|
6026
|
Consilium Wealth Advisory
Richardson,
Texas
|
$89.7M
|
-$3.18M
|
-3%
|
4.71%
|
118%
|
76
|
18.42%
|
|
|
6027
|
CM Management
Gulf Breeze,
Florida
|
$89.6M
|
-$4.37M
|
-5%
|
2.07%
|
110%
|
74
|
10.81%
|
|
|
6028
|
Milestone Wealth
Buffalo,
New York
|
$89.5M
|
-$5.42M
|
-6%
|
4.81%
|
–
|
234
|
2.99%
|
|
|
6029
|
Laraway Financial Advisors
Saint Cloud,
Minnesota
|
$89.5M
|
-$4.44M
|
-5%
|
4.41%
|
92.3%
|
107
|
5.61%
|
|
|
6030
|
Perkins Capital Management
Wayzata,
Minnesota
|
$89.4M
|
-$7.24M
|
-7%
|
0.18%
|
303%
|
112
|
13.39%
|
|
|
6031
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$89.3M
|
+$23M
|
+35%
|
5.46%
|
–
|
148
|
33.78%
|
|
|
6032
|
Cross Staff Investments
Pittsford,
New York
|
$89.3M
|
-$1.4M
|
-2%
|
0.2%
|
81.2%
|
115
|
10.43%
|
|
|
6033
|
Dopkins Wealth Management
Williamsville,
New York
|
$89.2M
|
-$3.34M
|
-4%
|
5.59%
|
64.4%
|
43
|
18.6%
|
|
|
6034
|
Euclidean Technologies Management
Seattle,
Washington
|
$89.2M
|
-$7.67M
|
-8%
|
6.3%
|
124%
|
78
|
20.51%
|
|
|
6035
|
ADE LLC
Baltimore,
Maryland
|
$89.2M
|
-$4.89M
|
-5%
|
5.62%
|
52.2%
|
65
|
6.15%
|
|
|
6036
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$89.2M
|
-$8.21M
|
-8%
|
4.1%
|
55.7%
|
43
|
16.28%
|
|
|
6037
|
Alamar Capital Management
Santa Barbara,
California
|
$89M
|
+$394K
|
+0.4%
|
2.33%
|
–
|
69
|
11.59%
|
|
|
6038
|
Capital Market Strategies
Palm Beach Gardens,
Florida
|
$88.9M
|
-$6.33M
|
-7%
|
4.3%
|
120%
|
144
|
11.11%
|
|
|
6039
|
Paragon Financial Partners
Woodland Hills,
California
|
$88.9M
|
-$8.44M
|
-9%
|
4.85%
|
90.6%
|
82
|
10.98%
|
|
|
6040
|
LifeSteps Financial
Claremont,
California
|
$88.7M
|
-$7.2M
|
-8%
|
4.82%
|
88%
|
78
|
11.54%
|
|
|
6041
|
Clayton Partners
Berkeley,
California
|
$88.7M
|
-$4.03M
|
-4%
|
3.89%
|
109%
|
37
|
32.43%
|
|
|
6042
|
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
|
$88.7M
|
-$3.35M
|
-4%
|
6.72%
|
58.4%
|
28
|
28.57%
|
|
|
6043
|
McBroom & Associates
Las Vegas,
Nevada
|
$88.7M
|
-$3.25M
|
-4%
|
2.28%
|
133%
|
36
|
22.22%
|
|
|
6044
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$88.6M
|
–
|
–
|
7.75%
|
76.5%
|
76
|
–
|
|
|
6045
|
Affinia Financial Group
Burlington,
Massachusetts
|
$88.6M
|
-$30.2M
|
-25%
|
4.98%
|
37.5%
|
32
|
15.63%
|
|
|
6046
|
Trevian Wealth Management
Weston,
Massachusetts
|
$88.6M
|
-$3.52M
|
-4%
|
4.55%
|
94.1%
|
37
|
13.51%
|
|
|
6047
|
Shearwater Capital
Denver,
Colorado
|
$88.6M
|
-$4.27M
|
-5%
|
6.42%
|
64.2%
|
37
|
8.11%
|
|
|
6048
|
Twenty Acre Capital
Newtown,
Pennsylvania
|
$88.6M
|
-$11.8M
|
-12%
|
7.13%
|
196%
|
24
|
8.33%
|
|
|
6049
|
Guardian Wealth Management (Illinois)
Peoria,
Illinois
|
$88.3M
|
-$4.58M
|
-5%
|
5.25%
|
103%
|
248
|
8.87%
|
|
|
6050
|
LWM Advisory Services
Plantation,
Florida
|
$88.3M
|
+$4.87M
|
+6%
|
4.08%
|
64.9%
|
124
|
20.97%
|
|