|
6051
|
Comprehensive Wealth Management
Lynnwood,
Washington
|
$106M
|
-$9.21M
|
-8%
|
3.84%
|
24%
|
34
|
14.71%
|
|
|
6052
|
Somerset Group
Wayzata,
Minnesota
|
$106M
|
-$13.4M
|
-11%
|
3.72%
|
68.2%
|
64
|
1.56%
|
|
|
6053
|
Outfitter Financial
Brunswick,
Maine
|
$106M
|
-$5.53M
|
-5%
|
0.24%
|
73.9%
|
77
|
5.19%
|
|
|
6054
|
|
$106M
|
-$4.04M
|
-4%
|
3.42%
|
25.8%
|
312
|
7.37%
|
|
|
6055
|
Kingdom Financial Group
Peoria,
Arizona
|
$106M
|
+$4.19M
|
+4%
|
3.55%
|
33%
|
76
|
21.05%
|
|
|
6056
|
Crocodile Capital Partners
Ursensollen,
Germany
|
$106M
|
+$8.28M
|
+8%
|
25.9%
|
190%
|
6
|
16.67%
|
|
|
6057
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$106M
|
-$5.71M
|
-5%
|
2.58%
|
79.8%
|
96
|
11.46%
|
|
|
6058
|
Arrien Investments
Boise,
Idaho
|
$106M
|
-$11.8M
|
-10%
|
4.44%
|
36.9%
|
40
|
15%
|
|
|
6059
|
Cascade Investment Group
Colorado Springs,
Colorado
|
$106M
|
-$3.34M
|
-3%
|
1.53%
|
86.8%
|
132
|
14.39%
|
|
|
6060
|
Kearns & Associates
Palos Verdes Estates,
California
|
$106M
|
-$4.31M
|
-4%
|
3.8%
|
69.4%
|
44
|
4.55%
|
|
|
6061
|
In-Depth Partners
Miami,
Florida
|
$106M
|
+$10.5M
|
+11%
|
0.76%
|
157%
|
13
|
0%
|
|
|
6062
|
DRH Investments
Thousand Oaks,
California
|
$106M
|
-$12.9M
|
-11%
|
3.95%
|
56.4%
|
20
|
55%
|
|
|
6063
|
River Street Advisors
Aurora,
Illinois
|
$106M
|
+$1.11M
|
+1%
|
2.32%
|
88.8%
|
113
|
9.73%
|
|
|
6064
|
Blue Water Life Science Advisors
Larkspur,
California
|
$106M
|
-$42.2M
|
-29%
|
23%
|
243%
|
7
|
0%
|
|
|
6065
|
Alamar Capital Management
Santa Barbara,
California
|
$106M
|
-$30M
|
-22%
|
0.75%
|
–
|
80
|
31.25%
|
|
|
6066
|
Unionview LLC
Seattle,
Washington
|
$106M
|
-$3.67M
|
-3%
|
4.19%
|
21.2%
|
84
|
4.76%
|
|
|
6067
|
Marlin Sams Capital Management
New York
|
$106M
|
-$9.19M
|
-8%
|
8.97%
|
53.1%
|
2
|
50%
|
|
|
6068
|
Lee Johnson Capital Management
Fort Worth,
Texas
|
$106M
|
+$180K
|
+0.2%
|
3.14%
|
71.1%
|
15
|
20%
|
|
|
6069
|
Data Collective IV
Palo Alto,
California
|
$106M
|
-$29.4M
|
-22%
|
10.7%
|
251%
|
6
|
16.67%
|
|
|
6070
|
Sterling Group Wealth Management
Pasadena,
California
|
$106M
|
-$9.79M
|
-8%
|
3.81%
|
54.6%
|
52
|
5.77%
|
|
|
6071
|
McDonough Capital Management
Orlando,
Florida
|
$106M
|
-$3.12M
|
-3%
|
3.14%
|
100%
|
43
|
4.65%
|
|
|
6072
|
Piper Sandler & Co
Minneapolis,
Minnesota
|
$106M
|
+$12M
|
+13%
|
0%
|
0.09%
|
16
|
37.5%
|
|
|
6073
|
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
$105M
|
-$6.43M
|
-6%
|
1.11%
|
55.3%
|
47
|
8.51%
|
|
|
6074
|
Marmo Financial Group
Johnson City,
Tennessee
|
$105M
|
-$5.24M
|
-5%
|
3.23%
|
47.5%
|
19
|
15.79%
|
|
|
6075
|
Wilson & Boucher Capital Management
Moraga,
California
|
$105M
|
-$5.75M
|
-5%
|
3.51%
|
53.4%
|
114
|
12.28%
|
|