|
6051
|
Client First Investment Management
West Bend,
Wisconsin
|
$196M
|
+$33M
|
+20%
|
21.7%
|
–
|
47
|
61.7%
|
|
|
6052
|
Canerector Inc
Toronto,
Ontario, Canada
|
$196M
|
+$19.7M
|
+11%
|
8.64%
|
–
|
10
|
0%
|
|
|
6053
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$196M
|
+$14.6M
|
+8%
|
5.15%
|
36.4%
|
26
|
3.85%
|
|
|
6054
|
Birch Capital Management
Dallas,
Texas
|
$196M
|
+$702K
|
+0.4%
|
2.21%
|
48.4%
|
81
|
7.41%
|
|
|
6055
|
First County Bank
Stamford,
Connecticut
|
$196M
|
+$9.98M
|
+5%
|
7.75%
|
89.1%
|
170
|
5.29%
|
|
|
6056
|
Aull & Monroe Investment Management
Mobile,
Alabama
|
$196M
|
+$9.54M
|
+5%
|
7.1%
|
96.6%
|
127
|
5.51%
|
|
|
6057
|
Wisconsin Capital Management
Madison,
Wisconsin
|
$196M
|
+$14.9M
|
+8%
|
9.25%
|
153%
|
55
|
18.18%
|
|
|
6058
|
International City Management Association Retirement Corp
Washington,
District of Columbia
|
$196M
|
+$8.39M
|
+4%
|
4.58%
|
42.9%
|
6
|
0%
|
|
|
6059
|
Crossingbridge Advisors
Pleasantville,
New York
|
$195M
|
+$81.5M
|
+72%
|
0.22%
|
–
|
120
|
63.33%
|
|
|
6060
|
Horizon Advisory Services
West Henrietta,
New York
|
$195M
|
+$9.29M
|
+5%
|
5.66%
|
–
|
47
|
6.38%
|
|
|
6061
|
McCarter Private Wealth Services
Boston,
Massachusetts
|
$195M
|
+$20.4M
|
+12%
|
9.95%
|
–
|
130
|
12.31%
|
|
|
6062
|
Spectrum Strategic Capital Management
Corvallis,
Oregon
|
$195M
|
-$3.57M
|
-2%
|
8.31%
|
–
|
47
|
8.51%
|
|
|
6063
|
Pinnacle Wealth Management Group
Plymouth,
Michigan
|
$195M
|
+$20.7M
|
+12%
|
8.99%
|
55.7%
|
131
|
9.16%
|
|
|
6064
|
Touchstone Capital
Pittsburgh,
Pennsylvania
|
$195M
|
–
|
–
|
8%
|
–
|
49
|
–
|
|
|
6065
|
R.W. Roge & Company
Bohemia,
New York
|
$195M
|
+$18.9M
|
+11%
|
7.8%
|
68.1%
|
59
|
11.86%
|
|
|
6066
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$195M
|
+$23.1M
|
+13%
|
7.74%
|
62.5%
|
52
|
13.46%
|
|
|
6067
|
Main Line Retirement Advisors
Whitefish,
Montana
|
$195M
|
+$19.3M
|
+11%
|
5.19%
|
–
|
46
|
10.87%
|
|
|
6068
|
Yorktown Energy Partners XI
New York
|
$195M
|
+$79.8M
|
+69%
|
111%
|
105%
|
3
|
0%
|
|
|
6069
|
Fairfield, Bush & Co
Darien,
Connecticut
|
$195M
|
+$17.9M
|
+10%
|
11.9%
|
112%
|
122
|
11.48%
|
|
|
6070
|
Peninsula Asset Management
Bradenton,
Florida
|
$195M
|
+$5.36M
|
+3%
|
4.85%
|
44.1%
|
45
|
4.44%
|
|
|
6071
|
Brendel Financial Advisors
Hanover,
New Hampshire
|
$195M
|
+$16.2M
|
+9%
|
10.6%
|
126%
|
127
|
40.16%
|
|
|
6072
|
Tenon Financial
Metuchen,
New Jersey
|
$195M
|
-$31.7M
|
-14%
|
6.12%
|
–
|
49
|
8.16%
|
|
|
6073
|
Makaira Partners
La Jolla,
California
|
$195M
|
-$134M
|
-41%
|
8.89%
|
22%
|
13
|
7.69%
|
|
|
6074
|
Bosun Asset Management
Chicago,
Illinois
|
$195M
|
-$141M
|
-42%
|
8.35%
|
278%
|
200
|
66.5%
|
|
|
6075
|
Trivant Custom Portfolio Group
San Diego,
California
|
$195M
|
+$12.5M
|
+7%
|
7.66%
|
86.1%
|
105
|
23.81%
|
|