|
6001
|
Yoder Wealth Management
Walnut Creek,
California
|
$142M
|
+$20.5M
|
+17%
|
11.2%
|
58.9%
|
98
|
22.45%
|
|
|
6002
|
Gridiron Partners
Wexford,
Pennsylvania
|
$142M
|
–
|
–
|
8.56%
|
–
|
63
|
–
|
|
|
6003
|
Camelot Capital Partners
Laguna Beach,
California
|
$142M
|
–
|
–
|
26.7%
|
–
|
3
|
–
|
|
|
6004
|
Tranquilli Financial Advisor
Clinton,
New Jersey
|
$142M
|
+$3.15M
|
+2%
|
7.07%
|
55.1%
|
111
|
25.23%
|
|
|
6005
|
Tower Wealth Partners
Lewisburg,
Pennsylvania
|
$142M
|
+$19.9M
|
+16%
|
7.65%
|
53.7%
|
60
|
25%
|
|
|
6006
|
Burford Brothers
Dallas,
Texas
|
$141M
|
–
|
–
|
9.51%
|
–
|
150
|
–
|
|
|
6007
|
Palouse Capital Management
Spokane,
Washington
|
$141M
|
+$6.72M
|
+5%
|
11.2%
|
67.8%
|
74
|
10.81%
|
|
|
6008
|
R.M. Sincerbeaux Capital Management
New York
|
$141M
|
+$10.3M
|
+8%
|
10.8%
|
76.4%
|
42
|
4.76%
|
|
|
6009
|
Granite Group Advisors
Stamford,
Connecticut
|
$141M
|
–
|
–
|
12.2%
|
–
|
93
|
–
|
|
|
6010
|
Arrowroot Family Office
Marina Del Rey,
California
|
$141M
|
+$14.4M
|
+11%
|
9.84%
|
–
|
128
|
15.63%
|
|
|
6011
|
Laurel Wealth Planning
Edina,
Minnesota
|
$141M
|
+$12.8M
|
+10%
|
9.79%
|
53.1%
|
54
|
9.26%
|
|
|
6012
|
Heronetta Management
New York
|
$141M
|
+$4.88M
|
+4%
|
4.76%
|
59.7%
|
24
|
8.33%
|
|
|
6013
|
Kades & Cheifetz
Berwyn,
Pennsylvania
|
$141M
|
+$14.8M
|
+12%
|
8.2%
|
–
|
83
|
14.46%
|
|
|
6014
|
Family Capital Management
Grand Rapids,
Michigan
|
$141M
|
-$10.4M
|
-7%
|
11.3%
|
70.5%
|
86
|
20.93%
|
|
|
6015
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$141M
|
+$6.48M
|
+5%
|
10.7%
|
91.4%
|
124
|
12.1%
|
|
|
6016
|
Shelton Wealth Management
Fort Worth,
Texas
|
$141M
|
+$15.8M
|
+13%
|
8.39%
|
88%
|
111
|
48.65%
|
|
|
6017
|
CastleKeep Investment Advisors
Westport,
Connecticut
|
$141M
|
–
|
–
|
10.6%
|
–
|
100
|
–
|
|
|
6018
|
Southern Capital Advisors
Jackson,
Tennessee
|
$141M
|
+$20.6M
|
+17%
|
11.3%
|
58.2%
|
73
|
23.29%
|
|
|
6019
|
Teca Partners
Austin,
Texas
|
$141M
|
+$23M
|
+20%
|
13.5%
|
66%
|
19
|
26.32%
|
|
|
6020
|
Salvus Wealth Management
Red Bank,
New Jersey
|
$141M
|
+$14.3M
|
+11%
|
13.8%
|
104%
|
109
|
6.42%
|
|
|
6021
|
New Republic Capital
Charlotte,
North Carolina
|
$141M
|
+$18M
|
+15%
|
11.2%
|
91.4%
|
240
|
18.75%
|
|
|
6022
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$140M
|
+$14.1M
|
+11%
|
11.7%
|
71.4%
|
114
|
12.28%
|
|
|
6023
|
Strategic Investment Management
Arlington,
Virginia
|
$140M
|
+$58.8M
|
+72%
|
5.66%
|
53.3%
|
12
|
16.67%
|
|
|
6024
|
TLW Wealth Management
Indian Rocks Beach,
Florida
|
$140M
|
+$8.79M
|
+7%
|
9.9%
|
82.9%
|
20
|
10%
|
|
|
6025
|
Soros Capital Management
New York
|
$140M
|
-$98.2M
|
-41%
|
18.3%
|
732%
|
43
|
46.51%
|
|