|
5326
|
Factorial Partners
Mt. Kisco,
New York
|
$151M
|
+$4.08M
|
+3%
|
|
|
102
|
|
|
|
5327
|
Mangham Associates
Charlottesville,
Virginia
|
$151M
|
-$4.25M
|
-3%
|
|
|
8
|
|
|
|
5328
|
Rutabaga Capital Management
Boston,
Massachusetts
|
$151M
|
-$55.5M
|
-27%
|
|
|
54
|
|
|
|
5329
|
Peterson Wealth Services
South Ogden,
Utah
|
$151M
|
–
|
–
|
|
|
87
|
|
|
|
5330
|
Garrison Point Advisors
Walnut Creek,
California
|
$151M
|
+$13.1M
|
+10%
|
|
|
157
|
|
|
|
5331
|
Ardent Capital Management
Cincinnati,
Ohio
|
$151M
|
–
|
–
|
|
|
28
|
|
|
|
5332
|
SVB Investment Services
Salt Lake City,
Utah
|
$150M
|
+$406K
|
+0.3%
|
|
|
39
|
|
|
|
5333
|
|
$150M
|
+$4.94M
|
+3%
|
|
|
8
|
|
|
|
5334
|
WealthTrust Asset Management
Destin,
Florida
|
$150M
|
+$38M
|
+34%
|
|
|
81
|
|
|
|
5335
|
Solitude Financial Services
Charlottesville,
Virginia
|
$150M
|
+$5.11M
|
+4%
|
|
|
43
|
|
|
|
5336
|
Berkeley Inc
Boise,
Idaho
|
$150M
|
+$14.4M
|
+11%
|
|
|
94
|
|
|
|
5337
|
Prosight Management
Dallas,
Texas
|
$150M
|
-$20.7M
|
-12%
|
|
|
53
|
|
|
|
5338
|
Planning Directions
Glen Mills,
Pennsylvania
|
$150M
|
+$12.8M
|
+9%
|
|
|
78
|
|
|
|
5339
|
Cohen & Co Financial Management
New York
|
$150M
|
-$81.9M
|
-35%
|
|
|
189
|
|
|
|
5340
|
Beaumont Asset Management
Beaumont,
Texas
|
$150M
|
+$15.7M
|
+12%
|
|
|
71
|
|
|
|
5341
|
Bank of Marin
Novato,
California
|
$150M
|
+$13.4M
|
+10%
|
|
|
127
|
|
|
|
5342
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$150M
|
–
|
–
|
|
|
46
|
|
|
|
5343
|
High Pointe Capital Management
Chicago,
Illinois
|
$150M
|
+$23.5M
|
+19%
|
|
|
97
|
|
|
|
5344
|
O'Rourke & Company
Boston,
Massachusetts
|
$150M
|
–
|
–
|
|
|
119
|
|
|
|
5345
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$150M
|
+$13.3M
|
+10%
|
|
|
260
|
|
|
|
5346
|
Latigo Investments
Fort Lauderdale,
Florida
|
$150M
|
–
|
–
|
|
|
16
|
|
|
|
5347
|
Peterson Wealth Management
Sparks,
Nevada
|
$150M
|
+$20.7M
|
+16%
|
|
|
61
|
|
|
|
5348
|
Burton Enright Welch
Walnut Creek,
California
|
$149M
|
–
|
–
|
|
|
58
|
|
|
|
5349
|
Clearfield Capital Management
New York
|
$149M
|
+$58.9M
|
+65%
|
|
|
7
|
|
|
|
5350
|
Hickory Lane Capital Management
New York
|
$149M
|
+$11.7M
|
+9%
|
|
|
37
|
|
|