|
6026
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
$199M
|
-$2.83M
|
-1%
|
2.05%
|
80.4%
|
123
|
8.13%
|
|
|
6027
|
Crown Oak Advisors
Piedmont,
California
|
$199M
|
-$11.5M
|
-5%
|
0.76%
|
–
|
23
|
0%
|
|
|
6028
|
Flower City Capital
Pittsford,
New York
|
$199M
|
+$3.27M
|
+2%
|
1.69%
|
60.7%
|
47
|
8.51%
|
|
|
6029
|
LCM Capital Management
Chicago,
Illinois
|
$199M
|
-$7.6M
|
-4%
|
1.56%
|
108%
|
116
|
7.76%
|
|
|
6030
|
Strategic Planning Inc
Columbus,
Ohio
|
$199M
|
+$13.7M
|
+7%
|
4.1%
|
–
|
62
|
29.03%
|
|
|
6031
|
Prospera Capital Management
Gilbert,
Arizona
|
$199M
|
+$1.11M
|
+0.6%
|
2.1%
|
–
|
45
|
8.89%
|
|
|
6032
|
Asset Advisory Group
Kinnelon,
New Jersey
|
$199M
|
-$892K
|
-0.4%
|
2.04%
|
–
|
121
|
4.96%
|
|
|
6033
|
Pullen Investment Management
Bradenton,
Florida
|
$199M
|
+$9.31M
|
+5%
|
7.75%
|
–
|
105
|
14.29%
|
|
|
6034
|
Dilation Capital Management
New York
|
$199M
|
-$18.3M
|
-8%
|
17.6%
|
–
|
28
|
60.71%
|
|
|
6035
|
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
$199M
|
-$5.86M
|
-3%
|
3.56%
|
71.1%
|
105
|
8.57%
|
|
|
6036
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$199M
|
+$4.16M
|
+2%
|
0.57%
|
72.7%
|
124
|
14.52%
|
|
|
6037
|
Disciplined Equity Management
Neptune Beach,
Florida
|
$199M
|
+$6M
|
+3%
|
3.2%
|
67.6%
|
65
|
33.85%
|
|
|
6038
|
Patrick Mauro Investment Advisor
Oak Brook,
Illinois
|
$199M
|
+$7.68M
|
+4%
|
3.66%
|
31.7%
|
43
|
9.3%
|
|
|
6039
|
Pennant Select
Summit,
New Jersey
|
$199M
|
+$9.91M
|
+5%
|
1.23%
|
–
|
16
|
25%
|
|
|
6040
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$199M
|
-$175K
|
-0.1%
|
1.74%
|
–
|
655
|
20.31%
|
|
|
6041
|
Gray Private Wealth
Canton,
Massachusetts
|
$199M
|
-$5.93M
|
-3%
|
2.89%
|
–
|
52
|
9.62%
|
|
|
6042
|
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
|
$199M
|
+$12.7M
|
+7%
|
3.12%
|
67.4%
|
99
|
11.11%
|
|
|
6043
|
Niatross Investments
Hong Kong,
|
$199M
|
+$40.7M
|
+26%
|
13.1%
|
–
|
1
|
0%
|
|
|
6044
|
Smith Thornton Advisors
Huntsville,
Alabama
|
$199M
|
+$1.99M
|
+1%
|
0.08%
|
–
|
133
|
6.77%
|
|
|
6045
|
KilterHowling LLC
Boulder,
Colorado
|
$198M
|
+$978K
|
+0.5%
|
2.72%
|
51.3%
|
54
|
14.81%
|
|
|
6046
|
Four Tree Island Advisory
Portsmouth,
New Hampshire
|
$198M
|
+$17M
|
+9%
|
10.1%
|
–
|
24
|
8.33%
|
|
|
6047
|
True Light Capital
Singapore,
|
$198M
|
-$23.8M
|
-11%
|
8.49%
|
–
|
8
|
0%
|
|
|
6048
|
Comprehensive Wealth Management
Lynnwood,
Washington
|
$198M
|
+$28.3M
|
+17%
|
0.16%
|
24%
|
43
|
16.28%
|
|
|
6049
|
Spring Capital Management
Amarillo,
Texas
|
$198M
|
+$220K
|
+0.1%
|
6.44%
|
62.6%
|
49
|
0%
|
|
|
6050
|
Holos Integrated Wealth
Kennett Square,
Pennsylvania
|
$198M
|
+$18.5M
|
+10%
|
0.76%
|
–
|
420
|
28.1%
|
|