|
5326
|
Lagoda Investment Management
New York
|
$141M
|
-$7.44M
|
-5%
|
|
|
43
|
|
|
|
5327
|
Brandywine Managers
Hockessin,
Delaware
|
$141M
|
+$112M
|
+392%
|
|
|
49
|
|
|
|
5328
|
Diversified Investment Strategies
Baton Rouge,
Louisiana
|
$141M
|
+$11.7M
|
+9%
|
|
|
49
|
|
|
|
5329
|
Summit Investment Advisory Services
Roseville,
Minnesota
|
$140M
|
+$57.9M
|
+70%
|
|
|
54
|
|
|
|
5330
|
Western Financial Corp
San Diego,
California
|
$140M
|
-$13.8M
|
-9%
|
|
|
126
|
|
|
|
5331
|
Tieton Capital Management
Yakima,
Washington
|
$140M
|
-$11M
|
-7%
|
|
|
32
|
|
|
|
5332
|
Arkfeld Wealth Strategies
Omaha,
Nebraska
|
$140M
|
-$11.5M
|
-8%
|
|
|
77
|
|
|
|
5333
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$140M
|
+$15.9M
|
+13%
|
|
|
78
|
|
|
|
5334
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$140M
|
+$8.66M
|
+7%
|
|
|
99
|
|
|
|
5335
|
Harbert Fund Advisors
Birmingham,
Alabama
|
$140M
|
+$24.1M
|
+21%
|
|
|
56
|
|
|
|
5336
|
Root Financial Partners
Encinitas,
California
|
$140M
|
–
|
–
|
|
|
62
|
|
|
|
5337
|
Scholtz & Company
Stamford,
Connecticut
|
$140M
|
-$1.19M
|
-0.8%
|
|
|
51
|
|
|
|
5338
|
Byrne Asset Management
Kingston,
New Jersey
|
$140M
|
+$2M
|
+1%
|
|
|
663
|
|
|
|
5339
|
Trivant Custom Portfolio Group
San Diego,
California
|
$140M
|
–
|
–
|
|
|
208
|
|
|
|
5340
|
Prospect Hill Management
Short Hills,
New Jersey
|
$140M
|
+$27.9M
|
+25%
|
|
|
16
|
|
|
|
5341
|
TRV GP IV
Boston,
Massachusetts
|
$140M
|
-$95.3M
|
-41%
|
|
|
5
|
|
|
|
5342
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$140M
|
+$17.2M
|
+14%
|
|
|
103
|
|
|
|
5343
|
Integral Investment Advisors
Turlock,
California
|
$140M
|
+$10.7M
|
+8%
|
|
|
86
|
|
|
|
5344
|
Monumental Financial Group
Rockville,
Maryland
|
$140M
|
+$15.8M
|
+13%
|
|
|
79
|
|
|
|
5345
|
Stableford Capital II
Scottsdale,
Arizona
|
$140M
|
-$44.8M
|
-24%
|
|
|
171
|
|
|
|
5346
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$140M
|
+$5.75M
|
+4%
|
|
|
36
|
|
|
|
5347
|
Retirement Guys Formula
Maumee,
Ohio
|
$140M
|
+$17.7M
|
+14%
|
|
|
125
|
|
|
|
5348
|
Foresight Global Investors
Purchase,
New York
|
$140M
|
–
|
–
|
|
|
34
|
|
|
|
5349
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$140M
|
+$7.81M
|
+6%
|
|
|
116
|
|
|
|
5350
|
Compass Rose Asset Management
New York
|
$140M
|
–
|
–
|
|
|
4
|
|
|