|
6001
|
Aegon USA Investment Management
Cedar Rapids,
Iowa
|
$148M
|
+$8.17M
|
+6%
|
5.94%
|
39.9%
|
41
|
19.51%
|
|
|
6002
|
Sebold Capital Management
Lisle,
Illinois
|
$148M
|
+$12.8M
|
+9%
|
6.34%
|
–
|
72
|
6.94%
|
|
|
6003
|
Fee-Only Financial Planning
Okatie,
South Carolina
|
$148M
|
+$9.72M
|
+7%
|
8.57%
|
54.6%
|
42
|
4.76%
|
|
|
6004
|
Catalys Pacific
Tokyo,
Japan
|
$148M
|
+$41.5M
|
+39%
|
41.5%
|
–
|
3
|
0%
|
|
|
6005
|
River Street Advisors
Aurora,
Illinois
|
$148M
|
+$22.8M
|
+18%
|
10.3%
|
88.8%
|
136
|
19.12%
|
|
|
6006
|
F/M Investments
Washington,
District of Columbia
|
$148M
|
-$28M
|
-16%
|
11.3%
|
100%
|
101
|
32.67%
|
|
|
6007
|
Objective Capital Management
Pepper Pike,
Ohio
|
$148M
|
+$16.9M
|
+13%
|
9.74%
|
–
|
141
|
17.73%
|
|
|
6008
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$148M
|
+$1.87M
|
+1%
|
3.9%
|
83.8%
|
244
|
0%
|
|
|
6009
|
Founders Capital Management (Texas)
Houston,
Texas
|
$148M
|
+$10.3M
|
+7%
|
7.61%
|
118%
|
389
|
10.54%
|
|
|
6010
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$148M
|
+$19.9M
|
+16%
|
6.18%
|
–
|
627
|
6.7%
|
|
|
6011
|
VCI Wealth Management
St Louis,
Missouri
|
$148M
|
-$16.5M
|
-10%
|
6.87%
|
–
|
125
|
30.4%
|
|
|
6012
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$148M
|
+$16.8M
|
+13%
|
10.1%
|
74.1%
|
73
|
26.03%
|
|
|
6013
|
Evergreen Wealth Management
Williamston,
Michigan
|
$148M
|
+$11.8M
|
+9%
|
9.46%
|
57%
|
55
|
0%
|
|
|
6014
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$148M
|
+$8.25M
|
+6%
|
4.96%
|
34.4%
|
21
|
9.52%
|
|
|
6015
|
Thompson Davis & Co
Richmond,
Virginia
|
$148M
|
+$30.1M
|
+26%
|
20.6%
|
200%
|
144
|
43.75%
|
|
|
6016
|
Matrix Private Capital Group
New York
|
$148M
|
+$15.1M
|
+11%
|
9.28%
|
56%
|
150
|
8.67%
|
|
|
6017
|
Mittelman Wealth Management
Andover,
Massachusetts
|
$148M
|
–
|
–
|
7.83%
|
–
|
64
|
–
|
|
|
6018
|
Hibernia Wealth Partners
Baton Rouge,
Louisiana
|
$148M
|
+$14.1M
|
+11%
|
4.81%
|
34.4%
|
84
|
23.81%
|
|
|
6019
|
Fairway Wealth
Independence,
Ohio
|
$148M
|
+$16.8M
|
+13%
|
5.45%
|
–
|
80
|
8.75%
|
|
|
6020
|
Kaizen Financial Strategies
Campbell,
California
|
$147M
|
+$15.5M
|
+12%
|
8.89%
|
90.5%
|
141
|
24.11%
|
|
|
6021
|
HBC Financial Services
Seattle,
Washington
|
$147M
|
-$53K
|
-0%
|
7.23%
|
12.6%
|
196
|
16.84%
|
|
|
6022
|
Cobblestone Asset Management
Richmond,
Virginia
|
$147M
|
+$11.8M
|
+9%
|
5.75%
|
50.6%
|
49
|
28.57%
|
|
|
6023
|
Piedmont Capital Management (Montana)
Whitefish,
Montana
|
$147M
|
+$10.1M
|
+7%
|
8.63%
|
76.1%
|
48
|
4.17%
|
|
|
6024
|
BCK Capital Management
Stamford,
Connecticut
|
$147M
|
+$45.4M
|
+45%
|
9.03%
|
161%
|
102
|
54.9%
|
|
|
6025
|
Sivia Capital Partners
Mill Valley,
California
|
$147M
|
+$15.9M
|
+12%
|
13.3%
|
–
|
200
|
12.5%
|
|