|
6026
|
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
|
$153M
|
+$13.6M
|
+10%
|
3.37%
|
75.9%
|
73
|
12.33%
|
|
|
6027
|
William B. Walkup & Associates
Columbia,
South Carolina
|
$153M
|
–
|
–
|
4.11%
|
–
|
158
|
–
|
|
|
6028
|
|
$153M
|
+$1.75M
|
+1%
|
0.38%
|
17.9%
|
30
|
23.33%
|
|
|
6029
|
Arthedge Capital Management
Jericho,
New York
|
$153M
|
-$11.4M
|
-7%
|
1.78%
|
80.7%
|
12
|
0%
|
|
|
6030
|
Kapstone Financial Advisors
Lebanon,
Ohio
|
$153M
|
+$5.64M
|
+4%
|
3.44%
|
131%
|
113
|
14.16%
|
|
|
6031
|
W Advisors LLC
Germantown,
Tennessee
|
$152M
|
+$6.64M
|
+5%
|
3.48%
|
73.8%
|
115
|
7.83%
|
|
|
6032
|
Bullseye Investment Management
Cincinnati,
Ohio
|
$152M
|
-$19.7M
|
-11%
|
1.82%
|
43.5%
|
79
|
37.97%
|
|
|
6033
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$152M
|
+$8.03M
|
+6%
|
2.69%
|
82.9%
|
161
|
22.36%
|
|
|
6034
|
Fairbanks Capital Management
Rancho Santa Fe,
California
|
$152M
|
+$7.26M
|
+5%
|
6.09%
|
81.3%
|
54
|
0%
|
|
|
6035
|
Concorde Financial
Dallas,
Texas
|
$152M
|
+$42.3M
|
+38%
|
2.12%
|
81.3%
|
41
|
12.2%
|
|
|
6036
|
R.M. Sincerbeaux Capital Management
New York
|
$152M
|
-$5.23M
|
-3%
|
2.66%
|
76.4%
|
40
|
7.5%
|
|
|
6037
|
BlackDiamond Wealth Management
New York
|
$152M
|
+$11.8M
|
+8%
|
2.82%
|
70.8%
|
162
|
21.6%
|
|
|
6038
|
SummerHaven Investment Management
Stamford,
Connecticut
|
$152M
|
-$7.64M
|
-5%
|
2.36%
|
143%
|
195
|
1.54%
|
|
|
6039
|
Wells Financial Advisors
Framingham,
Massachusetts
|
$152M
|
+$5.11M
|
+3%
|
1.99%
|
54%
|
83
|
18.07%
|
|
|
6040
|
Powszechne Towarzystwo Emerytalne Allianz Polska
Warszawa,
Poland
|
$152M
|
+$35.9M
|
+31%
|
5.25%
|
–
|
13
|
7.69%
|
|
|
6041
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$152M
|
-$507K
|
-0.3%
|
0.08%
|
71.2%
|
68
|
8.82%
|
|
|
6042
|
Eliot Finkel Investment Counsel
Beverly Hills,
California
|
$152M
|
-$2.93M
|
-2%
|
2.02%
|
88.9%
|
30
|
3.33%
|
|
|
6043
|
Old North State Wealth Management
Wilmington,
North Carolina
|
$152M
|
-$1.34M
|
-0.9%
|
1.25%
|
76.7%
|
103
|
17.48%
|
|
|
6044
|
Disciplined Equity Management
Neptune Beach,
Florida
|
$152M
|
+$1.25M
|
+0.8%
|
0.36%
|
67.6%
|
64
|
9.38%
|
|
|
6045
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$152M
|
+$1.2M
|
+0.8%
|
1.11%
|
55%
|
62
|
4.84%
|
|
|
6046
|
Stash Investments
New York
|
$152M
|
+$11.9M
|
+8%
|
0.95%
|
–
|
5
|
0%
|
|
|
6047
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$152M
|
-$1.28M
|
-0.8%
|
0.17%
|
32.6%
|
35
|
11.43%
|
|
|
6048
|
Advanced Portfolio Management
New York
|
$152M
|
+$98.6M
|
+186%
|
1.63%
|
19.8%
|
47
|
34.04%
|
|
|
6049
|
Boston Mountain Money Management
Bentonville,
Arkansas
|
$152M
|
+$5.57M
|
+4%
|
3.9%
|
–
|
64
|
7.81%
|
|
|
6050
|
Garrison Point Advisors
Walnut Creek,
California
|
$152M
|
-$4.03M
|
-3%
|
3.47%
|
81.5%
|
152
|
7.24%
|
|