|
5801
|
Ivy Lane Capital Management
Winter Park,
Florida
|
$177M
|
+$4.87M
|
+3%
|
6.88%
|
101%
|
14
|
28.57%
|
|
|
5802
|
FMB Wealth Management
Westlake Village,
California
|
$177M
|
+$45.4M
|
+35%
|
5.71%
|
71.1%
|
76
|
10.53%
|
|
|
5803
|
PFS Partners
Mine Hill,
New Jersey
|
$177M
|
+$16.3M
|
+10%
|
6.28%
|
63.2%
|
463
|
8.21%
|
|
|
5804
|
Latitude Advisors
Vero Beach,
Florida
|
$177M
|
+$13M
|
+8%
|
6.21%
|
72%
|
199
|
15.08%
|
|
|
5805
|
Granite FO LLC
Bedford,
New Hampshire
|
$177M
|
+$20.2M
|
+13%
|
6.42%
|
111%
|
187
|
74.33%
|
|
|
5806
|
iSAM Funds (UK)
London,
United Kingdom
|
$177M
|
+$43.1M
|
+32%
|
9.95%
|
53.7%
|
411
|
77.37%
|
|
|
5807
|
Hardin Capital Partners
Greenville,
South Carolina
|
$177M
|
+$23.3M
|
+15%
|
14.9%
|
–
|
121
|
9.92%
|
|
|
5808
|
von Borstel & Associates
The Dalles,
Oregon
|
$177M
|
–
|
–
|
5.92%
|
–
|
36
|
–
|
|
|
5809
|
Nierenberg Investment Management Company
Camas,
Washington
|
$176M
|
-$2.28M
|
-1%
|
8.88%
|
135%
|
63
|
30.16%
|
|
|
5810
|
PACK Private Wealth
Wayzata,
Minnesota
|
$176M
|
+$15.5M
|
+10%
|
8.19%
|
52.8%
|
43
|
4.65%
|
|
|
5811
|
Brendel Financial Advisors
Hanover,
New Hampshire
|
$176M
|
+$19.1M
|
+12%
|
13%
|
126%
|
100
|
18%
|
|
|
5812
|
Dover Advisors
Richmond,
Virginia
|
$176M
|
+$14.5M
|
+9%
|
7.13%
|
65%
|
137
|
10.95%
|
|
|
5813
|
Western Financial Corp
San Diego,
California
|
$176M
|
+$10.7M
|
+6%
|
6.74%
|
260%
|
132
|
21.21%
|
|
|
5814
|
NVP Associates
Menlo Park,
California
|
$176M
|
+$84.9M
|
+93%
|
2.61%
|
953%
|
8
|
25%
|
|
|
5815
|
Whitford Management
New York
|
$176M
|
+$4.13M
|
+2%
|
4.63%
|
76.2%
|
18
|
22.22%
|
|
|
5816
|
Orleans Capital Management
Mandeville,
Louisiana
|
$176M
|
+$18.7M
|
+12%
|
7.22%
|
94.6%
|
100
|
30%
|
|
|
5817
|
AllSquare Wealth Management
Albany,
New York
|
$176M
|
+$9.39M
|
+6%
|
5.51%
|
62.4%
|
550
|
3.82%
|
|
|
5818
|
Mittelman Wealth Management
Andover,
Massachusetts
|
$176M
|
+$21.7M
|
+14%
|
7.43%
|
–
|
74
|
64.86%
|
|
|
5819
|
Triton Wealth Management
Sun City,
Arizona
|
$176M
|
+$4.83M
|
+3%
|
4.92%
|
–
|
90
|
7.78%
|
|
|
5820
|
Prairie Sky Financial Group
Lake Bluff,
Illinois
|
$176M
|
+$14.9M
|
+9%
|
6.76%
|
–
|
86
|
13.95%
|
|
|
5821
|
MN Wealth Advisors
Overland Park,
Kansas
|
$176M
|
+$3.39M
|
+2%
|
4.71%
|
–
|
111
|
16.22%
|
|
|
5822
|
EntryPoint Capital
New York
|
$176M
|
-$39.5M
|
-18%
|
8.02%
|
–
|
1,468
|
67.1%
|
|
|
5823
|
School Employees Retirement Board of Ohio
Columbus,
Ohio
|
$176M
|
+$57.2M
|
+48%
|
6.8%
|
–
|
6
|
66.67%
|
|
|
5824
|
Brogan Financial
Knoxville,
Tennessee
|
$176M
|
+$17M
|
+11%
|
6.64%
|
46.4%
|
53
|
15.09%
|
|
|
5825
|
|
$175M
|
+$17.4M
|
+11%
|
27.2%
|
71.4%
|
9
|
44.44%
|
|