|
5401
|
PB Investment Partners
Burlingame,
California
|
$147M
|
+$18.4M
|
+14%
|
|
|
9
|
|
|
|
5402
|
Clarus Group
Houston,
Texas
|
$147M
|
-$1.74M
|
-1%
|
|
|
125
|
|
|
|
5403
|
|
$147M
|
+$6.97M
|
+5%
|
|
|
154
|
|
|
|
5404
|
Stone House Capital Management
Bay Harbor Islands,
Florida
|
$147M
|
-$33.6M
|
-19%
|
|
|
2
|
|
|
|
5405
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$147M
|
-$6.5M
|
-4%
|
|
|
174
|
|
|
|
5406
|
Toscafund Asset Management
London,
United Kingdom
|
$147M
|
+$31.1M
|
+27%
|
|
|
17
|
|
|
|
5407
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
$147M
|
-$11.5M
|
-7%
|
|
|
67
|
|
|
|
5408
|
Patron Partners
Houston,
Texas
|
$147M
|
-$6.07M
|
-4%
|
|
|
202
|
|
|
|
5409
|
Safeguard Investment Advisory Group
Corona,
California
|
$147M
|
-$24.9M
|
-15%
|
|
|
97
|
|
|
|
5410
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$146M
|
-$8.42M
|
-5%
|
|
|
426
|
|
|
|
5411
|
Diversified Investment Strategies
Baton Rouge,
Louisiana
|
$146M
|
+$8.28M
|
+6%
|
|
|
47
|
|
|
|
5412
|
CJM Wealth Advisers
Falls Church,
Virginia
|
$146M
|
+$5.58M
|
+4%
|
|
|
62
|
|
|
|
5413
|
Southern Capital Advisors
Jackson,
Tennessee
|
$146M
|
-$15.6M
|
-10%
|
|
|
95
|
|
|
|
5414
|
Martin Capital Advisors
San Antonio,
Texas
|
$146M
|
-$15.7M
|
-10%
|
|
|
64
|
|
|
|
5415
|
Motive Wealth Advisors
Birmingham,
Michigan
|
$146M
|
-$20.1M
|
-12%
|
|
|
88
|
|
|
|
5416
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$146M
|
+$12.2M
|
+9%
|
|
|
268
|
|
|
|
5417
|
Sage Financial Management Group
Mclean,
Virginia
|
$146M
|
-$4.19M
|
-3%
|
|
|
31
|
|
|
|
5418
|
ESA Global Value Fund
Grand Cayman,
Cayman Islands
|
$146M
|
-$8.22M
|
-5%
|
|
|
5
|
|
|
|
5419
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$146M
|
-$18M
|
-11%
|
|
|
269
|
|
|
|
5420
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$146M
|
-$15M
|
-9%
|
|
|
291
|
|
|
|
5421
|
Anabranch Capital Management
Stamford,
Connecticut
|
$146M
|
-$30.8M
|
-17%
|
|
|
7
|
|
|
|
5422
|
Factorial Partners
Mt. Kisco,
New York
|
$146M
|
-$5.58M
|
-4%
|
|
|
100
|
|
|
|
5423
|
Financial Guidance Group
Palm Harbor,
Florida
|
$145M
|
–
|
–
|
|
|
41
|
|
|
|
5424
|
Strategic Value Bank Partners
Cleveland,
Ohio
|
$145M
|
+$34.9M
|
+32%
|
|
|
22
|
|
|
|
5425
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$145M
|
-$12.3M
|
-8%
|
|
|
184
|
|
|