825
|
Park Circle Company
Baltimore,
Maryland
|
$106M
|
+$9.26M
|
+10%
|
15.6%
|
58.1%
|
135
|
22.96%
|
|