|
6026
|
HTG Investment Advisors
New Canaan,
Connecticut
|
$121M
|
+$11.4M
|
+10%
|
5.1%
|
57.4%
|
54
|
11.11%
|
|
|
6027
|
David J. Yvars Group
University Park,
Florida
|
$121M
|
+$10.4M
|
+9%
|
12.3%
|
125%
|
89
|
20.22%
|
|
|
6028
|
Basepoint Wealth
Cedar Rapids,
Iowa
|
$121M
|
+$1.14M
|
+0.9%
|
0.6%
|
113%
|
96
|
4.17%
|
|
|
6029
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$121M
|
+$4.95M
|
+4%
|
2.25%
|
36.4%
|
17
|
11.76%
|
|
|
6030
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$121M
|
+$10.9M
|
+10%
|
6.51%
|
55.3%
|
491
|
25.87%
|
|
|
6031
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$121M
|
+$12.6M
|
+12%
|
7.97%
|
74.1%
|
60
|
13.33%
|
|
|
6032
|
Yorktown Energy Partners X
New York
|
$121M
|
+$16.8M
|
+16%
|
9.78%
|
95.8%
|
5
|
20%
|
|
|
6033
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$121M
|
+$8.88M
|
+8%
|
6.16%
|
62.7%
|
76
|
5.26%
|
|
|
6034
|
Kapstone Financial Advisors
Lebanon,
Ohio
|
$121M
|
+$9.89M
|
+9%
|
7.92%
|
131%
|
105
|
15.24%
|
|
|
6035
|
Von Berge Wealth Management Group
San Diego,
California
|
$121M
|
+$8.84M
|
+8%
|
6.63%
|
60.5%
|
66
|
10.61%
|
|
|
6036
|
Charter Research & Investment Group
Southport,
Connecticut
|
$121M
|
+$6.37M
|
+6%
|
6.27%
|
82.3%
|
79
|
6.33%
|
|
|
6037
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$120M
|
-$246M
|
-67%
|
4.26%
|
69.4%
|
255
|
86.67%
|
|
|
6038
|
Arias Resource Capital
George Town, Grand Cayman,
Cayman Islands
|
$120M
|
-$25M
|
-17%
|
17.2%
|
81.3%
|
1
|
0%
|
|
|
6039
|
Andrews Lucia Wealth Management
Danville,
California
|
$120M
|
+$7.37M
|
+7%
|
4.59%
|
59.7%
|
26
|
7.69%
|
|
|
6040
|
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
$120M
|
+$12.7M
|
+12%
|
10.5%
|
95.3%
|
82
|
13.41%
|
|
|
6041
|
Richelieu Gestion
Paris,
France
|
$120M
|
+$9.39M
|
+8%
|
4.05%
|
–
|
79
|
18.99%
|
|
|
6042
|
Sagil Capital
London,
United Kingdom
|
$120M
|
-$3.97M
|
-3%
|
14.2%
|
104%
|
27
|
48.15%
|
|
|
6043
|
General Partner Inc
Pittsburgh,
Pennsylvania
|
$120M
|
+$6.23M
|
+5%
|
9.49%
|
74%
|
127
|
0.79%
|
|
|
6044
|
Solstein Capital
Menlo Park,
California
|
$120M
|
+$5.04M
|
+4%
|
5.88%
|
91.4%
|
308
|
12.66%
|
|
|
6045
|
|
$120M
|
+$35.3K
|
+0%
|
8.18%
|
62.5%
|
44
|
40.91%
|
|
|
6046
|
JCP Investment Management
Houston,
Texas
|
$120M
|
-$21.9M
|
-15%
|
4.29%
|
94.7%
|
19
|
36.84%
|
|
|
6047
|
Darrow Company
Needham,
Massachusetts
|
$120M
|
+$12.6M
|
+12%
|
3.3%
|
41.1%
|
30
|
6.67%
|
|
|
6048
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$120M
|
+$757K
|
+0.6%
|
4.76%
|
117%
|
238
|
16.81%
|
|
|
6049
|
Live Oak Investment Partners
Austin,
Texas
|
$120M
|
+$5.88M
|
+5%
|
3.99%
|
–
|
304
|
0%
|
|
|
6050
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$120M
|
–
|
–
|
2.88%
|
56.3%
|
66
|
–
|
|