|
5401
|
7G Capital Management
New York
|
$125M
|
+$15.9M
|
+15%
|
|
|
4
|
|
|
|
5402
|
Sterling Manor Financial
Saratoga Springs,
New York
|
$125M
|
+$12.7M
|
+11%
|
|
|
100
|
|
|
|
5403
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$125M
|
-$3.41M
|
-3%
|
|
|
79
|
|
|
|
5404
|
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
|
$124M
|
+$622K
|
+0.5%
|
|
|
61
|
|
|
|
5405
|
First Reserve GP XIII
Stamford,
Connecticut
|
$124M
|
+$24.6M
|
+25%
|
|
|
1
|
|
|
|
5406
|
Eagle Bay Advisors
New York
|
$124M
|
–
|
–
|
|
|
961
|
|
|
|
5407
|
Pinion Investment Advisors
Wichita,
Kansas
|
$124M
|
+$16.2M
|
+15%
|
|
|
150
|
|
|
|
5408
|
Palladiem
Bryn Mawr,
Pennsylvania
|
$124M
|
+$9.21M
|
+8%
|
|
|
63
|
|
|
|
5409
|
Addison Advisors
Middlebury,
Vermont
|
$124M
|
–
|
–
|
|
|
411
|
|
|
|
5410
|
Werlinich Asset Management
Stamford,
Connecticut
|
$124M
|
+$9.92M
|
+9%
|
|
|
56
|
|
|
|
5411
|
Islay Capital Management
Lubbock,
Texas
|
$124M
|
+$2.36M
|
+2%
|
|
|
325
|
|
|
|
5412
|
Trellus Management Company
Delray Beach,
Florida
|
$124M
|
+$36.7M
|
+42%
|
|
|
81
|
|
|
|
5413
|
Gitterman Wealth Management
Edison,
New Jersey
|
$123M
|
-$31.6M
|
-20%
|
|
|
86
|
|
|
|
5414
|
Ponoi II Management
San Francisco,
California
|
$123M
|
-$7.18M
|
-5%
|
|
|
5
|
|
|
|
5415
|
Indie Asset Partners
Carmel,
Indiana
|
$123M
|
+$35.5M
|
+40%
|
|
|
132
|
|
|
|
5416
|
Divergent Planning
Bethesda,
Maryland
|
$123M
|
+$6.17M
|
+5%
|
|
|
19
|
|
|
|
5417
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$123M
|
+$11.5M
|
+10%
|
|
|
359
|
|
|
|
5418
|
Lokken Investment Group
Lewes,
Delaware
|
$123M
|
+$9.84M
|
+9%
|
|
|
118
|
|
|
|
5419
|
Williams Financial
North Bennington,
Vermont
|
$123M
|
+$7.24M
|
+6%
|
|
|
52
|
|
|
|
5420
|
Financial Management Concepts
Winter Springs,
Florida
|
$123M
|
+$12M
|
+11%
|
|
|
31
|
|
|
|
5421
|
Altai Capital Management
West Hollywood,
California
|
$123M
|
+$4.53M
|
+4%
|
|
|
10
|
|
|
|
5422
|
Robinson Value Management
San Antonio,
Texas
|
$123M
|
+$902K
|
+0.7%
|
|
|
72
|
|
|
|
5423
|
Capital CS Group
Irvine,
California
|
$123M
|
+$20.2M
|
+20%
|
|
|
106
|
|
|
|
5424
|
Triune Financial Partners
Overland Park,
Kansas
|
$123M
|
–
|
–
|
|
|
22
|
|
|
|
5425
|
|
$122M
|
+$10M
|
+9%
|
|
|
93
|
|
|