|
5426
|
Factorial Partners
Mt. Kisco,
New York
|
$151M
|
+$4.08M
|
+3%
|
|
|
102
|
|
|
|
5427
|
Mangham Associates
Charlottesville,
Virginia
|
$151M
|
-$4.25M
|
-3%
|
|
|
8
|
|
|
|
5428
|
Rutabaga Capital Management
Boston,
Massachusetts
|
$151M
|
-$55.5M
|
-27%
|
|
|
54
|
|
|
|
5429
|
Phase 2 Partners
San Francisco,
California
|
$151M
|
–
|
–
|
|
|
19
|
|
|
|
5430
|
Peterson Wealth Services
South Ogden,
Utah
|
$151M
|
–
|
–
|
|
|
87
|
|
|
|
5431
|
Garrison Point Advisors
Walnut Creek,
California
|
$151M
|
+$13.1M
|
+10%
|
|
|
157
|
|
|
|
5432
|
Ardent Capital Management
Cincinnati,
Ohio
|
$151M
|
–
|
–
|
|
|
28
|
|
|
|
5433
|
SVB Investment Services
Salt Lake City,
Utah
|
$150M
|
+$406K
|
+0.3%
|
|
|
39
|
|
|
|
5434
|
|
$150M
|
+$4.94M
|
+3%
|
|
|
8
|
|
|
|
5435
|
WealthTrust Asset Management
Destin,
Florida
|
$150M
|
+$38M
|
+34%
|
|
|
81
|
|
|
|
5436
|
Solitude Financial Services
Charlottesville,
Virginia
|
$150M
|
+$5.11M
|
+4%
|
|
|
43
|
|
|
|
5437
|
Berkeley Inc
Boise,
Idaho
|
$150M
|
+$14.4M
|
+11%
|
|
|
94
|
|
|
|
5438
|
Prosight Management
Dallas,
Texas
|
$150M
|
-$20.7M
|
-12%
|
|
|
53
|
|
|
|
5439
|
Planning Directions
Glen Mills,
Pennsylvania
|
$150M
|
+$12.8M
|
+9%
|
|
|
78
|
|
|
|
5440
|
Cohen & Co Financial Management
New York
|
$150M
|
-$81.9M
|
-35%
|
|
|
189
|
|
|
|
5441
|
Beaumont Asset Management
Beaumont,
Texas
|
$150M
|
+$15.7M
|
+12%
|
|
|
71
|
|
|
|
5442
|
Bank of Marin
Novato,
California
|
$150M
|
+$13.4M
|
+10%
|
|
|
127
|
|
|
|
5443
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$150M
|
–
|
–
|
|
|
46
|
|
|
|
5444
|
High Pointe Capital Management
Chicago,
Illinois
|
$150M
|
+$23.5M
|
+19%
|
|
|
97
|
|
|
|
5445
|
O'Rourke & Company
Boston,
Massachusetts
|
$150M
|
–
|
–
|
|
|
119
|
|
|
|
5446
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$150M
|
+$13.3M
|
+10%
|
|
|
260
|
|
|
|
5447
|
Latigo Investments
Fort Lauderdale,
Florida
|
$150M
|
–
|
–
|
|
|
16
|
|
|
|
5448
|
Peterson Wealth Management
Sparks,
Nevada
|
$150M
|
+$20.7M
|
+16%
|
|
|
61
|
|
|
|
5449
|
Clearfield Capital Management
New York
|
$149M
|
+$58.9M
|
+65%
|
|
|
7
|
|
|
|
5450
|
Hickory Lane Capital Management
New York
|
$149M
|
+$11.7M
|
+9%
|
|
|
37
|
|
|